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/
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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
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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
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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:
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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/