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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 …