Best Financialadviser Podcasts (2025)

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AdviceTech Podcast #132 - My Databoss 42:15

Play Pause

5d ago42:15

42:15

This week, Pat is joined by Greta Menzies, Founder and CEO at My Databoss. They discuss how My Databoss is helping businesses of all sizes, from large enterprises to SMEs, automate compliance, streamline onboarding and build digital trust with their clients without sacrificing on user experience. Greta Menzies LinkedIn: https://www.linkedin.com/in/…

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#493 Naz Pochynok and Julien Renard 58:16

6d ago58:16

58:16

This week, Clayton is joined by Naz Pochynok and Julien Renard from ASO Wealth. They discuss their journey as self-licensed advisers, focusing on their evolving approach to client advice, property investment strategies, technological challenges, and the importance of building trust and genuine relationships in the financial services industry. Naz P…

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AdviceTech Podcast #131 - HeirWealth Update 45:56

12d ago45:56

45:56

In this episode, Pat is joined by Ray Tubman, CEO of HeirWealth. He describes how he created HeirWealth as a comprehensive digital platform to help families manage, track, and share their wealth across generations, with innovative features like AI-powered document processing, granular privacy controls, and a focus on both monetary and sentimental a…

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#492 Nicola Beswick 35:52

13d ago35:52

35:52

Nicola is the Managing Principal and Founder at White Rabbit Advisory. She and James discuss her first two months launching White Rabbit Advisory, focusing on her strategic approach to advice for clients experiencing significant life changes, the challenges of starting a business, and her process of building a supportive team and efficient workflow…

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Creating Generational Wealth #1 42:49

14d ago42:49

42:49

In this first episode, Tanya is joined by Ryan Watson, Founder and CEO at Tribeca Financial. They discuss the importance of creating generational wealth through client-centric, emotionally intelligent financial advice that focuses on understanding clients' personal goals, building trust, and facilitating meaningful conversations about legacy and we…

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Creating Generational Wealth #2 37:35

14d ago37:35

37:35

In this episode, Tanya speaks with Gianna Thomson, Principal Adviser at Thomson Wealth. They discuss the critical importance of comprehensive estate planning, and how advisers can help clients create generational wealth through facilitating detailed conversations, understanding family dynamics, and proactively addressing potential complexities in w…

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Creating Generational Wealth #3 44:36

14d ago44:36

44:36

In this final episode, Tanya is joined by Felipe Araujo, Chief Executive Officer at Generation Life. They explore the complexities of generational wealth transfer in Australia, and the critical role of advisers in helping families navigate estate planning, tax efficiency, and the strategic use of investment bonds to preserve and grow wealth across …

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AdviceTech Podcast #130 - Workato Update 1:15:44

20d ago1:15:44

1:15:44

In this episode, Pat is joined once again by Luke Modlmayr, Account Executive at Workato. They discuss the transformative potential of AI and automation across various business processes, highlighting how low-code integration platforms can streamline workflows, improve efficiency, and enable organisations to leverage emerging technologies like agen…

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#491 Daniel Tubman 31:34

21d ago31:34

31:34

Daniel is a Business Development Manager at HeirWealth. He and James discuss how HeirWealth helps families centralise their financial assets, documents, and sentimental stories across generations, aiming to solve wealth transfer challenges and deepen adviser-client relationships through a comprehensive digital wealth management solution. Daniel Tub…

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AdviceTech Podcast #129 - Less Stack, More Strategy 1:03:49

27d ago1:03:49

1:03:49

This week, Pat speaks with Nick Downey, Technology Manager at Direct Wealth. Nick discusses Direct Wealth's strategic approach to technology and AI, focusing on building a custom file noting solution called Meeting Ally that aims to improve efficiency and capacity for advisers by creating an intelligent "ally" that streamlines the advice production…

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#490 Trish Gregory 41:00

28d ago41:00

41:00

Trish is a Financial Adviser - Insurance Specialist at Hayes & Co Insurance Services. She shares her journey from holistic advice to becoming an insurance-only adviser, her career transition, passion for helping clients, and future plans to potentially start her own practice. Trish Gregory LinkedIn: https://www.linkedin.com/in/trish-gregory-finance…

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Alternative Investing – Infrastructure #1 36:14

29d ago36:14

36:14

In this first episode, James is joined by Tyson Jonas, Managing Director at Jonas Wealth Management. They explore infrastructure investing, covering its definition, types, performance across market cycles, defensive qualities, risks, emerging areas like AI data centers, and its potential role in diversified investment portfolios as a stable, inflat…

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Alternative Investing – Infrastructure #2 39:59

29d ago39:59

39:59

In this episode, James speaks with Simon Warner, Head of Portfolio Management at Aware Super. They discuss how infrastructure investing has evolved from traditional utilities to a diverse asset class spanning digital networks, renewable energy, and registries, offering stable long-term returns with varying risk profiles across different sectors and…

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Alternative Investing – Infrastructure #3 44:31

29d ago44:31

44:31

In this final episode, Tyson Jonas talks to Leong Tang, Partner and Financial Adviser at Callaghans Accountants. They talk about how infrastructure investments offer stable, inflation-linked returns across essential services like transportation, utilities, and digital networks, providing diversification and long-term growth potential in both domest…

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Engine Room Podcast #66 - Andrew Debono 56:39

30d ago56:39

56:39

In this episode, Rocksy is joined by Andrew Debono, Principal Adviser and Director at Peak Wealth Management. He shares his journey from a young financial planner in 2014 to building a successful practice targeting high-income professionals, focusing on comprehensive financial advice, strategic risk management, and continuous business evolution. An…

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AdviceTech Podcast #128 - Oreana Partnerships 55:58

1M ago55:58

55:58

In this episode, Pat speaks with Amy Hatch, Technology Delivery Manager at Oreana Partnerships. They discuss the evolution of advicetech stacks, and the shift from monolithic systems to modular, flexible approaches that leverage technology to improve client experiences, business efficiency, and overall practice performance. Amy Hatch LinkedIn: http…

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#489 Marlon Disanayake 37:53

1M ago37:53

37:53

This week, James is joined by Marlon Disanayake, a former financial adviser turned consultant at Capgemini. They discuss the evolution of advice, the challenges of digital transformation, and the importance of maintaining authentic client relationships in an increasingly technology-driven industry. Marlon Disanayake LinkedIn: https://www.linkedin.c…

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Engine Room Podcast #65 - Warrick Hanley 47:53

1M ago47:53

47:53

In this episode, Rocksy speaks with Warrick Hanley, Principal Adviser at Fitzpatricks Advice Partners. Warrick shares his journey of building a successful multi-state financial planning practice focused on business owners, team development, client relationships, and a collaborative approach to professional growth. Warrick Hanley LinkedIn: https://w…

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AdviceTech Podcast #127 - Cruz 1:03:28

1M ago1:03:28

1:03:28

This week, Pat is joined by Cody Harmon and Nat Daley from Cruz Technology. They discuss how Cruz aims to revolutionise financial advice through innovative technologies like AI, open banking, and ID verification, with the goal of reducing administrative burdens and empowering advisers to focus on client relationships. Cody Harmon LinkedIn: https://…

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#488 Paul Katranis 55:02

1M ago55:02

55:02

Paul is the Director, Wealth and Tax (Financial) Adviser, and Finance Broker at SA Wealth Group. He shares his journey from a part-time bank teller to building SA Wealth, a multi-disciplinary financial services firm that expanded from financial planning to broking, accounting, and property services by continuously solving client problems and seekin…

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Alternative Investment Insights #1 36:26

1M ago36:26

36:26

In this episode, Kieran Berry from River X shares how he built a fast-growing wealth business by leaning into alternatives. From private credit to venture capital, he explains how advisers can access these assets, assess risk, and structure portfolios with long-term goals in mind. With a sharp lens on liquidity, due diligence, and client suitabilit…

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Alternative Investment Insights #2 34:58

1M ago34:58

34:58

Advising multi-generational farming families has shaped adviser Angus Stevenson’s distinctive approach to private equity. In this episode, he explains to host James Whelan how illiquidity can be a feature — not a flaw — in the right portfolios, and outlines how his clients use PE to build intergenerational wealth. Expect insights into deal structur…

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Alternative Investment Insights #3 44:39

1M ago44:39

44:39

Brendon Vade from Lorica Partners joins Clayton to explore how alternative investments fit within an evidence-based investment philosophy. From the diversification case for private markets to the regulatory challenges of crypto, the episode unpacks what advisers need to know as more clients independently head down the crypto and private market path…

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Alternative Investment Insights #4 32:49

1M ago32:49

32:49

With ASIC flagging increased scrutiny of private markets, and some researchers putting the sector on watch, this episode goes under the hood to explore the opportunities and challenges in this burgeoning area. Host James Whelan is joined by Louis Christopher (SQM) and Scott Morgan (Head of real estate credit at Remara) for a balanced discussion on …

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Engine Room Podcast #64 - Jay Burke and Aimee Lucas 51:13

1M ago51:13

51:13

In this week's episode, Rocksy speaks with Jay Burke and Aimee Lucas from Burke Britton Financial Partners. They discuss their focus on team development, technology integration, client relationships, and preparing for future growth through potential mergers and acquisitions while maintaining a clear vision and mission. Jay Burke LinkedIn: https://w…

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AdviceTech Podcast #126 - SARA 40:19

2M ago40:19

40:19

In this episode, Pat talks with Anthony Lyon, Founder at iComply2. They discuss iComply2's SARA, an AI-powered SOA Review Assistant that helps advisers pre-vet their advice documents by using advanced vector indexing and compliance checks, with the goal of reducing human error while maintaining essential human oversight. Anthony Lyon LinkedIn: http…

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#487 Mo Shouman 40:04

2M ago40:04

40:04

Mo is the Principal Adviser at My Wealth Choice. Mo specialises in tech professionals, and he and James discuss his unique approach to financial planning that focuses on providing clients with more life choices by understanding their specific challenges, leveraging technology, and offering personalised strategies to manage complex financial situati…

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Engine Room Podcast #63 - Karthik Ganapathy 59:29

2M ago59:29

59:29

In this episode, Rocksy is joined by Karthik Ganapathy, Co-Founder and Senior Financial Adviser at Nova Wealth Advisers. They discuss his journey from hospitality in India to financial planning in Australia, his career transition, client engagement strategies, the role of technology and AI, and the importance of authentic storytelling, team buildin…

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AdviceTech Podcast #125 - iFactFind 43:47

2M ago43:47

43:47

This week, Pat talks with Dr. Paul Moran, CEO and Founder of iFactFind. They discuss how iFactFind can help advisers capture comprehensive client data, streamline SOA generation using AI, and aims to revolutionise how financial advice is delivered and managed across Australia and Ireland. Dr. Paul Moran LinkedIn: https://www.linkedin.com/in/dr-paul…

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#486 Nick Donnelly and MaryAnn de Mestre 40:12

2M ago40:12

40:12

In this episode, James is joined by Nick Donnelly, Financial Adviser at Plenary Wealth, and MaryAnn de Mestre, Principal at M de Mestre Lawyers. They discuss elder abuse, estate planning, and family dynamics, and the complex challenges faced by advisers and lawyers when helping older individuals protect their assets and navigate intergenerational r…

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AI for Advice Practices #1 50:22

2M ago50:22

50:22

In this installment, Sacha talks with James Wartho, CEO of FinTalkr, and Andrew Wootton, General Manager at FYG Planners. They explore selecting an AI provider, and how AI tools can help financial advisers improve efficiency, standardise processes, and enhance client engagement by automating tasks like file notes while maintaining data security and…

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AI for Advice Practices #2 39:13

2M ago39:13

39:13

In this episode, Sacha is joined by Jason Fowler, Principal of Fowler's Group and Director of FYG Planners. They discuss implementing AI in your advice practice, including note-taking, focusing on efficiency gains, client communication, and the strategic benefits of leveraging voice recording technology to improve business processes and client inte…

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AI for Advice Practices #3 48:03

2M ago48:03

48:03

In this final episode, Sacha speaks with Ashley Jones, CEO of Razilio, and James Wartho, CEO of FinTalkr. They discuss the critical security considerations for advisers when implementing AI tools, the importance of data protection, Australian hosting, client privacy, and choosing enterprise-grade AI solutions that prioritise security and compliance…

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Engine Room Podcast #62 - Leigh Fernando and Daniel Zaffino 1:13:34

2M ago1:13:34

1:13:34

This week, Rocksy is joined by Leigh Fernando and Daniel Zaffino from BlueRock. They discuss how BlueRock has grown from an accounting practice to a 300-person organisation with multiple divisions, focusing on holistic client service, organic talent development, and a culture of collaboration and continuous improvement. Leigh Fernando LinkedIn: htt…

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AdviceTech Podcast #124 - Planimate 48:13

2M ago48:13

48:13

In this episode, Pat is joined by Anisul Islam, Founding Director at Planimate. They discuss the creation of Planimate, an innovative solution that transforms traditional, lengthy SOAs into engaging, compliant animated videos that save time and money for advisers while improving client understanding and communication. Planimate Website: https://pla…

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#485 Paul Conte 38:30

2M ago38:30

38:30

Paul is Senior Financial Planner at Heath & Finance Integrated. Paul's practice specialises in providing complex financial advice for individuals with disabilities, personal injury compensation, and intergenerational wealth transfer, focusing on navigating legal frameworks to optimise financial outcomes and support clients' long-term needs. Paul Co…

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Engine Room Podcast #61 - Rob Jones and Richard Abbey 1:09:38

2M ago1:09:38

1:09:38

In this episode, Andrew is joined by Rob Jones and Richard Abbey from Peloton Partners. They discusses their approach to transforming financial planning practices through evidence-based pricing strategies that help advisers better understand and communicate their value to clients. Rob Jones LinkedIn: https://www.linkedin.com/in/rob-jones-b473994/ R…

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Investment Podcast #23 - Quarterly Update 45:43

2M ago45:43

45:43

In this quarterly market update, host James Whelan is joined by Eric Marais (Orbis Investments) and Daniel Kelly (Viola Private Wealth) to explore how advisers can navigate growing market uncertainty. From the return of tariffs to a Federal election, from stretched valuations to geopolitical tensions, the episode breaks down what matters—and what d…

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AdviceTech Podcast #123 - Data-Driven Tech Stacks 47:45

2M ago47:45

47:45

This week Pat talks with Yasmin Weston, Head of Operations at Capital Partners. She discusses how to leverage tech like Power Automate and Copilot to transform data management, improve operational efficiency, and drive data-driven decision-making in your advice practice. Yasmin Weston LinkedIn: https://www.linkedin.com/in/yasmin-weston-7b061a13a/ C…

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#484 Chris Bates 37:57

2M ago37:57

37:57

Chris is the Co-Founder and Owner at alcove. He and James discuss alcove's evolution from financial advice to strategic property decision support, as well as market trends, client engagement strategies, and the importance of trust-building through content and partnerships. Chris Bates LinkedIn: https://www.linkedin.com/in/christopherbates/ alcove W…

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Investment Podcast #22 - Real Estate Debt 48:10

2M ago48:10

48:10

Real estate debt is emerging as a powerful alternative asset class, and in this must-listen episode, investment experts Nick Raphaely from AltX Financial Group and Morningstar's Bianca Rose join host James Whelan to break down how real estate debt fits into portfolios, the liquidity premium, and its risk-return profile. Their wide-raging discussion…

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AdviceTech Podcast #122 - The Adviser Portal 39:08

3M ago39:08

39:08

This week, Pat speaks with Andrew Prior, Digital Solutions Manager at Zurich Insurance. They discuss the challenges faced by advisers, and how Zurich is leveraging technology to streamline processes and enhance client experiences. Andrew also touches on the future of technology in risk advice and the importance of integration with adviser workflows…

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#483 James Wrigley 30:57

3M ago30:57

30:57

James discusses the growth of First Financial, his social media content strategy across platforms like TikTok and Instagram, and how the firm is managing client inquiries and scaling their advisory team by introducing new advisers and maintaining high service standards. James Wrigley LinkedIn: https://www.linkedin.com/in/james-wrigley/ TikTok: http…

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AdviceTech Podcast #121 - Flux 35:14

3M ago35:14

35:14

In this episode, Pat speaks with Brett Joffe, Co-Founder at Flux. Brett discusses how Flux offers educational content, gamification, and open banking features to help young adults and emerging affluent individuals manage their finances. Brett Joffe LinkedIn: https://www.linkedin.com/in/brettjoffe/ Flux Website: https://www.flux.finance/ Patrick Gar…

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#482 Nicole Gardner 28:43

3M ago28:43

28:43

Nicole is the Founder and Principal Financial Adviser at Stellar Wealth. Nicole returns to the Ensombl podcast to discuss her business's rapid growth from a solo practice to a team of multiple advisers, the challenges of scaling, and the importance of maintaining quality. Nicole Gardner LinkedIn: https://www.linkedin.com/in/nicole-gardner-cfp%C2%AE…

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Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #1 50:13

3M ago50:13

50:13

In this first installment, Peita is joined by John Stallman, Principal Adviser at PlanningIQ. They explore the critical importance of understanding clients' personal relationships with money beyond traditional risk profiling, and the need for personalised, empathetic approaches that build trust and help clients gain deeper insights into their finan…

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Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #2 47:15

3M ago47:15

47:15

In this episode, Peita talks with Dr. Ben Neilson, Researcher and Financial Adviser at Complete Wealth, and Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind. They discuss how risk profiling is a nuanced, human-centric process that goes beyond traditional questionnaires, focusing on understanding clients' psychological tolerance, fin…

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Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #3 1:00:00

3M ago1:00:00

1:00:00

In this episode, Peita is joined by Wayne Lear, Principal at Familia Wealth. He shares his deep insights on risk profiling, highlighting that truly understanding a client's money personality, values, and life goals is far more important than a simple compliance-driven questionnaire, and that financial advice is fundamentally about education, trust,…

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Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #4 50:10

3M ago50:10

50:10

In this podcast episode, Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind, and Peita explore the evolution of risk profiling, and arguing that traditional methods are outdated and advocating for more sophisticated, psychologically-informed tools that provide deeper insights into client behavior, ultimately aiming to enhance the advi…

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AdviceTech Podcast #120 - Meldus 51:34

3M ago51:34

51:34

This week, Pat speaks with Glenn Elliott, CEO at Meldus. They discuss how he founded Meldus to provide AI-powered insights from Salesforce with minimal setup required, its unique value proposition, data security and governance considerations, and the potential future roadmap for the tool. Glenn Elliott LinkedIn: https://www.linkedin.com/in/glennell…