James is the Founder and CEO of Enlightened Financial Solutions. He chats with Fraser about using technology to make advice easily digestible for clients.
James Wortley XY: https://www1.xyadviser.com/members/2809319
EFS Mackay Website: https://efsmackay.com.au/
To connect with your local Aberdeen Standard BDM visit https://www.aberdeenstandard.com/en/australia/adviser/contact-us?country=Australia
You can get a transcript of this podcast here
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Scale Up Series #10 – Jason Nyilas and Con Koromilas
To wrap up the series, Fraser talks to Jason Nyilas and Con Koromilas from Aberdeen Standard Investments. They …
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Scale Up Series #9 – Hayley Knight
Hayley is the Director at Contract Paraplanning Services and the AFA Paraplanner Pulse National Chair. She and Fraser …
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Scale Up Series #8 – James Wortley
James is the Founder and CEO of Enlightened Financial Solutions. He chats with Fraser about using technology to …
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Scale Up Series #7 – Michael Back
Michael is the Founder of Human to Human. Fed up with the “shiny object syndrome” that comes with …
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Scale Up Series #6 – Michael Lawes
Michael is the National Manager of Business Coaching at Affinia Financial Advisers Limited. He talks about the client …
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Scale Up Series #5 – Paul Feeney
Paul is the Founder and Chief Mapper at Map My Plan. He chats with Fraser about scaling up …
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Scale Up Series #4 – Judith Beck
Judith is the Keynote Speaker at Judith Beck Consulting and author of “No Sex at Work”. She and …
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Scale Up Series #3 – David Pettit
David is the Co-Founder & Group CEO of PictureWealth, the fastest growing WealthTech company in Australia. He discusses …
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Scale Up Series #2 – Sue Viskovic
Sue Viskovic is the Managing Director at Elixir Consulting and the Founder and CEO of Flowspace co-working. She …
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Scale Up Series #1 – Natasha Janssens
Natasha is the Director of Sova Financial Pty Ltd and Founder of Women with Cents. In this first …
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AdviceTech Podcast #110 – Driving Tech Change: CRMs, Automation & AI
In this episode, Pat talks with Aaron Breed, Head of Advice at Infinity Financial Consultants. He discusses how …
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#471 Matt Coman
Matt is a Principal and Director at Twomeys. They discuss his entry into the financial planning industry, including …
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Engine Room Podcast #56 – John Cachia
John is the Founder, Financial Adviser, and Visionary at Thriving Wealth. He and Rocksy discuss his journey from …
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AdviceTech Podcast #109 – Cyber Security Special
This week, Pat talks with Rob Dawson, Business Development Manager at Myrtec. They discuss the importance of the …
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#470 Paul Nevin
Paul is the Director and Financial Planner at The UK Pension Experts, and is best known as “The …
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Engine Room Podcast #55 – Charlie Viola
Charlie is the Executive Chair, Adviser, and Founding Partner at Viola Private Wealth. He and Rocksy discuss how …
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AdviceTech Podcast #108 – Qwilr
In this episode, Pat is joined by Jess Tassell, CMO at Qwilr. They take a look at Qwilr, …
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#469 Adam Crabbe
Adam is a Risk Strategy Specialist at Zurich. He and James discuss the development and key features of …
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Engine Room Podcast #54 – Angus Stevenson
Angus is the Director at Terrabella Wealth. He and Andrew discuss his background in agriculture, his transition into …
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Investment Podcast #19 – Market Outlook
Host James Whelan welcomes two experts from Blackrock – Head of Investment Strategy for APAC, Thomas Taw, and …