Leading ideas and
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Engine Room Podcast #65 – Warrick Hanley
In this episode, Rocksy speaks with Warrick Hanley, Principal Adviser at Fitzpatricks Advice Partners. Warrick shares his journey …
AdviceTech Podcast #127 – Cruz
This week, Pat is joined by Cody Harmon and Nat Daley from Cruz Technology. They discuss how Cruz …
#488 Paul Katranis
Paul is the Director, Wealth and Tax (Financial) Adviser, and Finance Broker at SA Wealth Group. He shares …
Alternative Investment Insights #1
In this episode, Kieran Berry from River X shares how he built a fast-growing wealth business by leaning …
Alternative Investment Insights #2
Advising multi-generational farming families has shaped adviser Angus Stevenson’s distinctive approach to private equity. In this episode, he …
Alternative Investment Insights #3
Brendon Vade from Lorica Partners joins Clayton to explore how alternative investments fit within an evidence-based investment philosophy. …
Alternative Investment Insights #4
With ASIC flagging increased scrutiny of private markets, and some researchers putting the sector on watch, this episode …
Engine Room Podcast #64 – Jay Burke and Aimee Lucas
In this week’s episode, Rocksy speaks with Jay Burke and Aimee Lucas from Burke Britton Financial Partners. They …
AdviceTech Podcast #126 – SARA
In this episode, Pat talks with Anthony Lyon, Founder at iComply2. They discuss iComply2’s SARA, an AI-powered SOA …
#487 Mo Shouman
Mo is the Principal Adviser at My Wealth Choice. Mo specialises in tech professionals, and he and James …