The GAF

On this episode of The GAF, Scott is joined by Alan Duncan, Co-Founder and Executive Director of the Private Wealth Network (PWN).

Scott and Alan cover a range of topics from the entrepreneurial path in establishing PWN with Co-Founder Richard Milroy right through to what the significant families involved with PWN are looking for in an adviser.

They also discuss the upcoming Private Wealth Advisor Forum on 14^th March,

It’s an episode full of gems and not to be missed!

For further information:

1. The GAF Essentials - https://thegaf.com.au/product/gaf-essentials/
2. SAN - https://sanprofessionals.com.au/
3. Follow us on LinkedIn - https://www.linkedin.com/company/the-gaf/
4. For tickets to the Private Wealth Advisor Forum, 14^th March - Select tickets | Private Wealth Advisor Forum | Humanitix

In this episode of our Entrepreneurial Series, Scott chats with Cass Sasso from the Wander group. 

Cass shares with Scott her entrepreneurial journey so far, beginning with an idea born over pizza and red wine and the desire to design accommodation that is sustainable, which gives back to regional communities and creates meaningful experiences for the guests that stay there. 

Scott and Cass discuss the role of advisers in the different stages of the journey and the crucial role they play in the continuing success of the business.

It's a great listen!

 

For further information:

1. The GAF Essentials - https://thegaf.com.au/product/gaf-essentials/

2. SAN - https://sanprofessionals.com.au/

3. Follow us on LinkedIn - https://www.linkedin.com/company/the-gaf/

4. For information on Wander visit: www.wander.com.au 

 

Continuing our Entrepreneurial Series; in this episode Scott peaks with Nivin Thanabalan from Integral Insights. Nivin helps entrepreneurs skill up and build the infrastructure necessary to go on the capital raising journey.

Not only does Nivin provide valuable tips and tricks for the entrepreneur, Scott and Nivin discuss the role of the adviser in the entrepreneur's journey. 

It's a fantastic listen for entrepreneurs and advisers alike!

For further information:

1. The GAF Essentials - https://thegaf.com.au/product/gaf-essentials/

2. SAN - https://sanprofessionals.com.au/

3. Follow us on LinkedIn - https://www.linkedin.com/company/the-gaf/

Join Scott on this episode of the GAF where he kicks off the Entrepreneur Series with Ryan Sharpley, implementer of EOS; Entrepreneurial  Operating System. 

Ryan explains how he works with entrepreneurs and businesses to help them clarify, simplify and achieve their vision.

For further information:

1. The GAF Essentials - https://thegaf.com.au/product/gaf-essentials/

2. SAN - https://thegaf.com.au/significant-advice-network/

3. Follow us on LinkedIn - https://www.linkedin.com/company/the-gaf/

In this episode Scott welcomes David Johnstone from Experti back to the GAF. David was one of our first guests on the show and he is back to share more of his wisdom around advisory boards.

David explains the role of an advisory board, why they are important and what skills are needed to be part of one.

Listen and learn from one of the best!

 

1. The GAF Essentials - https://thegaf.com.au/product/gaf-essentials/

2. SAN - https://thegaf.com.au/significant-advice-network/

3. Follow us on LinkedIn - https://www.linkedin.com/company/the-gaf/

 

In this episode of The GAF Nat Daley from Cruz Family Office takes Scott on a trip into the finance world of the future. Nat explains how he and his business partners are using technology to challenge the typical financial models with their open banking app, Cruz Money. 

It's a fascinating look into the future of advice and the opportunities being created by technology.

 

If you'd like further information on The GAF or The Significant Advice Network please go to our website: www.thegaf.com.au

In this podcast Scott chats with Founder and Director of Forte Asset Solutions Pty Ltd, Steve Prendeville about the changes in the wealth advisory industry, the trends Steve is seeing emerging and what we can expect to see in the future.

 

If you'd like further information on The GAF or The Significant Advice Network please go to our website: www.thegaf.com.au

On this episode of the GAF Scott catches up with Ken Petty, Managing Partner of the Gold Coast office at Minter Ellison.

Ken talks about where he started, how he got to where he is today and what his next body of work looks like.

A fantastic listen.

 

If you'd like further information on The GAF or The Significant Advice Network please go to our website: www.thegaf.com.au

 

 

Join us on this edition of the GAF podcast as Scott & Brian Fitzpatrick take us through the Wheel of Life frameworks - both personal and for the adviser.

You'll learn what this framework is, how to incorporate it into your adviser tool bag and  - most importantly - why you should.

In the latest episode of The GAF, Scott chats with Scott Young, Managing Director of Altus Financial. 

Recently back from a study tour in the USA, Scott shares some insights into the future of the advice industry, in particular the opportunities surrounding advice for significant families.