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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: November, 2021
Nov 29, 2021

Christopher is a Principal at MillerPrince Lawyers. He joins Fraser to discuss buying and selling financial planning businesses.

Christopher Athanassios LinkedIn: https://www.linkedin.com/in/christopher-athanassios-5023666a/
MillerPrince Website: https://millerprince.com.au/

This episode is proudly sponsored by First Sentier Investors. https://www.firstsentierinvestors.com.au/

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Nov 28, 2021

Today we cover the COVID Omicron variant, Australian Retail Sales, Fisher and Paykel Healthcare and Crown Resorts.

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

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Nov 24, 2021

Lisa is a Marketing Consultant who specialises in marketing message and website makeovers for financial advisers. She talks about how advisers can use their marketing to simplify the advice process in their client's mind, and how to avoid the "curse of knowledge".

Lisa Greensill XY: https://www1.xyadviser.com/members/4200237
Lisa Greensill Website: https://www.lisagreensill.com/

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

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Nov 23, 2021

In this episode we discuss the market demand and dynamics of ESG Advice.

To find out more about PIMCO’s industry-leading approach to ESG, visit https://www.pimco.com.au/esg-investing

Nathan Fradley
Principal Financial Planner and Director at Lime Financial Planning
Nathan Fradley XY: https://www1.xyadviser.com/members/2345594
Lime Financial Planning Website: https://www.limefinancialplanning.com.au/
Good for the Bee Podcast: https://www.goodforthebee.com/

Karen McLeod
Principal Financial Adviser at Ethical Investment Advisers
Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/
Ethical Investment Advisers Website: https://www.ethicalinvestment.com.au/
RIAA Website: https://responsibleinvestment.org/
Ethical Advisers' Co-op Website: https://www.ethicaladviserscoop.org/

David Graham
Senior Financial Planner at Story Wealth Management
David Graham LinkedIn: https://www.linkedin.com/in/davidgrahamcfpmelbourne/
Story Wealth Management Website: https://storywealth.com.au/

Michelle Brisbane
Managing Director and Adviser at Ethical Investment Services
Michelle Brisbane LinkedIn: https://www.linkedin.com/in/michelle-brisbane-5643842/
Ethical Investment Services Website: https://ethicalinvestments.com.au/

Claudia Mah
Investment Research Analyst at Ethical Investment Services
Claudia Mah LinkedIn: https://www.linkedin.com/in/claudia-mah-21142223/

Grover Burthey
Executive Vice President and Head of Portfolio Management at PIMCO
Grover Burthey LinkedIn: https://www.linkedin.com/in/grover-burthey-b2262112/
PIMCO Website: https://www.pimco.com.au/en-au/experts/grover-burthey

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Nov 23, 2021

In this episode we talk about the adviser's approach to discussing ESG investing with their clients.

To find out more about PIMCO’s industry-leading approach to ESG, visit https://www.pimco.com.au/esg-investing

Nathan Fradley
Principal Financial Planner and Director at Lime Financial Planning
Nathan Fradley XY: https://www1.xyadviser.com/members/2345594
Lime Financial Planning Website: https://www.limefinancialplanning.com.au/
Good for the Bee Podcast: https://www.goodforthebee.com/

Karen McLeod
Principal Financial Adviser at Ethical Investment Advisers
Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/
Ethical Investment Advisers Website: https://www.ethicalinvestment.com.au/
RIAA Website: https://responsibleinvestment.org/
Ethical Advisers' Co-op Website: https://www.ethicaladviserscoop.org/

David Graham
Senior Financial Planner at Story Wealth Management
David Graham LinkedIn: https://www.linkedin.com/in/davidgrahamcfpmelbourne/
Story Wealth Management Website: https://storywealth.com.au/

Michelle Brisbane
Managing Director and Adviser at Ethical Investment Services
Michelle Brisbane LinkedIn: https://www.linkedin.com/in/michelle-brisbane-5643842/
Ethical Investment Services Website: https://ethicalinvestments.com.au/

Claudia Mah
Investment Research Analyst at Ethical Investment Services
Claudia Mah LinkedIn: https://www.linkedin.com/in/claudia-mah-21142223/

Grover Burthey
Executive Vice President and Head of Portfolio Management at PIMCO
Grover Burthey LinkedIn: https://www.linkedin.com/in/grover-burthey-b2262112/
PIMCO Website: https://www.pimco.com.au/en-au/experts/grover-burthey

Join the XY platform:
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Nov 23, 2021

In this episode we deep dive into the impact and social change of ESG investing, as well as exploring the concept of "greenwashing".

To find out more about PIMCO’s industry-leading approach to ESG, visit https://www.pimco.com.au/esg-investing

Nathan Fradley
Principal Financial Planner and Director at Lime Financial Planning
Nathan Fradley XY: https://www1.xyadviser.com/members/2345594
Lime Financial Planning Website: https://www.limefinancialplanning.com.au/
Good for the Bee Podcast: https://www.goodforthebee.com/

Karen McLeod
Principal Financial Adviser at Ethical Investment Advisers
Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/
Ethical Investment Advisers Website: https://www.ethicalinvestment.com.au/
RIAA Website: https://responsibleinvestment.org/
Ethical Advisers' Co-op Website: https://www.ethicaladviserscoop.org/

David Graham
Senior Financial Planner at Story Wealth Management
David Graham LinkedIn: https://www.linkedin.com/in/davidgrahamcfpmelbourne/
Story Wealth Management Website: https://storywealth.com.au/

Michelle Brisbane
Managing Director and Adviser at Ethical Investment Services
Michelle Brisbane LinkedIn: https://www.linkedin.com/in/michelle-brisbane-5643842/
Ethical Investment Services Website: https://ethicalinvestments.com.au/

Claudia Mah
Investment Research Analyst at Ethical Investment Services
Claudia Mah LinkedIn: https://www.linkedin.com/in/claudia-mah-21142223/

Grover Burthey
Executive Vice President and Head of Portfolio Management at PIMCO
Grover Burthey LinkedIn: https://www.linkedin.com/in/grover-burthey-b2262112/
PIMCO Website: https://www.pimco.com.au/en-au/experts/grover-burthey

Join the XY platform:
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Nov 23, 2021

In this episode we talk about the changing climate of climate change, and how "impact investing" can affect your client's portfolio.

To find out more about PIMCO’s industry-leading approach to ESG, visit https://www.pimco.com.au/esg-investing

Nathan Fradley
Principal Financial Planner and Director at Lime Financial Planning
Nathan Fradley XY: https://www1.xyadviser.com/members/2345594
Lime Financial Planning Website: https://www.limefinancialplanning.com.au/
Good for the Bee Podcast: https://www.goodforthebee.com/

Karen McLeod
Principal Financial Adviser at Ethical Investment Advisers
Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/
Ethical Investment Advisers Website: https://www.ethicalinvestment.com.au/
RIAA Website: https://responsibleinvestment.org/
Ethical Advisers' Co-op Website: https://www.ethicaladviserscoop.org/

David Graham
Senior Financial Planner at Story Wealth Management
David Graham LinkedIn: https://www.linkedin.com/in/davidgrahamcfpmelbourne/
Story Wealth Management Website: https://storywealth.com.au/

Michelle Brisbane
Managing Director and Adviser at Ethical Investment Services
Michelle Brisbane LinkedIn: https://www.linkedin.com/in/michelle-brisbane-5643842/
Ethical Investment Services Website: https://ethicalinvestments.com.au/

Claudia Mah
Investment Research Analyst at Ethical Investment Services
Claudia Mah LinkedIn: https://www.linkedin.com/in/claudia-mah-21142223/

Grover Burthey
Executive Vice President and Head of Portfolio Management at PIMCO
Grover Burthey LinkedIn: https://www.linkedin.com/in/grover-burthey-b2262112/
PIMCO Website: https://www.pimco.com.au/en-au/experts/grover-burthey

Join the XY platform:
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Nov 23, 2021

In this final installment we focus in on bonds vs equities, and the different asset classes of ESG investing.

To find out more about PIMCO’s industry-leading approach to ESG, visit https://www.pimco.com.au/esg-investing

Nathan Fradley
Principal Financial Planner and Director at Lime Financial Planning
Nathan Fradley XY: https://www1.xyadviser.com/members/2345594
Lime Financial Planning Website: https://www.limefinancialplanning.com.au/
Good for the Bee Podcast: https://www.goodforthebee.com/

Karen McLeod
Principal Financial Adviser at Ethical Investment Advisers
Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/
Ethical Investment Advisers Website: https://www.ethicalinvestment.com.au/
RIAA Website: https://responsibleinvestment.org/
Ethical Advisers' Co-op Website: https://www.ethicaladviserscoop.org/

David Graham
Senior Financial Planner at Story Wealth Management
David Graham LinkedIn: https://www.linkedin.com/in/davidgrahamcfpmelbourne/
Story Wealth Management Website: https://storywealth.com.au/

Michelle Brisbane
Managing Director and Adviser at Ethical Investment Services
Michelle Brisbane LinkedIn: https://www.linkedin.com/in/michelle-brisbane-5643842/
Ethical Investment Services Website: https://ethicalinvestments.com.au/

Claudia Mah
Investment Research Analyst at Ethical Investment Services
Claudia Mah LinkedIn: https://www.linkedin.com/in/claudia-mah-21142223/

Grover Burthey
Executive Vice President and Head of Portfolio Management at PIMCO
Grover Burthey LinkedIn: https://www.linkedin.com/in/grover-burthey-b2262112/
PIMCO Website: https://www.pimco.com.au/en-au/experts/grover-burthey

Join the XY platform:
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Nov 22, 2021

Nellie is a Values Based Financial Adviser and Director at O'Brien Accountants & Advisors. She joins Fraser to talk about the importance of a consistent approach to advice.

Nellie Fung LinkedIn: https://www.linkedin.com/in/nelliefungfinancialadvisor/
O'Brien Accountants & Advisors Website: https://obbc.com.au/

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

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Nov 21, 2021

Today we cover the Reserve Bank of Australia minutes, APRA, core inflation, Aristocrat's FY21 result, Woodside Petroleum, CBA's September Quarter update and Crown Resorts.

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

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Nov 17, 2021

Whitley is a Practicing Adviser and Mortgage Broker, and an Associate Lecturer at Griffith University. She joins Fraser to discuss her research into how your mindset influences your financial well-being.

Whitley Bejah LinkedIn: https://www.linkedin.com/in/whitley-bejah-8b448454/
Griffith University Profile: https://experts.griffith.edu.au/18432-whitley-bejah

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

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Nov 15, 2021

Andrew is the Principal Financial Adviser and founder of EFS Advice. He joins Clayton to chat about the best client acquisition channels and hyper-niche practices.

Andrew Reynolds XY: https://www1.xyadviser.com/members/4142480
EFS Advice Website: https://efsadvice.com.au/

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

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Nov 14, 2021

Today we cover US CPI data, Australian employment data, Broad credit in China, UK GDP data, the Australian IPO market and Playtech.

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

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Nov 10, 2021

Kevin is the Managing Owner of Pension Services, which deals with Centrelink and Age Care matters on the behalf of clients. Kevin is a self-described "Centrelink Stress Remover" and shares some of the rewarding experiences he's had in the business.

Kevin Smith LinkedIn: https://www.linkedin.com/in/kevinsmithau/
Pension Services Website: https://www.pensionservices.com.au/

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

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Nov 8, 2021

Jordan is an Independent Financial Adviser at PlanningSolo. He and Fraser talk about his journey to becoming an adviser, and what lessons he's learned from the issues he overcame along the way.

Jordan Vaka XY: https://www1.xyadviser.com/members/2400594
PlanningSolo Website: https://www.planningsolo.com.au/

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

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Nov 7, 2021

This week we cover the RBA monthly meeting, US Non Farm Payrolls, the US Federal reserve, the Bank of England, Afterpay, Peloton, Tyro and Netwealth.

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

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Nov 3, 2021

Natallia is the Director and Principal Financial Adviser at TruWealth Advice. She talks about understanding who your niche client is in order to make relationships work for the long term.

Natallia Smith XY: https://www1.xyadviser.com/members/2809565
TruWealth Website: https://www.truwealthadvice.com.au/

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

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Nov 1, 2021

Andrew is the Managing Director at Webster's Wealth Partners, which he runs alongside his wife, Stephanie.
They had a shakey start to beginning their advice practice, and Andrew joins Fraser to discuss the lessons he's learned from that experience.

Andrew Ferguson LinkedIn: https://www.linkedin.com/in/andrew-ferguson-1a756946/
Webster's Wealth Partners Website: https://websterswealth.com/

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

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