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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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Now displaying: 2020
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

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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

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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

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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

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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

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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

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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

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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

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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.

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Oct 21, 2020

As Fox and Hare Financial Advice celebrates its third birthday, Glen Hare stops by to talk about the shifting mindset towards capitalism and how inclusion is an important part of ESG Investing.

Glen Hare LinkedIn: https://au.linkedin.com/in/glen-hare-8594a528/de
Fox and Hare Website: https://foxandharewealth.com/

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

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Oct 19, 2020

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 ETF, the SPDR S&P/ASX 200 ESG Fund, visit www.ssga.com/e200

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Oct 14, 2020

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 latest ESG ETF, the SPDR S&P/ASX 200 ESG Fund, visit https://www.ssga.com/e200

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Oct 12, 2020

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.

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Oct 7, 2020

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 by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.

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Oct 5, 2020

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.

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Sep 30, 2020

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.

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Sep 28, 2020

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.

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Sep 23, 2020

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

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Sep 21, 2020

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.

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