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AdviceTech Podcast #94 – PortalStack
In this episode, Pat is joined by Nga Nguyen, Founder at PortalStack. They explore the features and benefits …
AdviceTech Podcast #94 – PortalStack – Time-codes
In this episode, Pat is joined by Nga Nguyen, Founder at PortalStack. They explore the features and benefits …
#455 Deline Jacovides
Deline is the Founder and Financial Planner at Mazi Wealth. She discusses starting her own practice, managing client …
Engine Room Podcast #43 – Joel Harty and Paulina Roncevic
In this episode, Andrew talks with Joel Harty and Paulina Roncevic from Jacaranda Financial Planning. They discuss the …
AdviceTech Podcast #93 – Weel
This week, Pat talks with Cale Bulgin, Sales Director at Weel. They explore the features and benefits of …
AdviceTech Podcast #93 – Weel – Time-codes
This week, Pat talks with Cale Bulgin, Sales Director at Weel. They explore the features and benefits of …
#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 …