In this final installment we talk about the evolution of technology and what the future may hold.
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/
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/