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Showing 1 - 3 of 3 results for "Stephen Wirth"

intelliflo partners with Capital Preferences

KARREN VERGARA  |  TUESDAY, 12 NOV 2024
... interactive assessments to help advisers better understand client preferences backed by science and behavioural economics. Stephen Wirth, the Australia product strategy lead at intelliflo, said the integration helps advisers boost acquisition and retention ...

intelliflo adds SMSF cashflow modelling capabilities

JAMIE WILLIAMSON  |  THURSDAY, 18 APR 2024
... taking a deeper dive into SMSFs and conducting 'cashflow within cashflow' reviews," intelliflo product strategy lead Stephen Wirth said. "Supporting advisers who are managing clients with more sophisticated multi-entity advice needs is a priority for ...

MLC exec to lead fintech

KARREN VERGARA  |  WEDNESDAY, 7 APR 2021
... includes working in senior banking, insurance and financial planning roles at NAB and BNZ. Intelliflo has also hired Stephen Wirth and Nicholas Sekulovski in a bid to grow the business. Wirth is the new solutions manager, working closely with the product ...
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