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0.25 Technical Competence
0.25 Tax (Financial) Advice
Kieran is a Senior Financial Adviser at Financial Foundations Australia. He shares how he built a retirement-focused advice business at Financial Foundations Australia and consistently uses daily short-form social media videos (mainly on Facebook, Instagram, and TikTok) to educate pre-retirees, generate new client inquiries, and support his long-term career and business goals.
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#523 Kieran Menzie
Kieran is a Senior Financial Adviser at Financial Foundations Australia. He shares how he built a retirement-focused advice …
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Investment Feed Insights #7
In this episode, Neil speaks with Dan Miles, Managing Director and Co-Chief Investment Officer at Innova Asset Management. …
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Licensee Podcast Series #7 – Shartru Wealth
This week, Rocksy is joined by Rob Coyte, CEO of Shartru Wealth Management. They explore his career journey, …
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#522 Cathy Kayess
Cathy is a Financial Adviser at Pollock Financial Planning. She and James discuss her career change from medical …
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Licensee Podcast Series #6 – Finchley & Kent
In this episode, Rocksy is joined by Sam El Shammaa, CEO & Managing Director at Finchley & Kent. …
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#521 James Wrigley
In this solo podcast episode, James explains how he creates and distributes short-form social media videos, how those …
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Investment Feed Insights #6
In this episode, Neil Rogan is joined by Alex Cousley from Russell Investments. Alex gives his insights into …
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#520 Stuart Ruddick
Stuart is a Financial Adviser at Verse Wealth. He and James discuss Verse’s structured client experience, their use …
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Licensee Podcast Series #5 – Cobalt Advisers
In this episode, Rocksy is joined by Conaill Keniry, Managing Director, Responsible Manager at Cobalt Advisers. He shares …
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#519 Matt Hale
Matt is the Managing Director at Rising Tide Financial Services. He and James discuss his transition from adviser …
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#523 Kieran Menzie
Kieran is a Senior Financial Adviser at Financial Foundations Australia. He shares how he built a retirement-focused advice …
-
Investment Feed Insights #7
In this episode, Neil speaks with Dan Miles, Managing Director and Co-Chief Investment Officer at Innova Asset Management. …
-
Licensee Podcast Series #7 – Shartru Wealth
This week, Rocksy is joined by Rob Coyte, CEO of Shartru Wealth Management. They explore his career journey, …
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Investment Podcast #34 – Private Equity
As access to private markets expands beyond institutions, host Kieran Berry is joined by Adam Myers, Executive Director …
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AdviceTech Podcast #161 – AdviseWell Update
In this week’s episode, Pat speaks with Clinton Cunningham, CEO at AdviseWell. They discuss how AI is rapidly …
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#522 Cathy Kayess
Cathy is a Financial Adviser at Pollock Financial Planning. She and James discuss her career change from medical …
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Licensee Podcast Series #6 – Finchley & Kent
In this episode, Rocksy is joined by Sam El Shammaa, CEO & Managing Director at Finchley & Kent. …
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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 …
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AdviceTech Podcast #160 – OnReport
In this episode, Pat speaks with Lachlan Brien, Consultant & Director at OnReport. They discuss how advice firms …
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#521 James Wrigley
In this solo podcast episode, James explains how he creates and distributes short-form social media videos, how those …