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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: September, 2021
Sep 29, 2021

Rob is the Head of Practice Engagement at Fortnum Private Wealth. He talks about the creation and evolution of Innergi, and what he's doing to engage practices today.

Rob Skinner XY: https://www1.xyadviser.com/members/8366992
Fortum Private Wealth Website: https://fortnum.com.au/

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

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Sep 27, 2021

Michael is a Certified Financial Planner at Wealth Market and an AFCA Panel member. Michael returns to the XY Podcast to talk about his reports on the AFCA (Australian Financial Complaints Authority) determinations, the Zoe Miller Award, and his upcoming book "Ethics in Professional Practice".

Michael Miller XY: https://www1.xyadviser.com/members/2456122
Wealth Market Website: www.wealthmarket.com
Michael Miller Website: https://www.michaelmiller.help/
Zoe Miller Award: https://zoemiller.info/

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

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Sep 26, 2021

Today we cover the RBA minutes, US bond yields, the Bank of England commentary, Sandfire, and the continuing Evergrande saga.

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

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Sep 22, 2021

Amanda is a Director at Wealth Planning Partners. She joins Fraser to talk about how to spot the red flags of financial abuse, what inspired her to pen her book "Financial Secrets Revealed" and why she's turning it into a podcast.

Amanda Cassar LinkedIn: https://www.linkedin.com/in/amandacassar/
Wealth Planning Partners Website: https://www.wealthplanningpartners.com.au/
Financial Secrets Revealed Book: https://amandacassar.com.au/my-book/

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

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Sep 20, 2021

Neil is the Head of Wholesale Partnerships at Russell Investments. He returns to the XY Podcast to discuss the "2021 Value of an Advisor Study", and break down the elements of "The Value of an Advisor formula".

Neil Rogan LinkedIn: https://www.linkedin.com/in/roganneil/
Russell Investments Website: https://russellinvestments.com/au
Value of an Advisor Study: https://russellinvestments.com/us/resources/financial-professionals/value-of-advisor

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

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Sep 19, 2021

Today we cover Australian Employment Data, US Inflation data, Evergrande's impact on iron, and the Telstra Strategy Day.

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

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Sep 15, 2021

In this final episode we wrap up the series by discussing supply and demand, and should we be worried about diversification across markets and sectors in this area, or is it too small?

Russell Investments aims to reflect what matters most to you and your investment goals. Whether you're driven by personal or stakeholder values, you aim to mitigate risk or simply need to comply with regulation, our approach to responsible investment integrates with what matters most. Visit www.russellinvestments.com.au

Philip Moffitt
Co-Founder Beckon Capital, Director at Aware Super and Director at Green Road Consulting
Philip Moffitt LinkedIn: https://www.linkedin.com/in/philip-moffitt-43112a71/
Beckon Capital Website: https://beckon.capital/
Aware Super Website: https://aware.com.au/

Elizabeth Hatton
Director at Viva Finanical Planning
Elizabeth Hatton LinkedIn: https://www.linkedin.com/in/elizabethhatton/
Viva Financial Planning Website: https://www.vivafp.com.au/

Paul Garner
Senior Financial Adviser at Novo Wealth and Board Member of the Ethical Advisers Co-operative
Paul Garner XY: https://www1.xyadviser.com/members/2987399
Novo Wealth Website: https://novowealth.com.au/
Ethical Advisers Co-operative Website: https://www.ethicaladviserscoop.org/

Alexandra Brown
Founder of Invest with Ethics, Head of Research at Altiorem and Board Member of the Ethical Advisers Co-operative
Alexandra Brown XY: https://www1.xyadviser.com/members/4925056
Invest with Ethics Website: https://www.investwithethics.com/
Altiorem Website: https://altiorem.org/

James Harwood
Senior Portfolio Manager at Russell Investments
James Harwood LinkedIn: https://www.linkedin.com/in/jamesharwood1/
Russell Investments Website: https://russellinvestments.com/au

Join the XY platform:
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Sep 13, 2021

In this episode we dive deeper into what’s underneath E, S and G and how clients can prioritise what’s important to them.

Russell Investments aims to reflect what matters most to you and your investment goals. Whether you're driven by personal or stakeholder values, you aim to mitigate risk or simply need to comply with regulation, our approach to responsible investment integrates with what matters most. Visit www.russellinvestments.com.au

Philip Moffitt
Co-Founder Beckon Capital, Director at Aware Super and Director at Green Road Consulting
Philip Moffitt LinkedIn: https://www.linkedin.com/in/philip-moffitt-43112a71/
Beckon Capital Website: https://beckon.capital/
Aware Super Website: https://aware.com.au/

Elizabeth Hatton
Director at Viva Finanical Planning
Elizabeth Hatton LinkedIn: https://www.linkedin.com/in/elizabethhatton/
Viva Financial Planning Website: https://www.vivafp.com.au/

Paul Garner
Senior Financial Adviser at Novo Wealth and Board Member of the Ethical Advisers Co-operative
Paul Garner XY: https://www1.xyadviser.com/members/2987399
Novo Wealth Website: https://novowealth.com.au/
Ethical Advisers Co-operative Website: https://www.ethicaladviserscoop.org/

Alexandra Brown
Founder of Invest with Ethics, Head of Research at Altiorem and Board Member of the Ethical Advisers Co-operative
Alexandra Brown XY: https://www1.xyadviser.com/members/4925056
Invest with Ethics Website: https://www.investwithethics.com/
Altiorem Website: https://altiorem.org/

James Harwood
Senior Portfolio Manager at Russell Investments
James Harwood LinkedIn: https://www.linkedin.com/in/jamesharwood1/
Russell Investments Website: https://russellinvestments.com/au

Join the XY platform:
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Sep 12, 2021

Today we cover the US PPI index, the Uranium spot price, the results of the RBA monthly meeting, PayPal's acquisition of Paidy, and the Santos and Oil Search Merger.

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

Join the XY platform:
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Sep 8, 2021

In this episode we talk all about the "50 Shades of Green".

Russell Investments aims to reflect what matters most to you and your investment goals. Whether you're driven by personal or stakeholder values, you aim to mitigate risk or simply need to comply with regulation, our approach to responsible investment integrates with what matters most. Visit www.russellinvestments.com.au

Philip Moffitt
Co-Founder Beckon Capital, Director at Aware Super and Director at Green Road Consulting
Philip Moffitt LinkedIn: https://www.linkedin.com/in/philip-moffitt-43112a71/
Beckon Capital Website: https://beckon.capital/
Aware Super Website: https://aware.com.au/

Elizabeth Hatton
Director at Viva Finanical Planning
Elizabeth Hatton LinkedIn: https://www.linkedin.com/in/elizabethhatton/
Viva Financial Planning Website: https://www.vivafp.com.au/

Paul Garner
Senior Financial Adviser at Novo Wealth and Board Member of the Ethical Advisers Co-operative
Paul Garner XY: https://www1.xyadviser.com/members/2987399
Novo Wealth Website: https://novowealth.com.au/
Ethical Advisers Co-operative Website: https://www.ethicaladviserscoop.org/

Alexandra Brown
Founder of Invest with Ethics, Head of Research at Altiorem and Board Member of the Ethical Advisers Co-operative
Alexandra Brown XY: https://www1.xyadviser.com/members/4925056
Invest with Ethics Website: https://www.investwithethics.com/
Altiorem Website: https://altiorem.org/

James Harwood
Senior Portfolio Manager at Russell Investments
James Harwood LinkedIn: https://www.linkedin.com/in/jamesharwood1/
Russell Investments Website: https://russellinvestments.com/au

Join the XY platform:
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Desktop: https://www.xyadviser.com/

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

Sep 6, 2021

In this episode we discuss if there's “actually” a need for ESG investing, and why it's a thing in the first place.

Russell Investments aims to reflect what matters most to you and your investment goals. Whether you're driven by personal or stakeholder values, you aim to mitigate risk or simply need to comply with regulation, our approach to responsible investment integrates with what matters most. Visit www.russellinvestments.com.au

Philip Moffitt
Co-Founder Beckon Capital, Director at Aware Super and Director at Green Road Consulting
Philip Moffitt LinkedIn: https://www.linkedin.com/in/philip-moffitt-43112a71/
Beckon Capital Website: https://beckon.capital/
Aware Super Website: https://aware.com.au/

Elizabeth Hatton
Director at Viva Finanical Planning
Elizabeth Hatton LinkedIn: https://www.linkedin.com/in/elizabethhatton/
Viva Financial Planning Website: https://www.vivafp.com.au/

Paul Garner
Senior Financial Adviser at Novo Wealth and Board Member of the Ethical Advisers Co-operative
Paul Garner XY: https://www1.xyadviser.com/members/2987399
Novo Wealth Website: https://novowealth.com.au/
Ethical Advisers Co-operative Website: https://www.ethicaladviserscoop.org/

Alexandra Brown
Founder of Invest with Ethics, Head of Research at Altiorem and Board Member of the Ethical Advisers Co-operative
Alexandra Brown XY: https://www1.xyadviser.com/members/4925056
Invest with Ethics Website: https://www.investwithethics.com/
Altiorem Website: https://altiorem.org/

James Harwood
Senior Portfolio Manager at Russell Investments
James Harwood LinkedIn: https://www.linkedin.com/in/jamesharwood1/
Russell Investments Website: https://russellinvestments.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/

Sep 5, 2021

Today we cover the US Non farm payrolls data, Australian Housing Prices and GDP, the EPRA NAREIT index, US PPI data, the RBA monthly meeting and vaccine rates in Australia.

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

Join the XY platform:
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General Disclaimer – https://www.xyadviser.com/disclaimer/

Sep 1, 2021

In this episode we talk about the marketing messages around ethical investing, and why ESG investing is “so hot right now”.

Russell Investments aims to reflect what matters most to you and your investment goals. Whether you're driven by personal or stakeholder values, you aim to mitigate risk or simply need to comply with regulation, our approach to responsible investment integrates with what matters most. Visit www.russellinvestments.com.au

Philip Moffitt
Co-Founder Beckon Capital, Director at Aware Super and Director at Green Road Consulting
Philip Moffitt LinkedIn: https://www.linkedin.com/in/philip-moffitt-43112a71/
Beckon Capital Website: https://beckon.capital/
Aware Super Website: https://aware.com.au/

Elizabeth Hatton
Director at Viva Finanical Planning
Elizabeth Hatton LinkedIn: https://www.linkedin.com/in/elizabethhatton/
Viva Financial Planning Website: https://www.vivafp.com.au/

Paul Garner
Senior Financial Adviser at Novo Wealth and Board Member of the Ethical Advisers Co-operative
Paul Garner XY: https://www1.xyadviser.com/members/2987399
Novo Wealth Website: https://novowealth.com.au/
Ethical Advisers Co-operative Website: https://www.ethicaladviserscoop.org/

Alexandra Brown
Founder of Invest with Ethics, Head of Research at Altiorem and Board Member of the Ethical Advisers Co-operative
Alexandra Brown XY: https://www1.xyadviser.com/members/4925056
Invest with Ethics Website: https://www.investwithethics.com/
Altiorem Website: https://altiorem.org/

James Harwood
Senior Portfolio Manager at Russell Investments
James Harwood LinkedIn: https://www.linkedin.com/in/jamesharwood1/
Russell Investments Website: https://russellinvestments.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/

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