Conrad Travers's guest appearances

Conrad Travers

Ensombl Advice Australia

The Game of Fintech

Carla Harris

Rob Jones

Simon Sinek

Steve Neilson

Rohit Bhargava

Daniel Crosby

Tim Miller

Fred Schebesta

David Williams

Michael Miller

Kate Holmes

Michael Houlihan

John Kennedy

Chris Ridd

Brandon Moss

OwlTail

Selin and Conrad are two leading compliance specialists who advise some of the wealth industry's leading businesses on regulatory and business model transformation.   We talk about the regulation of financial services and the ever-changing role of technology.   With the upcoming Quality of Advice Review and changes to the Corporations Act there is plenty to unpack here and new avenues for technology to improve wealth management in Australia. 

Selin and Conrad are two leading compliance specialists who advise some of the wealth industry's leading businesses on regulatory and business model transformation.   We talk about the regulation of financial services and the ever-changing role of technology. With the upcoming Quality of Advice Review and changes to the Corporations Act there is plenty to unpack here and new avenues for technology to improve wealth management in Australia.

Selin Ertac & Conrad Travers, Tangelo - The Quality of Advice Review and role of Technology. 

Our guest today is Conrad Travers, Founder and Director of Tangelo Strategy &amp; Advice Consulting. Has worked across many aspects in finance over the last decade specialising in ASIC notices, incidents and complaints. Tangelo Consulting Website: https://www.tangeloconsulting.com.au/ Conrad Travers Linkedin: https://www.linkedin.com/in/conradtravers/ General Disclaimer – https://www.xyadviser.com/disclaimer/ This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice. New XY platform now available: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/ 20% off for XY+ members https://www.xyadviser.com/plus

Our guest today is Conrad Travers, Founder and Director of Tangelo Strategy &amp; Advice Consulting. Has worked across many aspects in finance over the last decade specialising in ASIC notices, incidents and complaints. Tangelo Consulting Website: <a href="https://www.tangeloconsulting.com.au/" rel="nofollow" target="_blank">https://www.tangeloconsulting.com.au/</a> Conrad Travers Linkedin: <a href="https://www.linkedin.com/in/conradtravers/" rel="nofollow" target="_blank">https://www.linkedin.com/in/conradtravers/</a> General Disclaimer – <a href="https://www.xyadviser.com/disclaimer/" rel="nofollow" target="_blank">https://www.xyadviser.com/disclaimer/</a> This podcast is brought to you by HUB24 (<a href="http://www.HUB24.com.au" rel="nofollow" target="_blank">www.HUB24.com.au</a>), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice. New XY platform now available: App Store: <a href="http://co.xyadviser.com/xyistore" rel="nofollow" target="_blank">http://co.xyadviser.com/xyistore</a> Google Play: <a href="http://co.xyadviser.com/xygplay" rel="nofollow" target="_blank">http://co.xyadviser.com/xygplay</a> Desktop: <a href="https://www.xyadviser.com/" rel="nofollow" target="_blank">https://www.xyadviser.com/</a> Get CPD points for the XY Podcast here at Caddie <a href="https://thinkcaddie.com/" rel="nofollow" target="_blank">https://thinkcaddie.com/</a> 20% off for XY+ members <a href="https://www.xyadviser.com/plus" rel="nofollow" target="_blank">https://www.xyadviser.com/plus</a>

#152 Conrad Travers