Leading ideas and
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#480 Lisa Voysey
Lisa is a Financial Adviser at Roberts Financial Foundation. She and James discuss her efforts to establish an …
AdviceTech Podcast #118 – Netwealth: Future of Technology in Advice Feature
This week, Pat is joined by Matt Heine, CEO and Managing Director at Netwealth. They discuss Netwealth’s use …
#479 Steven Reed
Steven is a Director and Recruitment Specialist at Advance Recruitment Partners. He and James discuss the challenges and …
AdviceTech Podcast #117 – Filenote.ai
In this episode, Pat talks with Dina Evans, Director at Filenote.ai. They discuss the key features and benefits …
#478 Philip Courtenay
Philip is the Founder of Humans and Money. He and Clayton discuss the concept of quantifying the qualitative …
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 …