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In this episode of In Conversation With..., Kimberley Dondo sits down with Simon Harvey, founder and managing director of bdhSterling, to discuss the challenges and opportunities of cross-border financial advice between the UK and Australia. From navigating dual regulation and advising expats to lessons learned from building a successful international business, Simon shares invaluable insights for advisers looking to expand globally.
What are the most common pitfalls in UK-Australia financial planning?
160 episodes