David is the Co-Founder & Group CEO of PictureWealth, the fastest growing WealthTech company in Australia. He discusses scaling through technology, and leveraging data and information to unlock dormant financial potential.
David Pettit XY: https://www1.xyadviser.com/members/6329186
PictureWealth Website: https://picturewealth.com/
To connect with your local Aberdeen Standard BDM visit https://www.aberdeenstandard.com/en/australia/adviser/contact-us?country=Australia
You can get a transcript of this podcast here
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Scale Up Series #10 – Jason Nyilas and Con Koromilas
To wrap up the series, Fraser talks to Jason Nyilas and Con Koromilas from Aberdeen Standard Investments. They …
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Scale Up Series #9 – Hayley Knight
Hayley is the Director at Contract Paraplanning Services and the AFA Paraplanner Pulse National Chair. She and Fraser …
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Scale Up Series #8 – James Wortley
James is the Founder and CEO of Enlightened Financial Solutions. He chats with Fraser about using technology to …
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Scale Up Series #7 – Michael Back
Michael is the Founder of Human to Human. Fed up with the “shiny object syndrome” that comes with …
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Scale Up Series #6 – Michael Lawes
Michael is the National Manager of Business Coaching at Affinia Financial Advisers Limited. He talks about the client …
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Scale Up Series #5 – Paul Feeney
Paul is the Founder and Chief Mapper at Map My Plan. He chats with Fraser about scaling up …
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Scale Up Series #4 – Judith Beck
Judith is the Keynote Speaker at Judith Beck Consulting and author of “No Sex at Work”. She and …
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Scale Up Series #3 – David Pettit
David is the Co-Founder & Group CEO of PictureWealth, the fastest growing WealthTech company in Australia. He discusses …
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Scale Up Series #2 – Sue Viskovic
Sue Viskovic is the Managing Director at Elixir Consulting and the Founder and CEO of Flowspace co-working. She …
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Scale Up Series #1 – Natasha Janssens
Natasha is the Director of Sova Financial Pty Ltd and Founder of Women with Cents. In this first …
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Engine Room Podcast #34 – Unpacked
In this episode of the Engine Room Unpacked, Andrew and Sue revisit three recent podcasts and discuss the …
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Investment Podcast #9 – Fixed Income: Inefficiencies and Duration
In this episode, host James Whelan is joined by Richard Rauch, Investment Director at Brandywine Global Investment Management, …
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AdviceTech Podcast #79 – MoneyMind Profile
This week, Patrick talks with Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind. They chat about …
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441 Joel Gleeson and Paul Cupic
In this episode, James is joined by Joel Gleeson and Paul Cupic from First Financial. They discuss the …
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Engine Room Podcast #33 – Thabojan Rasiah
Thabojan is the Founder and Principal Adviser at Rasiah Private Wealth Management, and the Co-Founder and CEO at …
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AdviceTech Podcast #78 – Content Snare
This week, Patrick talks with James Rose, Co-Founder of Content Snare. They discuss how Content Snare aims to …
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#440 Tom McDonald
Tom is the Director at Cardena Private Wealth. He and Clayton originally shared an office together before going …
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Engine Room Podcast #32 – Drew Meredith
Drew is a Founder and Advisor at Wattle Partners. He and Andrew discuss the growth of Wattle Partners, …
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AdviceTech Podcast #77 – FinMate AI
This week, Patrick is joined by Daniel Yoo, Founder at FinMate AI. They talk about the AI Notetaker …
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#439 Jackson Millan
Jackson, also known as The Wealth Mentor, is the Founder and CEO at Aureus Financial. He and James …