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Episode details

In this first episode we cover the first three steps of implementing a Managed Account Solution, including where you are now, the catalyst for change, and where you want to end up.

For help with your managed account journey, speak with Drummond

Simone McMullin
Principal at Annex Wealth
Simone McMullin LinkedIn
Annex Wealth Website

David Moloney
Director of Avant-garde Financial Group, Certified Financial Planner and Mortgage Broker
David Moloney LinkedIn
Avant-garde Financial Group Website

Melanie Bennett
Executive Director at Colonial First State
Melanie Bennett LinkedIn
Colonial First State Website

Tom Schubert
Co-Founder and Managing Partner at Drummond Capital Partners
Tom Schubert LinkedIn
Drummond Capital Partners Website

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You can get a transcript of this podcast here

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