Jonathan is the Managing Director at Collins SBA. He and Andrew talk about the importance of personal growth, tailored solutions, and prioritising clients’ needs, the challenges of integrating financial planning and accounting, and the future of advice in Australia.
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Engine Room Podcast #39 – Jonathan Elliot
Jonathan is the Managing Director at Collins SBA. He and Andrew talk about the importance of personal growth, …
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Engine Room Podcast #38 – Sam Perera
In this episode, Andrew is joined by Sam Perera, Director at Perera Crowther Financial Services. They lift the …
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Engine Room Podcast #37 – Iain Rogers
In this episode, Andrew is joined by Iain Rogers, General Manager at Nestworth Financial Strategists. They discuss his …
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Engine Room Podcast #36 – Jerry Kalogeropoulos and Philip Taaffe
In this episode, Andrew chats with Jerry Kalogeropoulos and Philip Taaffe from Aptium Financial Services. They talk about …
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Engine Room Podcast #35 – Amie Baker
Amie is the Director, Financial Adviser, and Certified Money Coach at Rekab Advice and Centsability. She and Andrew …
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Engine Room Podcast #34 – Unpacked
In this episode of the Engine Room Unpacked, Andrew and Sue revisit three recent podcasts and 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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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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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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Engine Room Podcast #30 – Andrew and Jacqui Sherlock
In this episode of the Engine Room Podcast, Andrew is joined by Andrew and Jacqui Sherlock from Sherlock …
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AdviceTech Podcast #90 – Bonjoro
This week, Pat talks with Oli Bridge, Head of Marketing at Bonjoro. They chat about how Bonjoro can …
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#452 Rachael Holder
Rachael is an Associate Adviser at Tribeca Financial. She and James discuss her career transition from financial advising …
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Engine Room Podcast #39 – Jonathan Elliot
Jonathan is the Managing Director at Collins SBA. He and Andrew talk about the importance of personal growth, …
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AdviceTech Podcast #89 – Finura Group
In this episode, Pat talks with Dipal Khatri, Senior Consultant at Finura Group. They discuss how Finura can …
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#451 Laura Kelly
Laura is a Financial Advisor at Securinvest Financial Group. She and James talk about her journey to financial …
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Engine Room Podcast #38 – Sam Perera
In this episode, Andrew is joined by Sam Perera, Director at Perera Crowther Financial Services. They lift the …
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AdviceTech Podcast #88 – Simply Advice Websites
In this episode, Pat talks with Jacqueline Barton, Director at Simply Advice Websites. They chat about the do’s …
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#450 Phil Thompson
Phil is the Financial Adviser and Founder at Skye Wealth. He and James chat about how he transitioned …
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Addressing Client Affordability Concerns in Insurance #1
In this first installment, Sacha is joined by Sandra Miller, Risk Advisor at Halstead Financial Services, and Dr. …
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Addressing Client Affordability Concerns in Insurance #2
In this episode, Sacha sits down with Iain Jeffery, Managing Director of Wealthpoint Financial Planning, and Dr. Jeffrey …