Advice professionals sharing their best ideas to improve your advice delivery.
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AdviceTech Podcast #129 – Less Stack, More Strategy
This week, Pat speaks with Nick Downey, Technology Manager at Direct Wealth. Nick discusses Direct Wealth’s strategic approach …
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#490 Trish Gregory
Trish is a Financial Adviser – Insurance Specialist at Hayes & Co Insurance Services. She shares her journey …
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Alternative Investing – Infrastructure #1
In this first episode, James is joined by Tyson Jonas, Managing Director at Jonas Wealth Management. They explore …
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Alternative Investing – Infrastructure #2
In this episode, James speaks with Simon Warner, Head of Portfolio Management at Aware Super. They discuss how …
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Alternative Investing – Infrastructure #3
In this final episode, Tyson Jonas talks to Leong Tang, Partner and Financial Adviser at Callaghans Accountants. They …
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Engine Room Podcast #66 – Andrew Debono
In this episode, Rocksy is joined by Andrew Debono, Principal Adviser and Director at Peak Wealth Management. He …
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AdviceTech Podcast #128 – Oreana Partnerships
In this episode, Pat speaks with Amy Hatch, Technology Delivery Manager at Oreana Partnerships. They discuss the evolution …
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#489 Marlon Disanayake
This week, James is joined by Marlon Disanayake, a former financial adviser turned consultant at Capgemini. They discuss …
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Engine Room Podcast #65 – Warrick Hanley
In this episode, Rocksy speaks with Warrick Hanley, Principal Adviser at Fitzpatricks Advice Partners. Warrick shares his journey …
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AdviceTech Podcast #127 – Cruz
This week, Pat is joined by Cody Harmon and Nat Daley from Cruz Technology. They discuss how Cruz …
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