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AdviceTech Podcast #135 – Otivo Update
In this episode, Pat is joined by Paul Feeney, Founder of Otivo. Paul returns to the AdviceTech Podcast …
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#496 Chris Carlin
Chris is the Founder And Financial Planner at Glasshouse Wealth. He and James discuss his move from Victoria …
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Engine Room Podcast #67 – Nathan Jacobsen
In this episode, Rocksy is joined by Nathan Jacobsen, Chief Executive Officer at VBP. He shares his journey …
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AdviceTech Podcast #134 – ProductRex Update
This week, Pat is joined by Nick Topham, Founder of ProductRex. They discuss the platform’s latest innovations, new …
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#495 John Cachia
John is the Founder and Strategic Wealth Adviser at Thriving Wealth. John recently won FAAA Adviser of the …
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AdviceTech Podcast #133 – Claras.ai Update
This week, Pat speaks with Stuart Riddle, Co-Founder of Claras.ai. They discuss how Claris.ai has evolved from a …
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#494 Felipe Araujo
Felipe is the Chief Executive Officer at Generation Life. He and James discuss the tax advantages, flexibility, and …
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AdviceTech Podcast #132 – My Databoss
This week, Pat is joined by Greta Menzies, Founder and CEO at My Databoss. They discuss how My …
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#493 Naz Pochynok and Julien Renard
This week, Clayton is joined by Naz Pochynok and Julien Renard from ASO Wealth. They discuss their journey …
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AdviceTech Podcast #131 – HeirWealth Update
In this episode, Pat is joined by Ray Tubman, CEO of HeirWealth. He describes how he created HeirWealth …