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Ensombl Advice Australia

Professional network for financial advisers https://ensombl.com/ DISCLAIMER: The Ensombl podcast and all content contained on Ensombl is limited to factual information and does not constitute legal, financial or other professional advice. Ensombl does not hold an AFS licence and does not provide any financial services. Nothing on this podcast should be interpreted as financial advice. Before making any investment decision, Ensombl recommends obtaining financial advice from a qualified financial adviser.
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Now displaying: April, 2020
Apr 29, 2020

A recently retired adviser with 42 years of experience talks about his journey from sales culture to value driven advice.

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

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Apr 27, 2020

Brad Ellison is the Director and Principal Adviser at Equitem who has built his business in a way that has allowed his team to seamlessly transition into remote work in this changing environment.

Brad Ellison XY: https://www1.xyadviser.com/members/2454017
Equitem Website: https://www.equitem.com.au/
Email: brad@equitem.com.au

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Apr 22, 2020

Daniel is the president of the PIFA, and is working towards turning financial advice into an official profession.

Daniel Brammall XY: https://www1.xyadviser.com/members/3168725
XY PIFA community - https://www1.xyadviser.com/groups/2152781
PIFA Website: https://pifa.org.au/

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Apr 20, 2020

Philip has held the position of CEO at the AFA for the past three years.

Philip Kewin Linkedin: https://www.linkedin.com/in/philipkewin/
AFA Website: https://www.afa.asn.au/

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

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Apr 16, 2020

Michael is an experienced and young Principal Adviser who specialises in helping families make better financial decisions so that they can focus on the things they love. A great example of the new world and traditional world of financial advice.

Michael Khouri XY: https://www1.xyadviser.com/members/2492418
Better Financial Website: https://www.betterfinancialplanning.com.au/

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Apr 13, 2020

Previous to coming on as the CFO of XY Adviser through his business Air Accounting, Ben was working as an accountant in a financial planning practice. We tackle what businesses should be doing through these tough economic conditions, and some of the government stimulus packages.

Ben Andrews XY: https://www1.xyadviser.com/members/2598887
Air Accounting Website: http://airaccounting.com.au/

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Apr 8, 2020

Thabojan is an experienced and respected financial adviser who is committed to upholding the highest standards of professionalism in the advice industry by serving his clients with an ethical, fee-based model. This mean no commissions from banks and no conflicts of interest. As a methodology of putting clients at the centre of his advice, Thabojan stems all advice from firstly understanding his client's purpose in life.

Thabojan Rasiah XY: https://www1.xyadviser.com/members/2401892
Rasiah Private Website: https://www.rasiahprivate.com.au/

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Apr 6, 2020

Freya is a former adviser with a strong technical background who chose to pursue a career path of providing mindset and money advice from tropical locations around the world.

Freya Savage Linkedin: https://www.linkedin.com/in/freyapoynton/
Freya Savage Website: https://www.freyasavage.com/

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Apr 1, 2020

As the Director of Human Connections at Perron Financial Group, Kelly Harris implemented a client mentoring program which quickly became a core part of PFG's value proposition. Kelly believes this program is the reason their client base has grown significantly in the last five years, despite having never spent a cent on marketing their services.

Kelly Harris XY: https://www1.xyadviser.com/members/2987123
Perron Financial Group Website: https://perronfg.com/

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New XY platform now available:
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