Info

Ensombl Advice Australia

Professional network for financial advisers https://ensombl.com/ DISCLAIMER: The Ensombl podcast and all content contained on Ensombl is limited to factual information and does not constitute legal, financial or other professional advice. Ensombl does not hold an AFS licence and does not provide any financial services. Nothing on this podcast should be interpreted as financial advice. Before making any investment decision, Ensombl recommends obtaining financial advice from a qualified financial adviser.
RSS Feed Subscribe in Apple Podcasts
Ensombl Advice Australia
2024
March
February
January


2023
December
November
October
September
August
July
June
May
April
March
February
January


2022
December
November
October
September
August
July
June
May
April
March
February
January


2021
December
November
October
September
August
July
June
May
April
March
February
January


2020
December
November
October
September
August
July
June
May
April
March
February
January


2019
December
November
October
September
August
July
June
May
April
March
February
January


2018
December
November
October
September
August
July
June
May
April
March
February
January


2017
December
November
October
September
August
July
June
May
April
March
February


All Episodes
Archives
Now displaying: Page 1
Mar 15, 2022

In this third instalment we tackle values-based decision making, from understanding what motivates your client's actions and behaviours to finding investments that reflect your client's goals and values.

To learn more about Innova and how we can support your business please visit http://www.innovaam.com.au/

Patricia Garcia 
Director and Financial Adviser at Your Vision Financial Solutions, Co-Founder of Integrate Finance.
Patricia Garcia LinkedIn: https://www.linkedin.com/in/patriciagarciafinancialadviser/
Your Vision Financial Solutions Website: https://yourvisionfinancial.com.au/
Integrate Finance Website: https://integratefinance.com.au/

Dr. Katherine Hunt 
Lecturer in Financial PlanningLecturer in Financial Planning at Griffith University, Advisor at Little Phil.
Dr. Katherine Hunt LinkedIn: https://www.linkedin.com/in/drkatherinehunt/
Griffith University Profile: https://experts.griffith.edu.au/8618-katherine-hunt
Little Phil Website: https://www.littlephil.org/

David Bell
Executive Director at The Conexus Institute
David Bell LinkedIn: https://www.linkedin.com/in/david-bell-31406565/
The Conexus Institute Website: https://theconexusinstitute.org.au/

Dan Miles
Managing Director & Co-Chief Investment Officer at Innova Asset Management
Dan Miles LinkedIn: https://www.linkedin.com/in/dan-miles-b264358a/
Innova Asset Management Website: http://www.innovaam.com.au/

Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

General Disclaimer – https://www.xyadviser.com/disclaimer/

0 Comments
Adding comments is not available at this time.