Between Meetings with Matt Heine

Netwealth Investments Limited•www.netwealth.com.au

In this podcast series Matt Heine, Managing Director of Netwealth, chats to industry professionals and thought leaders on what opportunities and challenges they see for financial advisers, what they are working on and their favourite business book or podcast, to uncover their insights on a wide range of topics in relation to the delivery of advice and financial services.

Last refreshed: August 26th, 2025 at 10:34 PM ⓘ

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Episodes

Ep 12: RegTech: Enabling better compliance, faster - Samantha Clarke

RegTech is looking to revolutionise compliance in the financial advice industry. Samantha Clarke, CEO of Advice RegTech, discusses how an adviser can implement RegTech in their practice to enable them to meet their compliance obligations quickly and efficiently.

Aug 03, 2018•19 min•Ep. 12

Ep 11: Improving adviser efficiency with AI - Joel Robbie

Find out how artificial intelligence is transforming the SOA production and removing the manual work involved in delivering advice, from Joel Robbie the co-founder and CEO of Nod. Joel also speaks about his journey into this technology, sharing the story of his fintech start-up and the important lessons learnt as an entrepreneur.

Jul 11, 2018•19 min•Ep. 11

Ep 10: Bringing financial advice to more Australians - Bernie Ripoll

The Hon. Bernie Ripoll, a.k.a the Father of FOFA and director of Map My Plan, believes every Australian should have a financial plan and chats with Matt about how technology can help advisers make this a reality. In this episode, Bernie also reflects on the Future of Financial Advice reforms and shares his views on the Royal Commission.

Jun 21, 2018•33 min•Ep. 10

Ep 9: Getting your business focus right - Rob Jones & Michael Harrison

What is your advice worth? Michael Harrison and Rob Jones from Peloton Partners discuss the challenge and importance of truly understanding your business and how to effectively value your offering. Plus they share why more advice practices and advisers need to be proactive with technology if they wish to thrive.

Jun 07, 2018•30 min•Ep. 9

Ep 8: What's your rating? - Angus Woods & Mark Hoven

The 2018 Netwealth AdviceTech report reveals that less than 30% of advice businesses are using tools to capture feedback from their clients. Angus Woods and Mark Hoven from Adviser Ratings get behind the mic with Matt to discuss how consumer feedback tools may help advisers and their practice better engage with their clients, improve their service and win new customers.

May 16, 2018•24 min•Ep. 8

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