Info

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.
RSS Feed Subscribe in Apple Podcasts
XY Adviser
2022
May
April
March
February
January


2021
December
November
October
September
August
July
June
May
April
March
February
January


2020
December
November
October
September
August
July
June
May
April
March
February
January


2019
December
November
October
September
August
July
June
May
April
March
February
January


2018
December
November
October
September
August
July
June
May
April
March
February
January


2017
December
November
October
September
August
July
June
May
April
March
February


All Episodes
Archives
Now displaying: July, 2021
Jul 28, 2021

Russell is the Author of "Risk Insurance Communications Skills" and a former risk insurance specialist. He and Fraser discuss the importance of a Financial Adviser's communication skills (their "soft skills") when talking to clients who know nothing about insurance.

Russell Collins LinkedIn: https://www.linkedin.com/in/russell-collins-oam/
RICS Website: https://rics.com.au/

Make confident investment decisions backed by deep research https://www.capitalgroup.com/adviser/au/en/about/our-beliefs/fundamental-research.html

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/

Jul 26, 2021

Amanda is the Founder and Managing Director at Endurance Financial and three time Ironman World Championship qualifier. She talks us through her journey as an adviser, and how advising clients is like being a therapist - and even more.

Amanda Thompson LinkedIn: https://www.linkedin.com/in/amandathompsonfp/
Amanda Thompson Website: https://www.amandathompson.com.au/

Make confident investment decisions backed by deep research https://www.capitalgroup.com/adviser/au/en/about/our-beliefs/fundamental-research.html

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/

Jul 25, 2021

Today we cover the tightening Australian labour market, US quarterly reporting season, Oil Search, Altium, Crown Casino, the push for additional COVID relief stimulus and COVID vaccination acceleration in NSW.

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

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/

Jul 21, 2021

John is the Co-Founder and a Certified Financial Planner at CandorPath Financial. He discusses how his key to success is his business partnership with Matthew Marcoux, and how they've taken an ensemble approach to their advice practice.

John Kennedy LinkedIn: https://www.linkedin.com/in/johnkennedycfp%C2%AE/
CandorPath Website: https://www.candorpath.com/

Make confident investment decisions backed by deep research https://www.capitalgroup.com/adviser/au/en/about/our-beliefs/fundamental-research.html

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/

Jul 19, 2021

Adam is the Risk Strategy Specialist at Zurich. He joins Fraser to discuss the findings of his "Client Connection" research, which explores how adviser's relationships with their clients are bettering the world of financial advice.

Adam Crabbe XY: https://www1.xyadviser.com/members/6396099
Zurich Website: https://www.zurich.com.au/
The Client Connection: https://www.zurich.com.au/theclientconnection

Make confident investment decisions backed by deep research https://www.capitalgroup.com/adviser/au/en/about/our-beliefs/fundamental-research.html

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/

Jul 18, 2021

Today we cover the US CPI release, Australian employment data, the Sydney Airport bid, the infrastructure M&A boom, Paypal's entry into Australia, the progressing OPEC discussions and the COVID Delta variant.

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

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/

Jul 14, 2021

Gavin is the CEO and Principal Financial Adviser at Your Wealth Hub Advice and Vinarc. He returns to the XY Adviser Podcast to talk about working with advice practices to create efficiencies and businesses that can strive to the next level.

Gavin Glozier LinkedIn: https://www.linkedin.com/in/gavinglozier/
Your Wealth Hub Advice Website: https://www.yourwealthhubadvice.com/
Vinarc Website: https://www.linkedin.com/company/vinarc-pty-ltd/about/
Mobile: 0408155140

Make confident investment decisions backed by deep research https://www.capitalgroup.com/adviser/au/en/about/our-beliefs/fundamental-research.html

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/

Jul 12, 2021

Marc is the author of "The Money Sandwich". He chats about his time as National President of the AFA and what advisers do to help consumers, specifically clients facing retirement.

Marc Bineham LinkedIn: https://www.linkedin.com/in/marcbineham/
The Money Sandwich Website: https://themoneysandwich.com/

Make confident investment decisions backed by deep research https://www.capitalgroup.com/adviser/au/en/about/our-beliefs/fundamental-research.html

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/

Jul 11, 2021

Today we cover the RBA's monetary decision, the continuing OPEC discussions, ISM Services data, the Sydney Airport bid, the Tabcorp strategic review results and the worsening Sydney Lockdown.

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

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/

Jul 7, 2021

Louise is a Director at Aged Care Steps, who help advisers create effective advice solutions for retiree clients. She discusses how advisers can become aged care specialists, and why advisers should start talking to their clients about aged care sooner.

Louise Biti XY: https://www1.xyadviser.com/members/4574496
Aged Care Steps Website: https://agedcaresteps.com.au/

Make confident investment decisions backed by deep research https://www.capitalgroup.com/adviser/au/en/about/our-beliefs/fundamental-research.html

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/

Jul 5, 2021

In the last of the series, Tim Miller, Education Manager at SuperGuardian Pty Ltd, joins Fraser to discuss the pros and cons of SMSFs, super reform and where SMSFs are heading in the future.

Tim Miller LinkedIn: https://www.linkedin.com/in/timmillersmsf/
SuperGuardian Website: https://www.superguardian.com.au/

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

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/

Jul 4, 2021

Today we cover the inflation data from The ISM Manufacturing Index in the US, unemployment in Australia, IDP Education, Telstra, Tuesday's RBA meeting and OPEC discussion delays.

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

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/

1