This week Sam is joined by Chartered Financial Planner Danielle Lecomber who is self-employed under Hall and Costello Wealth Management Ltd.
Danielle didn’t start out as a financial planner, her career began as a Paraplanner so we dig deep into that role, what she took from it and why she decided to move into financial planning.
She is a keen advocate to promote this profession to more women and in fact was nominated for an award at the Women’s Financial Advice Awards in 2021.
Danielle didn’t set out to become a financial planner, she actually went to university to study law but made the transition into financial services when she worked out that Law wasn’t the right career path for her.
Danielle’s story is proof that it’s possible to make a career pivot and she has never looked back! Today she shares with us how much she enjoys building meaningful relationships with her clients whilst helping them achieve their financial goals.
Danielle has a social media account called Thought Provoking Finance which you can check out here
We cover:
- Danielle’s profession journey and career pivot
- The pressure for young people to pick a career path
- Advice for young people wanting a career change
- Personal development & mentorship
- The biggest learning experience as a financial planner
- The benefit of being Chartered
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