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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: September, 2020
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.

Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

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

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.

Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

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

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.

Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

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

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.

Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

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

Sep 16, 2020

Founder and head of Standards International, the UK outfit working on helping advisers all over the world provide advice in a more efficient and effective way by providing a fantastic client experience.

Michelle Hoskin XY: https://www.linkedin.com/in/standardsexpert/
Standards International Website: https://standardsinternational.co.uk/

This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.

Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

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

Sep 14, 2020


CEO of the AMP and Hillross Associations and played a key role with helping to organise the recent legal case with AMP. A former adviser and passionate advocate for advice

Neil Macdonald XY: https://www1.xyadviser.com/members/2228870
The Adviser Association Website: http://theadvisersassociation.com.au/

This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.

Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

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

Sep 9, 2020

Matt Heine is the MD at Netwealth. He drops by the XY podcast to talk about the findings in the fourth annual advice tech report.

Matt Heine Linkedin: https://www.linkedin.com/in/mattheine/
Netwealth Website: https://www.netwealth.com.au/

This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.

Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

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

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