
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 …