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#22 - Investing Insights with Australia's #1 Financial Adviser- Sue Dahn
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Show Notes
www.medicalmoney.com/episode22
Every year, Barrons and the Australian publish their list of Australia’s Top 50 Financial Advisers. Sue Dahn was crowned #1 in 2019. Sue has been a professional advisor at Pitcher Partners for over 21 years and is the first woman to top the list since the rankings began.
This interview was recorded on June 10, about 2 weeks before the 2020 list is due to be published.
In this interview we cover:
- the positive impact of the Royal Commission
- routine questions that stump many clients
- portfolio construction
- calculating your retirement number
- when it makes sense to start an SMSF
- financial and non-financial benefits of engaging a financial adviser
- investing for children
- strategies for investing during Coronavirus
Today’s Guest
Sue Dahn
Financial Adviser
Website
60 episodes
Share
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Manage episode 264804128 series 2648575
Content provided by Dr Andrew Fah. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dr Andrew Fah or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Show Notes
www.medicalmoney.com/episode22
Every year, Barrons and the Australian publish their list of Australia’s Top 50 Financial Advisers. Sue Dahn was crowned #1 in 2019. Sue has been a professional advisor at Pitcher Partners for over 21 years and is the first woman to top the list since the rankings began.
This interview was recorded on June 10, about 2 weeks before the 2020 list is due to be published.
In this interview we cover:
- the positive impact of the Royal Commission
- routine questions that stump many clients
- portfolio construction
- calculating your retirement number
- when it makes sense to start an SMSF
- financial and non-financial benefits of engaging a financial adviser
- investing for children
- strategies for investing during Coronavirus
Today’s Guest
Sue Dahn
Financial Adviser
Website
60 episodes
All episodes
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