Kelly Eng, CFA is a Wealth Management Advisor at WestPac Wealth Partners. She works with her clients in all aspects of financial wealth advisory including: asset protection, wealth accumulation and financial coordination.
Lynsey Freeman is a Managing Director at WestPac, and it's her passion to teach her clients the art of money management – how to protect it, save it, invest it, spend it wisely, and enjoy it through every stage of life.
Kelly and Lynsey joined Dr. Daniel Crosby to discuss these points:
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