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Our guest today is Conrad Travers, Founder and Director of Tangelo Strategy & 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/

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.

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