11 months

Tech Trends Series #2

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Tech Trends Series

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In this episode we discuss Tech Trends, such as how Millennials have been brought up as digital natives, the use and structuring of data, and how the client experience sits at the centre of it all.

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Patrick Flynn
Founder of Simply Advice Websites and Director of Simply Kaizen
Patrick Flynn XY
Patrick Flynn Website

Hayley Pearse
Adviser and Operations Manager at Caboodle Financial Services
Hayley Pearse XY
Caboodle Financial Services Website

James Sutherland
AFSL Manager at KDM Financial and Estate Planning
James Sutherland XY
KMD Financial Website

Cara Graham
Financial Adviser and Director at The Wealth Designers
Cara Graham LinkedIn
TWD Website

Matt Heine
Joint Managing Director at Netwealth
Matt Heine Linkedin
Netwealth Website

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