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AdviceTech Podcast #149 – Balancing Growth & Innovation
This week, Pat speaks with Daniel Donovan, Head of Operations at Verse Wealth. They discuss Verse Wealth’s rapid …
#509 Michelle Flanagan
Michelle is the Principal Wealth Adviser of The Wealth Designers. She and James discuss The Wealth Designers’ innovative …
Engine Room Podcast #73 – Morgan Hayward
This week, Rocksy is joined by Morgan Hayward, Director Of Financial Planning at LumeWealth. They discuss her journey …
Investment Podcast #28 – New Age of Ethical Investing
U Ethical’s Jon Fernie joins host James Whelan to unpack the new age of ethical investing. As client …
AdviceTech Podcast #148 – Marloo
This week, Pat is joined by Shak Lala and Hardy Michel from Marloo. They discuss how they built …
#508 David Jackson
David is a Financial Adviser at First Financial, Melbourne. He and James discuss his career journey, international experiences, …
Retirement Experience Framework #1
In this episode, Peita talks with Ben Marshan and Naomi Holmes. They discuss how advisers can better support …
Retirement Experience Framework #2
In this installment, Peita is joined once again by Ben Marshan and Naomi Holmes. They discuss how advisers …