The Future of Financial Advice, with Purpose Advisory & Metlife | Webinar & Podcast

Damien Klassen

Nucleus Wealth

The landscape of the financial advice industry has changed rapidly over the past decade, meaning major changes for clients and advisers alike. To unpack the changes, what the future of financial advice looks like and what these mean for clients and advisers, we've brought Tristan Scifo and Harry Goldberg, Financial Advisers from Purpose Advisory onto the panel alongside Dr Jeffrey Scott, Head of Advice Strategy at Metlife. 

On top of this, we cover the past, present and future of financial advice, and some great insights into how advice can be of use across all ages.

Making up the Nucleus Wealth portion of the panel we have Head of Operations Shelley George, Head of Investments Damien Klassen, and Head of Advice Tim Fuller to dive into the Future of Financial Advice. 

Listen in podcast form here

(Links to various podcast platforms are featured at the bottom right of the player if you wish to listen on your preferred one.) If listening, use the webinar slides to see referenced charts here

If you enjoy, consider subscribing on YouTube or your preferred podcast platform to ensure you don't miss future episodes

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The information on this blog contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Damien Klassen is an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.

Damien Klassen
Head of Investment
Nucleus Wealth

Damien runs asset allocation and global stock portfolios for Nucleus Super, Nucleus Ethical and Nucleus Wealth. His 25 year+ career includes Global Quant at Schroders, Strategy at Wilson HTM & co-founder of Aegis.

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