Luke is the Director and Financial Adviser at Advice Loop. He and James discuss his journey from a dissatisfied corporate employee to building his practice, Advice Loop, focusing on organic growth, client-centric strategies, and continuous learning while navigating the challenges of the financial services industry.
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#498 Hannah Elliott
Hannah is an Associate Adviser at Stellar Wealth. She and James discuss her progress through the professional year, …
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Investment Feed Insights #1
In this timely investment update, Neil Rogan chats with Russell Investments’ Alexander Cousley, exploring the latest global market …
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#497 Luke Dean
Luke is the Director and Financial Adviser at Advice Loop. He and James discuss his journey from a …
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#496 Chris Carlin
Chris is the Founder And Financial Planner at Glasshouse Wealth. He and James discuss his move from Victoria …
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#495 John Cachia
John is the Founder and Strategic Wealth Adviser at Thriving Wealth. John recently won FAAA Adviser of the …
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#494 Felipe Araujo
Felipe is the Chief Executive Officer at Generation Life. He and James discuss the tax advantages, flexibility, and …
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#493 Naz Pochynok and Julien Renard
This week, Clayton is joined by Naz Pochynok and Julien Renard from ASO Wealth. They discuss their journey …
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#492 Nicola Beswick
Nicola is the Managing Principal and Founder at White Rabbit Advisory. She and James discuss her first two …
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Creating Generational Wealth #1
In this first episode, Tanya is joined by Ryan Watson, Founder and CEO at Tribeca Financial. They discuss …
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Creating Generational Wealth #2
In this episode, Tanya speaks with Gianna Thomson, Principal Adviser at Thomson Wealth. They discuss the critical importance …
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AdviceTech Podcast #138 – Adviceflo
This week, Pat is joined by Shehan Alwis and Tim Rogers from Adviceflo. They discuss how Adviceflo can …
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Investment Podcast #25 – Risk Targeted Investing
What if everything you thought about risk was wrong? In this episode of the Ensombl lnvestment podcast, host …
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AdviceTech Podcast #137 – Empathetic & Efficient Tech Stacks
This week, Pat is joined by Natallia Smith, Founder of TruWealth Advice. They discuss her tech stack focused …
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#498 Hannah Elliott
Hannah is an Associate Adviser at Stellar Wealth. She and James discuss her progress through the professional year, …
-
Investment Feed Insights #1
In this timely investment update, Neil Rogan chats with Russell Investments’ Alexander Cousley, exploring the latest global market …
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AdviceTech Podcast #136 – Practice Connections
This week, Pat speaks with Alan FitzGerald, Founder & Fractional CTO at Practice Connections. They discuss the critical …
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#497 Luke Dean
Luke is the Director and Financial Adviser at Advice Loop. He and James discuss his journey from a …
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Investment Podcast #24 – Quarterly Update
Just as markets rebound, flaring geopolitical tensions once again set investors on edge, and in this Quarterly Market …
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AdviceTech Podcast #135 – Otivo Update
In this episode, Pat is joined by Paul Feeney, Founder of Otivo. Paul returns to the AdviceTech Podcast …
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#496 Chris Carlin
Chris is the Founder And Financial Planner at Glasshouse Wealth. He and James discuss his move from Victoria …