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AdviceTech Podcast #116 – Caelus Labs
In this episode, Pat is joined by Stefan D’Alessandro, Co-founder at Caelus Labs. They discuss the development of …
#477 Lee Forde
In this episode, James speaks with Lee Forde from Plan to Plan Financial Planning. Lee discusses his extensive …
AdviceTech Podcast #115 – Xeppo
This week, Pat speaks with Rohan Berry, Head of Xeppo. They discuss Xeppo’s core capabilities in aggregating and …
#476 Jane Hopkins
Jane is a Partner and Principal Adviser at Minchin Moore Private Wealth Advisers. She and Clayton discuss her …
AdviceTech Podcast #114 – Sharesight
In this episode, Patrick is joined by Jessica Goodall and Doug Morris from Sharesight. They cover Sharesight’s origins, …
#475 Manisha Bhudia
Manisha is a Financial Adviser at Ultimum Financial. She and James discuss her journey from Kenya to Australia, …
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 …
Investment Podcast #21 – Australian Equities
In this episode, host James Whelan discusses the outlook for Australian equities with Christian Guerra of First Sentier …
AdviceTech Podcast #113 – BePrepared
In this episode, Pat speaks with Dylan O’Brien, Founder at BePrepared, a digital safe custody solution for managing …
#474 Bert van Manen
In this week’s episode, Clayton is joined by Chief Opposition Whip Bert van Manen. They discuss his bill …