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AdviceTech Podcast #31 – Feedsy
This week, Peita chats with Steve Holmes, Director and Co-Founder at Feedsy. They take a deep dive into …
AdviceTech Podcast #31 – Feedsy – Time-codes
This week, Peita chats with Steve Holmes, Director and Co-Founder at Feedsy. They take a deep dive into …
#393 Nick Donnelly
Nick is a Financial Adviser at Plenary Wealth. He and James chat about his history in the advice …
Engine Room Podcast #3 – James Millard
In this episode, Andrew is joined by James Millard, Director and Head Financial Adviser at Sufficient Funds. He …
17 APR 2023 – Monday Market Highlights
This week we cover US inflation data, US PPI data, Australian employment data, Australia’s potential thawing of relations …
AdviceTech Podcast #30 – Moneysoft
This week, Peita talks to Jon Shaw, CEO at Moneysoft. They discuss the features, functionality and capabilities of …
#392 Celia Polkinghorne
Celia is the Founder and Director at Bonsai Digital Marketing. She joins James to talk about personal branding …
Engine Room Podcast #2 – Belinda Good
Belinda is the General Manager at Boutique Advisers Private Wealth. She joins Rocksy to talk about the “business …
10 APR 2023 – Monday Market Highlights
This week we cover the RBA and RBNZ monetary policy committees meeting, the US labour market, ADP employment …
AdviceTech Podcast #29 – MyProsperity
In this episode, Peita is joined by Karolina Kuszyk, Head of Wealth Channel at MyProsperity. They talk through …