Clayton is joined by Brendon Vade in this episode. Brendon brings a unique perspective to advice as he handles the complexities of high net wealth clients. We cover a broad range of topics, and provide insights on how to enter in to this type of advice.
Stewart Partners Website: https://www.stewartpartners.com.au/
Brendon Vade Linkedin: https://www.linkedin.com/in/brendonvade/
This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 – they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.
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#474 Bert van Manen
In this week’s episode, Clayton is joined by Chief Opposition Whip Bert van Manen. They discuss his bill …
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#473 Rob Goudie
Rob is a Senior Financial Advisor at Consortium Private Wealth. He and James discuss his approach to direct …
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#472 Dean Holmes
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#471 Matt Coman
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#470 Paul Nevin
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#469 Adam Crabbe
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#468 Fran Hughes
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#467 Naz Pochynok and Julien Renard
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#466 Karen Eley
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#465 Shannon Freney
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Investment Podcast #21 – Australian Equities
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AdviceTech Podcast #113 – BePrepared
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#474 Bert van Manen
In this week’s episode, Clayton is joined by Chief Opposition Whip Bert van Manen. They discuss his bill …
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Engine Room Podcast #58 – Matt Hale
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AdviceTech Podcast #112 – Advice Designer
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#473 Rob Goudie
Rob is a Senior Financial Advisor at Consortium Private Wealth. He and James discuss his approach to direct …
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Engine Room Podcast #57 – Adam Morse
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AdviceTech Podcast #111 – AdviseWell
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#472 Dean Holmes
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Investment Podcast #20 – Australian Small Caps
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