Ensombl Advice Australia

Elizabeth 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 ET...

Rory 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 late...

FASEA 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: htt...

Michael 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...

Stephen 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/x...

John 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/xyistor...

Paul 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/xyis...

Founding 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...

Azaria 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...

Founder 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...

CEO 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...

Matt 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.xyadvise...

Chris 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 platf...

Katrina 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/disc...

Jake 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.xyadvis...

Adam 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 Googl...

Limited 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 De...

Joel 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...

Julian 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/ G...

James 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.x...

Paul 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: ht...

David 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 a...

The 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 Deskt...

Baz 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: htt...

Louis 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 a...