Ensombl Advice Australia
921 episodes - English - Latest episode: 11 days ago -Professional network for financial advisers https://ensombl.com/
DISCLAIMER: The Ensombl podcast and all content contained on Ensombl is limited to factual information and does not constitute legal, financial or other professional advice. Ensombl does not hold an AFS licence and does not provide any financial services. Nothing on this podcast should be interpreted as financial advice. Before making any investment decision, Ensombl recommends obtaining financial advice from a qualified financial adviser.
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Episodes
Changing Landscape of Retirement #2 - Gayle McKew
April 07, 2021 14:00 - 45 minutes - 43.3 MBGayle is a Strategic Financial Advisor and Accredited Aged Care Specialist at Prosperity Planning Partners. She and Fraser discuss helping long term employees’ transition into retirement through changing their mindset. Gayle McKew LinkedIn: https://www.linkedin.com/in/strategic-financial-advice-age-care-specialist-gaylemckew/ Prosperity Planning Website: https://prosperityplanning.com.au/ To access Challenger’s thought leadership, insights and tips on retirement planning, head to https...
Changing Landscape of Retirement #1 - Martin McGrath
April 05, 2021 14:00 - 46 minutes - 44.5 MBMartin is the CEO and a Financial Advice Specialist at Financial Edge Group. He kicks off the series by discussing his tips for helping clients transistion smoothly into retirement. Martin McGrath XY: https://www1.xyadviser.com/members/2533593 Financial Edge Group Website: https://www.financialedgegroup.com.au/ To access Challenger’s thought leadership, insights and tips on retirement planning, head to https://www.challenger.com.au Join the XY platform: App Store: http://co.xyadviser...
Scale Up Series #10 - Jason Nyilas and Con Koromilas
March 31, 2021 13:00 - 1 hour - 61.7 MBTo wrap up the series, Fraser talks to Jason Nyilas and Con Koromilas from Aberdeen Standard Investments. They reflect on the series as a whole and discuss their goal to provide sustainable bionic advice - which successfully merges both digital and face-to-face advice. Jason Nyilas LinkedIn: https://www.linkedin.com/in/jasonnyilas/ Con Koromilas LinkedIn: https://www.linkedin.com/in/con-koromilas-4b3228a Aberdeen Standard Investments Website: https://www.aberdeenstandard.com/ To connec...
Scale Up Series #9 - Hayley Knight
March 29, 2021 13:00 - 46 minutes - 44.5 MBHayley is the Director at Contract Paraplanning Services and the AFA Paraplanner Pulse National Chair. She and Fraser discuss scaling up through outsourcing, remote working and finding the right staff for your practice. Hayley Knight XY: https://www1.xyadviser.com/members/2845489 Contract Paraplanning Services Website: https://www.contractpps.com.au/ To connect with your local Aberdeen Standard BDM visit https://www.aberdeenstandard.com/en/australia/adviser/contact-us?country=Australia ...
Scale Up Series #8 - James Wortley
March 24, 2021 13:00 - 48 minutes - 48.3 MBJames is the Founder and CEO of Enlightened Financial Solutions. He chats with Fraser about using technology to make advice easily digestible for clients. James Wortley XY: https://www1.xyadviser.com/members/2809319 EFS Mackay Website: http://efsmackay.com.au/ To connect with your local Aberdeen Standard BDM visit https://www.aberdeenstandard.com/en/australia/adviser/contact-us?country=Australia Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co...
Scale Up Series #7 - Michael Back
March 22, 2021 13:00 - 52 minutes - 51.7 MBMichael is the Founder of Human to Human. Fed up with the "shiny object syndrome" that comes with most business seminars, Michael talks about his methods for helping businesses successfully implement effective strategies. Michael Back XY: https://www1.xyadviser.com/members/2243422 Human to Human Website: https://humantohuman.com.au/ To connect with your local Aberdeen Standard BDM visit https://www.aberdeenstandard.com/en/australia/adviser/contact-us?country=Australia Join the XY plat...
Scale Up Series #6 - Michael Lawes
March 17, 2021 13:00 - 57 minutes - 53.9 MBMichael is the National Manager of Business Coaching at Affinia Financial Advisers Limited. He talks about the client user experience, and explains the Buyer's Journey Framework. Michael Lawes XY: https://www1.xyadviser.com/members/2858774 Affinia Website: https://www.affinia.com.au/ To connect with your local Aberdeen Standard BDM visit https://www.aberdeenstandard.com/en/australia/adviser/contact-us?country=Australia Join the XY platform: App Store: http://co.xyadviser.com/xyistore...
Scale Up Series #5 - Paul Feeney
March 15, 2021 13:00 - 47 minutes - 43.1 MBPaul is the Founder and Chief Mapper at Map My Plan. He chats with Fraser about scaling up through technology, and how he developed Map My Plan to help clients to make a well informed financial decisions. Paul Feeney XY: https://www1.xyadviser.com/members/3990927 Map My Plan Website: https://www.mapmyplan.com.au/ To connect with your local Aberdeen Standard BDM visit https://www.aberdeenstandard.com/en/australia/adviser/contact-us?country=Australia Join the XY platform: App Store: ht...
Scale Up Series #4 - Judith Beck
March 10, 2021 13:00 - 1 hour - 56.8 MBJudith is the Keynote Speaker at Judith Beck Consulting and author of "No Sex at Work". She and Fraser discuss scaling up through staff, and how to behave like the top 10%. Judith Beck LinkedIn: https://www.linkedin.com/in/judith-beck-6097234/ Judith Beck Website: https://www.judithbeck.com.au/ To connect with your local Aberdeen Standard BDM visit https://www.aberdeenstandard.com/en/australia/adviser/contact-us?country=Australia Join the XY platform: App Store: http://co.xyadviser.c...
Scale Up Series #3 - David Pettit
March 08, 2021 13:00 - 51 minutes - 49.5 MBDavid is the Co-Founder & Group CEO of PictureWealth, the fastest growing WealthTech company in Australia. He discusses scaling through technology, and leveraging data and information to unlock dormant financial potential. David Pettit XY: https://www1.xyadviser.com/members/6329186 PictureWealth Website: https://picturewealth.com/ To connect with your local Aberdeen Standard BDM visit https://www.aberdeenstandard.com/en/australia/adviser/contact-us?country=Australia Join the XY platfo...
Scale Up Series #2 - Sue Viskovic
March 03, 2021 13:00 - 1 hour - 61.6 MBSue Viskovic is the Managing Director at Elixir Consulting and the Founder and CEO of Flowspace co-working. She returns to the XY Podcast to chat about scale through critical thinking and strategic business planning. Sue Viskovic XY: https://www1.xyadviser.com/members/2937464 Elixir Consulting: https://elixirconsulting.com.au/ To connect with your local Aberdeen Standard BDM visit https://www.aberdeenstandard.com/en/australia/adviser/contact-us?country=Australia Join the XY platform: ...
Scale Up Series #1 - Natasha Janssens
March 01, 2021 13:00 - 57 minutes - 54.9 MBNatasha is the Director of Sova Financial Pty Ltd and Founder of Women with Cents. In this first installment in the Scale Up Series, Natasha shares her story from leaving war-torn Yugoslavia to becoming a Financial Adviser, and how she believes in "values based advice" versus the standard goals based advice. Natasha Janssens XY: https://www1.xyadviser.com/members/2405002 Women With Cents Website: https://womenwithcents.com.au/ To connect with your local Aberdeen Standard BDM visit https...
#230 Renato Mota
February 24, 2021 13:00 - 40 minutes - 40 MBRenato Mota is the CEO of IOOF. Renato believes that the advice industry would benefit from broadening what exactly the interpretation of what advice is, and then leveraging technology to deliver that in a more scalable, affordable way. Renato Mota LinkedIn: http://linkedin.com/in/renatomota IOOF Website: https://www.ioof.com.au/ This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more. Join the XY platform: App Store: http://co.xya...
#229 Joe Stephan
February 22, 2021 13:00 - 50 minutes - 56.9 MBJoe runs Stephan Independent Advisory along with his brother, James. Joe believes he is having a "Midlife Breakthrough", as he has recently adopted the more creative side of financial advice. Joe Stephan XY: https://www1.xyadviser.com/members/4623516 Stephan Independent Advisory Website: https://www.siadvisory.com.au/\ It's Never About Money Podcast: https://podcasts.apple.com/au/podcast/its-never-about-money/id1539363013 This podcast is brought to you by Integrity Life. Go to https://...
#228 Ben Brett
February 17, 2021 13:00 - 48 minutes - 45.3 MBBen Brett is the Owner and a Financial Planner at Bounce Financial, which he operates alongside his wife, Cara. Ben and Fraser discuss whether or not financial advice has become a prestige market, and how the advice industry may risk becoming like the taxi industry if it continues to be over-regulated. Ben Brett XY: https://www1.xyadviser.com/members/2651571 Bounce Financial Website: https://www.bouncefinancial.com.au/ This podcast is brought to you by Integrity Life. Go to https://www....
#227 Tim Henry
February 15, 2021 13:00 - 45 minutes - 45 MBTim Henry is a Financial Advisor and Owner at Aspire Planning. He talks about the creation of the "Dreamcatcher" program, as well as how his experience in retail made him realise how products can be used to benefit the consumer. Tim Henry XY: https://www1.xyadviser.com/members/2400602 Aspire Planning Website: http://aspireplanning.com.au/ The Grass is Greener Podcast: https://www.tgigpodcast.com.au/ This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.a...
#226 Vanessa Bennett
February 10, 2021 13:00 - 1 hour - 57.4 MBVanessa is the CEO and Co-Founder of Next Evolution Performance. She explains the concept of Energy Credits, and how building up and allocating energy can maximize efficiency and productivity in the workplace (as well as at home). Vanessa Bennett XY: https://www1.xyadviser.com/members/2617255 Next Evolution Performance Website: https://nextevolutionperformance.com/ Next Evolution Energy Website: https://www.nextevolutionenergy.com/ This podcast is brought to you by Integrity Life. Go t...
#225 Gianni Musumeci
February 08, 2021 13:00 - 42 minutes - 39.7 MBGianni is the Intrafund Practice and Process Manager at Aware Super. He explains Intrafund Advice, as well as improving the quality of financial advice through the efficiencies of technology, creating easier access to advice and improving client experience. Gianni Musumeci LinkedIn: https://www.linkedin.com/in/gianni-musumeci/?originalSubdomain=au Aware Super Website: https://aware.com.au/ This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to fi...
#224 Fraser Jack
February 03, 2021 13:00 - 46 minutes - 47.3 MBThe #podgod Fraser Jack returns to XY, and chats with Clayton about what 2021 has in store for XY Adviser (including the future of the XY Podcast). Fraser Jack XY: https://www1.xyadviser.com/members/2401465 Cyber Indemnity Solutions Website: https://www.cyberindemnitysolutions.com/ This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more. Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadv...
#223 Santi Burridge
February 01, 2021 13:00 - 36 minutes - 36.8 MBSanti Burridge is the CEO at Lumiant. Santi believes that Financial Planning should be the most noble profession in the world, and talks about the steps the industry should be taking to achieve that. Santiago Burridge LinkedIn: https://www.linkedin.com/in/santiago-burridge-1a830b6/ Lumiant Website: https://www.lumiant.com.au/ This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more. Join the XY platform: App Store: http://co.xyadvis...
#222 Francois du Toit
January 27, 2021 13:00 - 36 minutes - 34.9 MBFrancois is the Account Management Lead at Iress and Host of PROpulsion LIVE. He talks us through his experience with becoming a content creator during COVID, and how advisers can best represent themselves personally vs. professionally. Francois du Toit XY: https://www1.xyadviser.com/members/3824801 PROpulsion Website: https://www.propulsion.co.za/ This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more. Join the XY platform: App S...
#221 Catherine Morgan
January 26, 2021 13:00 - 37 minutes - 36.6 MBCatherine is a Financial Coach and the Founder of The Money Panel, where she teaches Financial Planners how to incorporate coaching into their businesses, as well as helping women to have a better relationship with money. Catherine Morgan LinkedIn: https://www.linkedin.com/in/catherine-morgan/ The Money Panel Website: https://themoneypanel.co.uk/ This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more. Join the XY platform: App Sto...
#220 David Haseldine
December 21, 2020 13:00 - 42 minutes - 38.3 MBDavid from The Updated Estate shares his story regarding his involvement in the AMP class action lawsuit. David Haseldine LinkedIn: https://www.linkedin.com/in/davehaseldine/ The Updated Investor Website: https://www.theupdated.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/
#219 Kate Holmes
December 16, 2020 13:00 - 42 minutes - 42.7 MBKate Holmes from Innovating Advice returns to the XY Podcast to discuss not only the struggles advisers faced in 2020, but also the triumphs and achievements they've made throughout a trying year. EDITORS NOTE: The children's book mentioned is the "Financial Confidence for Kids" Series by Dr. Mara Catherine Harvey and Mariajosé Gajate Molina Kate Holmes LinkedIn: https://www.linkedin.com/in/kateaholmes/ Innovating Advice Website: https://www.innovatingadvice.com/ This episode is proud...
#218 Steven Kerbel
December 14, 2020 13:00 - 46 minutes - 44.7 MBSteven Kerbel is the Director And Financial Planner at South City Brokers. He talks about his spiritual goal of touching people in a meaningful way, and creating a life changing moment through advice for both clients and advisers. Steven Kerbel LinkedIn: https://www.linkedin.com/in/steven-kerbel-b163b57/ South City Brokers Website: https://www.southcitybrokers.com.au/ This episode is proudly sponsored by HUB24 Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google ...
#217 Alysia Laird
December 09, 2020 13:00 - 36 minutes - 36 MBAlysia is the Principal Adviser at Zebra Tailored Wealth, and she talks us through her unique journey from becoming a financial adviser to starting her own business. Alysia Laird XY: https://www1.xyadviser.com/members/2445087 Zebra Tailored Wealth: https://www.zebratailoredwealth.com.au/ This episode is proudly sponsored by HUB24 Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ Gener...
#216 Julia Scott
December 02, 2020 13:00 - 45 minutes - 43.7 MBJulia Scott is the founder of Love Luck Wealth and an expert in Money Mindset. She discusses how changing your attitude and emotions towards money is important for creating wealth. Julia Scott LinkedIn: https://www.linkedin.com/in/julia-scott-b64596195/ Love Luck Wealth Website: https://www.loveluckwealth.com/ This episode is proudly sponsored by HUB24 General Disclaimer – https://www.xyadviser.com/disclaimer/
#215 Nathan Fradley
November 25, 2020 23:41 - 56 minutes - 54.5 MBNathan is the Principal Financial Planner and Director at Lime Financial Planning, and recently won the Affinia Financial Adviser of the Year Award. Nathan Fradley: https://www1.xyadviser.com/members/2345594 Lime Financial Website: https://www.limefinancialplanning.com.au/ This episode is proudly sponsored by HUB24 Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer –...
#214 Damien Mu
November 23, 2020 13:00 - 40 minutes - 37.8 MBDamien is the CEO of AIA Australia and New Zealand. He talks about leadership during COVID-19 and ensuring financial well-being. Damien Mu LinkedIn: https://www.linkedin.com/in/damien-mu-4a681424/ AIA Website: https://www.aia.com.au/ This episode is proudly sponsored by HUB24 Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/
#213 Matt Hern
November 18, 2020 13:00 - 45 minutes - 41.3 MBFIFO Money Coach Matt Hern talks about why cashflow is the foundation of financial advice. Matt Hern LinkedIn: https://au.linkedin.com/in/matthern Matt Hern Website: https://matthern.com.au/ This episode is proudly sponsored by HUB24 Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/
#212 Dawn Thomas
November 16, 2020 13:00 - 36 minutes - 34.5 MBDawn is the Senior Financial Adviser at Wealthwise Financial Planning. With a background in media, Dawn explains that communication is key when it comes to financial advice. Dawn Thomas LinkedIn: https://www.linkedin.com/in/dawn-d-thomas/detail/contact-info/ Weathwise Website: https://www.wealthwise.com.au/ This episode is proudly sponsored by HUB24 Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.x...
#211 Paul Mann
November 11, 2020 13:00 - 45 minutes - 41.7 MBPaul returns to the XY Podcast for the fourth time to discuss how advisers are the personification of people's relationship with money, and the value of changing clients' attitude towards money. Paul Mann LinkedIn: https://www.linkedin.com/in/paul-mann/ True Direction Financial Website: https://truedirection.com.au/ This episode is proudly sponsored by HUB24 Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https...
#210 Paul Benson
November 09, 2020 13:00 - 38 minutes - 37.7 MBNot only is Paul Benson a financial adviser, but he's also an author and the producer of the Financial Autonomy Podcast. He talks about the benefits starting business organically vs buying a pre-existing business, as well as how you can use a podcast to attract your ideal client. Paul Benson LinkedIn: https://www.linkedin.com/in/paulbensonaustralia/ Financial Autonomy Website: https://financialautonomy.com.au/ This episode is proudly sponsored by HUB24 Join the XY platform: App Store...
#209 Dr. Adam Fraser
November 04, 2020 13:00 - 37 minutes - 34.9 MBAs advisers find themselves under constant change and pressure, Dr. Adam Fraser stops by to discuss the research he's conducting into Adviser Wellbeing and Mental Health. Dr. Adam Fraser XY: https://www1.xyadviser.com/members/2982981 Dr. Adam Fraser Website: https://www.dradamfraser.com/ Adviser Wellbeing and Mental Health Research: https://www.dradamfraser.com/aia-vip-list This episode is proudly sponsored by HUB24 Join the XY platform: App Store: http://co.xyadviser.com/xyistore ...
#208 - Andrew Alcock
November 02, 2020 13:00 - 33 minutes - 33.5 MBAndrew is the Chief Executive Officer at HUB24, and explores how advisers can create more value for their clients. Andrew Alcock LinkedIn: https://www.linkedin.com/in/andrew-alcock-a4904117/ HUB24 Website: https://www.hub24.com.au/ Grab your tix to join the Deconstructed Xmas Party Tour, happening in locations all around Australia - http://www2.xyadviser.com/xmasparty-7 Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay De...
#208 Andrew Alcock
November 02, 2020 13:00 - 33 minutes - 33.5 MBAndrew is the Chief Executive Officer at HUB24, and explores how advisers can create more value for their clients. Andrew Alcock LinkedIn: https://www.linkedin.com/in/andrew-alcock-a4904117/ HUB24 Website: https://www.hub24.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/
Ethical Investment Series #10 - Brie Williams
October 28, 2020 13:00 - 51 minutes - 48.6 MBBrie is the Head of Practice Management at State Street Global Advisors for the Global SPDR Business. She visits the XY Podcast to talk about why ESG investing is rising to the top, and if it will stay there. Brie Williams LinkedIn: https://www.linkedin.com/in/briepwilliams/ SSGA Website: https://www.ssga.com/us/en/institutional This ethical podcast series is sponsored by SPDR ETFs. To find out more about their latest ESG ETF, the SPDR S&P/ASX 200 ESG Fund, visit https://www.ssga.com/e2...
Ethical Investment Series #9 - Shaun Wurzbach
October 26, 2020 13:00 - 40 minutes - 40.1 MBShaun Wurzbach is the Managing Director, Channel Management and Solutions at S&P Dow Jones Indices. He joins Clayton to discuss who exactly is leading the charge in ESG Investing on a global scale. Shaun Wurzbach LinkedIn: https://www.linkedin.com/in/shaun-wurzbach-43a97214/ SPG Global Website: https://www.spglobal.com/spdji/en/ This ethical podcast series is sponsored by SPDR ETFs. To find out more about their latest ESG ETF, the SPDR S&P/ASX 200 ESG Fund, visit www.ssga.com/e200 Joi...
Ethical Investment Series #8 - Glen Hare
October 21, 2020 13:00 - 34 minutes - 32.8 MBAs Fox and Hare Financial Advice celebrates its third birthday, Glen Hare stops by to talk about the shifting mindset towards capitalism and how inclusion is an important part of ESG Investing. Glen Hare LinkedIn: https://au.linkedin.com/in/glen-hare-8594a528/de Fox and Hare Website: https://foxandharewealth.com/ This ethical podcast series is sponsored by SPDR ETFs. To find out more about their latest ESG ETF, the SPDR S&P/ASX 200 ESG Fund, visit www.ssga.com/e200 Join the XY platfor...
Ethical Investment Series #7 - Elizabeth Hughes
October 19, 2020 13:00 - 41 minutes - 38.1 MBElizabeth from WealthSpring Financial is a CFP SMSF Specialist Adviser, and drops in to talk about how best to approach the conversation of a client's ethics and values. Elizabeth Hughes XY: https://www1.xyadviser.com/members/2437743 WealthSpring Financial Website: http://wealthspringfinancial.com.au/ This ethical podcast series is sponsored by SPDR ETFs. To find out more about their latest ESG ETF, the SPDR S&P/ASX 200 ESG Fund, visit www.ssga.com/e200 Join the XY platform: App Stor...
Ethical Investment Series #6 - Rory Cunningham
October 14, 2020 13:00 - 40 minutes - 40.1 MBRory works with the investment team at ASX. He drops by the XY podcast to discuss the growth of ESG investing, female investment trends, and interesting take outs from the latest Australian Investor Study Rory Cunningham Linkedin: https://www.linkedin.com/in/rorycunningham/ ASX Website: https://www.asx.com.au/ This ethical podcast series is sponsored by SPDR ETFs. To find out more about their latest ESG ETF, the SPDR S&P/ASX 200 ESG Fund, visit https://www.ssga.com/e200 Join the XY pl...
#207 Hooria Goodarzi
October 12, 2020 13:00 - 32 minutes - 31.1 MBFASEA Expert and Behavioural Finance researcher Hooria Goodarzi is currently running the FASEA Exam Prep Course on the XY Platform. Hooria Goodarzi XY: https://www1.xyadviser.com/members/2411561 Upskill Advisers Website: https://www.upskilladvisers.com/ This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more. Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: ht...
#206 Michael Miller
October 07, 2020 13:00 - 40 minutes - 38.7 MBMichael is one of the most valuable advisers on XY. Constantly answering questions with his high level of technical expertise, Michael is now a part of a small team writing the book on financial planning ethics. Pre order here https://www.michaelmiller.help/book Michael Miller XY: https://www1.xyadviser.com/members/2456122 Wealth Market Website: www.wealthmarket.com This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more. Join the X...
#205 Stephen Glenfield
October 05, 2020 13:00 - 48 minutes - 45.4 MBStephen drops back into the XY Podcast to give an update on the last 12 months of the FASEA roll out. FASEA Website: https://www.fasea.gov.au/ National Suicide Prevention Line: 13 11 14 This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more. Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadvis...
#204 John Maroney
September 30, 2020 14:00 - 39 minutes - 36.7 MBJohn has a very experienced career in financial services across multi disciplines and now heads up the SMSFA. John Maroney Linkedin: https://www.linkedin.com/in/smsfassociation/ SMSFA Website: https://www.smsfassociation.com/ This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more. Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ G...
#203 Paul Barrett
September 28, 2020 14:00 - 1 hour - 61.8 MBPaul runs AZNGA - a company that acquires high quality financial planning firms, helping take those firms to the next level. Paul Barrett Linkedin: https://www.linkedin.com/in/paulbarrett2/ AZ NGA Website: https://www.aznga.com/ This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more. Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ ...
#202 Andrew Walsh
September 23, 2020 14:00 - 42 minutes - 42.9 MBFounding Xplan almost two decades ago, Andrew has been involved in advice technology from the beginning. As CEO of IRESS, Andrew now oversees a multi billion dollar publicly listed company providing advice technology all over the world. Andrew Walsh Linkedin: https://www.linkedin.com/in/andrew-walsh-b20782b/ IRESS Website: https://www.iress.com/ This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more. Join the XY platform: App Stor...
#201 Azaria Bell
September 21, 2020 14:00 - 35 minutes - 32.7 MBAzaria burst on to the financial planning scenes a couple of years back, and is an advocate for new entrants into the advice profession. Azaria Bell XY: https://www1.xyadviser.com/members/4386609 Mad About Life Website: https://www.madaboutlife.com.au/ This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more. Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: htt...
#200 Michelle Hoskin
September 16, 2020 14:00 - 48 minutes - 44 MBFounder and head of Standards International, the UK outfit working on helping advisers all over the world provide advice in a more efficient and effective way by providing a fantastic client experience. Michelle Hoskin XY: https://www.linkedin.com/in/standardsexpert/ Standards International Website: https://standardsinternational.co.uk/ This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more. Join the XY platform: App Store: http:/...
#199 Neil Macdonald
September 14, 2020 14:00 - 45 minutes - 42.7 MBCEO of the AMP and Hillross Associations and played a key role with helping to organise the recent legal case with AMP. A former adviser and passionate advocate for advice Neil Macdonald XY: https://www1.xyadviser.com/members/2228870 The Adviser Association Website: http://theadvisersassociation.com.au/ National Suicide Prevention Line: 13 11 14 This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more. Join the XY platform: App ...