Start here: Let's introduce ourselves!
Welcome - we're so glad you've joined the Advisely community! π
Let's play a fun game and get to know each other better!
πΉοΈ The rules are simple:
Find the latest comment and hit Reply, then comment to say hi! π to this user. You'll then introduce yourself in a new post with:
- What's your name?
- Where are you based?
- What do you do? Are you an adviser? Paraplanner? CSO? Interested individual?
- When did you enter financial advice and why?
- Share a random thought/fun fact etc!
Let's go πͺ
5 Replies
- rainier.reyes
Advisely Team
Hi everyone! π
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 β 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 β 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 π
My fun fact is that I'm a proud father to my cat, Simon π±
- ian.rogersValued Supporter
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!
- courtney.youngblutt
Xplan Expert
Wow! Awesome. I can only imagine the changes you've seen in the industry over that time!
- ian.rogersValued Supporter
There's been a couple π
- rainier.reyes
Advisely Team
Great to see you here on Advisely ian.rogers - here's to hoping advice becomes the "latest thing" again for us to grow the profession!
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 β 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.
- Donβt be shy! You donβt 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!
Weβre glad youβre here β see you around! π
Recent Discussions
Things to consider when creating individual vs company Professional Advisers in Xplan
Hi everyone π Iβm looking for best practices and things to consider when creating Professional Advisers in Xplan. The purpose is purely to link them to clients as authorised third parties, and to ...michelle.butler.010 days agoActive Interactor31Views2likes4Commentsπ€ Xplan Hint: Auto update fields against both the client and the partner record
Did you know you can use a task outcome to not only update fields against the primary client but the partner record as well? The secret is in the βIs joint? = Yesβ field When creating a thread or...courtney.youngblutt14 days agoXplan Expert7Views1like0Commentsπ€Xplan Hint: Saving time with bulk client actions
Did you know you can perform an action across multiple clients, all at once? If you ever need to do something in bulk for a list of clients, like adding a file note or task for example, then this h...kenny.foo14 days agoXplan Expert12Views1like1CommentBest practice for linking Entities in Xplan
Hi there π Iβm seeking some guidance on best practices for linking entities in Xplan, and any key considerations to keep in mind. Itβs been a while since Iβve needed to do this, so I want to make ...michelle.butler.015 days agoActive Interactor27Views3likes2Comments