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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.
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Now displaying: 2021
Dec 19, 2021

This week we cover the Federal Reserve committee meeting, UK inflation data, Australian employment data, IGO's acquisition of Western Areas, CSL's acquisition of Vifor Pharma, and the CFPB's inquiry into the "buy now, pay later" sector.

This market highlight is proudly brought to by Milford https://milfordasset.com.au/

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Dec 13, 2021

When we last caught up with Rachel, she had just started her own advice business, Flourix Wealth. Today, she joins Fraser to chat about how much it's grown and evolved in the last two and a half years.

Rachel O'Connor LinkedIn: https://www.linkedin.com/in/rachel-o-connor-65b6a595/
Flourix Wealth Website: https://flourix.com.au/

This episode is proudly sponsored by First Sentier Investors. https://go.firstsentierinvestors.com/firstsentier

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Dec 12, 2021

This week we cover US inflation, the US labour market, Consortium's Sydney Airport bid, Iron Gate, Shopping Centres Australia, Westpac, and Australian employment data.

This market highlight is proudly brought to by Milford https://milfordasset.com.au/

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Dec 8, 2021

Kate is the Managing Director at FP Assistant, which offers back office support for Financial Planners. She joins Fraser to chat about FP Assistant's Professional Year Structured Training Program: "The Financial Planning Academy".

Kate Zerbst LinkedIn: https://www.linkedin.com/in/kate-zerbst-54234230/
FP Assistant Website: https://fpassist.com.au/
The Financial Planning Professional Year Hub: https://www.linkedin.com/groups/14028547/

This episode is proudly sponsored by First Sentier Investors. https://go.firstsentierinvestors.com/l/37502/2021-12-02/xc17s6

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Dec 7, 2021
In this first episode in our Individual Disability Income Insurance series, we discuss how we go to October 2021, and the history of income protection.

To read more about AIA Australia’s new income protection product, click here: https://www.aia.com.au/en/adviser/business-growth-hub/adviser-news/new-priority-protection-release-nov-21.html

Katherine Hayes
Director and Financial Advisor at Hayes & Co Insurance Services and Co-Founder of Money Madams
Katherine Hayes LinkedIn: https://www.linkedin.com/in/katherine-hayes-44714830/
Hayes & Co Website: http://hcis.com.au/

Jeff Thurecht
Director and Senior Financial Planner at Evalesco Financial Services
Jeff Thurecht XY: https://www1.xyadviser.com/members/3556035
Evalesco Website: https://evalesco.com.au/

Natalie Cameron
Lead Ombudsman for Investments and Advice at the Australian Financial Complaints Authority
Natalie Cameron LinkedIn: https://www.linkedin.com/in/natalie-cameron/
AFCA Website: https://www.afca.org.au/

Benjamin Martin
Senior Technical Manager at AIA Australia
Benjamin Martin LinkedIn: https://www.linkedin.com/in/benjamin-martin-bb108729/
AIA Website: https://www.aia.com.au/

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Dec 7, 2021
In this episode we're talking about sustainability, and whether or not income protection is currently in a stable position.

To read more about AIA Australia’s new income protection product, click here: https://www.aia.com.au/en/adviser/business-growth-hub/adviser-news/new-priority-protection-release-nov-21.html

Katherine Hayes
Director and Financial Advisor at Hayes & Co Insurance Services and Co-Founder of Money Madams
Katherine Hayes LinkedIn: https://www.linkedin.com/in/katherine-hayes-44714830/
Hayes & Co Website: http://hcis.com.au/

Jeff Thurecht
Director and Senior Financial Planner at Evalesco Financial Services
Jeff Thurecht XY: https://www1.xyadviser.com/members/3556035
Evalesco Website: https://evalesco.com.au/

Natalie Cameron
Lead Ombudsman for Investments and Advice at the Australian Financial Complaints Authority
Natalie Cameron LinkedIn: https://www.linkedin.com/in/natalie-cameron/
AFCA Website: https://www.afca.org.au/

Benjamin Martin
Senior Technical Manager at AIA Australia
Benjamin Martin LinkedIn: https://www.linkedin.com/in/benjamin-martin-bb108729/
AIA Website: https://www.aia.com.au/

Join the XY platform:
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Dec 7, 2021
In this episode we talk about the mindset changes that advisors need to adopt moving forward.

To read more about AIA Australia’s new income protection product, click here: https://www.aia.com.au/en/adviser/business-growth-hub/adviser-news/new-priority-protection-release-nov-21.html

Katherine Hayes
Director and Financial Advisor at Hayes & Co Insurance Services and Co-Founder of Money Madams
Katherine Hayes LinkedIn: https://www.linkedin.com/in/katherine-hayes-44714830/
Hayes & Co Website: http://hcis.com.au/

Jeff Thurecht
Director and Senior Financial Planner at Evalesco Financial Services
Jeff Thurecht XY: https://www1.xyadviser.com/members/3556035
Evalesco Website: https://evalesco.com.au/

Natalie Cameron
Lead Ombudsman for Investments and Advice at the Australian Financial Complaints Authority
Natalie Cameron LinkedIn: https://www.linkedin.com/in/natalie-cameron/
AFCA Website: https://www.afca.org.au/

Benjamin Martin
Senior Technical Manager at AIA Australia
Benjamin Martin LinkedIn: https://www.linkedin.com/in/benjamin-martin-bb108729/
AIA Website: https://www.aia.com.au/

Join the XY platform:
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Dec 7, 2021
In this episode we discuss insurance philosophies that advisers can implement in their practices.

To read more about AIA Australia’s new income protection product, click here: https://www.aia.com.au/en/adviser/business-growth-hub/adviser-news/new-priority-protection-release-nov-21.html

Katherine Hayes
Director and Financial Advisor at Hayes & Co Insurance Services and Co-Founder of Money Madams
Katherine Hayes LinkedIn: https://www.linkedin.com/in/katherine-hayes-44714830/
Hayes & Co Website: http://hcis.com.au/

Jeff Thurecht
Director and Senior Financial Planner at Evalesco Financial Services
Jeff Thurecht XY: https://www1.xyadviser.com/members/3556035
Evalesco Website: https://evalesco.com.au/

Natalie Cameron
Lead Ombudsman for Investments and Advice at the Australian Financial Complaints Authority
Natalie Cameron LinkedIn: https://www.linkedin.com/in/natalie-cameron/
AFCA Website: https://www.afca.org.au/

Benjamin Martin
Senior Technical Manager at AIA Australia
Benjamin Martin LinkedIn: https://www.linkedin.com/in/benjamin-martin-bb108729/
AIA Website: https://www.aia.com.au/

Join the XY platform:
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Dec 7, 2021
In this final installment we talk about what the future might hold for income protection in Australia.

To read more about AIA Australia’s new income protection product, click here: https://www.aia.com.au/en/adviser/business-growth-hub/adviser-news/new-priority-protection-release-nov-21.html

Katherine Hayes
Director and Financial Advisor at Hayes & Co Insurance Services and Co-Founder of Money Madams
Katherine Hayes LinkedIn: https://www.linkedin.com/in/katherine-hayes-44714830/
Hayes & Co Website: http://hcis.com.au/

Jeff Thurecht
Director and Senior Financial Planner at Evalesco Financial Services
Jeff Thurecht XY: https://www1.xyadviser.com/members/3556035
Evalesco Website: https://evalesco.com.au/

Natalie Cameron
Lead Ombudsman for Investments and Advice at the Australian Financial Complaints Authority
Natalie Cameron LinkedIn: https://www.linkedin.com/in/natalie-cameron/
AFCA Website: https://www.afca.org.au/

Benjamin Martin
Senior Technical Manager at AIA Australia
Benjamin Martin LinkedIn: https://www.linkedin.com/in/benjamin-martin-bb108729/
AIA Website: https://www.aia.com.au/

Join the XY platform:
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Dec 6, 2021

Shane is a Partner at The Hopkins Group (Australia) and Beekeeper. He and Fraser talk about improving your mental and physical health during challenging times, and the mental health benefits of beekeeping.

Shane Light LinkedIn: https://www.linkedin.com/in/lightshane/
The Hopkins Group Website: https://thehopkinsgroup.com.au/

This episode is proudly sponsored by First Sentier Investors. https://go.firstsentierinvestors.com/l/37502/2021-12-02/xc17s6

Join the XY platform:
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Dec 5, 2021

This week we cover the continuing impacts of the Omicron variant, Australian GDP, KFC Europe and Woolworth's API bid.

This market highlight is proudly brought to by Milford https://milfordasset.com.au/

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Dec 1, 2021

Siobhan is the Relationship Manager at Pivot Wealth. She and Fraser chat about appreciating the non-financial benefits of client relationships, and how to maximise these relationships with a BDM-style approach.

Siobhan McTiernan LinkedIn: https://www.linkedin.com/in/siobhanmctiernan/
Pivot Wealth Website: https://pivotwealth.com.au/

This episode is proudly sponsored by First Sentier Investors. https://www.firstsentierinvestors.com.au/

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Nov 29, 2021

Christopher is a Principal at MillerPrince Lawyers. He joins Fraser to discuss buying and selling financial planning businesses.

Christopher Athanassios LinkedIn: https://www.linkedin.com/in/christopher-athanassios-5023666a/
MillerPrince Website: https://millerprince.com.au/

This episode is proudly sponsored by First Sentier Investors. https://www.firstsentierinvestors.com.au/

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Nov 28, 2021

Today we cover the COVID Omicron variant, Australian Retail Sales, Fisher and Paykel Healthcare and Crown Resorts.

This market highlight is proudly brought to by Milford https://milfordasset.com.au/

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Nov 24, 2021

Lisa is a Marketing Consultant who specialises in marketing message and website makeovers for financial advisers. She talks about how advisers can use their marketing to simplify the advice process in their client's mind, and how to avoid the "curse of knowledge".

Lisa Greensill XY: https://www1.xyadviser.com/members/4200237
Lisa Greensill Website: https://www.lisagreensill.com/

This episode is proudly sponsored by HUB24. https://www.hub24.com.au/

Join the XY platform:
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Nov 23, 2021

In this episode we discuss the market demand and dynamics of ESG Advice.

To find out more about PIMCO’s industry-leading approach to ESG, visit https://www.pimco.com.au/esg-investing

Nathan Fradley
Principal Financial Planner and Director at Lime Financial Planning
Nathan Fradley XY: https://www1.xyadviser.com/members/2345594
Lime Financial Planning Website: https://www.limefinancialplanning.com.au/
Good for the Bee Podcast: https://www.goodforthebee.com/

Karen McLeod
Principal Financial Adviser at Ethical Investment Advisers
Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/
Ethical Investment Advisers Website: https://www.ethicalinvestment.com.au/
RIAA Website: https://responsibleinvestment.org/
Ethical Advisers' Co-op Website: https://www.ethicaladviserscoop.org/

David Graham
Senior Financial Planner at Story Wealth Management
David Graham LinkedIn: https://www.linkedin.com/in/davidgrahamcfpmelbourne/
Story Wealth Management Website: https://storywealth.com.au/

Michelle Brisbane
Managing Director and Adviser at Ethical Investment Services
Michelle Brisbane LinkedIn: https://www.linkedin.com/in/michelle-brisbane-5643842/
Ethical Investment Services Website: https://ethicalinvestments.com.au/

Claudia Mah
Investment Research Analyst at Ethical Investment Services
Claudia Mah LinkedIn: https://www.linkedin.com/in/claudia-mah-21142223/

Grover Burthey
Executive Vice President and Head of Portfolio Management at PIMCO
Grover Burthey LinkedIn: https://www.linkedin.com/in/grover-burthey-b2262112/
PIMCO Website: https://www.pimco.com.au/en-au/experts/grover-burthey

Join the XY platform:
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Nov 23, 2021

In this episode we talk about the adviser's approach to discussing ESG investing with their clients.

To find out more about PIMCO’s industry-leading approach to ESG, visit https://www.pimco.com.au/esg-investing

Nathan Fradley
Principal Financial Planner and Director at Lime Financial Planning
Nathan Fradley XY: https://www1.xyadviser.com/members/2345594
Lime Financial Planning Website: https://www.limefinancialplanning.com.au/
Good for the Bee Podcast: https://www.goodforthebee.com/

Karen McLeod
Principal Financial Adviser at Ethical Investment Advisers
Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/
Ethical Investment Advisers Website: https://www.ethicalinvestment.com.au/
RIAA Website: https://responsibleinvestment.org/
Ethical Advisers' Co-op Website: https://www.ethicaladviserscoop.org/

David Graham
Senior Financial Planner at Story Wealth Management
David Graham LinkedIn: https://www.linkedin.com/in/davidgrahamcfpmelbourne/
Story Wealth Management Website: https://storywealth.com.au/

Michelle Brisbane
Managing Director and Adviser at Ethical Investment Services
Michelle Brisbane LinkedIn: https://www.linkedin.com/in/michelle-brisbane-5643842/
Ethical Investment Services Website: https://ethicalinvestments.com.au/

Claudia Mah
Investment Research Analyst at Ethical Investment Services
Claudia Mah LinkedIn: https://www.linkedin.com/in/claudia-mah-21142223/

Grover Burthey
Executive Vice President and Head of Portfolio Management at PIMCO
Grover Burthey LinkedIn: https://www.linkedin.com/in/grover-burthey-b2262112/
PIMCO Website: https://www.pimco.com.au/en-au/experts/grover-burthey

Join the XY platform:
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Nov 23, 2021

In this episode we deep dive into the impact and social change of ESG investing, as well as exploring the concept of "greenwashing".

To find out more about PIMCO’s industry-leading approach to ESG, visit https://www.pimco.com.au/esg-investing

Nathan Fradley
Principal Financial Planner and Director at Lime Financial Planning
Nathan Fradley XY: https://www1.xyadviser.com/members/2345594
Lime Financial Planning Website: https://www.limefinancialplanning.com.au/
Good for the Bee Podcast: https://www.goodforthebee.com/

Karen McLeod
Principal Financial Adviser at Ethical Investment Advisers
Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/
Ethical Investment Advisers Website: https://www.ethicalinvestment.com.au/
RIAA Website: https://responsibleinvestment.org/
Ethical Advisers' Co-op Website: https://www.ethicaladviserscoop.org/

David Graham
Senior Financial Planner at Story Wealth Management
David Graham LinkedIn: https://www.linkedin.com/in/davidgrahamcfpmelbourne/
Story Wealth Management Website: https://storywealth.com.au/

Michelle Brisbane
Managing Director and Adviser at Ethical Investment Services
Michelle Brisbane LinkedIn: https://www.linkedin.com/in/michelle-brisbane-5643842/
Ethical Investment Services Website: https://ethicalinvestments.com.au/

Claudia Mah
Investment Research Analyst at Ethical Investment Services
Claudia Mah LinkedIn: https://www.linkedin.com/in/claudia-mah-21142223/

Grover Burthey
Executive Vice President and Head of Portfolio Management at PIMCO
Grover Burthey LinkedIn: https://www.linkedin.com/in/grover-burthey-b2262112/
PIMCO Website: https://www.pimco.com.au/en-au/experts/grover-burthey

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

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Nov 23, 2021

In this episode we talk about the changing climate of climate change, and how "impact investing" can affect your client's portfolio.

To find out more about PIMCO’s industry-leading approach to ESG, visit https://www.pimco.com.au/esg-investing

Nathan Fradley
Principal Financial Planner and Director at Lime Financial Planning
Nathan Fradley XY: https://www1.xyadviser.com/members/2345594
Lime Financial Planning Website: https://www.limefinancialplanning.com.au/
Good for the Bee Podcast: https://www.goodforthebee.com/

Karen McLeod
Principal Financial Adviser at Ethical Investment Advisers
Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/
Ethical Investment Advisers Website: https://www.ethicalinvestment.com.au/
RIAA Website: https://responsibleinvestment.org/
Ethical Advisers' Co-op Website: https://www.ethicaladviserscoop.org/

David Graham
Senior Financial Planner at Story Wealth Management
David Graham LinkedIn: https://www.linkedin.com/in/davidgrahamcfpmelbourne/
Story Wealth Management Website: https://storywealth.com.au/

Michelle Brisbane
Managing Director and Adviser at Ethical Investment Services
Michelle Brisbane LinkedIn: https://www.linkedin.com/in/michelle-brisbane-5643842/
Ethical Investment Services Website: https://ethicalinvestments.com.au/

Claudia Mah
Investment Research Analyst at Ethical Investment Services
Claudia Mah LinkedIn: https://www.linkedin.com/in/claudia-mah-21142223/

Grover Burthey
Executive Vice President and Head of Portfolio Management at PIMCO
Grover Burthey LinkedIn: https://www.linkedin.com/in/grover-burthey-b2262112/
PIMCO Website: https://www.pimco.com.au/en-au/experts/grover-burthey

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/

Nov 23, 2021

In this final installment we focus in on bonds vs equities, and the different asset classes of ESG investing.

To find out more about PIMCO’s industry-leading approach to ESG, visit https://www.pimco.com.au/esg-investing

Nathan Fradley
Principal Financial Planner and Director at Lime Financial Planning
Nathan Fradley XY: https://www1.xyadviser.com/members/2345594
Lime Financial Planning Website: https://www.limefinancialplanning.com.au/
Good for the Bee Podcast: https://www.goodforthebee.com/

Karen McLeod
Principal Financial Adviser at Ethical Investment Advisers
Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/
Ethical Investment Advisers Website: https://www.ethicalinvestment.com.au/
RIAA Website: https://responsibleinvestment.org/
Ethical Advisers' Co-op Website: https://www.ethicaladviserscoop.org/

David Graham
Senior Financial Planner at Story Wealth Management
David Graham LinkedIn: https://www.linkedin.com/in/davidgrahamcfpmelbourne/
Story Wealth Management Website: https://storywealth.com.au/

Michelle Brisbane
Managing Director and Adviser at Ethical Investment Services
Michelle Brisbane LinkedIn: https://www.linkedin.com/in/michelle-brisbane-5643842/
Ethical Investment Services Website: https://ethicalinvestments.com.au/

Claudia Mah
Investment Research Analyst at Ethical Investment Services
Claudia Mah LinkedIn: https://www.linkedin.com/in/claudia-mah-21142223/

Grover Burthey
Executive Vice President and Head of Portfolio Management at PIMCO
Grover Burthey LinkedIn: https://www.linkedin.com/in/grover-burthey-b2262112/
PIMCO Website: https://www.pimco.com.au/en-au/experts/grover-burthey

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/

Nov 22, 2021

Nellie is a Values Based Financial Adviser and Director at O'Brien Accountants & Advisors. She joins Fraser to talk about the importance of a consistent approach to advice.

Nellie Fung LinkedIn: https://www.linkedin.com/in/nelliefungfinancialadvisor/
O'Brien Accountants & Advisors Website: https://obbc.com.au/

This episode is proudly sponsored by HUB24. https://www.hub24.com.au/

Join the XY platform:
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Nov 21, 2021

Today we cover the Reserve Bank of Australia minutes, APRA, core inflation, Aristocrat's FY21 result, Woodside Petroleum, CBA's September Quarter update and Crown Resorts.

This market highlight is proudly brought to by Milford https://milfordasset.com.au/

Join the XY platform:
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Nov 17, 2021

Whitley is a Practicing Adviser and Mortgage Broker, and an Associate Lecturer at Griffith University. She joins Fraser to discuss her research into how your mindset influences your financial well-being.

Whitley Bejah LinkedIn: https://www.linkedin.com/in/whitley-bejah-8b448454/
Griffith University Profile: https://experts.griffith.edu.au/18432-whitley-bejah

This episode is proudly sponsored by HUB24. https://www.hub24.com.au/

Join the XY platform:
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Nov 15, 2021

Andrew is the Principal Financial Adviser and founder of EFS Advice. He joins Clayton to chat about the best client acquisition channels and hyper-niche practices.

Andrew Reynolds XY: https://www1.xyadviser.com/members/4142480
EFS Advice Website: https://efsadvice.com.au/

This episode is proudly sponsored by HUB24. https://www.hub24.com.au/

Join the XY platform:
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Nov 14, 2021

Today we cover US CPI data, Australian employment data, Broad credit in China, UK GDP data, the Australian IPO market and Playtech.

This market highlight is proudly brought to by Milford https://milfordasset.com.au/

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