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Engine Room Podcast 43 – Joel Harty and Paulina Roncevic

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Engine Room Podcast 43 – Joel Harty and Paulina Roncevic

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In this episode, Andrew talks with Joel Harty and Paulina Roncevic from Jacaranda Financial Planning. They discuss the operations of the practice, and how they grew success through a well-structured business model, open communication and collaboration among team members combined with understanding clients’ needs and preferences, leveraging technology, and building connections. Accreditation Points Allocation: Technical Competence 0.4 Client Care and Practice 0.3 Regulatory Compliance and Consumer Protection 0.2 Professionalism and Ethics 0.1 Total CPD Points: 1.0

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