Advisely-Team's avatar
Advisely-Team
Icon for Advisely Team rankAdvisely Team
2 years ago

Start here: Let's introduce ourselves!

Welcome - we're so glad you've joined the Advisely community! 😁

Let's play a fun game and get to know each other better!

🕹️ The rules are simple:

Find the latest comment and hit Reply, then comment to say hi! 👋 to this user. You'll then introduce yourself in a new post with:

  1. What's your name?
  2. Where are you based?
  3. What do you do? Are you an adviser? Paraplanner? CSO? Interested individual?
  4. When did you enter financial advice and why?
  5. Share a random thought/fun fact etc!

Let's go 💪

general
off-topic

5 Replies

  • rainier.reyes's avatar
    rainier.reyes
    Icon for Advisely Team rankAdvisely Team
    2 years ago

    Hi everyone! 👋

    I'm Rainier, your Community Manager here on Advisely, based out of Sydney.

    I've been around financial advice for a couple of years now – with my first foray into this world working with the Financial Advice Association Australia (FAAA). I got to do so many exciting things for this awesome profession – from producing CPD webinar programs, and coordinating major events like the Roadshow and Congress, to running a scholarship program to bring more women into the profession! I'm also a proud client of a financial adviser 🙌

    My fun fact is that I'm a proud father to my cat, Simon 🐱

  • ian.rogers's avatar
    ian.rogers
    Valued Supporter
    10 months ago

    What's your name?  Ian

    Where are you based? Melbourne

    What do you do?  Senior Risk Manager

    When did you enter financial advice and why? 1995. It was the "latest thing " at the time.

    Share a random thought/fun fact etc.! Been in the Financial Services industry since 1984!

Welcome to the Advisely forums!

This is where financial advice professionals from all walks of life come together to share knowledge, swap ideas, solve problems, and talk all things growth and efficiency.

Here are some tips when posting in the forums:

  • Be respectful and courteous to fellow members
  • If a reply helped you, mark it as a solution so other users can find it easily
  • Take a moment to read through our Community Guidelines
  • For Xplan support issues, it's best to raise a ticket in Iress Connect first. You can also search the discussions for posts about the same issue first before starting a new thread.
  • Keep an eye out for our 'Ask me anything (AMA)' threads – these are live text-based Q&As with industry and Xplan experts during a set period of time. Find out when the next one is happening here.
  • Don’t be shy! You don’t need to be an expert to help someone out. Many users are looking for practical advice, shared experiences, or just a fresh perspective
  • Introduce yourself and meet other members here!

We’re glad you’re here – see you around! 😁

Recent Discussions

Related Content

How do we challenge ourselves?

We’re a group of 3 practices operating under a single license, all are XPlan based.  We would consider ourselves ‘pretty good’ users of XPlan.  How do we learn what we don’t know?  Challenge ourselve...
CassDiscussions

Re: Let's talk file notes.

We have also used this method of recording the audio of the meeting, then having the audio transcribed in Microsoft Word, then adding that transcription to Co-pilot with either a prompt supplied by o...
taryn.eastonDiscussions