October 27, 2021

Tech Trends Series #4


Tech Trends Series

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In this episode we’re talking about how advisers are using innovation and technology as a part of their business strategy, and how their strategy plays a part in the technology they choose.

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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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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.