Delivering Advice Differently #4 Ensombl Advice Australia

In this fourth instalment, we discuss Demonstration of Understanding and how it can empower clients. This is a huge topic, from your professional obligations to get informed consent, to helping the non-CFO in client couples. 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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