Technology Support and Implementation Specialist in Brisbane, Queensland, Australia | Consultation agency

Technology Support and Implementation Specialist

Locality: Brisbane, Queensland, Australia

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• Consultation agency
• Financial service
• Financial consultant

20.01.2022 ASIC investigating the cost of Advice Delivery. Hope we see some positives out of this one

19.01.2022 Really significant stats on the adoption of AdviceTech here

18.01.2022 Applications for the State Governments Small Business COVID-19 Adaption Grant Program are now open Up to $10,000 available per eligible small or micro business that can be used towards the following: - financial, legal or other professional advice to support business sustainability and diversification - strategic planning, financial counselling or business coaching aligned to business development and diversification;... - building the business through marketing and communications activities, for example, content development (web pages, mobile apps, visual and audio media etc.); - digital/technological strategy development; - digital training or re-training to adapt to new business models; - capital costs associated with meeting COVID-19 SAFE requirements; - specialised digital equipment or business specific software to move business operations online (e.g. logistics program for online ordering); - meeting business costs, including utilities, rent. #financialadvice #fintech #regtech #financialplanning https://www.business.qld.gov.au//advice-s/grants/adaption

17.01.2022 FASEA Exam Update https://www.ifa.com.au//27248-fasea-provides-update-on-exa

15.01.2022 Get your house in order. Some good tips in here https://www.thefoldlegal.com.au//market-trends-bolrs-arent

14.01.2022 This is so important, and so needed . And lots of options to help Financial Planners facilitate this service https://www.ifa.com.au//27298-debunking-the-estate-plannin

13.01.2022 Yet to sit the FASEA Exam? FINSIA is running a Webinar on how to Prepare for Success here :-) https://finsia.com/events

12.01.2022 Prioritising Client Engagement and clearly demonstrating your value seems to be the strong message here https://www.moneymanagement.com.au//why-advisers-need-stre

11.01.2022 1.) Compliance Support and 2.) Adviser Technology https://www.professionalplanner.com.au//two-standout-reas/

10.01.2022 "Of the 2,161 currently registered advice licences, privately owned or limited licence categories account for 60% of advisers. These groups have been forced to absorb the rising cost of ongoing regulatory and compliance obligations, without the scale commonly required for significant investments in technology and data infrastructure." Some interesting perspectives in this WhitePaper. https://www.hub24.com.au//new-whitepaper-the-future-of-te/

10.01.2022 Time to get your house in order https://www.ifa.com.au/opini/27417-are-you-regulator-ready

09.01.2022 Were approaching a brand new year so that gives us an excuse to start thinking about how we can help different client segments with Financial Planning. Some interesting opportunities highlighted here :-) https://www.professionalplanner.com.au//surging-hnw-segm/

08.01.2022 Whatever it is you do, make sure you help your clients realise how important they are https://www.ifa.com.au//27125-why-you-need-to-get-back-to-

08.01.2022 Great messages in here. Two-thirds of the market believe in the value of Financial Advice with 57% of the market not receiving any Financial Advice. Plenty of opportunities to get out there and help our communities get on track https://pifa.org.au//Public-Attitudes-Towards-Financial-Pl

07.01.2022 https://dannilegrande.com.au/f/tips-for-troubling-times

07.01.2022 Happy Monday Perhaps you can set aside some time this week to maximize your profile by acquainting yourself with Googles business tools #financialadviser #financialplanning #financialadvice #financialplanner

06.01.2022 Its on the radar. That cant be a bad thing https://www.ifa.com.au//27276-closing-advice-gap-on-asic-s

05.01.2022 https://dannilegrande.com.au/f/welcome-to-2020

05.01.2022 Its been a tricky year for our Financial Planning Community. Heres to a positive, growth filled 2020 https://markmanson.net/the-3-paradoxes-of-life

05.01.2022 The volume of regulatory change that is coming through means that it is becoming virtually impossible to do business as a financial planner using old systems and old ways of operating". Here's hoping the government does jump on board and help our profession improve take-up of Tech https://www.moneymanagement.com.au//tech-could-make-or-bre

05.01.2022 With 61% worried about Funding their Retirement and 56% with concerns around changing Pension rules, theres a lot we can do to help our Communities with their Financial Planning for this phase of life https://www.moneymanagement.com.au//queenslanders-lack-con

03.01.2022 Good to see some forward thinking ideas from the Regulator on how to help and encourage our Advice Community to use Fintech to reduce some of the burdens #financialadvice #financialplanning #financialadviser #fintech

02.01.2022 A little read that might help you start thinking about how you can be using your Tech better :-)