December 14, 2022

FPA Congress Insights #2


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.

Michelle Levy
Partner at Allens
Michelle Levy Profile
Allens Website

Sarah Abood
CEO at the Financial Planning Association of Australia
Sarah Abood LinkedIn
Financial Planning Association of Australia Website

Corey Wastle
CEO at Verse Wealth
Corey Wastle LinkedIn
Verse Wealth Website

Nicolette Boele
Expert Adviser at the Smart Energy Council, and Shadow Representative for Bradfield
Nicolette Boele LinkedIn
Nicolette Boele Website

Jason Andriessen
Consulting Partner at MYMAVINS, and Co-Founder and Chair at Catalpa
Jason Andriessen LinkedIn

Melanie Drago
Melanie Drago Founder of Tanngo, and Senior Consultant at Tangelo Advice Consulting
Melanie Drago LinkedIn
Tanngo Website
Tangelo Advice Consulting Website

David Sharpe
Certified Financial Planner and Director at Globe Financial Planning
David Sharpe LinkedIn
Globe Financial Planning Website

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