Brought to you by Zurich and Onepath – two brands with one vision.
Multiple award winning adviser, head of advice at Pivot Wealth, and cofounder of XY Adviser, Ray decided to complete an applied psychology degree once he had already begun his financial planning career.
Ray Jaramis XY: https://www1.xyadviser.com/members/2204279 Pivot Wealth Website: https://pivotwealth.com.au/
New XY platform now available: App Store: https://co.xyadviser.com/xyistore Google Play: https://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/
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Mental Health Series #10 – Maria Falas
Brought to you by Zurich and Onepath – two brands with one vision. Maria is head of mental …
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Mental Health Series #9 – Ray Jaramis
Brought to you by Zurich and Onepath – two brands with one vision. Multiple award winning adviser, head …
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Mental Health Series #8 – Rick Kahler
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Mental Health Series #7 – Matthew Morris
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Mental Health Series #6 – Dr. Ann Dadich
Dr. Ann Dadich is an Associate Professor within the Western Sydney University School of Business. She is also …
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Mental Health Series #5 – Dr. Moira Somers
Dr. Somers specializes in the growing new field of financial psychology. She trains and consults broadly with financial …
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Mental Health Series #4 – Eric Priebee
Eric is a seasoned financial advisor and wealth coach with over 30 years of experience in financial services …
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Mental Health Series #3 – Daniel Crosby, Ph.D.
Daniel is a clinically trained psychologist who grew up around financial planning. Author of Behavioral Investor, TEDx speaker, …
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Mental Health Series #2 – Csilla Skultety
Brought to you by Zurich and Onepath – two brands with one vision. Csilla is head of operations …
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Mental Health Series #1 – Vanessa Bennett
Vanessa’s background covers financial services and physical fitness, and now works as a high performance coach specialising in …
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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
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Engine Room Podcast #56 – John Cachia
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AdviceTech Podcast #109 – Cyber Security Special
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#470 Paul Nevin
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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 …