Technology Workshop - Velocity: The race to scale advice by 2030

Travis Carter is a business owner and mentor with a big passion for technology and the vital role it plays for small and medium-sized businesses.
Travis is personally driven to improve the lives of our customers through his work to increase productivity, efficiency gains, and improved security.
As Director for Retrac, Travis leads a motivated team that empowers their customers to adapt to the ongoing changes and enables them to service their customers better.

Pedro Marin Ramirez is a bilingual (Spanish) Certified Financial Planner who began his journey in Caracas, Venezuela, and now calls Brisbane, Australia home. Seventeen years ago, he arrived in Brisbane with just a suitcase and a dream of building a better future.

Pedro earned a Bachelor of International Business with a Finance major from Griffith University and a postgraduate degree in Accounting from Queensland University of Technology. He also holds a Diploma in Financial Planning and the Certified Financial Planner (CFP®) designation from the Financial Advice Association Australia (FAAA).

His career began with an internship at the University of Queensland, followed by a role as a credit analyst at Grant Thornton. Realizing accounting wasn’t his passion, he pivoted to financial planning—working as a strategist, paraplanner, and then advisor at UniSuper.

In 2020, Pedro launched his own practice, initially as Bell Partners. By July 2023, he founded Marin Wealth, where his entrepreneurial vision thrives. Today, Marin Wealth supports almost 200 families across Australia, growing by 3–4 new families each month. The firm proudly serves a diverse community, including many Spanish-speaking clients.

Pedro is passionate about crafting personalized financial strategies and using innovative technology to help clients achieve their financial goals.

Watch Pedro's video