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#519 Matt Hale
Matt is the Managing Director at Rising Tide Financial Services. He and James discuss his transition from adviser …
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#518 Paul Cupic
Paul is a Financial Adviser at First Financial. He reflects on his career progression from aspiring adviser to …
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#517 Joel Kerin
Joel is an Associate Director at Ally Wealth Management. He and James discuss Ally Wealth’s tailored advice for …
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#516 Alex McKenzie
Alex is the Owner of Future Financial Services. He and James discuss the history, client-focused approach, operational strategies, …
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#515 Nathaniel Johnston
Nathaniel is a Financial Adviser at First Financial. He and James discuss his career progression from university through …
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#514 Kirra Sharrock
Kirra is a Wealth Adviser at Bravium. She shares her journey from radiation therapy to becoming an adviser …
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#512 Nathan Fradley
Nathan Fradley is an Independent Specialist Financial Adviser. He and James discuss his evolving business model, focusing on …
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#511 Joel Perryman
Joel is a Provisional Adviser at Integritas Wealth Advisers. He and James discuss his journey from gym owner …
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#510 Retirement Exchange Insights
Recorded live at the Ensombl Retirement Exchange, James speaks with a number of attendees on their “aha moments” …
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#509 Michelle Flanagan
Michelle is the Principal Wealth Adviser of The Wealth Designers. She and James discuss The Wealth Designers’ innovative …