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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: February, 2021
Feb 24, 2021

Renato Mota is the CEO of IOOF. Renato believes that the advice industry would benefit from broadening what exactly the interpretation of what advice is, and then leveraging technology to deliver that in a more scalable, affordable way.

Renato Mota LinkedIn: http://linkedin.com/in/renatomota
IOOF Website: https://www.ioof.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:
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General Disclaimer – https://www.xyadviser.com/disclaimer/

Feb 22, 2021

Joe runs Stephan Independent Advisory along with his brother, James. Joe believes he is having a "Midlife Breakthrough", as he has recently adopted the more creative side of financial advice.

Joe Stephan XY: https://www1.xyadviser.com/members/4623516
Stephan Independent Advisory Website: https://www.siadvisory.com.au/\
It's Never About Money Podcast: https://podcasts.apple.com/au/podcast/its-never-about-money/id1539363013

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

Feb 17, 2021

Ben Brett is the Owner and a Financial Planner at Bounce Financial, which he operates alongside his wife, Cara. Ben and Fraser discuss whether or not financial advice has become a prestige market, and how the advice industry may risk becoming like the taxi industry if it continues to be over-regulated.

Ben Brett XY: https://www1.xyadviser.com/members/2651571
Bounce Financial Website: https://www.bouncefinancial.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/

Feb 15, 2021

Tim Henry is a Financial Advisor and Owner at Aspire Planning. He talks about the creation of the "Dreamcatcher" program, as well as how his experience in retail made him realise how products can be used to benefit the consumer.

Tim Henry XY: https://www1.xyadviser.com/members/2400602
Aspire Planning Website: http://aspireplanning.com.au/
The Grass is Greener Podcast: https://www.tgigpodcast.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/

Feb 10, 2021

Vanessa is the CEO and Co-Founder of Next Evolution Performance. She explains the concept of Energy Credits, and how building up and allocating energy can maximize efficiency and productivity in the workplace (as well as at home).

Vanessa Bennett XY: https://www1.xyadviser.com/members/2617255
Next Evolution Performance Website: https://nextevolutionperformance.com/
Next Evolution Energy Website: https://www.nextevolutionenergy.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/

Feb 8, 2021

Gianni is the Intrafund Practice and Process Manager at Aware Super. He explains Intrafund Advice, as well as improving the quality of financial advice through the efficiencies of technology, creating easier access to advice and improving client experience.

Gianni Musumeci LinkedIn: https://www.linkedin.com/in/gianni-musumeci/?originalSubdomain=au
Aware Super Website: https://aware.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/

Feb 3, 2021

The #podgod Fraser Jack returns to XY, and chats with Clayton about what 2021 has in store for XY Adviser (including the future of the XY Podcast).

Fraser Jack XY: https://www1.xyadviser.com/members/2401465
Cyber Indemnity Solutions Website: https://www.cyberindemnitysolutions.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/

Feb 1, 2021

Santi Burridge is the CEO at Lumiant. Santi believes that Financial Planning should be the most noble profession in the world, and talks about the steps the industry should be taking to achieve that.

Santiago Burridge LinkedIn: https://www.linkedin.com/in/santiago-burridge-1a830b6/
Lumiant Website: https://www.lumiant.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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