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XY Adviser

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Oct 26, 2021

In this episode we're talking about how advisers are using innovation and technology as a part of their business strategy, and how their strategy plays a part in the technology they choose.

To learn more about how Netwealth can support your advice and wealth business visit www.netwealth.com.au/change

Patrick Flynn
Founder of Simply Advice Websites and Director of Simply Kaizen
Patrick Flynn XY: https://www1.xyadviser.com/members/2760995
Patrick Flynn Website: https://patrickflynn.info/

Hayley Pearse
Adviser and Operations Manager at Caboodle Financial Services
Hayley Pearse XY: https://www1.xyadviser.com/members/2920308
Caboodle Financial Services Website: https://www.caboodlefs.com.au/

James Sutherland
AFSL Manager at KDM Financial and Estate Planning
James Sutherland XY: https://www1.xyadviser.com/members/2486387
KMD Financial Website: https://kdmfinancial.com.au/

Cara Graham
Financial Adviser and Director at The Wealth Designers
Cara Graham LinkedIn: https://www.linkedin.com/in/caragraham1/

Matt Heine
Joint Managing Director at Netwealth
Matt Heine Linkedin: https://www.linkedin.com/in/mattheine/
Netwealth Website: https://www.netwealth.com.au/

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