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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: June, 2021
Jun 30, 2021

Allister is the Client Services Manager at Player Hall, and has a self-confessed love of SMSFs. He talks about his process for property purchases for SMSFs, and how the set-up is the most critical part of the process.

Allister Sutherland XY: https://www1.xyadviser.com/members/2217902
LinkedIn: https://www.linkedin.com/in/allister-sutherland-cta-ssa%E2%84%A2-0351413b/
Player Hall Website: https://www.playerhall.com/

Need SMSF support or CPD? Sign up for SuperGuardian updates https://www.superguardian.com.au/knowledge-centre/

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Jun 28, 2021

Aaron is the CEO & Co-founder of Smarter SMSF, which provides accountants and advisers with training, support and documents built by active SMSF specialists. Aaron discusses his recent research into the future of SMSF and how practitioners are actually serving their clients.

Aaron Dunn XY: https://www1.xyadviser.com/members/4574606
Smarter SMSF Website: https://smartersmsf.com/

Need SMSF support or CPD? Sign up for SuperGuardian updates https://www.superguardian.com.au/knowledge-centre/

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Jun 23, 2021

Tracey is the Policy Manager at SMSF Association. She talks about why advisers and tax accountants should have a collaborative relationship when dealing with SMSFs, and the true costs of running an SMSF.

Tracey Scotchbrook LinkedIn: https://www.linkedin.com/in/traceyscotchbrook/
SMSF Association Website: https://www.smsfassociation.com/
SMSF Connect: https://smsfconnect.com/

Need SMSF support or CPD? Sign up for SuperGuardian updates https://www.superguardian.com.au/knowledge-centre/

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Jun 21, 2021

Shelley is the Head of Education at ASF Audits, one of Australia's largest independent SMSF Auditors. She joins Fraser to discuss what happens during an audit, and what the pain points are.

Shelley Banton LinkedIn: https://www.linkedin.com/in/shelley-banton-0a903a17/
ASF Audits Website: https://asfaudits.com.au/

Need SMSF support or CPD? Sign up for SuperGuardian updates https://www.superguardian.com.au/knowledge-centre/

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Jun 16, 2021

In the last installment of this series, Fraser talks to Karolina Kuszyk, the National Business Development Manager at myprosperity.
Karolina belives that there's a lot of room to make advice more affordable for the average Australian, and she and Fraser reflect on the key issues discussed throughout the series.

Karolina Kuszyk LinkedIn: https://www.linkedin.com/in/karolina-kuszyk-b613a06/?originalSubdomain=au
myprosperity Website: https://www.myprosperity.com.au/

Join the #1 client portal for advisers. Find out more at https://www.myprosperity.com.au/

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Jun 16, 2021

Caren is the Owner and Business Adviser at The Hendrie Group and The Business Growth Group, where she advises other accounting, financial planning and bookkeeping practices on how to grow and scale their business. She highlights the three most important factors in scale: systems, communication and technology.

Caren Hendrie LinkedIn: https://www.linkedin.com/in/caren-hendrie-business/?originalSubdomain=au
The Hendrie Group Website: https://www.hendrie.com.au/
The Business Growth Group: https://www.facebook.com/businessgrowthgroup

Join the #1 client portal for advisers. Find out more at

In the last installment of this series, Fraser talks to Karolina Kuszyk, the National Business Development Manager at myprosperity.
Karolina belives that there's a lot of room to make advice more affordable for the average Australian, and she and Fraser reflect on the key issues discussed throughout the series.

Karolina Kuszyk LinkedIn: https://www.linkedin.com/in/karolina-kuszyk-b613a06/?originalSubdomain=au
myprosperity Website: https://www.myprosperity.com.au/

Join the #1 client portal for advisers. Find out more at https://www.myprosperity.com.au/

Join the XY platform:
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Join the XY platform:
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Jun 16, 2021

Andy is the Managing Director at Fenton Financial, who specialise in financial services for business owners and professionals.
Andy fundamentally believes that "if you really want to make your wealth work for you, then you have to take some level of responsibility for the journey", and that you can’t manage what you can’t measure.

Andy Fenton LinkedIn: https://www.linkedin.com/in/mrandrewfenton/?originalSubdomain=au
Fenton Financial Website: https://fentonfinancial.com.au/

Join the #1 client portal for advisers. Find out more at https://www.myprosperity.com.au/

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Jun 16, 2021

Nicole is the National Client and Compliance Manager at King Financial Group, where her role is to balance client experience, compliance and efficiencies.
Nicole talks about compliance, the steps you need to take to remain compliant, and how technology can be used to ease the burden.

Nicole Stuart LinkedIn: https://www.linkedin.com/in/nicole-stuart-05a5b117/
King Financial Group Website: https://www.kfgroup.com.au/

Join the #1 client portal for advisers. Find out more at https://www.myprosperity.com.au/

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Jun 16, 2021

Conrad is the Director and an Authorised Representative at Inspired Money. As a basketball coach, Conrad sees a lot of similarities between coaching a sports team and being a money coach. He explains that accountability plus empowerment equals high performance, an attitude that he applies to both his basketball team and his financial clients.

Conrad Francis LinkedIn: https://www.linkedin.com/in/conradfrancis/?originalSubdomain=au
Inspired Money Website: https://inspiredmoney.com.au/

Join the #1 client portal for advisers. Find out more at https://www.myprosperity.com.au/

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Jun 14, 2021

Dr. Adam Fraser returns to the XY Adviser Podcast to explore the confronting findings of the 2021 Australian Financial Advisers Wellbeing Report.

Australian Financial Advisers Wellbeing Report 2021: https://dradamfraser.com/e-lab/financial-advisers-report

Dr. Adam Fraser XY: https://www1.xyadviser.com/members/2982981
Dr. Adam Fraser Website: https://www.dradamfraser.com/

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Jun 9, 2021

Glen returns to the XY Adviser Podcast to talk about how Fox and Hare Financial Advice has evolved, and how they're using these changes to deliver better value to their members.

Glen Hare LinkedIn: https://www.linkedin.com/in/glen-hareadviser/?originalSubdomain=au
Fox and Hare Website: http://www.foxandharewealth.com/

This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.

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Jun 7, 2021

Graham is the Managing Partner and Dean of Portfolio Construction Forum. He chats with Fraser about investor psychology and behavioural finance, as well as the big five bias types that affect our personality and beliefs.

Graham Rich LinkedIn: https://www.linkedin.com/in/grahamrich/?originalSubdomain=au
Porftfolio Construction Forum Website: https://portfolioconstructionforum.edu.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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Jun 2, 2021

Lexi is the Founder at MoneyVine. Lexi helps mums become better with their finances by using cash flow critiques, such as looking at spending habits and becoming mindful and more intentional with money.

Lexi Smith LinkedIn: https://www.linkedin.com/in/lexi-smith-cfp/
MoneyVine Website: https://moneyvine.com.au/

This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.

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