September 22, 2021
Facebook Group: Click here to join
LinkedIn Group: Click here to join
Guest: Angela Jeffrey, Director at William Buck
Disclaimer: All information is general in nature. It has been provided in good faith, without considering any personal circumstances, financial situation or needs. While all reasonable care has been taken to ensure that it is accurate and opinions fair and reasonable, no warranties are provided. Before acting consider if it is appropriate to your situation and consult an expert. Information is current as per day of publication. Subject to change without notice.
![The Impact of Practice Management Software]()
August 19, 2021
Facebook Group: Click here to join
LinkedIn Group: Click here to join
Guest: Steven Renz, Customer Education Manager at Genie Solutions
Disclaimer: All information is general in nature. It has been provided in good faith, without considering any personal circumstances, financial situation or needs. While all reasonable care has been taken to ensure that it is accurate and opinions fair and reasonable, no warranties are provided. Before acting consider if it is appropriate to your situation and consult an expert. Information is current as per day of publication. Subject to change without notice.
Downloads & Contact:
During the episode Steven references the ‘Starting Out in Private Practice’ guide that Genie Solutions has put together to help emerging practitioners set themselves up for success. You can download the guide via https://www.geniesolutionssoftware.com.au/new-to-private-practice-guide
If you’d like to get in touch with Genie Solutions to ask them any follow up questions to the episode, you can call them on 1300 889 362 or via marketing@geniesolutions.com.au
June 7, 2021
Facebook Group: Click here to join
LinkedIn Group: Click here to join
Guest: Angela Jeffrey, Director at William Buck
Disclaimer: All information is general in nature. It has been provided in good faith, without considering any personal circumstances, financial situation or needs. While all reasonable care has been taken to ensure that it is accurate and opinions fair and reasonable, no warranties are provided. Before acting consider if it is appropriate to your situation and consult an expert. Information is current as per day of publication. Subject to change without notice.
April 12, 2021
Facebook Group: Click here to join
LinkedIn Group: Click here to join
Guest: Peter Maynard, Founder & Managing Director at CyberMetrix
Disclaimer: All information is general in nature. It has been provided in good faith, without considering any personal circumstances, financial situation or needs. While all reasonable care has been taken to ensure that it is accurate and opinions fair and reasonable, no warranties are provided. Before acting consider if it is appropriate to your situation and consult an expert. Information is current as per day of publication. Subject to change without notice.
January 4, 2021
Facebook Group: Click here to join
LinkedIn Group: Click here to join
Guest:
Eric Flammang, Principal at William Buck
Disclaimer: All information is general in nature. It has been provided in good faith, without considering any personal circumstances, financial situation or needs. While all reasonable care has been taken to ensure that it is accurate and opinions fair and reasonable, no warranties are provided. Before acting consider if it is appropriate to your situation and consult an expert. Information is current as per day of publication. Subject to change without notice.
December 14, 2020
Facebook Group: Click here to join
LinkedIn Group: Click here to join
Guest: Colin Taylor, Financial Specialist at BOQS
Contact Colin: click here
Disclaimer: All information is general in nature. It has been provided in good faith, without considering any personal circumstances, financial situation or needs. While all reasonable care has been taken to ensure that it is accurate and opinions fair and reasonable, no warranties are provided. Before acting consider if it is appropriate to your situation and consult an expert. Information is current as per day of publication. Subject to change without notice.
November 23, 2020
Facebook Group: Click here to join
LinkedIn Group: Click here to join
Guest: Kristi Gooden, Image Consultant & Stylist at Style-Liberation
Email: To contact Kristi click here
Disclaimer: All information is general in nature. It has been provided in good faith, without considering any personal circumstances, financial situation or needs. While all reasonable care has been taken to ensure that it is accurate and opinions fair and reasonable, no warranties are provided. Before acting consider if it is appropriate to your situation and consult an expert. Information is current as per day of publication. Subject to change without notice.
November 9, 2020
Facebook Group: Click here to join
LinkedIn Group: Click here to join
Guests:
Scott Montefiore, Director at Hillross Montefiore & Co
Antony Harrison, Partner at Mahoneys
Disclaimer: All information is general in nature. It has been provided in good faith, without considering any personal circumstances, financial situation or needs. While all reasonable care has been taken to ensure that it is accurate and opinions fair and reasonable, no warranties are provided. Before acting consider if it is appropriate to your situation and consult an expert. Information is current as per day of publication. Subject to change without notice.
Downloads:
Potential Beneficiaries of a Deceased Member’s Super Proceeds
October 9, 2020
Facebook Group: Click here to join
LinkedIn Group: Click here to join
Guest: Craig Barry, Director at William Buck
Email: To contact Craig click here
Disclaimer: All information is general in nature. It has been provided in good faith, without considering any personal circumstances, financial situation or needs. While all reasonable care has been taken to ensure that it is accurate and opinions fair and reasonable, no warranties are provided. Before acting consider if it is appropriate to your situation and consult an expert. Information is current as per day of publication. Subject to change without notice.
October 6, 2020
Facebook Group: Click here to join
LinkedIn Group: Click here to join
Guest: Scott Montefiore, Director at Hillross Montefiore & Co
Disclaimer: All information is general in nature. It has been provided in good faith, without considering any personal circumstances, financial situation or needs. While all reasonable care has been taken to ensure that it is accurate and opinions fair and reasonable, no warranties are provided. Before acting consider if it is appropriate to your situation and consult an expert. Information is current as per day of publication. Subject to change without notice.
September 21, 2020
Facebook Group: Click here to join
LinkedIn Group: Click here to join
Guest: Paul Copeland, Director at William Buck
Disclaimer: All information is general in nature. It has been provided in good faith, without considering any personal circumstances, financial situation or needs. While all reasonable care has been taken to ensure that it is accurate and opinions fair and reasonable, no warranties are provided. Before acting consider if it is appropriate to your situation and consult an expert. Information is current as per day of publication. Subject to change without notice.
September 9, 2020
Facebook Group: Click here to join
LinkedIn Group: Click here to join
Guests:
Monica Rayos, Private Client Adviser at Hillross Montefiore & Co
Anh Huy Tran, Private Client Services Officer at Hillross Montefiore & Co
Disclaimer: All information is general in nature. It has been provided in good faith, without considering any personal circumstances, financial situation or needs. While all reasonable care has been taken to ensure that it is accurate and opinions fair and reasonable, no warranties are provided. Before acting consider if it is appropriate to your situation and consult an expert. Information is current as per day of publication. Subject to change without notice.
August 19, 2020
Facebook Group: Click here to join
LinkedIn Group: Click here to join
Guest:
Luke Coppo, Cellar Master at Tattersall's Club Brisbane
Disclaimer: All information is general in nature. It has been provided in good faith, without considering any personal circumstances, financial situation or needs. While all reasonable care has been taken to ensure that it is accurate and opinions fair and reasonable, no warranties are provided. Before acting consider if it is appropriate to your situation and consult an expert. Information is current as per day of publication. Subject to change without notice.
Downloads:
Educational Documents by Wine & Hammer
August 3, 2020
Facebook Group: Click here to join
LinkedIn Group: Click here to join
Guest:
Dr Silvia Pfeiffer, CEO & Co-Founder of Coviu
Disclaimer: All information is general in nature. It has been provided in good faith, without considering any personal circumstances, financial situation or needs. While all reasonable care has been taken to ensure that it is accurate and opinions fair and reasonable, no warranties are provided. Before acting consider if it is appropriate to your situation and consult an expert. Information is current as per day of publication. Subject to change without notice.
June 29, 2020
Facebook Group: Click here to join
LinkedIn Group: Click here to join
Guests:
Matt Lane, General Manager at Unita
Penny Fraser, National Business Manager - Healthcare at Unita
Disclaimer: All information is general in nature. It has been provided in good faith, without considering any personal circumstances, financial situation or needs. While all reasonable care has been taken to ensure that it is accurate and opinions fair and reasonable, no warranties are provided. Before acting consider if it is appropriate to your situation and consult an expert. Information is current as per day of publication. Subject to change without notice.
Downloads:
Unita Work Samples
June 16, 2020
Facebook Group: Click here to join
LinkedIn Group: Click here to join
Guest:
Jonathon Hadley, Partner at Gadens
Disclaimer: All information is general in nature. It has been provided in good faith, without considering any personal circumstances, financial situation or needs. While all reasonable care has been taken to ensure that it is accurate and opinions fair and reasonable, no warranties are provided. Before acting consider if it is appropriate to your situation and consult an expert. Information is current as per day of publication. Subject to change without notice.
June 8, 2020
Facebook Group: Click here to join
LinkedIn Group: Click here to join
Guests:
Scott Montefiore, Director at Hillross Montefiore & Co
Jason Barnes, Mortgage Broker at MedPlan Lending Solutions
Disclaimer: All information is general in nature. It has been provided in good faith, without considering any personal circumstances, financial situation or needs. While all reasonable care has been taken to ensure that it is accurate and opinions fair and reasonable, no warranties are provided. Before acting consider if it is appropriate to your situation and consult an expert. Information is current as per day of publication. Subject to change without notice.
Bank COVID-19 Supports:
NAB | AMP | CBA | St George | Macquarie | ANZ | ING Direct | AFG Home Loans | Bank Australia
June 1, 2020
Facebook Group: Click here to join
LinkedIn Group: Click here to join
Guest:
Scott Lindeblad, Manager at William Buck
Disclaimer: All information is general in nature. It has been provided in good faith, without considering any personal circumstances, financial situation or needs. While all reasonable care has been taken to ensure that it is accurate and opinions fair and reasonable, no warranties are provided. Before acting consider if it is appropriate to your situation and consult an expert. Information is current as per day of publication. Subject to change without notice.
May 25, 2020
Facebook Group: Click here to join
LinkedIn Group: Click here to join
Guest:
Eric Flammang, Manager at William Buck
Disclaimer: All information is general in nature. It has been provided in good faith, without considering any personal circumstances, financial situation or needs. While all reasonable care has been taken to ensure that it is accurate and opinions fair and reasonable, no warranties are provided. Before acting consider if it is appropriate to your situation and consult an expert. Information is current as per day of publication. Subject to change without notice.
May 6, 2020
Facebook Group: Click here to join
LinkedIn Group: Click here to join
Guest:
Will Mullins, SEO Expert at Will Mullins SEO
Disclaimer: All information is general in nature. It has been provided in good faith, without considering any personal circumstances, financial situation or needs. While all reasonable care has been taken to ensure that it is accurate and opinions fair and reasonable, no warranties are provided. Before acting consider if it is appropriate to your situation and consult an expert. Information is current as per day of publication. Subject to change without notice.
