Start here: Let's introduce ourselves!
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 🐱
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.
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We’re glad you’re here – see you around! 😁
Recent Discussions
Things to consider when creating individual vs company Professional Advisers in Xplan
Hi everyone 👋 I’m 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 Interactor31Views2likes4Comments🤓 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 “Is joint? = Yes” field When creating a thread or...courtney.youngblutt14 days agoXplan Expert7Views1like0Comments🤓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 👋 I’m seeking some guidance on best practices for linking entities in Xplan, and any key considerations to keep in mind. It’s been a while since I’ve needed to do this, so I want to make ...michelle.butler.015 days agoActive Interactor27Views3likes2Comments