Proudly sponsored by Iress
Advice 2030
In “Advice 2030”, join Peita Diamantidis and a number of industry leaders and experts as they explore the seven megatrends identified in a joint report by Deloitte and Iress. They discuss how advisors are currently embracing technology to further improve the client experience, strategies for future-proofing your practice, and the critical shifts that are shaping the future of advice.
Advice 2030 #1
In this first episode, Peita talks with John O’Mahony and Deen Sanders from Deloitte Access Economics. They discuss …
Advice 2030 #2
In this episode, Peita is joined by Tim Lea, Head of Operations at Pivot Wealth. They explore how …
Advice 2030 #3
In this episode, Peita talks with Kerry Ong, General Manager – Customer at Iress. They discuss the importance …
Advice 2030 #4
In this final instalment, Peita is joined by Kelli Willmer, Executive General Manager – Wealth at Iress. They …
-
Engine Room Podcast #57 – Adam Morse
Adam is the Founder and Managing Director at QuarterFive Family Wealth. He and Rocksy explore his journey into …
-
AdviceTech Podcast #111 – AdviseWell
This week, Pat is joined by Clinton Cunningham, CEO at AdviseWell. They take a look at AdviseWell, the …
-
#472 Dean Holmes
Dean is a Co-Founder at The Wealth Network and Absolute Wealth Advisers. He and James discuss strategies for …
-
Investment Podcast #20 – Australian Small Caps
The last few years have seen Australian small caps underperform large caps at the index level, making them …
-
AdviceTech Podcast #110 – Driving Tech Change: CRMs, Automation & AI
In this episode, Pat talks with Aaron Breed, Head of Advice at Infinity Financial Consultants. He discusses how …
-
#471 Matt Coman
Matt is a Principal and Director at Twomeys. They discuss his entry into the financial planning industry, including …
-
Engine Room Podcast #56 – John Cachia
John is the Founder, Financial Adviser, and Visionary at Thriving Wealth. He and Rocksy discuss his journey from …
-
AdviceTech Podcast #109 – Cyber Security Special
This week, Pat talks with Rob Dawson, Business Development Manager at Myrtec. They discuss the importance of the …
-
#470 Paul Nevin
Paul is the Director and Financial Planner at The UK Pension Experts, and is best known as “The …
-
Engine Room Podcast #55 – Charlie Viola
Charlie is the Executive Chair, Adviser, and Founding Partner at Viola Private Wealth. He and Rocksy discuss how …