In this episode, I interview Matt Cunliffe, the Managing Director of Mortgage Choice in Brisbane, a...
249: 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 06, 2022
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In this episode, I interview Jonathan Fodera, the President of Integrated Business Financing based in...
240: 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 16, 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...
152: 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 27, 2021
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In this episode, I interview Bharat Kanodia, the Founder and Chief Appraiser at Veristrat based in San Francisco,...
132: 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 18, 2021
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In this episode, I interview Rocco Carriero, a private wealth advisor and founder of Rocco A. Carriero Wealth...
124: 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 21, 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...
103: 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 09, 2021
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In this episode, I interview Brooke Roberts, the Co-Founder, Co-CEO, and Director of Sharesies based in...
099: 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 25, 2021
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In this episode, I interview Kirsty Dunphey, the Co-Founder and Director of Up Loans, an award-winning...
098: 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 21, 2021
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In this episode, I interview Lachlan Grant, the CEO of Sidney-based Vital Addition, an accounting, and...
093: 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 05, 2021
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In this episode, I interview Jo Violeta, the marketing manager and Co-owner of Violeta Finance. Violeta...
081: 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 21, 2021
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In this episode, I interview Carmen Vicelich, the award-winning founder and Global CEO of Valocity Global, a...
