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Your Advice Toolkit #4
In this final episode, Brendon is joined by Paul Turner, Head of Advisor Group, Australia and Vice President …
Investment Podcast #7 – Navigating Portfolios Through Cycles
In this episode, our host James Whelan sets out with Jody Fitzgerald of Morningstar and David Macri of …
AdviceTech Podcast #67 – Padua Update
In this episode, Peita is joined once again by Anne-Marie Esler, Co-Founder and Co-CEO Padua Solutions. She gives …
AdviceTech Podcast #67 – Padua Update – Time-codes
In this episode, Peita is joined once again by Anne-Marie Esler, Co-Founder and Co-CEO Padua Solutions. She gives …
#429 Kris Chapman
Kris is a Financial Adviser at McQueen Group. He and James chat about his career journey from pharmacist …
AdviceTech Podcast #66 – Feature: AI and Netwealth – Time-codes
This week, Peita is joined by Racheal Collogan, Business Development Manager at Netwealth. They explore the opportunities and …
AdviceTech Podcast #66 – Feature: AI and Netwealth
This week, Peita is joined by Racheal Collogan, Business Development Manager at Netwealth. They explore the opportunities and …
#428 John Manserra
John is the Senior Financial Adviser and Director at Apex Advice. He and James discuss how he started …