Matt is CEO and Co-Founder at Esencia Wealth. He and Andrew take a look at how he build Esencia through merging four firms, his focus on developing talent and client relationships, and his vision for the future of the Australian advice industry.
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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 …
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Engine Room Podcast #48 – Unpacking Entireti
In this episode of the Engine Room, Andrew is joined by Matt Brown and Neil Younger from Entireti. …
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Engine Room Podcast #47 – David Gibson
In this episode, Andrew talks with David Gibson, Senior Financial Adviser at Priority Advisory Group. They explore David’s …
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Engine Room Podcast #46 – Unpacked
In this episode of the Engine Room Unpacked, Andrew and Sue revisit three recent episodes and discuss the …
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Engine Room Podcast #45 – Matt Fenning
Matt is CEO and Co-Founder at Esencia Wealth. He and Andrew take a look at how he build …
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Engine Room Podcast #44 – Jake Reus
Jake is the CEO and Senior Financial Adviser at Bob Reus & Co. He and Andrew discuss the …
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Engine Room Podcast #43 – Joel Harty and Paulina Roncevic
In this episode, Andrew talks with Joel Harty and Paulina Roncevic from Jacaranda Financial Planning. They discuss the …
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Engine Room Podcast #42 – Shail Singh
Shail is the Lead Ombudsman for Investments and Advice at the Australian Financial Complaints Authority. He and Andrew …
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Engine Room Podcast #41 – Mark Chan
Mark is the Founder of Avondale Wealth Management. He and Andrew explore his journey from his accidental entry …
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Engine Room Podcast #40 – Luke Roberts
Luke is the Director and a Private Client Adviser at UNICA Wealth. He and Andrew chat about how …
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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 …
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Investment Podcast #16 – Index vs Active
In this episode, host James Whelan is joined by Vanguard Investment Strategist Libby Newman and Morningstar Chief investment …
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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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#460 Tim Townsend
Tim is a Partner at TownsendCobain Private Wealth Partners. They discuss how his practice has recently grown and …
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Investment Philosophies in Action #1
In this episode, Peita is joined by Clint Nice, Senior Financial Planner at Profacc Public Accountants. They discuss …
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Investment Philosophies in Action #2
In this installment, Peita talks with Michael Bova, Founder and Managing Director at Family Wealth Advisory. They discuss …