Skip to content

Leading ideas and
research from the
``industry’s best.


AdviceTech Podcast #93 – Weel

This week, Pat talks with Cale Bulgin, Sales Director at Weel. They explore the features and benefits of …

AdviceTech Podcast #93 – Weel – Time-codes

This week, Pat talks with Cale Bulgin, Sales Director at Weel. They explore the features and benefits of …

454 Rebecca Pritchard

Rebecca is the Senior Financial Planner at Rising Tide Financial Services. She and James chat about her experience …

Engine Room Podcast #42 – Shail Singh

Shail is the Lead Ombudsman for Investments and Advice at the Australian Financial Complaints Authority. He and Andrew …

AdviceTech Podcast #92 – Claras.ai

This week, Pat talks with Stuart Riddle, Managing Director at Knkt Interactive, the creators of Claras.ai, an AI-powered …

AdviceTech Podcast #92 – Claras.ai – Time-codes

This week, Pat talks with Stuart Riddle, Managing Director at Knkt Interactive, the creators of Claras.ai, an AI-powered …

#453 Ryan King

Ryan is the Director at Three Kings Wealth Management. Ryan also has a number of ventures outside of …

Engine Room Podcast #41 – Mark Chan

Mark is the Founder of Avondale Wealth Management. He and Andrew explore his journey from his accidental entry …

AdviceTech Podcast #91 – Scale Up Paraplanning

This week, Pat is joined by Alex Gassner, General Manager at Scale Up Paraplanning. They talk about how …

AdviceTech Podcast #91 – Scale Up Paraplanning – Time-codes

This week, Pat is joined by Alex Gassner, General Manager at Scale Up Paraplanning. They talk about how …