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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 …
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 …