Nov 14, 20181 min
Updated: Dec 14, 2018
November 12 , 2018 episode
Catch-up with Peter Switzer for a no-nonsense approach to wealth creation and preservation. Looking at some strategies that sophisticated investors are relying on with IPO Wealth Managing Director James Mawhinney.
In this episode Peter speaks with financial planner Noel Whittaker, Assistant Treasurer Stuart Robert, Bell Direct’s Julia Lee and Marcus Evans from CommSec.