Behavioural Investing Series #2

In this episode we cover Goals-Based Investing, from the adviser's discussions with clients to how fund managers can take on a goals-based approach.

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Patricia Garcia 
Director and Financial Adviser at Your Vision Financial Solutions, Co-Founder of Integrate Finance.
Patricia Garcia LinkedIn: https://www.linkedin.com/in/patriciagarciafinancialadviser/
Your Vision Financial Solutions Website: https://yourvisionfinancial.com.au/
Integrate Finance Website: https://integratefinance.com.au/

Dr. Katherine Hunt 
Lecturer in Financial PlanningLecturer in Financial Planning at Griffith University, Advisor at Little Phil.
Dr. Katherine Hunt LinkedIn: https://www.linkedin.com/in/drkatherinehunt/
Griffith University Profile: https://experts.griffith.edu.au/8618-katherine-hunt
Little Phil Website: https://www.littlephil.org/

David Bell
Executive Director at The Conexus Institute
David Bell LinkedIn: https://www.linkedin.com/in/david-bell-31406565/
The Conexus Institute Website: https://theconexusinstitute.org.au/

Dan Miles
Managing Director & Co-Chief Investment Officer at Innova Asset Management
Dan Miles LinkedIn: https://www.linkedin.com/in/dan-miles-b264358a/
Innova Asset Management Website: http://www.innovaam.com.au/

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