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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You can get a transcript of this podcast here
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FPA Congress Insights #1
Recorded at the 2022 FPA Professionals Congress, Danni, Fraser and Clayton sit down with different speakers and attendees …
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FPA Congress Insights #2
Recorded at the 2022 FPA Professionals Congress, Danni, Fraser and Clayton sit down with different speakers and attendees …
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FPA Congress Insights #3
Recorded at the 2022 FPA Professionals Congress, Danni, Fraser and Clayton sit down with different speakers and attendees …
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FPA Congress Insights #4
Recorded at the 2022 FPA Professionals Congress, Danni, Fraser and Clayton sit down with different speakers and attendees …
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FPA Congress Insights #5
Recorded at the 2022 FPA Professionals Congress, Danni, Fraser and Clayton sit down with different speakers and attendees …
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Strategies to Creating Certainty in Retirement #1
In this first episode, Jamie McIntyre speaks with Jenny Brown, CEO and Founder of JBS Financial Strategists. They …
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Strategies to Creating Certainty in Retirement #2
In this installment, Jamie talks with James Wortley, Founder of Enlightened Financial Solutions & Video Advice in Australia, …
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Strategies to Creating Certainty in Retirement #3
In this episode, Jamie is joined by Liam Shorte, Managing Director, SMSF Specialist Advisor and Financial Planner at …
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Strategies to Creating Certainty in Retirement #4
In this final installment, Jamie talks to Natalie Philips, NSW State Manager at Allianz Retire+. They talk about …
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#390 Christine Bau
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#389 Paul Dunn
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