FPA Student Podcast Series - The professional year in practice

FAAA Podcast by Financial Advice Association of Australia (FAAA)

Episode notes

In this episode of FPA student podcast series, we speak with Mitchell Harrison and Matthew Grapsas from LBW Financial Planning. We hear from both Mitchell’s experience as someone who has recently completed the professional year, and Matthew’s experienced as a Financial Planner and supervisor of a new entrant. We touch on topics such as being ready to start a professional year, finding a supervisor, client involvement, managing logbook requirements, and tonnes more.

This episode is all about hearing first-hand for those who have been through the professional year process, what to expect. Mitchell and Matthew provide great insight and advice for anyone who is looking to undertake a professional year, or who is going through it currently, to help you make the experience as seamless as  ... 

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professional year for financial planners