Advice Revolution
Dane Baldwin is the Head of Product at Advice Revolution and Elemnta. Previous roles include working as a Financial Advice and Investments Professional and Operations Manager at XMAC People. Dane has a background in finance, holding a Master of Applied Finance and various financial planning certifications. Additionally, Dane holds a Bachelor's degree in Biomedical Science.
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Advice Revolution
Provide your clients with a secure client portal, reducing the cost of advice and speeding up your delivery with a great client experience. Invite your clients to enter data before or after meetings on any device. Continue your fact finding with a range of flexible modules that adapt to your meeting structure. Finalise your fact find for a clean handover to your paraplanner. Our market-leading tools play perfectly with your CRM. If you’re ready to make the most of your investment in technology and people, you’ve arrived at the right place. Run your advice business like it’s 2023. Reach out to book in a demo at shaun@advicerevolution.com.au.