December 14, 2022

FPA Congress Insights #1


FPA Congress Insights

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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.

Adam Crabbe
Risk Strategy Specialist at Zurich
Adam Crabbe LinkedIn
Zurich Website

Kathryn Orman
Senior Financial Planner/Coy Director at Goals & Dreams Financial Planning
Kathryn LinkedIn
Goals & Dreams Financial Planning Website

Peter Worn
Joint-Managing Director at Finura Group
Peter Worn LinkedIn
Finura Group

Kathryn Creasy
Wealth Adviser and Principal at Capital Partners
Kathryn Creasy LinkedIn
Capital Partners Website

Charmaine Lamprecht
Chief Operating Officer and Principal at Capital Partners
Charmaine Lamprecht LinkedIn
Capital Partners Website

Fraser Jack
Founder of The Cyber Collective
Fraser Jack LinkedIn
The Cyber Collective Website

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