Recorded at the 2022 FPA Professionals Congress, Danni, Fraser and Clayton sit down with different speakers and attendees to discuss their insights on the current state of advice and where it’s headed in the future.
Adam Crabbe
Risk Strategy Specialist at Zurich
Adam Crabbe LinkedIn
Zurich Website
Kathryn Orman
Senior Financial Planner/Coy Director at Goals & Dreams Financial Planning
Kathryn LinkedIn
Goals & Dreams Financial Planning Website
Peter Worn
Joint-Managing Director at Finura Group
Peter Worn LinkedIn
Finura Group
Kathryn Creasy
Wealth Adviser and Principal at Capital Partners
Kathryn Creasy LinkedIn
Capital Partners Website
Charmaine Lamprecht
Chief Operating Officer and Principal at Capital Partners
Charmaine Lamprecht LinkedIn
Capital Partners Website
Fraser Jack
Founder of The Cyber Collective
Fraser Jack LinkedIn
The Cyber Collective Website
Join the Ensombl platform:
App Store
Google Play
Desktop
You can get a transcript of this podcast
General disclaimer for this podcast and all XY Education podcasts
https://staging.xyadviser.com/disclaimer/
THE XY PLATFORM
SUBSCRIBE TO THE PODCAST
AUSTRALIA
POPULAR SERIES
DISCLAIMER: The XY Adviser website and all content contained on the website is limited to general information. It does not constitute legal, financial or other professional advice. XY Adviser does not hold an AFS licence and does not provide any financial services. Nothing on this website should be interpreted as financial advice. Before making any investment decision, XY Adviser recommends obtaining financial advice from a qualified financial adviser.