What Will The Industry Look Like in 3 Years
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#400 David Harris
David is the CEO and Managing Director at Advice Evolution. He joins James to talk about the processes …
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Engine Room Podcast #10 – Brad Rogers
In this episode, Andrew is joined by Brad Rogers, Financial Planner and Business Owner at WealthShore. They chat …
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5 JUN 2023 – Monday Market Highlights
This week we cover global share market gains driven by US tech stocks, record-low market breadth, Australian CPI …
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AdviceTech Podcast #37 – Yodal
In this episode, Peita chats with Brandon Thompson, CEO at Yodal. They explore the tools and resources of …
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#399 Paul Mann
Paul is the Co-Founder and a Financial Adviser at True Direction Financial. He and Clayton discuss their view …
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Engine Room Podcast #9 – Paul Barrett
This week, Andrew is joined by Paul Barrett, Co-Founder and Private Wealth Adviser at Absolute Wealth Advisors. They …
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29 MAY 2023 – Monday Market Highlights
This week we cover the US debt ceiling raise, the RBNZ interest rates rise, UK inflation, Australian retail …
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AdviceTech Podcast #36 – TikTok
In this episode, Peita is joined by James Wrigley, Principal at First Financial and Host of the Ensombl …
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#398 Justin Lucas
Justin is an Adviser and Partner at Koda Capital. He sits down with James to chat about his …
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Engine Room Podcast #8 – David Moloney
This week, Andrew chats with David Moloney, Director of Wealth at Yarra Lane. They discuss the evolution of …