October 13, 2021

Efficiency Series #3


Efficiency Series

Share :


In this episode we go “under the hood” and discuss integrations.

This series is sponsored by Morningstar. Visit AdviserLogic to find out more about how they can support your business.

Phil Thompson
Financial Adviser at Skye
Phil Thompson XY
Skye Website

Jodie Douglas
Financial Adviser and Co-Founder of Mad About Life
Jodie Douglas XY
Mad About Life Website

Mitchell Ramsbotham
Group General Manager at Coastal Advice Group
Mitchell Ramsbotham LinkedIn
Coastal Advice Group Website

Vicky Andrews
Enterprise Agile Coach at Telstra
Vicky Andrews LinkedIn
Telstra Website

Ivon Gower
Director of Financial Planning Products (AU/NZ) at Morningstar
Ivon Gower LinkedIn
Morningstar Website

Join the XY platform:
App Store
Google Play

Listen to the podcast on the links below or on your favourite platform

You can get a transcript of this podcast

General disclaimer for this podcast and all XY Education podcasts

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.