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Revealed Preferences

Advising Australians on Sustainable Investing: Revealed Preferences #3

14 November 2023

About this episode

In this installment, Dean sits down with Adam Drinkwater, Senior Adviser and Partner at Treysta Wealth, and Bernard Del Rey, CEO and Founder at Capital Preferences. They discuss sustainable investing preferences, including key conversations with clients, research and education for both advisors and their clients, and some of the biggest industry challenges in delivering this advice.
ADAdam Drinkwater and Bernard Del ReyGuest