Earn 0.75 CPD here
0.25 Technical Competence
0.25 Regulatory Compliance and Consumer Protection
0.25 Client Care and Practice
In this episode, Pat speaks with Eloise Somerford and Julia Vojkovic from 3Lines. They explore how 3Lines Group’s AI-driven compliance tools -particularly their “Regi” suite (chat, reviews, and vets) – are evolving to help AFSL licensees centralise compliance, enhance advice reviews and pre-vetting, and integrate AI into workflows without replacing human judgment.
Between Meetings with Matt Heine – Discover a podcast for wealth professionals.
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AdviceTech Podcast #164 – Regi
In this episode, Pat speaks with Eloise Somerford and Julia Vojkovic from 3Lines. They explore how 3Lines Group’s …
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AdviceTech Podcast #163 – RetireMap Update
This week, Pat is joined by Andrew Gardner and Eric Tetik from RetireMap. They discuss how RetireMap has …
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AdviceTech Podcast #162 – rubica
This week, Pat speaks with Aaron Breed, Product, Automation and Implementation Lead at rubica. They discuss how their …
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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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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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AdviceTech Podcast #159 – YourLeadOut
This week, Pat is joined by Rob Jones, Founder at Peloton Partners. They discuss how Peloton Partners evolved …
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AdviceTech Podcast #158 – Engagement Hub Update
In this episode, Patrick speaks with Martin Morris and Sandeep Rao from Engagement Hub. They discuss how Engagement …
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AdviceTech Podcast #157 – FAYBL
This week, Pat is joined by Steven Goh, Co-Founder at FAYBL. They discuss his experience in fintech and …
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AdviceTech Podcast #156 – Finura Group & Advice Designer
This week, Pat is joined by Peter Worn, Joint-MD at Finura Group. They discuss Finura Group’s evolution, practical …
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AdviceTech Podcast #155 – AI-Powered Client Acquisition
This week, Pat speaks with Allan Whatmore, Founder and CEO at GSA. He discusses how GSA uses AI-driven …
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AdviceTech Podcast #164 – Regi
In this episode, Pat speaks with Eloise Somerford and Julia Vojkovic from 3Lines. They explore how 3Lines Group’s …
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Engine Room Podcast #82 – Alex McMillan
This week, Rocksy is joined by Alex McMillan, Managing Director at Seedli. They discuss the origins and philosophy …
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Insurance Podcast #3 – Aaron Zol
In this episode, Ben talks with Aaron Zol, Head of Business and Insurance Advice Growth at Entireti. They …
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#525 Izzy Tittor
Izzy is the co-founder of Henry Advisory, a newly launched advice firm focused on “High Earners, Not Rich …
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Investment Feed Insights #8
In this episode, Neil Rogan speaks with Alex Cousley from Russell Investments. They discuss recent geopolitical tensions involving …
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Engine Room Podcast #81 – Angus Taylor
In this episode, Rocksy is joined by Angus Taylor, Founder of Sheffield Financial Group and Senior Financial Planner. …
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Investment Podcast #35 – Inside the Contrarian Playbook
As elevated valuations and index concentration challenge traditional portfolios, Daniel Kelly is joined by Chris Hestelow (Allan Gray) …
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AdviceTech Podcast #163 – RetireMap Update
This week, Pat is joined by Andrew Gardner and Eric Tetik from RetireMap. They discuss how RetireMap has …
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#524 Retirement Xchange Insights
Recorded live at the Ensombl Retirement Xchange in Melbourne, James asks attendees what their “aha moments” from the …
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Licensee Podcast Series #8 – Oreana Partnerships
In this episode, Rocksy speaks with Jonathan Christie, Managing Director at Oreana Partnerships. They explore how Oreana Partnerships …