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AdviceTech Podcast #153 – Vibe Coding and the Future of AI in Advice
This week, Pat is joined by Mark Papendieck, Chief Commercial Officer at DASH Technology Group. They explore how …
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#516 Alex McKenzie
Alex is the Owner of Future Financial Services. He and James discuss the history, client-focused approach, operational strategies, …
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Licensee Podcast Series #4 – WT Financial Group
This week, Rocksy speaks with Keith Cullen, Founder and Managing Director at WT Financial Group. They discuss his …
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AdviceTech Podcast #152 – The Evolution of AI
In this episode, Pat speaks with Stefan D’Alessandro, Founder of subfocus.ai. They explore the rapid advances in AI …
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#515 Nathaniel Johnston
Nathaniel is a Financial Adviser at First Financial. He and James discuss his career progression from university through …
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Engine Room Podcast #78 – Peter Monahan
This week, Rocksy speaks with Peter Monahan, CEO at EJM Advice. They discuss EJM Advice’s journey through succession …
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Investment Feed Insights #3
In this episode, Neil is joined by Daniel Shrimski Managing Director at Vanguard Australia. They discuss the findings …
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#514 Kirra Sharrock
Kirra is a Wealth Adviser at Bravium. She shares her journey from radiation therapy to becoming an adviser …
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Licensee Podcast Series #3 – Lifespan Financial Planning
In this episode, Rocksy is joined by Eugene Ardino, CEO of Lifespan Financial Planning. They discuss the company’s …
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#513 Scott Aggett
Scott is the Founder and Expert Negotiator at Green Shoots Property. He and Clayton discuss his journey in …