May 10, 2021

Recovering the missing pieces of an Executive Share Scheme puzzle with James Marshall

Throughout this podcast we have spoken to men and women in the industry to explore some of their most memorable experiences on site. In this episode, we pass the mic to our very own Financial Adviser, James Marshall, as he shares a cautionary tale about a third party mishap involving an executive share scheme.

Hosted by our New Business Manager, Maddie, this episode dives into the year long investigation required in order to resolve the complications with our client’s ESS and how James eventually recovered the tens of thousands of dollars that went missing.

James and Maddie discuss the complexities involved when working with executives who reside overseas and James goes into detail about the work required in order to establish a full understanding of a client’s financial position. 


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