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AdviceTech Podcast #65 – AdviceGPT – Time-codes
This week, Peita is joined by Anthony Lyon, Founder at iComply2. They discuss the development and potential of …
#427 David Orford
David is the Managing Director at Optimum Pensions. He and James discuss the history and evolution of lifetime …
AdviceTech Podcast #64 – Personr
In this episode, Peita is joined by Charlie Westerman, Co-Founder & CEO of Personr. They talk about how …
AdviceTech Podcast #64 – Personr – Time-codes
In this episode, Peita is joined by Charlie Westerman, Co-Founder & CEO of Personr. They talk about how …
#426 Aaron Kane
Aaron is a Financial Planner and Mortgage Broker at EK Financial Group. He and James talk about EK …
Engine Room Podcast #29 – Bree Stevens
Bree is the General Manager at Blueprint Wealth. She and Andrew discuss how she’s grown her practice over …
Investment Podcast #5 – Investment Committees
Mason Stevens’ CIO Jacqui Fernley joins Jody Fitzgerald from Morningstar and host James Whelan to take a practical …
AdviceTech Podcast #63 – PropHero
In this episode, Peita talks to Mickael Roger, Co-Founder and Co-CEO at PropHero. They explore the property investment …