Episode
Engine Room Podcast #85 - Mathew Cassidy
- Podcast
- Ensombl Advice Australia
- Published
- Apr 20, 2026
- Duration seconds
- 2647
- Processing state
not_requested- Canonical source
- https://episode.flightcast.com/01KPM23FVQT8K7G58ZP4PD0BAN.mp3
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Summary
Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26041923-49580001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Professionalism and Ethics In this episode, Rocksy sits down with Mathew Cassidy, Managing Director at Partners Wealth Group. They discuss Mathew’s journey from chartered accounting to building a $6B accountant‑aligned wealth management firm, the evolution of their joint venture model and multi-service offering, how they’ve used acquisitions, AI, and offshore support to scale, their innovative staff equity program, and what the future holds for sophisticated financial advice in an AI-enabled world. Mathew Cassidy LinkedIn: https://www.linkedin.com/in/mathewcassidy/ Partners Wealth Group Website: https://www.pwg.com.au/ General Disclaimer – https://www.ensombl.com/disclaimer/