Delivering Advice Differently #2
Channel: Ensombl Advice Australia
Date: 29/03/2022

In this episode we talk about Separating Strategy from Product. From sales-based industry to professional advice "as a product", and how all the stakeholders (from regulators to advisers and clients) are benefiting from this approach.

To find out more about the next generation of financial modelling, visit https://www.optimofinancial.com.au/

Ben Marshan
Head of Policy, Strategy and Innovation at the Financial Planning Association of Australia
Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/
FPA Website: https://fpa.com.au/

Prashant Nagarajan
Co-founder, Financial Adviser and Mortgage Adviser at FINNACLE
Prashant Nagarajan LinkedIn: https://www.linkedin.com/in/prashant-nagarajan/
FINNACLE Website: https://www.finnacle.com.au/

Michelle Bannister
CEO at Optimo Financial
Michelle Bannister LinkedIn: https://www.linkedin.com/in/michelle-bannister/
Optimo Financial Website: https://www.optimofinancial.com.au/

Geoff Ivanac
Financial Planner at Real Life Financial Planning
Geoff Ivanac LinkedIn: https://www.linkedin.com/in/ivanacgeoff/
Real Life Financial Planning Website: https://www.reallifefinancialplanning.com.au/

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