CPD 0.5
$19.95
AI Summit

Panel: Channel innovation: Strategies to enhance your advice value chain and better deliver client goals

Navigating COVID-19: Case study on services and product features, showcasing capabilities for the best solutions to support advisers navigating through this challenging time. Shannon Bernasconi Managing Director, WealthO2 Shannon has over 21 years’ experience in Financial Services in Australia and abroad. Shannon is the co founder […]

CPD 0.5
$19.95

Panel: Process innovation – How to maximise efficiency by optimising your day-to-day operation

Navigating COVID-19: Case study on services and product features, showcasing capabilities for the best solutions to support advisers navigating through this challenging time. Phil Pilgrim Corporate Development Executive, Implemented Portfolios With over 20 years of financial services experience, over a broad range of roles in advisory, […]