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XY Adviser

The social network for financial advisors www.xyadviser.com This podcast is to help drive the positive evolution of financial advice. The information provided on the podcast is not intended to constitute legal, business, financial advice or other professional advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified professional who is familiar with the facts of your particular circumstances. Before making a decision, you should consider speaking with a financial advisor or financial planner.
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Feb 24, 2021

Renato 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.

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Feb 22, 2021

Joe 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://www.integritylife.com.au/xy to find out more.

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Feb 17, 2021

Ben 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.integritylife.com.au/xy to find out more.

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Feb 15, 2021

Tim 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.au/xy to find out more.

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Feb 10, 2021

Vanessa 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 to https://www.integritylife.com.au/xy to find out more.

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Feb 8, 2021

Gianni 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 find out more.

Join the XY platform:
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Feb 3, 2021

The #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:
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Feb 1, 2021

Santi 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:
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Jan 27, 2021

Francois 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:
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Jan 26, 2021

Catherine 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:
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Dec 21, 2020

David 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/

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Dec 16, 2020

Kate 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 proudly sponsored by HUB24

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Dec 14, 2020

Steven 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:
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Dec 9, 2020

Alysia 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:
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Dec 2, 2020

Julia 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/

Nov 25, 2020

Nathan 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:
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Nov 23, 2020

Damien 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:
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Nov 18, 2020

FIFO 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

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Nov 16, 2020

Dawn 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:
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Nov 11, 2020

Paul 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

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Nov 9, 2020

Not 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

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Nov 4, 2020

As 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

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Nov 2, 2020

Andrew 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/

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Oct 28, 2020

Brie 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/e200

Join the XY platform:
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Oct 26, 2020

Shaun 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

Join the XY platform:
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S&P Dow Jones Indices does not sponsor, endorse, sell, promote or manage any investment fund or other investment product or vehicle that seeks to provide an investment return based on the performance of any index. S&P Dow Jones Indices LLC is not an investment or tax advisor. S&P Dow Jones Indices makes no representation regarding the advisability of investing in any such investment fund or other investment product or vehicle.

General Disclaimer – https://www.xyadviser.com/disclaimer/

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