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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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Aug 30, 2018

Michael Houlihan (LinkedIn: /michael-houlihan-2a24b818) is a guy who definitely doesn’t know how to sit still. He’s the CEO of Mainstream Superannuation Services  – a Superannuation Administration House, CEO of a small industry super fund, part owner of a Financial Planning firm and Director of a Research Firm, and that’s just his professional life. 

He’s a wealth of knowledge in the finance space, which is why we sat down with Michael for a deep dive discussion into the history, the differences and the future of industry and retail funds, how to raise consumer engagement around super, why he believes the superannuation landscape will look vastly different in five years, passive vs. active investing and Michael’s process for choosing appropriate direct investments.

This episode is certainly relevant to all advisers and highlights some thought-provoking ideas and opinions on a wide range of topics.

 

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This podcast has been brought to you by Zurich Life & Investments (www.zurich.com.au), one of the last true independent life insurers in Australia. Zurich has always believed in the value of advice and the professionals who provide it.

They continue to invest in programs such as this one that are designed to strengthen the health and reputation of the advice profession. We are proud to partner with Zurich to help shape the future direction of advice and make it more accessible to more Australians.

If you’ve popped into the XY Adviser Facebook Group recently, you’d know that education is one of the most talked about topics going around. Which is why we’ve created the XY Adviser platform giving advisers the tools and strategies they need to become a modern adviser.


If you’re an industry expert with a solution that can affect significant change in the way an Adviser does their job, please put together an application at www.xyadviser.com or email contact@xyadviser.com for more information.

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