Ensombl Advice Australia

While an adviser, Sarah Riegelhuth converted her entire advice practice to be fully remote. She became so good at it, she now puts her energy into helping other businesses grow happy, high-performing remote teams. Sarah explains the power of remote work and how your team can become even more productive by embracing a remote work culture. Sarah Rielgelhuth Linkedin: https://www.linkedin.com/in/sara...

Hari is a very technically driven adviser who has spent his career helping his client's lives, and the financial planning industry as a whole. A long time member of XY, and an expert across a range of financial advice topics. XY: https://www1.xyadviser.com/members/2811744 Victoria Wealth Management Website: http://www.vwm.net.au/ General Disclaimer – https://www.xyadviser.com/disclaimer/ New XY pl...

Brandon is a US based former adviser who played a large role in the early success of United Capital and Financial Life Management. He now spends his time helping advisers provide more valuable advice. XY: https://www1.xyadviser.com/members/2965443 Angie Herbers Website: https://www.angieherbers.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/ New XY platform now available: App Store...

Phil is the GM of Policy and Professionalism at the AFA and spends his days getting the attention of government to provide better outcomes for advisers. Phil Anderson Linkedin: https://www.linkedin.com/in/philpaulanderson/ Association of Financial Advisers Website: https://www.afa.asn.au/ General Disclaimer – https://www.xyadviser.com/disclaimer/ New XY platform now available: App Store: http://co...

Shaun has worked as an adviser, a licensee partnership manager, in broader financial services, and now aims to solve the compliance problem of advice with technology. XY: https://www1.xyadviser.com/members/2248345 Advice Revolution Website: https://www.advicerevolution.com.au/ General Disclaimer – https://www.xyadviser.com/disclaimer/ This podcast is brought to you by HUB24 (www. HUB24.com.au), an...

The son of a financial adviser - Dean became an adviser himself before turning his attention to purchasing existing financial planning businesses. XY/Linkedin: https://www1.xyadviser.com/members/3043757 Broadleaf Financial Group Website: https://broadleafgroup.com.au/ General Disclaimer – https://www.xyadviser.com/disclaimer/ This podcast is brought to you by HUB24 (www. HUB24.com.au), an ASX list...

Former government adviser, AFR contributor and Co-chief Investment Officer at Coolabah Capital Investments talks LIC commissions and the effect on financial advisers. Linkedin: https://www.linkedin.com/in/christopher-joye-06333143/ Website: https://coolabahcapital.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/ This podcast is brought to you by HUB24 (www. HUB24.com.au), an ASX lis...

Former adviser and #podgod host of the Goals Based Advice podcast, Fraser comes on to discuss how advisers can start their own podcast. XY: https://www1.xyadviser.com/members/2401465 Website: https://www.adviceintelligence.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/ This podcast is brought to you by HUB24 (www. HUB24.com.au), an ASX listed company with over $15b in funds under...

Starting out in paraplanning, Steve worked as an adviser for six months before getting more involved in the backend. He's worked in licensing, created ETF Watch, and is working with a team to launch a new superannuation fund. ETF Watch Website: https://www.etfwatch.com.au/ XY: https://www1.xyadviser.com/members/2432526 General Disclaimer – https://www.xyadviser.com/disclaimer/ This podcast is brou...

James chats about the pressures coming out of the most recent changes in financial advice, and how being open and honest about the challenges being faced can help advisers focus on collaboration. Think Caddie Website: https://thinkcaddie.com/ James Sutherland XY: https://www1.xyadviser.com/members/2486387 General Disclaimer – https://www.xyadviser.com/disclaimer/ This podcast is brought to you by...

Dylan has come up through the ranks from paraplanner, through to adviser, and finally buying out his former boss in a move for succession. He talks about that transition, and how he is dealing with the current round of industry changes. Feel So Good Wealth Management Website: https://www.fsgwm.com.au/ Dylan Martin XY: https://www1.xyadviser. com/members/2210468 General Disclaimer – https://www.xya...

Ben talks about transitioning his successful financial advice practice into an efficient and compliant firm under the new regulations. Neilson Wealth Website: https://www.neilsonwealth.com.au/ Ben Neilson Linkedin: https://www.linkedin.com/in/ben-neilson-54883055/ General Disclaimer – https://www.xyadviser.com/disclaimer/ This podcast is brought to you by HUB24 (www. HUB24.com.au), an ASX listed c...

Kate has had an amazing career spanning a fee for service advice firm in the US, a global presence for the FPA, and launching her new business in teaching advisers how to provide innovative advice. Innovating Advice Website: https://innovatingadvice.com/ Kate Holmes Linkedin: https://www.linkedin.com/in/kateaholmes/ General Disclaimer – https://www.xyadviser.com/disclaimer/ This podcast is brought...

Roger is one of the most skilled technical compliance officers in financial advice. We dive deep into everything duties and responsibilities, from it's earliest history to current day requirements. Blue Path Website: https://bluepath.com.au/ Roger Patterson Linkedin: https://www.linkedin.com/in/roger-patterson-baab/ General Disclaimer – https://www.xyadviser.com/disclaimer/ This podcast is brought...

We deep dive into digital financial advice with Daniel Gara, former financial adviser turned founder of Adviser Logic. Adviser Logic Website: https://www.adviserlogic.com.au/ Daniel Gara Linkedin: https://www.linkedin.com/in/danielgara/ General Disclaimer – https://www.xyadviser.com/disclaimer/ This podcast is brought to you by HUB24 (www. HUB24.com.au), an ASX listed company with over $15b in fun...

As an adviser, Conail has experienced licensee land from the big to the small, and everywhere in between. We catch up with Conaill to see the benefits of providing advice in a smaller license, and how he uses property conversations to add more value to his clients. What If Advice Website: https://whatifadvice.com.au/ Conaill Keniry Linkedin: https://www.linkedin.com/in/conaill-keniry-b8022a14/ Gen...

In the age of Netflix, Prashant has built a company to solve a specific problem, in a unique way. One of the best examples of low cost and scalable financial advice model. Finnacle Website: https://www.finnacle.com.au Prashant Nagarajan Linkedin: https://www.linkedin.com/in/prashant-nagarajan/ General Disclaimer – https://www.xyadviser.com/disclaimer/ This podcast is brought to you by HUB24 (www....

Matthew  Wood is a WA based Adviser who has had the benefit of going overseas to learn from the bright boffins all the way over in Cambridge college!  Matthew  was also one of the first to knock over the FASEA exam and we get into the detail on the pod. Insight Perth Website: https://insightperth.com/ Matthew Wood Linkedin: https://www.linkedin.com/in/mattwood6/ General Disclaimer – https://www.xy...

Our guest today is Conrad Travers, Founder and Director of Tangelo Strategy & Advice Consulting. Has worked across many aspects in finance over the last decade specialising in ASIC notices, incidents and complaints. Tangelo Consulting Website: https://www.tangeloconsulting.com.au/ Conrad Travers Linkedin: https://www.linkedin.com/in/conradtravers/ General Disclaimer – https://www.xyadviser.com/dis...

In this episode, Emily Blanch chats with Megan Hodge from Your Wealthy Life. Megan's advice business recently ticked over 12 months and it's been awesome to watch her journey through the XY Community as she took the leap into self-employed life. Megan discusses breaking the mould of traditional advice, her journey so far as a self-employed adviser and how resilience has helped her overcome challen...

From Triple J to the SoA. Jade Eley talks Ray through his journey from humble beginnings of balancing AMP Horizons with band practice (I Know Leopard). Now MD for Plan 4 Financial Solutions, Jade discusses how he has successfully transitioned the business and client relationships from his father. Plan 4 Financial Group Website: https://www.hillross.com.au/plan-4-financial-group/ Jade Eley Linkedin...

Today, Clayton sits down with Pascale Helyar-Moray. From JP Morgan to launching a jewelry business, heading up a super fund to finally landing on a unique proposition to help people grow their super, Pascale has had a very interesting career. From an adviser's perspective, her solution is an easy additional piece of value add you can provide your clients. Super Rewards Website: www.super-rewards.c...

Welcome back to the XY Adviser Podcast! This time, Clayton is joined by William Johns - financial planner, social entrepreneur and human rights advocate. Health Finance and Claim Right Website: https://healthfinance.com.au/ & http://www.claimright.com.au William Johns Linkedin: https://www.linkedin.com/in/williamjohns1/ General Disclaimer – https://www.xyadviser.com/disclaimer/ This podcast is bro...

Sam Henderson was front and centre at the Royal Commission in to banking misconduct. His name and face filled the front pages of newspapers. Sam discusses the facts of his case, how he could've done things better, and why financial advisers should remain positive about their industry. We also chat about the effects all the changes are having on mental health across the industry, and how Sam dealt...

Clayton is joined by Brendon Vade in this episode. Brendon brings a unique perspective to advice as he handles the complexities of high net wealth clients. We cover a broad range of topics, and provide insights on how to enter in to this type of advice. Stewart Partners Website: https://www.stewartpartners.com.au/ Brendon Vade Linkedin: https://www.linkedin.com/in/brendonvade/ General Disclaimer –...