From Triple J to the SoA. Jade Eley talks Ray through his journey from humble beginnings of balancing AMP Horizons with band practice (I Know Leopard). Now MD for Plan 4 Financial Solutions, Jade discusses how he has successfully transitioned the business and client relationships from his father.
Plan 4 Financial Group Website: https://www.hillross.com.au/plan-4-financial-group/ Jade Eley Linkedin: https://www.linkedin.com/in/jadeeley/
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