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