 Adrian Patty Chief Technology Officer, Advice Revolution Pty Ltd (at time of writing)
ADRIAN PATTY | FRIDAY, 28 JAN 2022 Businesses are struggling with the burden of fulfilling ASIC's Know Your Client obligations in situations where multiple clients simultaneously require advice. These requirements are taking up to eight weeks for 100 clients to move from one licensee ... Read more ADRIAN PATTY | FRIDAY, 24 SEP 2021 We have all heard of the incredible benefits that technology can bring to an advice practice. But the promise of a repeatable, automated, well-oiled process has eluded most businesses. Advisers get excited by tech when it comes to embedding them into ... Read more PAGE: 1 |
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SACHA BURCHGART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
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