AdviceTech Podcast #19 – iComply2 – Transcript
In this episode, Peita chats with Anthony Lyon, Founder at iComply2. They talk through the suite of integrated …
Leading ideas and
research from the
``industry’s best
#372 Chris Booth – Transcript
Chris is the CEO at Lydian Financial Services. He joins Clayton to chat about his journey into the …
#371 Cara Brett – Transcript
Cara is the Director, Senior Financial Adviser and Wealth Coach at Bounce Financial. She and Ben talk about …
23 JAN 2023 – Monday Market Highlights – Transcript
This week we cover Australian employment data, the Westpac consumer confidence index, the Bank of Japan, US PPI …
AdviceTech Podcast #18 – DASH – Transcript
This week, Peita is joined by Andrew Whelan, Chief Executive Officer at Dash Technology Group. They take a …
#370 Cara Graham – Transcript
Cara is a Principal Wealth Adviser at The Wealth Designers. She and Ben talk through her advice journey, …
16 JAN 2023 – Monday Market Highlights – Transcript
This week we cover the US December CPI print, the Australian November CPI data, retail sales data, IAG, …
AdviceTech Podcast #17 – Ethos ESG – Transcripts
This week, Peita chats with Nathan Fradley, Director at Ethos Australia. They deep dive into the Ethos ESG …
#369 Justin Hooper – Transcript
Justin is the Managing Director at Sentinel Wealth. He and Jess talk about his approach to getting to …
FPA Congress Insights #1 – Transcript
Recorded at the 2022 FPA Professionals Congress, Danni, Fraser and Clayton sit down with different speakers and attendees …
