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Show Notes
Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-26030823-50550001
0.25 Client Care & Practice
0.25 Technical Competence
0.25 Professionalism and Ethics
0.25 Regulatory Compliance and Consumer Protection
This week, Rocksy is joined by Alex McMillan, Managing Director at Seedli. They discuss the origins and philosophy of his firm, its focus on young wealth accumulators, tech stack and corporate growth strategy, and how he builds culture, processes, and client value in a modern advice practice.
Alex McMillan LinkedIn: https://www.linkedin.com/in/alex-mcmillan-seedli/
Seedli Website: https://seedli.com.au/
Flux Website: https://www.flux.finance/
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