Full Name
Andrew Wilson
Job Title
Customer Services Design Consultant
Company
Iress
Speaker Bio
Andrew Wilson is a Customer Services Design Consultant at Iress. With more than 20 years of hands-on experience using Xplan in the advice industry, Andrew brings deep practical expertise across paraplanning, advice, compliance and practice management. He now works closely with advice businesses to help them tailor Xplan to maximise efficiency and value, with a strong focus on customer-facing adviser enablement.
Speaking At
