Behavioural Investing Series #3 Ensombl Advice Australia

In this third instalment we tackle values-based decision making, from understanding what motivates your client's actions and behaviours to finding investments that reflect your client's goals and values.
To learn more about Innova and how we can support your business please visit http://www.innovaam.com.au/
Patricia Garcia 
Director and Financial Adviser at Your Vision Financial Solutions, Co-Founder of Integrate Finance.
Patricia Garcia LinkedIn: https://www.linkedin.com/in/patriciagarciafinancialadviser/
Your Vision Financial Solutions Website: https://yourvisionfinancial.com.au/
Integrate Finance Website: https://integratefinance.com.au/
Dr. Katherine Hunt 
Lecturer in Financial PlanningLecturer in Financial Planning at Griffith University, Advisor at Little Phil.
Dr. Katherine Hunt LinkedIn: https://www.linkedin.com/in/drkatherinehunt/
Griffith University Profile: https://experts.griffith.edu.au/8618-katherine-hunt
Little Phil Website: https://www.littlephil.org/
David Bell
Executive Director at The Conexus Institute
David Bell LinkedIn: https://www.linkedin.com/in/david-bell-31406565/
The Conexus Institute Website: https://theconexusinstitute.org.au/
Dan Miles
Managing Director & Co-Chief Investment Officer at Innova Asset Management
Dan Miles LinkedIn: https://www.linkedin.com/in/dan-miles-b264358a/
Innova Asset Management Website: http://www.innovaam.com.au/
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