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Financial Planner Life Podcast

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Julie Flynn is a powerhouse of financial planning knowledge and passion! Charlie Scott is joined this week with Julie Flynn, Director of Bree Wealth and Tax Management Ltd. And wow – what an episode.

These two dive into what makes a brilliant podcast, representation within financial planning, how Julie went self-employed at a critical point in her life and so much more.

Julie is an open book, she delves into her own, personal experiences as a woman within a male-dominated profession, as well as her passion for delivering financial education. Her passion truly comes alive in this episode. It will leave you motivated and eager to step outside of your own comfort zone.

A brilliant episode for anyone who is looking to begin their journey into the financial planning profession, likewise, for those seasoned professionals looking for inspiration for their next step.

This is our final episode of 2023! So a very Merry Christmas / Happy Holidays to all our listeners. We know you’ll enjoy this one!

Time Stamps

00:00:00 | Intro

00:02:09 | Julie's career journey

00:04:37 | Employed to self employed

00:07:07 | The niche

00:11:47 | Barriers and hurdles

00:17:17 | How financial planning has changed

00:19:24 | Experiences of women in financial planning

00:22:20 | Inclusion, diversity and unconscious bias

00:28:01 | Financial education

00:29:39 | Podcasting

00:33:40 | Coaching qualifications

00:38:31 | Transparency of fees

00:45:10 | Tips for the next generation of financial planners

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