Mark Nagle, our executive director, is thrilled to be attending the Implemented Portfolio Thought Leadership Study Tour in the United States next week. The tour is headed to San Francisco and Silicon Valley, California, the global hub for tech companies and start-ups – the epicentre of innovation.
As thought-leaders in the Australian advice space it is imperative that we remain ahead of the pack. Financial Technology or FinTech sits at the heart of financial services innovation and there is no better place for us to learn about new technology. At Treysta we are committed to be trailblazers in the FinTech space as part of our ongoing commitment to provide the very best service to our clients. We can always be confident when we use terms like “global best practice” because we invest the time and money to ensure that’s what we provide.
It’s an illustrious line-up of recognised industry leader in financial services innovation, all of whom share a passion for creating improved levels of financial advice in Australia. Santi Burridge – Implemented Portfolios, Sue Viskovic – Elixir Consulting, Julian Plummer and Naomi Christopher – Midwinter, Matt and Michael Heine, John Hanrahan – Netwealth, Alisdair Barr – Grad Mentor, Amreeta Abbot – NowInfinity, Stewart Belle – Audere Coaching & Consulting, Aleks Vickovich, Malcolm Palmer – Josh Palmer & Sons, and Brent Fairhead – Lawrence Wealth.
We can’t wait to get updates from Mark as the tour progresses. Watch this space!