Brought to you by Zurich and Onepath – two brands with one vision.
Multiple award winning adviser, head of advice at Pivot Wealth, and cofounder of XY Adviser, Ray decided to complete an applied psychology degree once he had already begun his financial planning career.
Ray Jaramis XY: https://www1.xyadviser.com/members/2204279 Pivot Wealth Website: https://pivotwealth.com.au/
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Mental Health Series #10 – Maria Falas
Brought to you by Zurich and Onepath – two brands with one vision. Maria is head of mental …
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Mental Health Series #9 – Ray Jaramis
Brought to you by Zurich and Onepath – two brands with one vision. Multiple award winning adviser, head …
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Mental Health Series #8 – Rick Kahler
Brought to you by Zurich and Onepath – two brands with one vision. Rick Kahler specializing in the …
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Mental Health Series #7 – Matthew Morris
Brought to you by Zurich and Onepath – two brands with one vision. Social Worker with a history …
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Mental Health Series #6 – Dr. Ann Dadich
Dr. Ann Dadich is an Associate Professor within the Western Sydney University School of Business. She is also …
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Mental Health Series #5 – Dr. Moira Somers
Dr. Somers specializes in the growing new field of financial psychology. She trains and consults broadly with financial …
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Mental Health Series #4 – Eric Priebee
Eric is a seasoned financial advisor and wealth coach with over 30 years of experience in financial services …
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Mental Health Series #3 – Daniel Crosby, Ph.D.
Daniel is a clinically trained psychologist who grew up around financial planning. Author of Behavioral Investor, TEDx speaker, …
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Mental Health Series #2 – Csilla Skultety
Brought to you by Zurich and Onepath – two brands with one vision. Csilla is head of operations …
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Mental Health Series #1 – Vanessa Bennett
Vanessa’s background covers financial services and physical fitness, and now works as a high performance coach specialising in …
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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 …
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Engine Room Podcast #31 – Ben Calder and Ivana Sanzari
In this episode, Andrew is joined by Ben Calder and Ivana Sanzari from Calder Wealth Management. They chat …
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AdviceTech Podcast #76 – Softphone & Telecomms Special
In this episode, Patrick talks with Michael Newman, Director at Tele-Sense. They discuss modernising business communication systems through …