In this episode, Rocksy is joined by Andrew Debono, Principal Adviser and Director at Peak Wealth Management. He shares his journey from a young financial planner in 2014 to building a successful practice targeting high-income professionals, focusing on comprehensive financial advice, strategic risk management, and continuous business evolution.
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Engine Room Podcast #66 – Andrew Debono
In this episode, Rocksy is joined by Andrew Debono, Principal Adviser and Director at Peak Wealth Management. He …
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Engine Room Podcast #65 – Warrick Hanley
In this episode, Rocksy speaks with Warrick Hanley, Principal Adviser at Fitzpatricks Advice Partners. Warrick shares his journey …
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Engine Room Podcast #64 – Jay Burke and Aimee Lucas
In this week’s episode, Rocksy speaks with Jay Burke and Aimee Lucas from Burke Britton Financial Partners. They …
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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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Engine Room Podcast #62 – Leigh Fernando and Daniel Zaffino
This week, Rocksy is joined by Leigh Fernando and Daniel Zaffino from BlueRock. They discuss how BlueRock has …
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Engine Room Podcast #61 – Rob Jones and Richard Abbey
In this episode, Andrew is joined by Rob Jones and Richard Abbey from Peloton Partners. They discusses their …
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Engine Room Podcast #60 – Reuban Sivarajasingam
Reuban is Senior Distribution Partner at Pallas Capital. He and Andrew discuss his transition to alternative investments and …
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Engine Room Podcast #59 – Mike Way
To kick off 2025, Rocksy is joined by Mike Way. Mike recently joined AMP’s North business, where he …
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Engine Room Podcast #58 – Matt Hale
Matt is the Managing Director at Rising Tide Financial Services. He and Rocksy discuss how he built his …
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Engine Room Podcast #57 – Adam Morse
Adam is the Founder and Managing Director at QuarterFive Family Wealth. He and Rocksy explore his journey into …
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#492 Nicola Beswick
Nicola is the Managing Principal and Founder at White Rabbit Advisory. She and James discuss her first two …
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Creating Generational Wealth #1
In this first episode, Tanya is joined by Ryan Watson, Founder and CEO at Tribeca Financial. They discuss …
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Creating Generational Wealth #2
In this episode, Tanya speaks with Gianna Thomson, Principal Adviser at Thomson Wealth. They discuss the critical importance …
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Creating Generational Wealth #3
In this final episode, Tanya is joined by Felipe Araujo, Chief Executive Officer at Generation Life. They explore …
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AdviceTech Podcast #130 – Workato Update
In this episode, Pat is joined once again by Luke Modlmayr, Account Executive at Workato. They discuss the …
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#491 Daniel Tubman
Daniel is a Business Development Manager at HeirWealth. He and James discuss how HeirWealth helps families centralise their …
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AdviceTech Podcast #129 – Less Stack, More Strategy
This week, Pat speaks with Nick Downey, Technology Manager at Direct Wealth. Nick discusses Direct Wealth’s strategic approach …
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#490 Trish Gregory
Trish is a Financial Adviser – Insurance Specialist at Hayes & Co Insurance Services. She shares her journey …
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Alternative Investing – Infrastructure #1
In this first episode, James is joined by Tyson Jonas, Managing Director at Jonas Wealth Management. They explore …
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Alternative Investing – Infrastructure #2
In this episode, James speaks with Simon Warner, Head of Portfolio Management at Aware Super. They discuss how …