Joel has a long background working as a financial adviser within industry funds. We took this opportunity to open the bonnet into what it's like being a financial adviser in a space not many financial advisers get exposure to. We also discuss all things defined benefits and some of the unexpected benefits of unlisted assets.
Joel Harty Linkedin: https://www.linkedin.com/in/joel-harty/
Pivot Wealth Website: https://pivotwealth.com.au/
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Julian is one of the founders and head of strategy at Midwinter. Coding through one and a half decades of advice changes, Julian drops by to chat about change, tech, compliance, and the future of advice.
GUEST EDIT: when mentioning ISO, it should have been ISO27001, rather than ISO9600.
Julian Plummer XY: https://www1.xyadviser.com/members/2809623
Midwinter Website: https://www.midwinter.com.au/
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James is a financial adviser with a prolific video creation strategy. He drops by to share about the difficulties and the benefits of providing content for ideal clients.
James Wrigley XY: https://www1.xyadviser.com/members/2920075
First Financial Website: https://firstfinancial.com.au/
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Paul is one of Australia's most experienced Private Wealth Managers but brings a fresh approach to his practice. It’s about simplifying the complex, creating clear space for you and aligning your finances with the things you want out of life.
Paul Barrett Linkedin: https://www.linkedin.com/in/mrpaulbarrett/
Absolute Wealth Advisers Website: http://www.absolute.sydney/
Anganwadi Project Website: https://www.anganwadiproject.com/
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David has had an amazing career from planner to helping build Shadforth which was acquired for $670M. He explains the true value of advice for advisers and clients alike being 'above the line'.
David Haintz Linkedin: https://www.linkedin.com/in/davidhaintz/
Global Adviser Alpha Website: https://globaladviseralpha.com/
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The Lego king, Ben also heads up policy and standards at Financial Planning Association of Australia
Benjamin Marhshan Linkedin: https://www.linkedin.com/in/benjamin-marshan-6617191/
FPA Website: https://fpa.com.au/
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