November 15, 2021
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Guest: Chris McCarroll, Managing Director at Allied Health Marketing
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 22, 2021
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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.
August 19, 2021
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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.