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Engine Room Podcast #18 – Gil Gordon

Gil is the Managing Director at RI Newcastle & Lower Hunter and Estate Planning For Life. He and …

14 AUG 2023 – Monday Market Highlights

This week we cover US CPI data, Australian Reporting Season, Estia Health and Bain Capital, Invocare and TPG …

AdviceTech Podcast #47 – Look Back

In this episode, Peita reflects on the podcast journey so far and shares some of the biggest advicetech …

AdviceTech Podcast #47 – Look Back – Time-codes

In this episode, Peita reflects on the podcast journey so far and shares some of the biggest advicetech …

#409 Jonathan Mannion

In this episode James chats with Jonathan Mannion, Senior Financial Adviser and Founder at Sandringham Wealth. They discuss …

7 AUG 2023 – Monday Market Highlights

This week we cover China dropping the Barley tariffs, the US Core PCE Index, the Michigan Consumer Sentiment …

AdviceTech Podcast #46 – Lumiant

In this episode, Peita chats with Mark Akeroyd, Head of Product at Lumiant. They take a deep dive …

AdviceTech Podcast #46 – Lumiant – Time-codes

In this episode, Peita chats with Mark Akeroyd, Head of Product at Lumiant. They take a deep dive …

#408 Daniel Nel

Daniel is a Financial Advisor at Tribeca Financial. He and James talk about the journey he took when …

Engine Room Podcast #17 – Belinda Marley-Wallace

Belinda is the Head of Operations and Compliance at Evalesco Financial Services. She and Andrew look under the …