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Showing 1 - 4 of 4 results for "Adrian Patty"

Advice Revolution rebrands to elemnta

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2023
... with Colonial First State to deliver integration solutions to financial advisers. elemnta chief technology officer Adrian Patty said elemnta is designed to connect key elements of the financial services value chain to bring advice, customer experience ...

Digital fact-find gains momentum

KARREN VERGARA  |  WEDNESDAY, 12 MAY 2021
... partnerships with Centrepoint Alliance and other mid-tier licensees. Advice Revolution, founded by former advisers Adrian Patty and Shaun Green, aims to eliminate the double-entry of client data and ultimately improve business efficiencies. Advisers ...

Open banking regime to boost advice

DARREN SNYDER, KARREN VERGARA  |  MONDAY, 5 FEB 2018
... data should be regulated." Financial technology expert and principal financial adviser at AP Financial Solutions, Adrian Patty, says open banking will improve innovation and the delivery of new technologies, and in turn, allow advisers to deliver greater ...

AFA Rising Star finalists announced

ALEX BURKE  |  FRIDAY, 2 OCT 2015
... Planning's Katherine Cairns, Mr Insurance's Declan Doolan, Harvest Wealth's Kylie George, AP Financial Solutions' Adrian Patty, Duncan Financial Advisers' Mark Richardson and Verse Wealth's Corey Wastle are in the running for the award; the winner will ...
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