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
#198 Matt Heine
September 09, 2020 15:00 - 37 minutes - 36.9 MBMatt Heine is the MD at Netwealth. He drops by the XY podcast to talk about the findings in the fourth annual advice tech report. Matt Heine Linkedin: https://www.linkedin.com/in/mattheine/ Netwealth Website: https://www.netwealth.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: https://www.xyadv...
#197 Chris Bates
August 31, 2020 15:00 - 43 minutes - 41.9 MBChris is former adviser who now focuses entirely on mortgage brokering. On September 1, he launches a 30 day property challenge on the XY platform, where he teaches advisers how to include property in the advice process. Chris Bates XY: https://www1.xyadviser.com/members/4043358 Wealthful Website: https://www.wealthful.com.au/ General Disclaimer – https://www.xyadviser.com/disclaimer/ New XY platform now available: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.x...
#196 Katrina Van Gunst
August 26, 2020 15:00 - 31 minutes - 29.5 MBKatrina has been advising for over a decade, but had never used social media as a methodology of connecting with clients. Katrina walks us through what she learned completing the 30 day social media challenge recently held on the XY platform. Katrina Van Gunst XY: https://www1.xyadviser.com/members/2401967 Phillipsons Website: phillipsons.com.au/ General Disclaimer – https://www.xyadviser.com/disclaimer/ New XY platform now available: App Store: http://co.xyadviser.com/xyistore Goog...
#195 Jake Wilkins
August 19, 2020 15:00 - 39 minutes - 38.5 MBJake is a financial adviser specialising in the under 45s market, and has carved out a niche with cashflow as a service. Finding success on social media as an acquisition method, Jake is bullish on the strong future of financial advice. Jake Wilkins XY: https://www1.xyadviser.com/members/2400950 Financial Planning Brisbane Website: http://fpbrisbane.com.au/ General Disclaimer – https://www.xyadviser.com/disclaimer/ New XY platform now available: App Store: http://co.xyadviser.com/xyi...
#194 Adam Owen
August 12, 2020 15:00 - 46 minutes - 43.5 MBAdam is a former adviser, and director at NextGen Planners helping advisers all over the world get better at their jobs in some very unique ways. Adam Owen XY: https://www1.xyadviser.com/members/4163638 Next Gen Planners Website: https://nextgenplanners.co.uk/ General Disclaimer – https://www.xyadviser.com/disclaimer/ New XY platform now available: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/
#193 Dean Holmes
August 04, 2020 15:00 - 49 minutes - 47.8 MBLimited time equity crowdfund offer. Go to https://www.birchal.com/company/xyadviser to own a piece of the social media platform moving forward. Always consider the general CFS risk warning and offer document before investing. Dean has some strong ideas around the future of the financial advice business model, and discusses how his licensee is approaching it. Find the Wealth Network Group on XY Dean Holmes XY: https://www1.xyadviser.com/members/2231807 The Wealth Network XY Group: https...
#192 Joel Harty
July 27, 2020 15:00 - 45 minutes - 40.1 MBJoel has a long background working as a financial adviser within industry funds. We took this opportunity to open the bonnet into what it's like being a financial adviser in a space not many financial advisers get exposure to. We also discuss all things defined benefits and some of the unexpected benefits of unlisted assets. Joel Harty Linkedin: https://www.linkedin.com/in/joel-harty/ Pivot Wealth Website: https://pivotwealth.com.au/ General Disclaimer – https://www.xyadviser.com/discla...
#191 Julian Plummer
July 21, 2020 15:00 - 1 hour - 58.2 MBJulian is one of the founders and head of strategy at Midwinter. Coding through one and a half decades of advice changes, Julian drops by to chat about change, tech, compliance, and the future of advice. GUEST EDIT: when mentioning ISO, it should have been ISO27001, rather than ISO9600. Julian Plummer XY: https://www1.xyadviser.com/members/2809623 Midwinter Website: https://www.midwinter.com.au/ General Disclaimer – https://www.xyadviser.com/disclaimer/ New XY platform now available...
#190 James Wrigley
July 14, 2020 00:20 - 44 minutes - 43.5 MBJames is a financial adviser with a prolific video creation strategy. He drops by to share about the difficulties and the benefits of providing content for ideal clients. James Wrigley XY: https://www1.xyadviser.com/members/2920075 First Financial Website: https://firstfinancial.com.au/ General Disclaimer – https://www.xyadviser.com/disclaimer/ New XY platform now available: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://ww...
#189 Paul Barrett
July 07, 2020 02:34 - 53 minutes - 51.1 MBPaul is one of Australia's most experienced Private Wealth Managers but brings a fresh approach to his practice. It’s about simplifying the complex, creating clear space for you and aligning your finances with the things you want out of life. Paul Barrett Linkedin: https://www.linkedin.com/in/mrpaulbarrett/ Absolute Wealth Advisers Website: http://www.absolute.sydney/ Anganwadi Project Website: https://www.anganwadiproject.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/...
#188 David Haintz
July 01, 2020 15:00 - 52 minutes - 49.8 MBDavid has had an amazing career from planner to helping build Shadforth which was acquired for $670M. He explains the true value of advice for advisers and clients alike being 'above the line'. David Haintz Linkedin: https://www.linkedin.com/in/davidhaintz/ Global Adviser Alpha Website: https://globaladviseralpha.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/ New XY platform now available: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser....
#187 Benjamin Marshan
July 01, 2020 00:07 - 1 hour - 65.6 MBThe Lego king, Ben also heads up policy and standards at Financial Planning Association of Australia Benjamin Marhshan Linkedin: https://www.linkedin.com/in/benjamin-marshan-6617191/ FPA Website: https://fpa.com.au/ General Disclaimer – https://www.xyadviser.com/disclaimer/ New XY platform now available: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ Get CPD points for the XY Podcast here at Caddie http...
#186 Baz Gardner
June 24, 2020 15:00 - 50 minutes - 46.7 MBBaz is one of Australia's most well known industry thought leaders. The rapid success of the Social Adviser eight years ago helped move financial advice into the 21st century. Baz Gardner Linkedin: https://www.linkedin.com/in/bazgardner/ The Social Adviser Website: https://thesocialadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/ New XY platform now available: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: ht...
#185 Louis van der Merwe
June 22, 2020 21:43 - 43 minutes - 42.6 MBLouis is a South African adviser who has built a values driven and efficient financial planning company. He is passionate about helping his clients change the way they feel about their money. Louis van der Merwe XY: https://www1.xyadviser.com/members/3061061 Louis van der Merwe Website: https://www.louisvdmerwe.co.za/ General Disclaimer – https://www.xyadviser.com/disclaimer/ New XY platform now available: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser....
#184 Thabojan Rasiah
June 17, 2020 14:00 - 58 minutes - 54.8 MBThabojan has spent years diving into a high-tough, high-value advice process. His aim is to produce successful clients through an in depth onboarding process to truly understand his client before providing any advice. Thabojan Rasiah XY: https://www1.xyadviser.com/members/2401892 Rasiah Private Website: https://www.rasiahprivate.com.au/ General Disclaimer – https://www.xyadviser.com/disclaimer/ New XY platform now available: App Store: http://co.xyadviser.com/xyistore Google Play: h...
Marketing Series #6 - Paul Giannotti
June 14, 2020 15:00 - 51 minutes - 37.6 MBPaul has the #1 community, and one of the top courses on XY. He is a marketing specialist who focuses on helping advisers acquire new clients. Paul Giannotti XY: https://www1.xyadviser.com/members/2858456 Authentic Advice Community: https://www1.xyadviser.com/groups/1987160/feed Content Marketing for Financial Advice Course: https://www1.xyadviser.com/courses/1815743/about Authentic Advice Website: https://authenticadvice.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/...
#6 Marketing Series - Paul Giannotti
June 14, 2020 15:00 - 51 minutes - 37.5 MBPaul has the #1 community, and one of the top courses on XY. He is a marketing specialist who focuses on helping advisers acquire new clients. Paul Giannotti XY: https://www1.xyadviser.com/members/2858456 Authentic Advice Community: https://www1.xyadviser.com/groups/1987160/feed Content Marketing for Financial Advice Course: https://www1.xyadviser.com/courses/1815743/about Authentic Advice Website: https://authenticadvice.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/...
#183 Jordan Eliseo
June 10, 2020 15:00 - 44 minutes - 43.9 MBJordan is a Senior Investment Manager at Perth Mint. He has a qualified view of this unique asset class as the former Head of Investment Analytics at AMP Capital Multi Asset Group. He has written two books on gold and the economic system, and has been working in financial markets for 25 years. Jordan Eliseo Linkedin: https://www.linkedin.com/in/jordaneliseo/ Perth Mint Website: https://www.perthmint.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/ New XY platform now av...
#182 Derek Notman
June 08, 2020 15:00 - 52 minutes - 52.3 MBHost of the Conneqtor community on XY, Virtual CFP® for Elite Frequent Flyers, and Creator of The Virtual Advisor System for NextGen Advisors. Derek Notman XY: https://www1.xyadviser.com/members/3643865 Virtual Advisor System Website: https://www.virtualadvisorsystem.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/ New XY platform now available: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com...
Mental Health Series #10 - Maria Falas
June 03, 2020 15:00 - 56 minutes - 50.1 MBBrought to you by Zurich and Onepath - two brands with one vision. Maria is head of mental health and wellness at Zurich Onepath. Maria Falas Linkedin: https://www.linkedin.com/in/maria-falas-2287a22b/ Zurich Website: www.zurich.com.au/ FSC Mental Health Paper: https://fsc.org.au/news/psychosocial-fsc-kpmg RACP Health Benefits of Good Work: https://www.racp.edu.au/advocacy/division-faculty-and-chapter-priorities/faculty-of-occupational-environmental-medicine/health-benefits-of-good-wo...
#10 Mental Health Series - Maria Falas
June 03, 2020 15:00 - 56 minutes - 50.1 MBBrought to you by Zurich and Onepath - two brands with one vision. Maria is head of mental health and wellness at Zurich Onepath. Maria Falas Linkedin: https://www.linkedin.com/in/maria-falas-2287a22b/ Zurich Website: www.zurich.com.au/ FSC Mental Health Paper: https://fsc.org.au/news/psychosocial-fsc-kpmg RACP Health Benefits of Good Work: https://www.racp.edu.au/advocacy/division-faculty-and-chapter-priorities/faculty-of-occupational-environmental-medicine/health-benefits-of-good-wo...
Mental Health Series #9 - Ray Jaramis
June 01, 2020 15:00 - 54 minutes - 59.1 MBBrought to you by Zurich and Onepath - two brands with one vision. Multiple award winning adviser, head of advice at Pivot Wealth, and cofounder of XY Adviser, Ray decided to complete an applied psychology degree once he had already begun his financial planning career. Ray Jaramis XY: https://www1.xyadviser.com/members/2204279 Pivot Wealth Website: https://pivotwealth.com.au/ General Disclaimer – https://www.xyadviser.com/disclaimer/ New XY platform now available: App Store: http:/...
#9 Mental Health Series - Ray Jaramis
June 01, 2020 15:00 - 54 minutes - 59.1 MBBrought to you by Zurich and Onepath - two brands with one vision. Multiple award winning adviser, head of advice at Pivot Wealth, and cofounder of XY Adviser, Ray decided to complete an applied psychology degree once he had already begun his financial planning career. Ray Jaramis XY: https://www1.xyadviser.com/members/2204279 Pivot Wealth Website: https://pivotwealth.com.au/ General Disclaimer – https://www.xyadviser.com/disclaimer/ New XY platform now available: App Store: http:/...
#8 Mental Health Series - Rick Kahler
May 27, 2020 15:00 - 47 minutes - 40.8 MBBrought to you by Zurich and Onepath - two brands with one vision. Rick Kahler specializing in the integration of financial coaching, financial therapy, and traditional financial planning, attracts a nationwide clientele in the US. Co-author of four books on the psychology of money: Conscious Finance, The Financial Wisdom of Ebenezer Scrooge, Facilitating Financial Health, and Wired For Wealth. Rick Kahler Linkedin: https://www.linkedin.com/in/rickkahler/ Kahler Financial Website: https...
Mental Health Series #8 - Rick Kahler
May 27, 2020 15:00 - 47 minutes - 40.8 MBBrought to you by Zurich and Onepath - two brands with one vision. Rick Kahler specializing in the integration of financial coaching, financial therapy, and traditional financial planning, attracts a nationwide clientele in the US. Co-author of four books on the psychology of money: Conscious Finance, The Financial Wisdom of Ebenezer Scrooge, Facilitating Financial Health, and Wired For Wealth. Rick Kahler Linkedin: https://www.linkedin.com/in/rickkahler/ Kahler Financial Website: https...
Mental Health Series #7 - Matthew Morris
May 25, 2020 15:00 - 29 minutes - 28.9 MBBrought to you by Zurich and Onepath - two brands with one vision. Social Worker with a history of working in NGO’s leading and supporting teams of professionals. Matthew Morris Linkedin: https://www.linkedin.com/in/matthew-morris-782a2a78 CCFSS Website: https://ccfss.org.au/ Episode Notes: https://vetoviolence.cdc.gov/apps/phl/resource_center_infographic.html General Disclaimer – https://www.xyadviser.com/disclaimer/ New XY platform now available: App Store: http://co.xyadviser.c...
#7 Mental Health Series - Matthew Morris
May 25, 2020 15:00 - 29 minutes - 28.9 MBBrought to you by Zurich and Onepath - two brands with one vision. Social Worker with a history of working in NGO’s leading and supporting teams of professionals. Matthew Morris Linkedin: https://www.linkedin.com/in/matthew-morris-782a2a78 CCFSS Website: https://ccfss.org.au/ Episode Notes: https://vetoviolence.cdc.gov/apps/phl/resource_center_infographic.html General Disclaimer – https://www.xyadviser.com/disclaimer/ New XY platform now available: App Store: http://co.xyadviser.c...
#6 Mental Health Series - Dr. Ann Dadich
May 20, 2020 15:00 - 39 minutes - 38 MBBrought to you by Zurich and Onepath - two brands with one vision. Dr. Ann Dadich is an Associate Professor within the Western Sydney University School of Business. She is also a registered psychologist, holds editorial appointments with several academic journals, and chairs the Australian and New Zealand Academy of Management (ANZAM). Episode Resources: https://docs.google.com/document/d/1UWliDNxpF0Xj1i2PaaNCAtw7dZYW0afwPtdsK4DoL38/edit?usp=sharing Dr. Ann Dadich Linkedin: https://www...
Mental Health Series #6 - Dr. Ann Dadich
May 20, 2020 15:00 - 39 minutes - 38 MBBrought to you by Zurich and Onepath - two brands with one vision. Dr. Ann Dadich is an Associate Professor within the Western Sydney University School of Business. She is also a registered psychologist, holds editorial appointments with several academic journals, and chairs the Australian and New Zealand Academy of Management (ANZAM). Episode Resources: https://docs.google.com/document/d/1UWliDNxpF0Xj1i2PaaNCAtw7dZYW0afwPtdsK4DoL38/edit?usp=sharing Dr. Ann Dadich Linkedin: https://www...
#5 Mental Health Series - Dr. Moira Somers
May 18, 2020 15:00 - 44 minutes - 41.4 MBBrought to you by Zurich and Onepath - two brands with one vision. Dr. Somers specializes in the growing new field of financial psychology. She trains and consults broadly with financial services professionals; touching on topics about reasons why clients may fail to follow good advice, the psychological factors at play during major life transitions, and the hazards of mental depletion. Dr. Moira Somers Linkedin: https://www.linkedin.com/in/moira-somers/ Money, Mind and Meaning Website:...
Mental Health Series #5 - Dr. Moira Somers
May 18, 2020 15:00 - 44 minutes - 41.4 MBBrought to you by Zurich and Onepath - two brands with one vision. Dr. Somers specializes in the growing new field of financial psychology. She trains and consults broadly with financial services professionals; touching on topics about reasons why clients may fail to follow good advice, the psychological factors at play during major life transitions, and the hazards of mental depletion. Dr. Moira Somers Linkedin: https://www.linkedin.com/in/moira-somers/ Money, Mind and Meaning Website:...
Mental Health Series #4 - Eric Priebee
May 13, 2020 15:00 - 36 minutes - 34.6 MBBrought to you by Zurich and Onepath - two brands with one vision. Eric is a seasoned financial advisor and wealth coach with over 30 years of experience in financial services including many years at BNP, Merrill Lynch, Fiducian Financial Services and now as The Wealth Farmer. He is a goal-orientated advisor that puts strong emphasis on building great relationships. Eric Priebee XY: https://www1.xyadviser.com/members/2227979 Wealth Farmer Website: https://wealthfarmer.com.au/ General ...
#4 Mental Health Series - Eric Priebee
May 13, 2020 15:00 - 36 minutes - 34.6 MBBrought to you by Zurich and Onepath - two brands with one vision. Eric is a seasoned financial advisor and wealth coach with over 30 years of experience in financial services including many years at BNP, Merrill Lynch, Fiducian Financial Services and now as The Wealth Farmer. He is a goal-orientated advisor that puts strong emphasis on building great relationships. Eric Priebee XY: https://www1.xyadviser.com/members/2227979 Wealth Farmer Website: https://wealthfarmer.com.au/ General ...
Mental Health Series #3 - Daniel Crosby, Ph.D.
May 11, 2020 15:00 - 32 minutes - 32.1 MBBrought to you by Zurich and Onepath - two brands with one vision. Daniel is a clinically trained psychologist who grew up around financial planning. Author of Behavioral Investor, TEDx speaker, and Chief Behavioral Officer at Brinker Capital. Daniel Crosby Linkedin: https://www.linkedin.com/in/danielcrosby/ Brinker Capital Website: brinkercapital.com General Disclaimer – https://www.xyadviser.com/disclaimer/ New XY platform now available: App Store: http://co.xyadviser.com/xyistor...
#3 Mental Health Series - Daniel Crosby, Ph.D.
May 11, 2020 15:00 - 32 minutes - 32.1 MBBrought to you by Zurich and Onepath - two brands with one vision. Daniel is a clinically trained psychologist who grew up around financial planning. Author of Behavioral Investor, TEDx speaker, and Chief Behavioral Officer at Brinker Capital. Daniel Crosby Linkedin: https://www.linkedin.com/in/danielcrosby/ Brinker Capital Website: brinkercapital.com General Disclaimer – https://www.xyadviser.com/disclaimer/ New XY platform now available: App Store: http://co.xyadviser.com/xyistor...
#2 Mental Health Series - Csilla Skultety
May 06, 2020 15:00 - 31 minutes - 30.3 MBBrought to you by Zurich and Onepath - two brands with one vision. Csilla is head of operations at XY and has spent the last 18 years in financial services. She also lectures at university teaching the next generation of advisers. Csilla Skultety XY: https://www1.xyadviser.com/members/2664886 XY Adviser Website: xyadviser.com General Disclaimer – https://www.xyadviser.com/disclaimer/ New XY platform now available: App Store: http://co.xyadviser.com/xyistore Google Play: http://co....
Mental Health Series #2 - Csilla Skultety
May 06, 2020 15:00 - 31 minutes - 30.3 MBBrought to you by Zurich and Onepath - two brands with one vision. Csilla is head of operations at XY and has spent the last 18 years in financial services. She also lectures at university teaching the next generation of advisers. Csilla Skultety XY: https://www1.xyadviser.com/members/2664886 XY Adviser Website: xyadviser.com General Disclaimer – https://www.xyadviser.com/disclaimer/ New XY platform now available: App Store: http://co.xyadviser.com/xyistore Google Play: http://co....
#1 Mental Health Series - Vanessa Bennett
May 04, 2020 18:00 - 38 minutes - 36.1 MBVanessa's background covers financial services and physical fitness, and now works as a high performance coach specialising in mental fitness. Vanessa Bennett Linkedin: https://www.linkedin.com/in/high-performance-coach-vanessa-bennett-neperform/ Next Evolution Performance Website: https://nextevolutionperformance.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/ Brought to you by Zurich and Onepath - two brands with one vision. New XY platform now available: App Sto...
Mental Health Series #1 - Vanessa Bennett
May 04, 2020 18:00 - 38 minutes - 36.1 MBVanessa's background covers financial services and physical fitness, and now works as a high performance coach specialising in mental fitness. Vanessa Bennett Linkedin: https://www.linkedin.com/in/high-performance-coach-vanessa-bennett-neperform/ Next Evolution Performance Website: https://nextevolutionperformance.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/ Brought to you by Zurich and Onepath - two brands with one vision. New XY platform now available: App Sto...
#181 Ian Schofield
April 29, 2020 15:00 - 41 minutes - 40.4 MBA recently retired adviser with 42 years of experience talks about his journey from sales culture to value driven advice. General Disclaimer – https://www.xyadviser.com/disclaimer/ New XY platform now available: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/ 20% off for XY+ members https://www.xyadviser.com/plus
#180 Brad Ellison
April 27, 2020 15:00 - 59 minutes - 53.6 MBBrad Ellison is the Director and Principal Adviser at Equitem who has built his business in a way that has allowed his team to seamlessly transition into remote work in this changing environment. Brad Ellison XY: https://www1.xyadviser.com/members/2454017 Equitem Website: https://www.equitem.com.au/ Email: [email protected] General Disclaimer – https://www.xyadviser.com/disclaimer/ New XY platform now available: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.x...
#179 Daniel Brammall
April 22, 2020 15:00 - 46 minutes - 44.3 MBDaniel is the president of the PIFA, and is working towards turning financial advice into an official profession. Daniel Brammall XY: https://www1.xyadviser.com/members/3168725 XY PIFA community - https://www1.xyadviser.com/groups/2152781 PIFA Website: https://pifa.org.au/ General Disclaimer – https://www.xyadviser.com/disclaimer/ New XY platform now available: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.c...
#178 Philip Kewin
April 20, 2020 15:00 - 48 minutes - 47.1 MBPhilip has held the position of CEO at the AFA for the past three years. Philip Kewin Linkedin: https://www.linkedin.com/in/philipkewin/ AFA Website: https://www.afa.asn.au/ General Disclaimer – https://www.xyadviser.com/disclaimer/ New XY platform now available: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/ 20% off for XY+ memb...
#177 Michael Khouri
April 16, 2020 04:46 - 46 minutes - 45.7 MBMichael is an experienced and young Principal Adviser who specialises in helping families make better financial decisions so that they can focus on the things they love. A great example of the new world and traditional world of financial advice. Michael Khouri XY: https://www1.xyadviser.com/members/2492418 Better Financial Website: https://www.betterfinancialplanning.com.au/ General Disclaimer – https://www.xyadviser.com/disclaimer/ New XY platform now available: App Store: http://co...
#176 Ben Andrews
April 13, 2020 15:00 - 40 minutes - 39.5 MBPrevious to coming on as the CFO of XY Adviser through his business Air Accounting, Ben was working as an accountant in a financial planning practice. We tackle what businesses should be doing through these tough economic conditions, and some of the government stimulus packages. Ben Andrews XY: https://www1.xyadviser.com/members/2598887 Air Accounting Website: http://airaccounting.com.au/ General Disclaimer – https://www.xyadviser.com/disclaimer/ New XY platform now available: App St...
#175 Thabojan Rasiah
April 08, 2020 15:00 - 44 minutes - 40.3 MBThabojan is an experienced and respected financial adviser who is committed to upholding the highest standards of professionalism in the advice industry by serving his clients with an ethical, fee-based model. This mean no commissions from banks and no conflicts of interest. As a methodology of putting clients at the centre of his advice, Thabojan stems all advice from firstly understanding his client's purpose in life. Thabojan Rasiah XY: https://www1.xyadviser.com/members/2401892 Rasiah...
#174 Freya Savage
April 06, 2020 15:00 - 42 minutes - 38.7 MBFreya is a former adviser with a strong technical background who chose to pursue a career path of providing mindset and money advice from tropical locations around the world. Freya Savage Linkedin: https://www.linkedin.com/in/freyapoynton/ Freya Savage Website: https://www.freyasavage.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/ New XY platform now available: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https:/...
#173 Kelly Harris
April 01, 2020 14:00 - 49 minutes - 45.3 MBAs the Director of Human Connections at Perron Financial Group, Kelly Harris implemented a client mentoring program which quickly became a core part of PFG's value proposition. Kelly believes this program is the reason their client base has grown significantly in the last five years, despite having never spent a cent on marketing their services. Kelly Harris XY: https://www1.xyadviser.com/members/2987123 Perron Financial Group Website: https://perronfg.com/ General Disclaimer – https://...
#172 Antoinette Mullins
March 30, 2020 14:00 - 41 minutes - 39.6 MBAntoinette Mullins combines her experience as a trauma counsellor with her knowledge as a financial adviser to create a value proposition centred around empathy and human connection. Her business Beyond Today Financial Planning recently launched in December 2019. Antoinette Mullins XY: https://www1.xyadviser.com/members/2589405 Beyond Today Website: https://www.beyondtodayfp.com.au/ General Disclaimer – https://www.xyadviser.com/disclaimer/ New XY platform now available: App Store: h...
#171 Matthew Barnett
March 25, 2020 14:00 - 38 minutes - 37.5 MBMatthew knows how to do remote work. Founder and CEO of Bonjoro - a video communication tool, Matt walks us through how his own remote team across multiple continents handles the day to day, and how video can make a big impression on clients. Matthew Barnet Linkedin: https://www.linkedin.com/in/mbjbarnett/ Bon Joro Website: https://www.bonjoro.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/ New XY platform now available: App Store: http://co.xyadviser.com/xyistore Go...