Enzumo - XPLAN Customisation + Solutions
The largest + most experienced independent XPLAN consulting group in Australia
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Learn how technology can bring efficiencies

Find out what our financial adviser clients are doing, how they’re getting efficiencies from technology and how we find simple solutions for complex situations.

Have you met Colleen?

Colleen boasts over two decades of expertise in the Financial Services sector, with a significant portion of that time spent as an Adviser and the remainder dedicated to Advice Technology. At Enzumo, she's the Senior Product Owner, a role that comes with the hefty responsibility of overseeing our strategy and product text, refining our strategy flyers, and seeking innovative methods to enhance the utilisation of XPLAN and our wizards. 

Colleen's passion for her profession is evident when she says, “I love my job”! She thrives on collaborating with Advisers and their teams to streamline their operations, ultimately granting them more time to assist clients in reaching their financial aspirations. 

But Colleen's quest for knowledge doesn't hit pause at 5 PM. She's often immersed in study after hours, keeping her expertise razor-sharp in our ever-evolving industry. 

When the laptops close, Colleen's all about being a Friends fanatic, traveling adventures with her husband, quality time with her family and being the cool aunt who spoils her nieces and nephews rotten!

 

James Blanton