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: https://www.allens.com.au/people/l/michelle-levy/
Allens Website: https://www.allens.com.au/
Sarah Abood
CEO at the Financial Planning Association of Australia
Sarah Abood LinkedIn: https://www.linkedin.com/in/sarah-abood-253933b/
Financial Planning Association of Australia Website: https://fpa.com.au/
Corey Wastle
CEO at Verse Wealth
Corey Wastle LinkedIn: https://www.linkedin.com/in/coreywastle/
Verse Wealth Website: https://www.versewealth.com.au/
Nicolette Boele
Expert Adviser at the Smart Energy Council, and Shadow Representative for Bradfield
Nicolette Boele LinkedIn: https://www.linkedin.com/in/nicolette-boele/
Nicolette Boele Website: https://www.nicoletteboele.com.au/
Jason Andriessen
Consulting Partner at MYMAVINS, and Co-Founder and Chair at Catalpa
Jason Andriessen LinkedIn: https://www.linkedin.com/in/jasonandriessen/
MYMAVINS Website: https://www.mymavins.com.au/
Melanie Drago
Melanie Drago Founder of Tanngo, and Senior Consultant at Tangelo Advice Consulting
LinkedIn: https://www.linkedin.com/in/melanie-drago-0046a6b/
Tanngo Website: https://tanngo.com.au/
Tangelo Advice Consulting Website: https://www.tangeloconsulting.com.au/
David Sharpe
Certified Financial Planner and Director at Globe Financial Planning
David Sharpe LinkedIn: https://www.linkedin.com/in/davidsharpecfp/
Globe Financial Planning Website: https://www.globefp.com.au/
Join the Ensombl platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.ensombl.com/
General Disclaimer – https://www.xyadviser.com/disclaimer/