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.
Matt Jones
Co-Founder and Brand Director at Four Pillars Gin
Matt Jones LinkedIn
Four Pillars Gin Website
Dr. Paul Moran
CEO and Founder of iFactFind
Dr. Paul Moran LinkedIn
iFactFind Website
Ben Marshan
General Manager of Policy and Advocacy the Financial Planning Association of Australia
Ben Marshan LinkedIn
Financial Planning Association of Australia Website
William Johns
CEO and Founder of Health & Finance Integrated, and Founder of ClaimRight
William Johns LinkedIn
Health & Finance Integrated Website
ClaimRight Website
Hon. Bernie Ripoll
Chairman and Director at Otivo, Executive Chair at Utilitas Group
Hon. Bernie Ripoll LinkedIn
Otivo Website
Utilitas 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/
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.