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