Podcast: What does a financial adviser actually do?

Posted: 29 August 2019 2:18 pm News

Everything you need to know about getting financial advice

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Financial advice isn't just something reserved for the wealthiest 1%. If you want to get better at something, it makes sense to learn from the experts. This is as true about learning to play the piano as it is with managing your money.

On this episode of the Pocket Money podcast, we are joined by Charlie Viola, an award-winning financial adviser and Partner for Wealth Management at Pitcher Partners in Sydney. Charlie really knows this stuff in and out.

We discuss what financial advisers really do, how to decide when you should speak with one, what to expect when you meet and how much it all costs. We also learn Charlie’s perspective on what high-net-worth individuals do with their money, some insight on investing and more great insight.

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Read the transcript of this episode

The Finder Pocket Money podcast is intended to provide you with tips, tools and strategies that will help you make better decisions. Although we're licensed and authorised, we (and our guests) aren't providing any form of financial or legal advice. So please consider your own situation and get proper advice about your individual circumstances before making any decisions based on anything in our show. Thanks for listening!

Have questions for the Pocket Money crew? Want to suggest a future episode idea? Hoping to speak with other curious young adults sorting through their lives and their money? Join our community for exclusive access and discussions about the show and all things money:

Pocket Money is hosted by Sally McMullen and Marc Terrano. The show is produced by Franko Ali and Ankita Shetty. Editing and theme music from Brianna Ansaldo of Bamby Media.

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