Adviser Innovation Summit 2019

Adviser Innovation Summit 2019

Adviser Innovation Summit 2019

Showcasing Financial Mappers

Once a year, advisers get the opportunity to catch up on innovations which will keep their practices efficient and help them plan for the future.

If you missed the Summit, please watch my presentation.

 

ADviser Innovation 2019

 

 

 

Disclaimer: Financial Mappers does not have an Australian Financial Services License, does not offer financial planning advice and does not recommend financial products.

I am a founding board member of Plencore Wealth Ltd and Plencore Online Pty Ltd. I am the designer of the product Financial Mappers and Financial Mappers PRO, cloud based modelling software for Personal Finance. This software is sold on the web site www.financialmappers.com.au.I am an educator, investor and expert in both personal finance and mathematical modelling and the author of 'Map Your Finances'.I have both a Graduate Diploma in Applied Finance and Investments and a Diploma in Financial Advising from the Securities Institute of Australia. I also have a Financial Analysis Certificate, by Distance Learning from University of Technology, Sydney. I am a Senior Fellow and Senior Mentor of FINSIA.

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