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Investment Podcast #8 – Contrarian Investing
In this episode, host James Whelan takes a deep dive into contrarian investing, along with guests Ben Preston …
AdviceTech Podcast #69 – Feature: Advisors and AI
In this episode, Peita is joined by James Millard, Head Coach and Advisor at Sufficient Funds, and Tristan …
AdviceTech Podcast #69 – Feature: Advisors and AI – Time-codes
In this episode, Peita is joined by James Millard, Head Coach and Advisor at Sufficient Funds, and Tristan …
#431 Coral Wilkinson
Coral is the Founder and Director of See Me Aged Care Navigators. She and James talk about how …
AdviceTech Podcast #68 – Tanngo
In today’s episode, Peita is joined by Melanie Drago, Founder of Tanngo. They discuss how she started the …
AdviceTech Podcast #68 – Tanngo – Time-codes
In today’s episode, Peita is joined by Melanie Drago, Founder of Tanngo. They discuss how she started the …
#430 Ash McAuliffe
Ash is the Senior Financial Advisor at True Wealth. He and James discuss his career journey from various …
Your Advice Toolkit #1
In this first installment, Brendon is joined by Kathryn Creasy, Wealth Adviser and Principal at Capital Partners, and …
Your Advice Toolkit #2
In this episode, Brendon sits down with David Swanwick, Head of Client Communications, EMEA and Vice President at …
Your Advice Toolkit #3
In this episode, Brendon talks with Kelsey Dent and Teneale Laister from Alman Partners. They discuss dealing with …