More About Episode 24 - The Financial Planner
Our fab guests this week were Sarah Donald and her daughter Lulu.
Sarah, a passionate financial planner, and her daughter Lulu join the podcast to discuss Sarah's career and Lulu's aspirations. Sarah explains her role in helping clients manage their money and plan for retirement, emphasising the importance of building relationships and understanding clients' goals. Lulu shares her love for acting and sports, expressing her desire to pursue a career in acting. The conversation highlights the importance of finding a job that brings joy and fulfilment, and the flexibility to explore different paths in life.
Sarah, a passionate financial planner, and her daughter Lulu join the podcast to discuss Sarah's career and Lulu's aspirations. Sarah explains her role in helping clients manage their money and plan for retirement, emphasising the importance of building relationships and understanding clients' goals. Lulu shares her love for acting and sports, expressing her desire to pursue a career in acting. The conversation highlights the importance of finding a job that brings joy and fulfillment, and the flexibility to explore different paths in life.
Sarah's journey into financial planning wasn't exactly planned. She stumbled upon it during a yacht trip, drawn in by the idea of helping people manage their money. With a background in science and a love for numbers, she found her niche. But what really fuels her? It's the personal connections she builds with her clients – understanding their goals, dreams, and helping them achieve financial security. Sarah thrives on those meaningful connections.
Now, let's talk about Lulu – she's a powerhouse in her own right. From water polo to netball, she's a sports enthusiast. But her heart lies in acting. Picture her commanding the stage, bringing characters to life with every word. She's already making strides with voiceover work, and the possibilities are endless for this talented young woman.
But here's the thing – Lulu's also considering a career in teaching. Why limit yourself to just one dream, right? She's all about exploring her options and embracing every opportunity that comes her way. That's the spirit!
As Sarah and Lulu share their stories, it's evident that they're both fueled by passion and purpose. Sarah found her calling in financial planning, while Lulu's still navigating her path. But one thing's for sure – they're both making an impact in their own unique ways.
So, how can you follow in Sarah's footsteps and become a financial planner in Australia? It starts with the right qualifications. Pursue a Bachelor's degree in finance, economics, or a related field. Then, dive into the world of financial planning firms and gain hands-on experience. And don't forget to pursue certifications like the Certified Financial Planner (CFP) designation to enhance your expertise.
Alright, that wraps up today's episode of "Bring Your Kid to Work"! Thanks for tuning in, and remember – whether you're crunching numbers like Sarah or chasing your dreams like Lulu, the possibilities are endless. Keep striving, keep exploring, and who knows where your journey will take you? Until next time, take care!
