In this first instalment, we start high-level and discuss The Evolution of Advice Delivery, covering where we have come from, and how that has shaped our mindsets and limitations of what advice could be in the future.
To find out more about the next generation of financial modelling, visit https://www.optimofinancial.com.au/
Ben Marshan
Head of Policy, Strategy and Innovation at the Financial Planning Association of Australia
Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/
FPA Website: https://fpa.com.au/
Prashant Nagarajan
Co-founder, Financial Adviser and Mortgage Adviser at FINNACLE
Prashant Nagarajan LinkedIn: https://www.linkedin.com/in/prashant-nagarajan/
FINNACLE Website: https://www.finnacle.com.au/
Michelle Bannister
CEO at Optimo Financial
Michelle Bannister LinkedIn: https://www.linkedin.com/in/michelle-bannister/
Optimo Financial Website: https://www.optimofinancial.com.au/
Geoff Ivanac
Financial Planner at Real Life Financial Planning
Geoff Ivanac LinkedIn: https://www.linkedin.com/in/ivanacgeoff/
Real Life Financial Planning Website: https://www.reallifefinancialplanning.com.au/
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