Ensombl Advice Australia

AdviceTech Podcast #156 - Finura Group & Advice Designer


Listen Later

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25120201-51390001
0.25 Client Care & Practice
0.25 Professionalism and Ethics
0.25 Technical Competence


This week, Pat is joined by Peter Worn, Joint-MD at Finura Group. They discuss Finura Group's evolution, practical AI applications in advicetech, the development and success of Advice Designer, strategic industry partnerships, and plans for future platform enhancements and integrations.


Peter Worn LinkedIn: https://www.linkedin.com/in/peterworn/
Finura Group Website: https://finuragroup.com/
Advice Designer Website: https://www.advicedesigner.com/


Disrupting the first reported AI-orchestrated cyber espionage campaign Article: https://www.anthropic.com/news/disrupting-AI-espionage
The WealthTech Insider Podcast: https://finuragroup.com/podcast/


A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20251205


General Disclaimer – https://www.ensombl.com/disclaimer/

...more
View all episodesView all episodes
Download on the App Store

Ensombl Advice AustraliaBy Ensombl


More shows like Ensombl Advice Australia

View all
CommSec Market Update by CommSec

CommSec Market Update

16 Listeners

Motley Fool Money by LiSTNR

Motley Fool Money

82 Listeners

The Money Puzzle by The Australian

The Money Puzzle

45 Listeners

The Diary Of A CEO with Steven Bartlett by DOAC

The Diary Of A CEO with Steven Bartlett

8,876 Listeners

money money money by Glen James

money money money

52 Listeners

The Rules of Investing by Livewire Markets

The Rules of Investing

13 Listeners

Equity Mates Investing Podcast by Equity Mates Media

Equity Mates Investing Podcast

61 Listeners

The ifa Show by Prime Creative Media

The ifa Show

1 Listeners

Australian Investors Podcast by Rask

Australian Investors Podcast

21 Listeners

FEAR & GREED | Business News by Fear and Greed

FEAR & GREED | Business News

11 Listeners

Retire Right by Glen James

Retire Right

29 Listeners

Chanticleer by Australian Financial Review

Chanticleer

22 Listeners

Challenge the Standard in Financial Advice by Nathan Fradley and Jordan Vaka

Challenge the Standard in Financial Advice

0 Listeners

Australian Retirement Podcast by Rask

Australian Retirement Podcast

11 Listeners

The Trusted Adviser by Rob Pyne

The Trusted Adviser

0 Listeners