Pep Perry founded and ran Escala Partners for 13 years before building Othello, an end-to-end advice platform for DIY ultra-high-net-worth individuals. It has embedded agentic AI running three modules covering onboarding, investing and reporting.
Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.
We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
Leave a Comment
You must be logged in to post a comment.