Skip to content

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


Licensee Podcast Series #4 – WT Financial Group

This week, Rocksy speaks with Keith Cullen, Founder and Managing Director at WT Financial Group. They discuss his …

AdviceTech Podcast #152 – The Evolution of AI

In this episode, Pat speaks with Stefan D’Alessandro, Founder of subfocus.ai. They explore the rapid advances in AI …

#515 Nathaniel Johnston

Nathaniel is a Financial Adviser at First Financial. He and James discuss his career progression from university through …

Engine Room Podcast #78 – Peter Monahan

This week, Rocksy speaks with Peter Monahan, CEO at EJM Advice. They discuss EJM Advice’s journey through succession …

Investment Feed Insights #3

In this episode, Neil is joined by Daniel Shrimski Managing Director at Vanguard Australia. They discuss the findings …

#514 Kirra Sharrock

Kirra is a Wealth Adviser at Bravium. She shares her journey from radiation therapy to becoming an adviser …

Licensee Podcast Series #3 – Lifespan Financial Planning

In this episode, Rocksy is joined by Eugene Ardino, CEO of Lifespan Financial Planning. They discuss the company’s …

#513 Scott Aggett

Scott is the Founder and Expert Negotiator at Green Shoots Property. He and Clayton discuss his journey in …

Engine Room Podcast #77 – Adam Carmody and Emma Schmidt

This week, Rocksy is joined by Adam Carmody and Emma Schmidt from Finwell Group. They discuss the Finwell …

Investment Podcast #29 – Quarterly Update

As markets adjust to shifting valuations, easing volatility, and the rapid rise of AI, James Whelan is joined …