In this episode, I interview Matt Cunliffe, the Managing Director of Mortgage Choice in Brisbane, a...
15+ years in finance roles in large media and technology businesses, now helping founders and CEOs of startups by providing commercial and strategic financial advice. Growing 50% in revenue from the previous year with over 5 FTEs. (Michelle Kvello)
Dec 21, 2022
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In this episode, I interview Michelle Kvello, Managing Director and CFO of Lantern Partners based in Sydney,...
From working as a trader, now the Founder and CEO of financing business. Helping business owners grow and scale their businesses by getting them the best financing options & providing a highly trained adviser with over 8 FTEs. (Jonathan Fodera)
Sep 07, 2022
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In this episode, I interview Jonathan Fodera, the President of Integrated Business Financing based in...
With over 10 years of experience in the digital media business, now helping practitioners navigate the intricate world of M&A by providing access to the industry's top experts with over 6 million in revenue and 50 FTEs. (Kison Patel)
Aug 17, 2022
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In this episode, I interview Kison Patel, the CEO of M&A Science based in Chicago, USA. Kison set up his own...
He has been in valuation since 2000, started his own valuation company in 2010, aged 31, helping clients with raising capital, estate planning, and mergers & acquisitions. From no people in 2010 to the current 25 FTEs. (Bharat Kanodia)
Oct 28, 2021
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In this episode, I interview Bharat Kanodia, the Founder and Chief Appraiser at Veristrat based in San Francisco,...
Started by doing workshops and later founded a wealth management business, from no clients to one of the most successful financial advisory practices. Grow team to 13 FTEs, with revenue growth exceeding 20% for over 20 years. (Rocco Carriero)
Aug 19, 2021
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In this episode, I interview Rocco Carriero, a private wealth advisor and founder of Rocco A. Carriero Wealth...
With a background in finance, co-founded a technology company based on the financial storytelling techniques currently used by 40,000 people in 96 countries around the world. Started with only 3 FTE to more than 40 FTE. (Alan Miltz)
Jul 22, 2021
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In this episode, I interview Alan Miltz, the Co-founder and Director of Cash Flow Story, a technology company based...
In her late 20s, started an online investment platform, providing equal opportunity to everyone who wants to grow their wealth. From no customer to over 350,000 investors & from a small team to the current 150 members in 5 yrs. (Brooke Roberts)
May 10, 2021
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In this episode, I interview Brooke Roberts, the Co-Founder, Co-CEO, and Director of Sharesies based in...
Youngest Telstra Business award winner, a 22yo real estate agent. Sold the agency, lost most of the gain thanks to a friend, started another agency, sold it – now a successful mortgage broker, grew 2 FTE to 16 in 6 years. (Kirsty Dunphey)
Apr 26, 2021
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In this episode, I interview Kirsty Dunphey, the Co-Founder and Director of Up Loans, an award-winning...
A CA started a cafe retail & coffee roasting, sold it – now a CEO of an accounting & finance firm that helps business owners drive growth through outsourcing, working with 1000 clients of different industries & has 20 FTE. (Lachlan Grant)
Apr 22, 2021
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In this episode, I interview Lachlan Grant, the CEO of Sidney-based Vital Addition, an accounting, and...
Aged 36 in 2014, career changed. Violeta Finance helping people achieve their property and financial dreams. Increasing revenue by 50% each year. From no team members, now has 3.5 FTE (Jo Violeta)
Apr 06, 2021
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In this episode, I interview Jo Violeta, the marketing manager and Co-owner of Violeta Finance. Violeta...
Started Valocity which was rapidly adopted by big banks in New Zealand, Australia, India and Singapore within 6 years to become an industry leader, and grew it organically from a small team to the current almost 100 FTE (Carmen Vicelich)
Feb 22, 2021
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In this episode, I interview Carmen Vicelich, the award-winning founder and Global CEO of Valocity Global, a...
