Ash is the Head of Financial Advice at CareSuper. He and Ben chat about leveraging technology to enhance the client experience, balancing scalability with affordability, and the best approach to transition new advisers into the industry.
Ash McAuliffe LinkedIn
CareSuper Website
For more information on Perpetual, reach out to our team or follow us on LinkedIn.
Join the XY platform:
App Store
Google Play
Desktop
You can get a transcript of this podcast
General disclaimer for this podcast and all XY Education podcasts
https://www.xyadviser.com/disclaimer/
DISCLAIMER: The XY Adviser website and all content contained on the website is limited to general information. It does not constitute legal, financial or other professional advice. XY Adviser does not hold an AFS licence and does not provide any financial services. Nothing on this website should be interpreted as financial advice. Before making any investment decision, XY Adviser recommends obtaining financial advice from a qualified financial adviser.