Rob is an Associate Director and Senior Financial Advisor at Acuity Wealth. He and James discuss his career …
Dean is a Senior Advice Assistant (PY) at Clarity Wealth. He and James discuss his transition from HR …
This week, James is joined by Ben Marshan and Maddie Catlin from the Future2 Foundation. They discuss the …
This week, James is joined by Mark and Emma O’Flynn from Oxlade Financial. They discuss the rapid growth, …
Joel is CEO and Head of Enterprise Sales at Fourth Line. He and James discuss his work with …
Marcus is an Associate Financial Adviser at Rising Tide Financial. He and James discuss his career transition from …
Natasha is a Financial Planning Assistant at Vista Financial Group. She shares her journey from working in Sri …
Hannah is an Associate Adviser at Stellar Wealth. She and James discuss her progress through the professional year, …
Luke is the Director and Financial Adviser at Advice Loop. He and James discuss his journey from a …
Chris is the Founder And Financial Planner at Glasshouse Wealth. He and James discuss his move from Victoria …