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Podcast: Ensombl Advice Australia
Episode: #412 Jeffrey Bonnici
Description: Jeffrey is a Senior Financial Advisor at Grimsey Wealth. He sits down with James to talk about specialising in medical professionals, the challenges of dealing with clients who are already self-directed, and the tech-stack they use. Jeffrey Bonnici LinkedIn: https://www.linkedin.com/in/jeffrey-bonnici-5322203a/ Grimsey Wealth Website: https://www.grimsey.com.au/ To learn more about the MLC Life Insurance Adviser Portal, visit https://ensombl.com/go/20230831 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https...