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Showing 1 - 4 of 4 results for "Shaun Green"

Colonial First State enhances FirstChoice with Elemnta

CHLOE WALKER  |  TUESDAY, 21 NOV 2023
... increasing efficiencies, improving compliance and streamlining day-to-day processes," Power said. Elemnta chief executive Shaun Green said during the pilot stage, advisers gave "overwhelmingly positive feedback". "Beyond its simplicity, advisers reported ...

Advice Revolution rebrands to elemnta

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2023
... 40 people and has reached profitability leading up to its new brand launch, Patty said. Patty and chief executive Shaun Green co-founded Advice Revolution in 2018.

Advice Revolution appoints head of sales

CHLOE WALKER  |  MONDAY, 11 APR 2022
... businesses that want to innovate quickly and grow," Thom said. According to Advice Revolution founder and chief executive Shaun Green, there has never been more demand for digital fact-finding tools. They have successfully capitalised on this market ...

Digital fact-find gains momentum

KARREN VERGARA  |  WEDNESDAY, 12 MAY 2021
... 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 typically ask clients ...
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