XY Adviser
XY Adviser
Jan 27, 2020
#157 Roger Patterson
Play • 50 min

Roger is one of the most skilled technical compliance officers in financial advice. We dive deep into everything duties and responsibilities, from it's earliest history to current day requirements.

Blue Path Website: https://bluepath.com.au/ Roger Patterson Linkedin: https://www.linkedin.com/in/roger-patterson-baab/

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This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 - they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.

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