Finance Friends

What does it take to rise from a call centre agent to the head of marketing at a major investment firm? Nat Jollow's journey shatters expectations and offers a refreshingly honest look at career development in financial services.

This episode delves deep into how modern marketing within financial services has evolved beyond creative campaigns to become a strategic, data-driven function. As Head of Marketing at GlobalX...

What happens when a financial advisor goes viral? James Wrigley has amassed over 220,000 followers across social media platforms with his refreshingly authentic approach to financial advice, reaching millions of people worldwide with every post. But his success story begins far from the spotlight.

Now, James is a principal advisor helping clients navigate the complex relationship between money and life satisfaction. His mo...

Join us as we sit down with Nadia Jaworski, joint founder and partner of Maverick Advisors, who pulls back the curtain on the fascinating world of social infrastructure development. With over 25 years of experience working across both government and private sectors, Nadia offers rare insights into how essential community facilities move from idea to reality.

The conversation delves into the challenges facing infrastructure...

What separates a great property purchase from a costly mistake? Ray Becher, Property Advisor and Senior Buyer's Agent at Cohen Handler, reveals the strategic depth behind successful property transactions that most buyers never consider.

Drawing on three generations of property knowledge, Ray takes us through his fascinating journey from performance studies graduate to marketing professional to trusted property advisor...

Career journeys are rarely straightforward, and Marc Olynyk's path from accounting to academia proves just that.

In this weeks episode, our host Fabian Ruggieri chats with his past professor Marc, now the Senior Lecturer and Course Director at Deakin University's renowned financial planning program. Marc takes us through the unexpected twists that led him to his passion.

What makes Marc's story particularly v...

In this weeks episode, Fabian chats with Andrew Beaumont, Director of Vest Capital. Andrew reveals the inner workings of private credit and how Vest Capital is changing the game for businesses needing fast, flexible financing solutions across Australia. 

Andrew's personal journey from big four accounting through management consulting to fund management provides valuable lessons for finance professionals. He emphasises surroundi...

Sean Graham, Managing Director of Assured Support, takes us on a journey through the  evolution of compliance in Australia's financial advice landscape. Far from the rigid box-ticking exercise of decades past, today's compliance function requires creativity, psychological insight, and commercial acumen to drive better business outcomes.

What makes an exceptional compliance professional? Sean argues the best are creative pr...

Ever wondered about the invisible support system behind successful finance professionals? This week, our host, Fabian Ruggieri chats with Samantha Sun as she pulls back the curtain on this fascinating profession in a candid conversation that explores the critical role of practice management in helping advisors build thriving businesses.

As Senior Practice Engagement and Growth Manager at Entireti, Samantha supports financial plannin...

This week, our host, Fabian Ruggieri chats with David Werdiger, Family Wealth Generalist. Having navigated his own journey from working in his own family's business, to working on software development, to successful tech entrepreneur, and finally to his current role as an author and generalist advisor on family dynamics and wealth transition.

Through this conversation, Werdiger emphasises the importance of collaborati...

Meet Chris Clayton, Head of Distribuition at L1 Capital. Chris shares his journey with us in this episode from starting as a manager at McDonalds when he was 18, to becoming a CEO of a funds management firm by 29. 

This conversation peels back the curtain on success and servant leadership in finance, with Clayton explaining how important empowerment is in a team. 

For aspiring finance professionals, Clayton reveals his four-part fram...

Explore the world as a Partner in Corporate Finance with this weeks guest, Stefan Galbo. Stefan shares how his humble beginnings working in a Greek restaurant through high school and university, taught him valuable life lessons, of which he continues to implement into his everyday life, and that ultimately led him to the success he wears every single day. 

As a long-time friend of our host, Fabian Ruggieri, Stefan is raw, authentic ...

Dive into the world of economics with Diana Mussina, the Deputy Chief Economist at AMP, in the first episode of Season 2 at Finance Friends! Diana shares her inspiring journey from a finance and economics student at the University of New South Wales to a leading role in one of Australia's prominent financial institutions.

Listeners will learn about the intricacies of precarious economic forecasting, the transition fro...

Join us in this week’s episode of Finance Friends with Fabian as we chat with Frank Campisi, mortgage broker and co-founder of Explore Finance. Frank opens up about his career journey from accounting to broking, the key skills for building trust with clients, and how he balances a busy professional life with running a farm and a childcare business.

Enjoyed the episode? Follow Finance Friends Podcast on Instagram and TikTok for updat...

Join us in this weeks episode of Finance Friends with Fabian, as we chat with Stefan D'Alessandro, founder and director of The Risk Lab, about his journey from computer science to risk insurance specialist. Stefan shares his thoughts about building meaningful client relationships, the importance of balancing work with personal passions, and how his approach to business aligns with his values.

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Join us in this week’s episode as we sit down with Peter Vlachos, Senior Distribution Manager at Elston Asset Management. Peter takes us through his journey from studying financial planning to becoming a key player in the funds management industry. He shares valuable insights into the challenges of building relationships, the importance of resilience in the face of adversity, and how consistent effort drives long-term success. Beyo...

Join us in this weeks episode of Finance Friends with Fabian, as we sit down with Kieran Berry, CEO and Managing Director of RiverX, one of Australia’s fastest-growing investment advisory firms. Kieran shares his journey from selling stock market newsletters at 23 to building his own business, offering insights into the challenges of building a client book, managing a company, and balancing personal life. Beyond finance, Kieran hig...

Join us in this weeks episode as we chat with Vas Piperoglou, Co-founder and Chief Investment Officer at Collins Street Asset Management. Vas' path to a successful career was paved by motivation, ambition, and the power of knowledge. From starting his investment journey at the age of only 12 with the help of his father, Vas developed a passion for understanding markets. In this conversation, he shares with us the lessons he&ap...

In the first episode of Finance Friends with Fabian, we dive into the personal and professional journey of Fabian, director of RIVA Recruitment and our podcast host. Joined by co-host Megan, Fabian shares his path from studying finance at La Trobe University to working at prestigious financial firms, both in Australia and abroad. With insightful reflections, he discusses his early career challenges, the lessons he learned managing ...