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AdviceTech Podcast #130 – Workato Update
In this episode, Pat is joined once again by Luke Modlmayr, Account Executive at Workato. They discuss the …
#491 Daniel Tubman
Daniel is a Business Development Manager at HeirWealth. He and James discuss how HeirWealth helps families centralise their …
AdviceTech Podcast #129 – Less Stack, More Strategy
This week, Pat speaks with Nick Downey, Technology Manager at Direct Wealth. Nick discusses Direct Wealth’s strategic approach …
#490 Trish Gregory
Trish is a Financial Adviser – Insurance Specialist at Hayes & Co Insurance Services. She shares her journey …
Alternative Investing – Infrastructure #1
In this first episode, James is joined by Tyson Jonas, Managing Director at Jonas Wealth Management. They explore …
Alternative Investing – Infrastructure #2
In this episode, James speaks with Simon Warner, Head of Portfolio Management at Aware Super. They discuss how …
Alternative Investing – Infrastructure #3
In this final episode, Tyson Jonas talks to Leong Tang, Partner and Financial Adviser at Callaghans Accountants. They …
Engine Room Podcast #66 – Andrew Debono
In this episode, Rocksy is joined by Andrew Debono, Principal Adviser and Director at Peak Wealth Management. He …