Info

XY Adviser

Professional network for financial advisers www.xyadviser.com DISCLAIMER: The XY Adviser podcast and all content contained on XY Adviser is limited to factual information and does not constitute legal, financial or other professional advice. XY Adviser 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, XY Adviser recommends obtaining financial advice from a qualified financial adviser.
RSS Feed Subscribe in Apple Podcasts
XY Adviser
2022
June
May
April
March
February
January


2021
December
November
October
September
August
July
June
May
April
March
February
January


2020
December
November
October
September
August
July
June
May
April
March
February
January


2019
December
November
October
September
August
July
June
May
April
March
February
January


2018
December
November
October
September
August
July
June
May
April
March
February
January


2017
December
November
October
September
August
July
June
May
April
March
February


All Episodes
Archives
Now displaying: December, 2020
Dec 21, 2020

David from The Updated Estate shares his story regarding his involvement in the AMP class action lawsuit.

David Haseldine LinkedIn: https://www.linkedin.com/in/davehaseldine/
The Updated Investor Website: https://www.theupdated.com.au/

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/

Dec 16, 2020

Kate Holmes from Innovating Advice returns to the XY Podcast to discuss not only the struggles advisers faced in 2020, but also the triumphs and achievements they've made throughout a trying year.

EDITORS NOTE: The children's book mentioned is the "Financial Confidence for Kids" Series by Dr. Mara Catherine Harvey and Mariajosé Gajate Molina

Kate Holmes LinkedIn: https://www.linkedin.com/in/kateaholmes/
Innovating Advice Website: https://www.innovatingadvice.com/

This episode is proudly sponsored by HUB24

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/

Dec 14, 2020

Steven Kerbel is the Director And Financial Planner at South City Brokers. He talks about his spiritual goal of touching people in a meaningful way, and creating a life changing moment through advice for both clients and advisers.

Steven Kerbel LinkedIn: https://www.linkedin.com/in/steven-kerbel-b163b57/
South City Brokers Website: https://www.southcitybrokers.com.au/

This episode is proudly sponsored by HUB24

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/

Dec 9, 2020

Alysia is the Principal Adviser at Zebra Tailored Wealth, and she talks us through her unique journey from becoming a financial adviser to starting her own business.

Alysia Laird XY: https://www1.xyadviser.com/members/2445087
Zebra Tailored Wealth: https://www.zebratailoredwealth.com.au/

This episode is proudly sponsored by HUB24

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/

Dec 2, 2020

Julia Scott is the founder of Love Luck Wealth and an expert in Money Mindset. She discusses how changing your attitude and emotions towards money is important for creating wealth.

Julia Scott LinkedIn: https://www.linkedin.com/in/julia-scott-b64596195/
Love Luck Wealth Website: https://www.loveluckwealth.com/

This episode is proudly sponsored by HUB24

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

1