Conrad Travers
Principal Consultant • Tangelo Advice Consulting
Conrad has over 20 years experience in financial services having worked at ING / ANZ / IOOF for 10 years including running the head office of ANZ Financial planning (during a massive period of regulatory change), managed Line 1 Risk for ANZ Advice supporting both salaried and aligned advisers and running a team of 47 people for ANZ / IOOF covering technical, paraplanning, standards etc.
He started Tangelo in 2019 and now has a team of 5 -10 advice professionals all with >15 years advice experience. Tangelo provides support to advice businesses to help operationalise their compliance including policy writing, improving processes, training staff and completing gap assessments for practices and licensees.
He started Tangelo in 2019 and now has a team of 5 -10 advice professionals all with >15 years advice experience. Tangelo provides support to advice businesses to help operationalise their compliance including policy writing, improving processes, training staff and completing gap assessments for practices and licensees.