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.
Michelle Levy
Partner at Allens
Michelle Levy Profile
Allens Website
Sarah Abood
CEO at the Financial Planning Association of Australia
Sarah Abood LinkedIn
Financial Planning Association of Australia Website
Corey Wastle
CEO at Verse Wealth
Corey Wastle LinkedIn
Verse Wealth Website
Nicolette Boele
Expert Adviser at the Smart Energy Council, and Shadow Representative for Bradfield
Nicolette Boele LinkedIn
Nicolette Boele Website
Jason Andriessen
Consulting Partner at MYMAVINS, and Co-Founder and Chair at Catalpa
Jason Andriessen LinkedIn
MYMAVINS Website
Melanie Drago
Melanie Drago Founder of Tanngo, and Senior Consultant at Tangelo Advice Consulting
Melanie Drago LinkedIn
Tanngo Website
Tangelo Advice Consulting Website
David Sharpe
Certified Financial Planner and Director at Globe Financial Planning
David Sharpe LinkedIn
Globe Financial Planning Website
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