381 episodes

Tune into our IFPA Wrap podcast and gain professional insights by listening to informed discussion with industry experts about current issues in tax, super and the broader financial services industry.

Earn self-assessed CPD/CPE points while listening online at your computer or on the go with your mobile device.

Ask questions and have your say on issues discussed on the show via social media or email us at marketing@ifpa.com.au.

Introducing a dynamic new contributor to IFPA's The Wrap Podcast: Mr. Ray Trevisan, Director of OTG Capital and Host of Dollars & Making Sense

Prepare to be captivated by the wealth of knowledge and expertise that Ray brings to the esteemed ranks of IFPA's The Wrap podcast. As the Director and Fund Manager of OTG Capital, Ray has established himself as a prominent figure in the world of finance, leading an Asset Backed Investment Trust for over four years with unparalleled success.

With an impressive investment track record encompassing bonds, commercial loan portfolios, and ventures into the realm of venture capital, Ray has solidified his position as a master in the art of financial strategy. As an Authorised Representative (AR:001250963) and Responsible Manager of Dirigere Advisory Pty Limited, holding an Australian Financial Services License (AFSL:524371), he is recognized for his unwavering commitment to excellence and compliance.

Ray's educational accomplishments are equally impressive, holding a Master of Management from the prestigious University of Technology in Sydney. As a Graduate of the Australian Institute of Company Directors (AICD) and a respected NSW Justice of the Peace (JP), Ray embodies the values of integrity and leadership.

With over four decades of experience in diverse industries such as telecommunications, information technology, and software, Ray shifted his focus to financial planning, funds management, and compliance. His astute business acumen has made him a sought-after expert in the field, providing invaluable insights to clients and industry professionals alike.

Operating from the northern beaches office of OTG Capital and Dirigere Advisory in Newport Beach, NSW, Ray is deeply ingrained in the local community. As the host of the popular radio show and podcast, Dollars & Making Sense, on Community Radio Northern Beaches, he has established himself as a trusted voice in financial matters, empowering listeners with knowledge and strategies for financial success.

Join us as we welcome Ray to IFPA's The Wrap podcast, where his expertise, dedication, and dynamic presence promise to enlighten and inspire listeners on their financial journeys. Prepare to embark on a remarkable experience as Ray takes us on a captivating exploration of the world of finance, leaving no stone unturned in his quest to share invaluable insights and foster financial growth.

Tax Wrap podcast The Institute of Financial Professionals Australia

    • Business

Tune into our IFPA Wrap podcast and gain professional insights by listening to informed discussion with industry experts about current issues in tax, super and the broader financial services industry.

Earn self-assessed CPD/CPE points while listening online at your computer or on the go with your mobile device.

Ask questions and have your say on issues discussed on the show via social media or email us at marketing@ifpa.com.au.

Introducing a dynamic new contributor to IFPA's The Wrap Podcast: Mr. Ray Trevisan, Director of OTG Capital and Host of Dollars & Making Sense

Prepare to be captivated by the wealth of knowledge and expertise that Ray brings to the esteemed ranks of IFPA's The Wrap podcast. As the Director and Fund Manager of OTG Capital, Ray has established himself as a prominent figure in the world of finance, leading an Asset Backed Investment Trust for over four years with unparalleled success.

With an impressive investment track record encompassing bonds, commercial loan portfolios, and ventures into the realm of venture capital, Ray has solidified his position as a master in the art of financial strategy. As an Authorised Representative (AR:001250963) and Responsible Manager of Dirigere Advisory Pty Limited, holding an Australian Financial Services License (AFSL:524371), he is recognized for his unwavering commitment to excellence and compliance.

Ray's educational accomplishments are equally impressive, holding a Master of Management from the prestigious University of Technology in Sydney. As a Graduate of the Australian Institute of Company Directors (AICD) and a respected NSW Justice of the Peace (JP), Ray embodies the values of integrity and leadership.

With over four decades of experience in diverse industries such as telecommunications, information technology, and software, Ray shifted his focus to financial planning, funds management, and compliance. His astute business acumen has made him a sought-after expert in the field, providing invaluable insights to clients and industry professionals alike.

Operating from the northern beaches office of OTG Capital and Dirigere Advisory in Newport Beach, NSW, Ray is deeply ingrained in the local community. As the host of the popular radio show and podcast, Dollars & Making Sense, on Community Radio Northern Beaches, he has established himself as a trusted voice in financial matters, empowering listeners with knowledge and strategies for financial success.

Join us as we welcome Ray to IFPA's The Wrap podcast, where his expertise, dedication, and dynamic presence promise to enlighten and inspire listeners on their financial journeys. Prepare to embark on a remarkable experience as Ray takes us on a captivating exploration of the world of finance, leaving no stone unturned in his quest to share invaluable insights and foster financial growth.

    IFPA Wrap 359 Dollars & Making Sense

    IFPA Wrap 359 Dollars & Making Sense

    2024 - 06 - 04 DMS NPanagis Super Changes FY25

    • 27 min
    IFPA Wrap 360 Dollars & Making Sense

    IFPA Wrap 360 Dollars & Making Sense

    2024 - 05 - 28 DMS RT NPanagis Super EOFY List

    • 27 min
    IFPA Wrap 361 Dollars & Making Sense

    IFPA Wrap 361 Dollars & Making Sense

    2024 - 05 - 21 DMS RT NPanagis EOFY Tax Checklist

    • 27 min
    IFPA Wrap 358 Dollars & Making Sense

    IFPA Wrap 358 Dollars & Making Sense

    IFPA Wrap 358 Dollars & Making Sense by The Institute of Financial Professionals Australia

    • 27 min
    IFPA Wrap 357 Dollars & Making Sense

    IFPA Wrap 357 Dollars & Making Sense

    IFPA Wrap 357 Dollars & Making Sense by The Institute of Financial Professionals Australia

    • 27 min
    IFPA Wrap 356 Dollars & Making Sense

    IFPA Wrap 356 Dollars & Making Sense

    IFPA Wrap 356 Dollars & Making Sense by The Institute of Financial Professionals Australia

    • 27 min

Top Podcasts In Business

Money Media
Kalilah Reynolds
The Called Podcast
Touré Roberts
The Ramsey Show
Ramsey Network
The Ramsey Show Highlights
Ramsey Network
4P Management with Sudhir
Sudhir Choudhary
Retail Mavericks
Retail Mavericks

You Might Also Like

Tax Talks
numba Australia Pty Ltd
TaxVibe
The Tax Institute
The Money Puzzle, with James Kirby
The Australian
Investopoly
Stuart Wemyss
The Michael Yardney Podcast | Property Investment, Success & Money
Michael Yardney; Australia's authority in wealth creation through property
Chanticleer
Australian Financial Review