David is the Co-Founder & Group CEO of PictureWealth, the fastest growing WealthTech company in Australia. He discusses scaling through technology, and leveraging data and information to unlock dormant financial potential.
David Pettit XY: https://www1.xyadviser.com/members/6329186
PictureWealth Website: https://picturewealth.com/
To connect with your local Aberdeen Standard BDM visit https://www.aberdeenstandard.com/en/australia/adviser/contact-us?country=Australia
You can get a transcript of this podcast here
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Scale Up Series #5 – Paul Feeney
Paul is the Founder and Chief Mapper at Map My Plan. He chats with Fraser about scaling up …
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Scale Up Series #4 – Judith Beck
Judith is the Keynote Speaker at Judith Beck Consulting and author of “No Sex at Work”. She and …
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Scale Up Series #3 – David Pettit
David is the Co-Founder & Group CEO of PictureWealth, the fastest growing WealthTech company in Australia. He discusses …
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Scale Up Series #2 – Sue Viskovic
Sue Viskovic is the Managing Director at Elixir Consulting and the Founder and CEO of Flowspace co-working. She …
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Scale Up Series #1 – Natasha Janssens
Natasha is the Director of Sova Financial Pty Ltd and Founder of Women with Cents. In this first …
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Scale Up Series #10 – Jason Nyilas and Con Koromilas
To wrap up the series, Fraser talks to Jason Nyilas and Con Koromilas from Aberdeen Standard Investments. They …
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Scale Up Series #9 – Hayley Knight
Hayley is the Director at Contract Paraplanning Services and the AFA Paraplanner Pulse National Chair. She and Fraser …
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Scale Up Series #8 – James Wortley
James is the Founder and CEO of Enlightened Financial Solutions. He chats with Fraser about using technology to …
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Scale Up Series #7 – Michael Back
Michael is the Founder of Human to Human. Fed up with the “shiny object syndrome” that comes with …
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Scale Up Series #6 – Michael Lawes
Michael is the National Manager of Business Coaching at Affinia Financial Advisers Limited. He talks about the client …
-
Scale Up Series #5 – Paul Feeney
Paul is the Founder and Chief Mapper at Map My Plan. He chats with Fraser about scaling up …
-
Scale Up Series #4 – Judith Beck
Judith is the Keynote Speaker at Judith Beck Consulting and author of “No Sex at Work”. She and …
-
Scale Up Series #3 – David Pettit
David is the Co-Founder & Group CEO of PictureWealth, the fastest growing WealthTech company in Australia. He discusses …
-
Scale Up Series #2 – Sue Viskovic
Sue Viskovic is the Managing Director at Elixir Consulting and the Founder and CEO of Flowspace co-working. She …
-
Scale Up Series #1 – Natasha Janssens
Natasha is the Director of Sova Financial Pty Ltd and Founder of Women with Cents. In this first …
-
Scale Up Series #10 – Jason Nyilas and Con Koromilas
To wrap up the series, Fraser talks to Jason Nyilas and Con Koromilas from Aberdeen Standard Investments. They …
-
Scale Up Series #9 – Hayley Knight
Hayley is the Director at Contract Paraplanning Services and the AFA Paraplanner Pulse National Chair. She and Fraser …
-
Scale Up Series #8 – James Wortley
James is the Founder and CEO of Enlightened Financial Solutions. He chats with Fraser about using technology to …
-
Scale Up Series #7 – Michael Back
Michael is the Founder of Human to Human. Fed up with the “shiny object syndrome” that comes with …
-
Scale Up Series #6 – Michael Lawes
Michael is the National Manager of Business Coaching at Affinia Financial Advisers Limited. He talks about the client …
-
Investment Podcast #27 – Managed Accounts
Mason Stevens’ CIO Jacqui Fernley joins host James Whelan to explore the evolution of managed accounts and managed …
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AdviceTech Podcast #142 – Lean, Smart & Integrated Tech Stacks
In this episode, Pat speaks with Jane Ridder, Financial Adviser and Mortgage Broker at Infocus. They discuss how …
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#502 Mark and Emma O’Flynn
This week, James is joined by Mark and Emma O’Flynn from Oxlade Financial. They discuss the rapid growth, …
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AdviceTech Podcast #141 – Client-Driven Tech Stacks
In this episode, Pat is joined by Joe Stephan, Financial Adviser and Director at Stephan Independent Advisory, and …
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#501 Joel Ronchi
Joel is CEO and Head of Enterprise Sales at Fourth Line. He and James discuss his work with …
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#503 Ben Marshan and Maddie Catlin
This week, James is joined by Ben Marshan and Maddie Catlin from the Future2 Foundation. They discuss the …
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Unlock Growth, AI & M&A with Quality Data #1
In this first instalment, Paul talks with Nigel Baker, Managing Director at Arch Capital and Founder of Scientiam …
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Unlock Growth, AI & M&A with Quality Data #2
Paul speaks with Adele Martin, Certified Financial Planner, founder of My Money Buddy and The Savings Squad podcast. …
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Unlock Growth, AI & M&A with Quality Data #3
In this episode, Paul is joined by Mitch Ramsbotham, Head of Growth and Strategy at Coastal Advice Group …
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Unlock Growth, AI & M&A with Quality Data #4
In this final episode, Paul is joined by Andrew Rocks, Co-Founder at Lydian Financial and Host of Ensombl’s …
-
Investment Podcast #27 – Managed Accounts
Mason Stevens’ CIO Jacqui Fernley joins host James Whelan to explore the evolution of managed accounts and managed …
-
AdviceTech Podcast #142 – Lean, Smart & Integrated Tech Stacks
In this episode, Pat speaks with Jane Ridder, Financial Adviser and Mortgage Broker at Infocus. They discuss how …
-
#502 Mark and Emma O’Flynn
This week, James is joined by Mark and Emma O’Flynn from Oxlade Financial. They discuss the rapid growth, …
-
AdviceTech Podcast #141 – Client-Driven Tech Stacks
In this episode, Pat is joined by Joe Stephan, Financial Adviser and Director at Stephan Independent Advisory, and …
-
#501 Joel Ronchi
Joel is CEO and Head of Enterprise Sales at Fourth Line. He and James discuss his work with …
-
#503 Ben Marshan and Maddie Catlin
This week, James is joined by Ben Marshan and Maddie Catlin from the Future2 Foundation. They discuss the …
-
Unlock Growth, AI & M&A with Quality Data #1
In this first instalment, Paul talks with Nigel Baker, Managing Director at Arch Capital and Founder of Scientiam …
-
Unlock Growth, AI & M&A with Quality Data #2
Paul speaks with Adele Martin, Certified Financial Planner, founder of My Money Buddy and The Savings Squad podcast. …
-
Unlock Growth, AI & M&A with Quality Data #3
In this episode, Paul is joined by Mitch Ramsbotham, Head of Growth and Strategy at Coastal Advice Group …
-
Unlock Growth, AI & M&A with Quality Data #4
In this final episode, Paul is joined by Andrew Rocks, Co-Founder at Lydian Financial and Host of Ensombl’s …