Kate is the Managing Director at FP Assistant, which offers back office support for Financial Planners. She joins Fraser to chat about FP Assistant’s Professional Year Structured Training Program: “The Financial Planning Academy”.
Kate Zerbst LinkedIn
FP Assistant Website
The Financial Planning Professional Year Hub
This episode is proudly sponsored by First Sentier Investors.
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You can get a transcript of this podcast here
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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
Dean is a Co-Founder at The Wealth Network and Absolute Wealth Advisers. He and James discuss strategies for …
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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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#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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#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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#468 Fran Hughes
Karen is the CEO and Founder of Women Talking Finance and a Certified Money Coach. She and James …
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#467 Naz Pochynok and Julien Renard
In this episode, Clayton chats with Naz Pochynok and Julien Renard from ASO Wealth. They discuss their journey …
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#466 Karen Eley
Karen is the CEO and Founder of Women Talking Finance and a Certified Money Coach. She and James …
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#465 Shannon Freney
Shannon is a Financial Adviser at Fox & Hare Financial Advice. He and James discuss his recent move …
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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
Adam is the Founder and Managing Director at QuarterFive Family Wealth. He and Rocksy explore his journey into …
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AdviceTech Podcast #111 – AdviseWell
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#472 Dean Holmes
Dean is a Co-Founder at The Wealth Network and Absolute Wealth Advisers. He and James discuss strategies for …
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Investment Podcast #20 – Australian Small Caps
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