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This week, Rocksy speaks with Matt Fogarty, Executive General Manager – Partnerships at Infocus. They explore Matt’s journey in financial advice and his leadership of Infocus, and its four-pillar model and partnerships that help advice practices grow.
Explore the road less travelled at PM Capital
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Licensee Podcast Series #11 – Infocus
This week, Rocksy speaks with Matt Fogarty, Executive General Manager – Partnerships at Infocus. They explore Matt’s journey …
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Licensee Podcast Series #10 – Count
In this episode, Rocksy speaks with Craig Kouimanis, Head of Paragem. They unpack how Count helps advice firms …
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Licensee Podcast Series #9 – Akumin
In this episode, Rocksy is joined by Matt Lawler, CEO of Akumin. They discuss his journey from growing …
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Licensee Podcast Series #8 – Oreana Partnerships
In this episode, Rocksy speaks with Jonathan Christie, Managing Director at Oreana Partnerships. They explore how Oreana Partnerships …
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Licensee Podcast Series #7 – Shartru Wealth
This week, Rocksy is joined by Rob Coyte, CEO of Shartru Wealth Management. They explore his career journey, …
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Licensee Podcast Series #6 – Finchley & Kent
In this episode, Rocksy is joined by Sam El Shammaa, CEO & Managing Director at Finchley & Kent. …
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Licensee Podcast Series #5 – Cobalt Advisers
In this episode, Rocksy is joined by Conaill Keniry, Managing Director, Responsible Manager at Cobalt Advisers. He shares …
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Licensee Podcast Series #4 – WT Financial Group
This week, Rocksy speaks with Keith Cullen, Founder and Managing Director at WT Financial Group. They discuss his …
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Licensee Podcast Series #3 – Lifespan Financial Planning
In this episode, Rocksy is joined by Eugene Ardino, CEO of Lifespan Financial Planning. They discuss the company’s …
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Licensee Podcast Series #2 – AMAFA
In this episode, Rocksy is joined by Keith Marshall and Mario Finocchiaro from AMAFA. They discuss how AMAFA …
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Licensee Podcast Series #11 – Infocus
This week, Rocksy speaks with Matt Fogarty, Executive General Manager – Partnerships at Infocus. They explore Matt’s journey …
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Insurance Podcast #9 – Phil Anderson
In this episode, Ben speaks with Phil Anderson, General Manager – Policy, Advocacy and Standards at the FAAA. …
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Investment Podcast #41 – Beyond the AI Hype
Artificial Intelligence has created enormous wealth for investors—but history suggests that periods of technological disruption can also be …
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Investment Podcast #40 – Emerging Markets
As global investors reassess where future growth will come from, host Amie Baker is joined by Stanley Lu …
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Investment Podcast #39 – Economic Update and Impact
As geopolitical tensions, higher oil prices, and persistent inflation reshape the economic outlook, host Amie Baker is joined …
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Engine Room Podcast #90 – Karam Singh
In this episode, Rocksy sits down with Karam Singh from EK Private Advisory. They discuss his journey from …
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Intergenerational Conversations #1
In this episode, Peita Diamantidis is joined by Gavin Lamb, Director and Head of Financial Planning at Navigate …
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Intergenerational Conversations #2
In episode two, Peita speaks with Inbam Devadason, Actuary, Founder and Director of Precision Financial. He shares practical …
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Intergenerational Conversations #3
In this final episode, Peita and Joe Stephan from Stephan Independent Advisory dive into how to design and …
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Investment Podcast #38 – Compartmentalised Investing
As investors face longer retirements and more complex market conditions, Ben Nash (Pivot Wealth) and Dan Miles (Innova …