This week, Peita is joined by Dr. Greg Davies and Bianca Kent from Oxford Risk. They take a look at Oxford Risk’s behavioural finance software and how it can be utilised to thoroughly assess your client’s investment portfolios and narrow decision-making.
Oxford Risk Website
Bianca Kent LinkedIn
Greg Davies LinkedIn
Peita Diamantidis LinkedIn
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You can get a transcript of this podcast here
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AdviceTech Podcast #121 – Flux
In this episode, Pat speaks with Brett Joffe, Co-Founder at Flux. Brett discusses how Flux offers educational content, …
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This week, Pat speaks with Glenn Elliott, CEO at Meldus. They discuss how he founded Meldus to provide …
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This week, Pat is joined by Matt Heine, CEO and Managing Director at Netwealth. They discuss Netwealth’s use …
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In this episode, Pat talks with Dina Evans, Director at Filenote.ai. They discuss the key features and benefits …
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AdviceTech Podcast #125 – iFactFind
This week, Pat talks with Dr. Paul Moran, CEO and Founder of iFactFind. They discuss how iFactFind can …
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AdviceTech Podcast #124 – Planimate
In this episode, Pat is joined by Anisul Islam, Founding Director at Planimate. They discuss the creation of …
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AdviceTech Podcast #123 – Data-Driven Tech Stacks
This week Pat talks with Yasmin Weston, Head of Operations at Capital Partners. She discusses how to leverage …
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Alternative Investment Insights #3
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Alternative Investment Insights #4
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Engine Room Podcast #64 – Jay Burke and Aimee Lucas
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AdviceTech Podcast #126 – SARA
In this episode, Pat talks with Anthony Lyon, Founder at iComply2. They discuss iComply2’s SARA, an AI-powered SOA …
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#487 Mo Shouman
Mo is the Principal Adviser at My Wealth Choice. Mo specialises in tech professionals, and he and James …
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Engine Room Podcast #63 – Karthik Ganapathy
In this episode, Rocksy is joined by Karthik Ganapathy, Co-Founder and Senior Financial Adviser at Nova Wealth Advisers. …
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AdviceTech Podcast #125 – iFactFind
This week, Pat talks with Dr. Paul Moran, CEO and Founder of iFactFind. They discuss how iFactFind can …
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In this episode, James is joined by Nick Donnelly, Financial Adviser at Plenary Wealth, and MaryAnn de Mestre, …
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In this episode, Kieran Berry from River X shares how he built a fast-growing wealth business by leaning …
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Alternative Investment Insights #2
Advising multi-generational farming families has shaped adviser Angus Stevenson’s distinctive approach to private equity. In this episode, he …
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Alternative Investment Insights #3
Brendon Vade from Lorica Partners joins Clayton to explore how alternative investments fit within an evidence-based investment philosophy. …
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Alternative Investment Insights #4
With ASIC flagging increased scrutiny of private markets, and some researchers putting the sector on watch, this episode …
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Engine Room Podcast #64 – Jay Burke and Aimee Lucas
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