This week, Pat talks with Cale Bulgin, Sales Director at Weel. They explore the features and benefits of …
Rebecca is the Senior Financial Planner at Rising Tide Financial Services. She and James chat about her experience …
Shail is the Lead Ombudsman for Investments and Advice at the Australian Financial Complaints Authority. He and Andrew …
This week, Pat talks with Stuart Riddle, Managing Director at Knkt Interactive, the creators of Claras.ai, an AI-powered …
Ryan is the Director at Three Kings Wealth Management. Ryan also has a number of ventures outside of …
Mark is the Founder of Avondale Wealth Management. He and Andrew explore his journey from his accidental entry …
This week, Pat is joined by Alex Gassner, General Manager at Scale Up Paraplanning. They talk about how …
Luke is the Director and a Private Client Adviser at UNICA Wealth. He and Andrew chat about how …
This week, Pat talks with Oli Bridge, Head of Marketing at Bonjoro. They chat about how Bonjoro can …
Rachael is an Associate Adviser at Tribeca Financial. She and James discuss her career transition from financial advising …