0:00 – Intro
4:22 – AstuteWheel’s Origin and Features.
7:33 – Technological Evolution and Cyber Security.
12:09 – Virtual Meetings and Review Processes.
20:13 – Insurance Needs Analysis and Future Proofing
23:23 – Preparation for QAR and Future Developments.
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AdviceTech Podcast #100 – moneyGPS
This week, Pat speaks with George Haramis, Co-Founder and CEO of moneyGPS. They discuss the digital advice platform, …
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AdviceTech Podcast #99 – Annature
This week, Pat talks with Daniel Edridge, Head of Sales and Partnerships at Annature. They discuss how Annature …
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AdviceTech Podcast #98 – Plutosoft Update
In this episode, Pat is joined by Vincent Holland, Co-Founder at Plutosoft. He gives an update on Plutosoft …
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AdviceTech Podcast #97 – AstuteWheel
In this week’s episode, Pat is joined by Hans Egger, Managing Director and Co-Founder of AstuteWheel. He gives …
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AdviceTech Podcast #96 – Elemnta
This week, Pat is joined by Shaun Green, Chief Executive Officer at Elemnta. They discuss Elemnta’s mission to …
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AdviceTech Podcast #95 – CRM Special
In this episode, Pat speaks with Alex Walker, Enterprise SAAS Specialist. They explore the benefits of using CRM, …
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AdviceTech Podcast #94 – PortalStack
In this episode, Pat is joined by Nga Nguyen, Founder at PortalStack. They explore the features and benefits …
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AdviceTech Podcast #93 – Weel
This week, Pat talks with Cale Bulgin, Sales Director at Weel. They explore the features and benefits of …
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AdviceTech Podcast #92 – Claras.ai
This week, Pat talks with Stuart Riddle, Managing Director at Knkt Interactive, the creators of Claras.ai, an AI-powered …
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AdviceTech Podcast #91 – Scale Up Paraplanning
This week, Pat is joined by Alex Gassner, General Manager at Scale Up Paraplanning. They talk about how …
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#462 Josh Pennell
In this episode, James talks with Josh Pennell. He and James discuss his work at Prosper Advisory, including …
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Advice 2030 #1
In this first episode, Peita talks with John O’Mahony and Deen Sanders from Deloitte Access Economics. They discuss …
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Advice 2030 #2
In this episode, Peita is joined by Tim Lea, Head of Operations at Pivot Wealth. They explore how …
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Advice 2030 #3
In this episode, Peita talks with Kerry Ong, General Manager – Customer at Iress. They discuss the importance …
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Advice 2030 #4
In this final instalment, Peita is joined by Kelli Willmer, Executive General Manager – Wealth at Iress. They …
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AdviceTech Podcast #100 – moneyGPS
This week, Pat speaks with George Haramis, Co-Founder and CEO of moneyGPS. They discuss the digital advice platform, …
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#461 Carlie Thatcher
Carlie is a Financial Adviser at MBS Insurance. She and James discuss her experience in the insurance industry, …
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How Australia Retires #1
In this first episode, Tanya is joined by Libby Newman, Senior Investment Specialist – Strategy and Research at …
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How Australia Retires #2
In this episode, Tanya speaks with Suzanne Haddan, Managing Director and Representative at BFG Financial Services. They continue …
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Engine Room Podcast #49 – Brett Taggart
Brett is the Managing Director at Bell Partners Wealth Creation and Financial Advisory. He and Andrew discuss his …