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Episodes

AdviceTech Podcast #83 – Kiandra

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

AdviceTech Podcast #82 – RetireMap

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

AdviceTech Podcast #81 – MOAS

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

AdviceTech Podcast #80 – Employment Hero

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

AdviceTech Podcast #79 – MoneyMind Profile

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

AdviceTech Podcast #78 – Content Snare

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

AdviceTech Podcast #77 – FinMate AI

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

AdviceTech Podcast #76 – Softphone & Telecomms Special

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

AdviceTech Podcast #75 – Upworth

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

AdviceTech Podcast #74 – Engagement Hub

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

AdviceTech Podcast #73 – Workato

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

AdviceTech Podcast #72 – Tech Stacks

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

AdviceTech Podcast #71 – Capital Preferences

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

AdviceTech Podcast #70 – SuitabilityHub

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

AdviceTech Podcast #69 – Feature: Advisors and AI

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

AdviceTech Podcast #68 – Tanngo

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

AdviceTech Podcast #67 – Padua Update

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

AdviceTech Podcast #66 – Feature: AI and Netwealth

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

AdviceTech Podcast #65 – AdviceGPT

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

AdviceTech Podcast #64 – Personr

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

AdviceTech Podcast #63 – PropHero

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

AdviceTech Podcast #62 – Altiorem

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

AdviceTech Podcast #61 – Paraplanner.ai

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

AdviceTech Podcast #60 – Microsoft 365

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

AdviceTech Podcast #59 – The Cyber Collective

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

AdviceTech Podcast #58 – HeirWealth

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

AdviceTech Podcast #57 – Plutosoft Update

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

AdviceTech Podcast #56 – ProductRex Update

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

AdviceTech Podcast #55 – Word and Excel

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

AdviceTech Podcast #54 – Oko Adviser

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

AdviceTech Podcast #53 – Finito

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

AdviceTech Podcast #52 – Moxo

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

AdviceTech Podcast #51 – Canva

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

AdviceTech Podcast #50 – Feature: Automation v Client Experience

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

AdviceTech Podcast #49 – Asendium Update

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

AdviceTech Podcast #48 – Impacter

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

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 #46 – Lumiant

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

AdviceTech Podcast #45 – 3Lines

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

AdviceTech Podcast #44 – Retiremap

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

AdviceTech Podcast #43 – Scientiam

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

AdviceTech Podcast #42 – Feature: Client Value Propositions

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

AdviceTech Podcast #41 – Aged Care Steps

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

AdviceTech Podcast #40 – Care & Living with Mercer

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

AdviceTech Podcast #39 – REVEX

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

AdviceTech Podcast #38 – Feezily

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

AdviceTech Podcast #37 – Yodal

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

AdviceTech Podcast #36 – TikTok

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

AdviceTech Podcast #35 – Xeppo

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

AdviceTech Podcast #34 – MUA

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

AdviceTech Podcast #33 – Life Tech Assist

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

AdviceTech Podcast #32 – CDM Solutions

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

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 #30 – Moneysoft

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

AdviceTech Podcast #29 – MyProsperity

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

AdviceTech Podcast #28 – Financial Writers Australia

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

AdviceTech Podcast #27 – intelliflo

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

AdviceTech Podcast #26 – Oxford Risk

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

AdviceTech Podcast #25 – OpenInvest

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

AdviceTech Podcast #24 – Asendium

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

AdviceTech Podcast #23 – Padua

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

AdviceTech Podcast #22 – Fin365

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

AdviceTech Podcast #21 – Ignition

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

AdviceTech Podcast #20 – Adviser Ratings

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

AdviceTech Podcast #19 – iComply2

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

AdviceTech Podcast #18 – DASH

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

AdviceTech Podcast #17 – Ethos ESG

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

AdviceTech Podcast #16 – Worksorted

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

AdviceTech Podcast #15 – Think Caddie

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

AdviceTech Podcast #14- Otivo

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

AdviceTech Podcast #13 – Advice Intelligence

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

AdviceTech Podcast #12 – Fourth Line

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

AdviceTech Podcast #11 – iFactFind

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

AdviceTech Podcast #10 – Lonsec

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

AdviceTech Podcast #9 – LinkedIn

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

AdviceTech Podcast #8 – Facebook

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

AdviceTech Podcast #7 – ProductRex

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

AdviceTech Podcast #6 – Iress

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

AdviceTech Podcast #5 – Netwealth AdviceTech Report

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

AdviceTech Podcast #4 – Microsoft Power BI

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

AdviceTech Podcast #3 – Microsoft 365

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

AdviceTech Podcast #2 – Plutosoft

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

AdviceTech Podcast #1 – AstuteWheel

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


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