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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: March, 2021
Mar 31, 2021

To wrap up the series, Fraser talks to Jason Nyilas and Con Koromilas from Aberdeen Standard Investments. They reflect on the series as a whole and discuss their goal to provide sustainable bionic advice - which successfully merges both digital and face-to-face advice.

Jason Nyilas LinkedIn: https://www.linkedin.com/in/jasonnyilas/
Con Koromilas LinkedIn: https://www.linkedin.com/in/con-koromilas-4b3228a
Aberdeen Standard Investments Website: https://www.aberdeenstandard.com/

To connect with your local Aberdeen Standard BDM visit https://www.aberdeenstandard.com/en/australia/adviser/contact-us?country=Australia

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/

This podcast has been prepared with care, is based on sources believed to be reliable and all opinions expressed are honestly held as at the applicable date. However, it is of general information only and we accept no liability for any errors or omissions. It has been prepared without taking into account the particular objectives, financial situation or needs of any investor. Investing involves risks including the risk of losing capital. It is important that before acting investors should consider their own circumstances, objectives and financial situation, the information’s appropriateness to them and consult financial and tax advisers. Investors should consider the PDS available at aberdeenstandard.com before making an investment decision. Products issued by Aberdeen Standard Investments Australia Limited ABN 59 002 123 364. AFSL number 240263.

Mar 29, 2021

Hayley is the Director at Contract Paraplanning Services and the AFA Paraplanner Pulse National Chair. She and Fraser discuss scaling up through outsourcing, remote working and finding the right staff for your practice.

Hayley Knight XY: https://www1.xyadviser.com/members/2845489
Contract Paraplanning Services Website: https://www.contractpps.com.au/

To connect with your local Aberdeen Standard BDM visit https://www.aberdeenstandard.com/en/australia/adviser/contact-us?country=Australia

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/

This podcast has been prepared with care, is based on sources believed to be reliable and all opinions expressed are honestly held as at the applicable date. However, it is of general information only and we accept no liability for any errors or omissions. It has been prepared without taking into account the particular objectives, financial situation or needs of any investor. Investing involves risks including the risk of losing capital. It is important that before acting investors should consider their own circumstances, objectives and financial situation, the information’s appropriateness to them and consult financial and tax advisers. Investors should consider the PDS available at aberdeenstandard.com before making an investment decision. Products issued by Aberdeen Standard Investments Australia Limited ABN 59 002 123 364. AFSL number 240263.

Mar 24, 2021

James is the Founder and CEO of Enlightened Financial Solutions. He chats with Fraser about using technology to make advice easily digestible for clients.

James Wortley XY: https://www1.xyadviser.com/members/2809319
EFS Mackay Website: http://efsmackay.com.au/

To connect with your local Aberdeen Standard BDM visit https://www.aberdeenstandard.com/en/australia/adviser/contact-us?country=Australia

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/

This podcast has been prepared with care, is based on sources believed to be reliable and all opinions expressed are honestly held as at the applicable date. However, it is of general information only and we accept no liability for any errors or omissions. It has been prepared without taking into account the particular objectives, financial situation or needs of any investor. Investing involves risks including the risk of losing capital. It is important that before acting investors should consider their own circumstances, objectives and financial situation, the information’s appropriateness to them and consult financial and tax advisers. Investors should consider the PDS available at aberdeenstandard.com before making an investment decision. Products issued by Aberdeen Standard Investments Australia Limited ABN 59 002 123 364. AFSL number 240263.

Mar 22, 2021

Michael is the Founder of Human to Human. Fed up with the "shiny object syndrome" that comes with most business seminars, Michael talks about his methods for helping businesses successfully implement effective strategies.

Michael Back XY: https://www1.xyadviser.com/members/2243422
Human to Human Website: https://humantohuman.com.au/

To connect with your local Aberdeen Standard BDM visit https://www.aberdeenstandard.com/en/australia/adviser/contact-us?country=Australia

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/

This podcast has been prepared with care, is based on sources believed to be reliable and all opinions expressed are honestly held as at the applicable date. However, it is of general information only and we accept no liability for any errors or omissions. It has been prepared without taking into account the particular objectives, financial situation or needs of any investor. Investing involves risks including the risk of losing capital. It is important that before acting investors should consider their own circumstances, objectives and financial situation, the information’s appropriateness to them and consult financial and tax advisers. Investors should consider the PDS available at aberdeenstandard.com before making an investment decision. Products issued by Aberdeen Standard Investments Australia Limited ABN 59 002 123 364. AFSL number 240263.

Mar 17, 2021

Michael is the National Manager of Business Coaching at Affinia Financial Advisers Limited. He talks about the client user experience, and explains the Buyer's Journey Framework.

Michael Lawes XY: https://www1.xyadviser.com/members/2858774
Affinia Website: https://www.affinia.com.au/

To connect with your local Aberdeen Standard BDM visit https://www.aberdeenstandard.com/en/australia/adviser/contact-us?country=Australia

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/

This podcast has been prepared with care, is based on sources believed to be reliable and all opinions expressed are honestly held as at the applicable date. However, it is of general information only and we accept no liability for any errors or omissions. It has been prepared without taking into account the particular objectives, financial situation or needs of any investor. Investing involves risks including the risk of losing capital. It is important that before acting investors should consider their own circumstances, objectives and financial situation, the information’s appropriateness to them and consult financial and tax advisers. Investors should consider the PDS available at aberdeenstandard.com before making an investment decision. Products issued by Aberdeen Standard Investments Australia Limited ABN 59 002 123 364. AFSL number 240263.

Mar 15, 2021

Paul is the Founder and Chief Mapper at Map My Plan. He chats with Fraser about scaling up through technology, and how he developed Map My Plan to help clients to make a well informed financial decisions.

Paul Feeney XY: https://www1.xyadviser.com/members/3990927
Map My Plan Website: https://www.mapmyplan.com.au/

To connect with your local Aberdeen Standard BDM visit https://www.aberdeenstandard.com/en/australia/adviser/contact-us?country=Australia

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/

This podcast has been prepared with care, is based on sources believed to be reliable and all opinions expressed are honestly held as at the applicable date. However, it is of general information only and we accept no liability for any errors or omissions. It has been prepared without taking into account the particular objectives, financial situation or needs of any investor. Investing involves risks including the risk of losing capital. It is important that before acting investors should consider their own circumstances, objectives and financial situation, the information’s appropriateness to them and consult financial and tax advisers. Investors should consider the PDS available at aberdeenstandard.com before making an investment decision. Products issued by Aberdeen Standard Investments Australia Limited ABN 59 002 123 364. AFSL number 240263.

Mar 10, 2021

Judith is the Keynote Speaker at Judith Beck Consulting and author of "No Sex at Work". She and Fraser discuss scaling up through staff, and how to behave like the top 10%.

Judith Beck LinkedIn: https://www.linkedin.com/in/judith-beck-6097234/
Judith Beck Website: https://www.judithbeck.com.au/

To connect with your local Aberdeen Standard BDM visit https://www.aberdeenstandard.com/en/australia/adviser/contact-us?country=Australia

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/

This podcast has been prepared with care, is based on sources believed to be reliable and all opinions expressed are honestly held as at the applicable date. However, it is of general information only and we accept no liability for any errors or omissions. It has been prepared without taking into account the particular objectives, financial situation or needs of any investor. Investing involves risks including the risk of losing capital. It is important that before acting investors should consider their own circumstances, objectives and financial situation, the information’s appropriateness to them and consult financial and tax advisers. Investors should consider the PDS available at aberdeenstandard.com before making an investment decision. Products issued by Aberdeen Standard Investments Australia Limited ABN 59 002 123 364. AFSL number 240263.

Mar 8, 2021

David is the Co-Founder & Group CEO of PictureWealth, the fastest growing WealthTech company in Australia. He discusses scaling through technology, and leveraging data and information to unlock dormant financial potential.

David Pettit XY: https://www1.xyadviser.com/members/6329186
PictureWealth Website: https://picturewealth.com/

To connect with your local Aberdeen Standard BDM visit https://www.aberdeenstandard.com/en/australia/adviser/contact-us?country=Australia

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/

This podcast has been prepared with care, is based on sources believed to be reliable and all opinions expressed are honestly held as at the applicable date. However, it is of general information only and we accept no liability for any errors or omissions. It has been prepared without taking into account the particular objectives, financial situation or needs of any investor. Investing involves risks including the risk of losing capital. It is important that before acting investors should consider their own circumstances, objectives and financial situation, the information’s appropriateness to them and consult financial and tax advisers. Investors should consider the PDS available at aberdeenstandard.com before making an investment decision. Products issued by Aberdeen Standard Investments Australia Limited ABN 59 002 123 364. AFSL number 240263.

Mar 3, 2021

Sue Viskovic is the Managing Director at Elixir Consulting and the Founder and CEO of Flowspace co-working. She returns to the XY Podcast to chat about scale through critical thinking and strategic business planning.

Sue Viskovic XY: https://www1.xyadviser.com/members/2937464
Elixir Consulting: https://elixirconsulting.com.au/

To connect with your local Aberdeen Standard BDM visit https://www.aberdeenstandard.com/en/australia/adviser/contact-us?country=Australia

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/

This podcast has been prepared with care, is based on sources believed to be reliable and all opinions expressed are honestly held as at the applicable date. However, it is of general information only and we accept no liability for any errors or omissions. It has been prepared without taking into account the particular objectives, financial situation or needs of any investor. Investing involves risks including the risk of losing capital. It is important that before acting investors should consider their own circumstances, objectives and financial situation, the information’s appropriateness to them and consult financial and tax advisers. Investors should consider the PDS available at aberdeenstandard.com before making an investment decision. Products issued by Aberdeen Standard Investments Australia Limited ABN 59 002 123 364. AFSL number 240263.

Mar 1, 2021

Natasha is the Director of Sova Financial Pty Ltd and Founder of Women with Cents. In this first installment in the Scale Up Series, Natasha shares her story from leaving war-torn Yugoslavia to becoming a Financial Adviser, and how she believes in "values based advice" versus the standard goals based advice.

Natasha Janssens XY: https://www1.xyadviser.com/members/2405002
Women With Cents Website: https://womenwithcents.com.au/

To connect with your local Aberdeen Standard BDM visit https://www.aberdeenstandard.com/en/australia/adviser/contact-us?country=Australia

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/

This podcast has been prepared with care, is based on sources believed to be reliable and all opinions expressed are honestly held as at the applicable date. However, it is of general information only and we accept no liability for any errors or omissions. It has been prepared without taking into account the particular objectives, financial situation or needs of any investor. Investing involves risks including the risk of losing capital. It is important that before acting investors should consider their own circumstances, objectives and financial situation, the information’s appropriateness to them and consult financial and tax advisers. Investors should consider the PDS available at aberdeenstandard.com before making an investment decision. Products issued by Aberdeen Standard Investments Australia Limited ABN 59 002 123 364. AFSL number 240263.

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