26 September 2023 — podcasts

What’s in a name: Who handles your finances?

audio available
Written by bongiorno group

For the uninitiated, the financial and accounting world can be quite a complicated beast. The job titles alone reflect the myriad of different roles and services on offer.
Ricky Caldow and Mitch McKeown, both Associate Directors at the Bongiorno Group, discuss the different titles – including accountants, bookkeepers, mortgage brokers, financial advisors, and so on – and whether it’s possible they can work together.
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