Show: AdviceTech Podcast

In this episode, Pat is joined once again by Luke Modlmayr, Account Executive at Workato. They discuss the …

This week, Pat speaks with Nick Downey, Technology Manager at Direct Wealth. Nick discusses Direct Wealth’s strategic approach …

In this episode, Pat speaks with Amy Hatch, Technology Delivery Manager at Oreana Partnerships. They discuss the evolution …

This week, Pat is joined by Cody Harmon and Nat Daley from Cruz Technology. They discuss how Cruz …

In this episode, Pat talks with Anthony Lyon, Founder at iComply2. They discuss iComply2’s SARA, an AI-powered SOA …

This week, Pat talks with Dr. Paul Moran, CEO and Founder of iFactFind. They discuss how iFactFind can …

In this episode, Pat is joined by Anisul Islam, Founding Director at Planimate. They discuss the creation of …

This week Pat talks with Yasmin Weston, Head of Operations at Capital Partners. She discusses how to leverage …

This week, Pat speaks with Andrew Prior, Digital Solutions Manager at Zurich Insurance. They discuss the challenges faced …

In this episode, Pat speaks with Brett Joffe, Co-Founder at Flux. Brett discusses how Flux offers educational content, …

This week, Pat speaks with Glenn Elliott, CEO at Meldus. They discuss how he founded Meldus to provide …

This week, Pat is joined by Ensombl’s own Clayton Daniel. They discuss how Ensombl’s CPD platform aims to …

This week, Pat is joined by Matt Heine, CEO and Managing Director at Netwealth. They discuss Netwealth’s use …

In this episode, Pat talks with Dina Evans, Director at Filenote.ai. They discuss the key features and benefits …

In this episode, Pat is joined by Stefan D’Alessandro, Co-founder at Caelus Labs. They discuss the development of …

This week, Pat speaks with Rohan Berry, Head of Xeppo. They discuss Xeppo’s core capabilities in aggregating and …

In this episode, Patrick is joined by Jessica Goodall and Doug Morris from Sharesight. They cover Sharesight’s origins, …

In this episode, Pat speaks with Dylan O’Brien, Founder at BePrepared, a digital safe custody solution for managing …

In this episode, Pat is joined by Dipal Khatri and Aron Satchell from Advice Designer. They take a …

This week, Pat is joined by Clinton Cunningham, CEO at AdviseWell. They take a look at AdviseWell, the …

In this episode, Pat talks with Aaron Breed, Head of Advice at Infinity Financial Consultants. He discusses how …

This week, Pat talks with Rob Dawson, Business Development Manager at Myrtec. They discuss the importance of the …

In this episode, Pat is joined by Jess Tassell, CMO at Qwilr. They take a look at Qwilr, …

This week, Pat speaks with Madeleine Debney, Co-Founder & CPO at Otto. They discuss the problems Otto aims …

In this episode, Pat speaks with Cameron Drury, CEO & Co-Founder at Canwi. Canwi is a user-friendly financial …

This week, Pat is joined by Kohl Gianoli, Director of Insource Automation and Founder of Scrybd. They discuss …

In this episode, Pat speaks with Lucy Winship, Head of Strategic Ventures at Wealth Maximiser. They take a …

This week, Pat is joined by Clare Murphy, Director at Advant Group. They discuss how Advant, a marketing …

In this episode, Pat is joined by Eloise Somerford and Julia Vojkovic from 3Lines. They discuss the features …

In this week’s episode, Pat talks to Josh Ratnarajah, Co-Founder at Paradino. They discuss Paradino’s vision to connect …

This week, Pat speaks with George Haramis, Co-Founder and CEO of moneyGPS. They discuss the digital advice platform, …

This week, Pat talks with Daniel Edridge, Head of Sales and Partnerships at Annature. They discuss how Annature …

In this episode, Pat is joined by Vincent Holland, Co-Founder at Plutosoft. He gives an update on Plutosoft …

In this week’s episode, Pat is joined by Hans Egger, Managing Director and Co-Founder of AstuteWheel. He gives …

This week, Pat is joined by Shaun Green, Chief Executive Officer at Elemnta. They discuss Elemnta’s mission to …

In this episode, Pat speaks with Alex Walker, Enterprise SAAS Specialist. They explore the benefits of using CRM, …

In this episode, Pat is joined by Nga Nguyen, Founder at PortalStack. They explore the features and benefits …

This week, Pat talks with Cale Bulgin, Sales Director at Weel. They explore the features and benefits of …

This week, Pat talks with Stuart Riddle, Managing Director at Knkt Interactive, the creators of Claras.ai, an AI-powered …

This week, Pat is joined by Alex Gassner, General Manager at Scale Up Paraplanning. They talk about how …

This week, Pat talks with Oli Bridge, Head of Marketing at Bonjoro. They chat about how Bonjoro can …

In this episode, Pat talks with Dipal Khatri, Senior Consultant at Finura Group. They discuss how Finura can …

In this episode, Pat talks with Jacqueline Barton, Director at Simply Advice Websites. They chat about the do’s …

This week, Pat speaks with Aaron Cooper, Founder and CEO at LivePreso. They discuss how LivePreso uses AI …

This week, Pat speaks with Travis Carter, Founder at Retrac Business Solutions. They discuss how advice practices can …

In this episode, Pat is joined by Ben Neilson from Complete Wealth. They discuss Ben’s research into how …

In this episode, Pat speaks with James Wartho, CEO at Fifth Logic and FinTalkr. James discusses why he …

This week, Patrick talks with Martin Cooperwaite, Co-founder at Kiandra. They chat about how Kiandra can help businesses …

In this episode, Patrick talks with Andrew Gardner, Founder and Director at RetireMap. Andrew returns to the podcast …

This week, Patrick is joined by Taylor Bindon, Director and developer at MOAS Applications. They talk about how …

In this episode, Patrick is joined by Emily Shurey, Global Head of Partner Marketing at Employment Hero. They …

This week, Patrick talks with Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind. They chat about …

This week, Patrick talks with James Rose, Co-Founder of Content Snare. They discuss how Content Snare aims to …

This week, Patrick is joined by Daniel Yoo, Founder at FinMate AI. They talk about the AI Notetaker …

In this episode, Patrick talks with Michael Newman, Director at Tele-Sense. They discuss modernising business communication systems through …

This week, Patrick is joined by Alex Chavotier, CEO and Co-Founder at Upworth. They discuss the current features …

In this episode, Patrick talks with Martin Morris, Founder and CEO of Engagement Hub. They discuss how Engagement …

This week, Patrick is joined by Luke Modlmayr, Account Executive at Workato. They chat about how Workato’s low-code …

In this episode, Peita is joined by Patrick Gardner, Head of Technology at Collins SBA and the upcoming …

This week, Peita is joined by Bernard Del Rey and Pat Spenner from Capital Preferences. They talk about …

This week, Peita is joined by Recep Peker, Founder and Managing Director at SuitabilityHub. They talk about the …

In this episode, Peita is joined by James Millard, Head Coach and Advisor at Sufficient Funds, and Tristan …

In today’s episode, Peita is joined by Melanie Drago, Founder of Tanngo. They discuss how she started the …

In this episode, Peita is joined once again by Anne-Marie Esler, Co-Founder and Co-CEO Padua Solutions. She gives …

This week, Peita is joined by Racheal Collogan, Business Development Manager at Netwealth. They explore the opportunities and …

This week, Peita is joined by Anthony Lyon, Founder at iComply2. They discuss the development and potential of …

In this episode, Peita is joined by Charlie Westerman, Co-Founder & CEO of Personr. They talk about how …

In this episode, Peita talks to Mickael Roger, Co-Founder and Co-CEO at PropHero. They explore the property investment …

In this episode, Peita is joined by Alexandra Brown, Co-Founder and Head of Research at Altiorem. They chat …

This week, Peita is joined by Denis Konoplev and Alex Gassner from Paraplanner.ai. They discuss how the Paraplanner.ai …

In this episode, Peita is joined by Dean Holmes, Co-Founder of the Wealth Network. They talk about how …

This week, Peita is joined by Fraser Jack, Founder of The Cyber Collective. They chat about how The …

This week, Peita is joined by Ray and Daniel Tubman from HeirWealth. They take a deep dive into …

This week, Peita talks with Vincent Holland, Head of Sales and Business Development of Plutosoft. He gives an …

In this episode, Peita is joined again by Nick Topham, Founder of ProductRex. They explore the new features …

This week, Peita talks with Katie Cirjak, Head of Client Engagement and Back-Office Solutions at Scale Up Paraplanning. …

This week, Peita talks with Tom Culver, Founder and CEO at Oko Adviser. They discuss the features of …

In this week’s episode, Peita is joined by Thabojan Rasiah and Matt Boyd, Co-Founders of Finito. They discuss …

This week, Peita talks with Nikhita Iyar, Head of Product Marketing and Growth at Moxo. They discuss Moxo’s …

In this episode, Peita is joined by Donna Moritz, Canva Verified Expert. They talk about using Canva’s design …

In this episode, Peita is joined by Patrick Flynn, Founder of Simply Advice Websites and Director of Simply …

This week, Peita talks with Scott Miller, CEO and Co-Founder at Asendium, as well as Bryan Leibbrandt and …

In this episode, Peita is joined by Bianca Hartge-Hazelman, CEO at Financy. They discuss the Financy Impacter app, …

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

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

In this episode, Peita talks with Julia Vojkovic, Co-founder and Director at 3Lines. They discuss the various tools …

This week, Peita is joined by Andrew Gardner, Founder and Director at Retiremap. They talk through the features …

This week, Peita sits down with Nigel Baker, Founder at Scientiam. They discuss the online digital advice platform, …

This week, Peita chats with Matt Heine, Managing Director at Netwealth. They discuss the standouts in the world …

In this episode, Peita is joined by Louise Biti, co-founder and Director of Aged Care Steps. They discuss …

This week, Peita is joined by Will Burkitt, Leader and Partner at Mercer. They take a deep dive …

This week, Peita talks with Yul Hardick, COO at REVEX. They discuss where REVEX fits into the advice …

In this episode, Peita is joined by Chris Colman, Chief Technology Officer at Feezily. They take a deep …

In this episode, Peita chats with Brandon Thompson, CEO at Yodal. They explore the tools and resources of …

In this episode, Peita is joined by James Wrigley, Principal at First Financial and Host of the Ensombl …

In this episode, Peita speaks with Paul Campbell, Managing Director at Xeppo. They take a look at Xeppo, …

In this episode, Peita chats with Julius Geis, Founderand CEO at MUA (Me, Us, All). They dive into …

In this episode, Peita is joined by David Spiteri, Founder and Owner of Life Tech Assist. They talk …

This week, Peita talks with Katriel Warlow-Shill, Founder at CDM Solutions. They take a peek under the hood …

This week, Peita chats with Steve Holmes, Director and Co-Founder at Feedsy. They take a deep dive into …

This week, Peita talks to Jon Shaw, CEO at Moneysoft. They discuss the features, functionality and capabilities of …

In this episode, Peita is joined by Karolina Kuszyk, Head of Wealth Channel at MyProsperity. They talk through …

In this episode, Peita chats with Kelly Mackay, Business Manager at Financial Writers Australia. They take a deep …

This week, Peita talks to Nick Eatock, CEO at intelliflo. They take a deep dive into the cloud-based …

This week, Peita is joined by Dr. Greg Davies and Bianca Kent from Oxford Risk. They take a …

In this episode, Peita sits down with Ravi Verma, Head of Distribution at OpenInvest. They discuss where OpenInvest …

In this episode, Peita talks to Scott Miller, CEO and Co-Founder at Asendium. They cover the features of …

In this episode, Peita is joined by Matt and Anne-Marie Esler, Co-Founders of Padua. They discuss how Padua …

This week, Peita talks to Stephen Handley, Founder and CEO at Fin365. They take a look at the …

In this week’s episode, Peita talks to Brendan Allen Klein, Senior Account Manager at Ignition. They deep dive …

In this episode, Peita talks to Angus Woods, Founder at Adviser Ratings. They explore Adviser Ratings as a …

In this episode, Peita chats with Anthony Lyon, Founder at iComply2. They talk through the suite of integrated …

This week, Peita is joined by Andrew Whelan, Chief Executive Officer at Dash Technology Group. They take a …

This week, Peita chats with Nathan Fradley, Director at Ethos Australia. They deep dive into the Ethos ESG …

In this episode, Peita is joined by Simon Betchley, Chief Executive Officer at Worksorted. They take a look …

In this episode, Peita chats with Sasha Lincoln, Head of Product at Think Caddie. They deep dive into …

This week, Peita speaks with Paul Feeney, Founder of Otivo. They talk about the benefits of the Otivo …

This week, Peita is joined by Jacqui Henderson, Founder and CEO at Advice Intelligence. They take a deep …

In this episode, Peita chats with Joel Ronchi, COO at Fourth Line. They discuss the functions of Fourth …

This week, Peita sits down with Dr. Paul Moran, CEO and Founder of iFactFind. They discuss the features …

In this episode, Peita sits down with Hannah Bevan, Product Manager at Lonsec. They take a look at …

In this episode Peita is joined by LinkedIn Expert and Consultant Adam Houlahan. They chat about the different …

This week, Peita is joined by Dante St James, Meta Lead Trainer and Digital Consultant to Small Businesses. …

In this episode, Peita is joined by Nick Topham, Founder of ProductRex. They chat about the conception and …

This week Peita talks to Matthew Mensforth, Head of Product – Advice at Iress. They take a deep …

In this episode Peita is joined by Matt Heine, Joint Managing Director at Netwealth. They take a look …

In this episode Peita chats with Robyna May, a Power BI and Automation Consultant at Verlata Consulting. They …

In this episode Peita sits down with Tom Freer, Founder and CEO of Wyntec. They deep dive into …

In this episode, Peita chats with Vincent Holland, co-founder of Plutosoft. They explore the creation and capabilities of …

In this first installment Peita is joined by Hans Egger, Managing Director and Co-Founder of AstuteWheel. They deep …