Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-0329-15102025 0.50 Client Care & Practice 0.25 Regulatory Compliance & Consumer Protection 0.25 Professionalism & Ethics

This week, Rocksy is joined by Adam Carmody and Emma Schmidt from Finwell Group. They discuss the Finwell Group journey, business model, client engagement strategies, technology adoption, and their future vision for scaling high-quality advice to a broader market.

Adam Carmody LinkedIn: https://www.linkedin.com/in/adam-carmody-2a877542/ Emma Schmidt LinkedIn: https://www.linkedin.com/in/emma-schmidt-a887121b8/ Finwell Group Website: https://finwellgroup.com.au/ AFSL Compliance Website: https://afslcompliance.com.au/

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