Engine Room Podcast #88 – Stuart Jones

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0.25 Client Care & Practice
0.25 Technical Competence
0.25 Regulatory Compliance and Consumer Protection
0.25 Professionalism and Ethics

In this episode, Rocksy is joined by Stuart Jones, Managing Director, Senior Financial Planner and Mortgage Broker at Michael Roach Financial Solutions. They discuss his journey from accounting to advice, how the firm evolved from low-cost super and insurance consolidation into a growing, tech-enabled financial planning and mortgage broking business, and the practical realities of pricing, team structure (including offshore support), client relationships, and preparing the practice for sustainable future growth.