Earn 0.75 CPD here
0.25 Technical Competence
0.25 Client Care and Practice
0.25 Regulatory Compliance and Consumer Protection
Cathy is a Financial Adviser at Pollock Financial Planning. She and James discuss her career change from medical indemnity BDM to financial advice, her education journey and COVID-era licensing challenges, and her current role at Pollock Financial working within a shared-client, retiree-focused advice model that emphasises collaboration and current tech to support scalable, consistent client service.
For a simpler, faster way to write risk visit Acenda
Join the Ensombl platform:
App Store
Google Play
Desktop
-
#522 Cathy Kayess
Cathy is a Financial Adviser at Pollock Financial Planning. She and James discuss her career change from medical …
-
Licensee Podcast Series #6 – Finchley & Kent
In this episode, Rocksy is joined by Sam El Shammaa, CEO & Managing Director at Finchley & Kent. …
-
#521 James Wrigley
In this solo podcast episode, James explains how he creates and distributes short-form social media videos, how those …
-
Investment Feed Insights #6
In this episode, Neil Rogan is joined by Alex Cousley from Russell Investments. Alex gives his insights into …
-
#520 Stuart Ruddick
Stuart is a Financial Adviser at Verse Wealth. He and James discuss Verse’s structured client experience, their use …
-
Licensee Podcast Series #5 – Cobalt Advisers
In this episode, Rocksy is joined by Conaill Keniry, Managing Director, Responsible Manager at Cobalt Advisers. He shares …
-
#519 Matt Hale
Matt is the Managing Director at Rising Tide Financial Services. He and James discuss his transition from adviser …
-
Investment Feed Insights #5
In this episode, Neil is joined by Alexander Cousley and Samantha Foster from Russell Investments. They discuss their …
-
#518 Paul Cupic
Paul is a Financial Adviser at First Financial. He reflects on his career progression from aspiring adviser to …
-
Pursuing a Better Investment Experience #1
In this first episode, Brendon Vade speaks with Slava Platkov, Senior Investment Director and Vice President at Dimensional …
-
AdviceTech Podcast #161 – AdviseWell Update
In this week’s episode, Pat speaks with Clinton Cunningham, CEO at AdviseWell. They discuss how AI is rapidly …
-
#522 Cathy Kayess
Cathy is a Financial Adviser at Pollock Financial Planning. She and James discuss her career change from medical …
-
Licensee Podcast Series #6 – Finchley & Kent
In this episode, Rocksy is joined by Sam El Shammaa, CEO & Managing Director at Finchley & Kent. …
-
Insurance Podcast #1 – Adam Crabbe and Katherine Hayes
In this first episode, Ben Donald is joined by Adam Crabbe, Risk Strategy Specialist at Zurich and Katherine …
-
AdviceTech Podcast #160 – OnReport
In this episode, Pat speaks with Lachlan Brien, Consultant & Director at OnReport. They discuss how advice firms …
-
#521 James Wrigley
In this solo podcast episode, James explains how he creates and distributes short-form social media videos, how those …
-
Investment Podcast #33 – Behavioural Investing
As markets test investor nerves and emotions drive decision-making, host Kieran Berry is joined by Jess Brizuela (Allied …
-
AdviceTech Podcast #159 – YourLeadOut
This week, Pat is joined by Rob Jones, Founder at Peloton Partners. They discuss how Peloton Partners evolved …
-
Investment Podcast #32 – Quarterly Update
As 2025 defied many investor fears, host James Whelan is joined by Vern du Preez (Orbis Investments) and …
-
AdviceTech Podcast #158 – Engagement Hub Update
In this episode, Patrick speaks with Martin Morris and Sandeep Rao from Engagement Hub. They discuss how Engagement …