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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: July, 2020
Jul 27, 2020

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/

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

New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

Jul 21, 2020

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/

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

New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

Jul 14, 2020

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/

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

New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

Jul 7, 2020

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/

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

New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus

Jul 1, 2020

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/

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

New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus

Jul 1, 2020

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/

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

New XY platform now available:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus

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