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AdviceTech Podcast #137 – Empathetic & Efficient Tech Stacks
This week, Pat is joined by Natallia Smith, Founder of TruWealth Advice. They discuss her tech stack focused …
#498 Hannah Elliott
Hannah is an Associate Adviser at Stellar Wealth. She and James discuss her progress through the professional year, …
Investment Feed Insights #1
In this timely investment update, Neil Rogan chats with Russell Investments’ Alexander Cousley, exploring the latest global market …
AdviceTech Podcast #136 – Practice Connections
This week, Pat speaks with Alan FitzGerald, Founder & Fractional CTO at Practice Connections. They discuss the critical …
#497 Luke Dean
Luke is the Director and Financial Adviser at Advice Loop. He and James discuss his journey from a …
Investment Podcast #24 – Quarterly Update
Just as markets rebound, flaring geopolitical tensions once again set investors on edge, and in this Quarterly Market …
AdviceTech Podcast #135 – Otivo Update
In this episode, Pat is joined by Paul Feeney, Founder of Otivo. Paul returns to the AdviceTech Podcast …
#496 Chris Carlin
Chris is the Founder And Financial Planner at Glasshouse Wealth. He and James discuss his move from Victoria …