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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: December, 2021
Dec 19, 2021

This week we cover the Federal Reserve committee meeting, UK inflation data, Australian employment data, IGO's acquisition of Western Areas, CSL's acquisition of Vifor Pharma, and the CFPB's inquiry into the "buy now, pay later" sector.

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

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Dec 13, 2021

When we last caught up with Rachel, she had just started her own advice business, Flourix Wealth. Today, she joins Fraser to chat about how much it's grown and evolved in the last two and a half years.

Rachel O'Connor LinkedIn: https://www.linkedin.com/in/rachel-o-connor-65b6a595/
Flourix Wealth Website: https://flourix.com.au/

This episode is proudly sponsored by First Sentier Investors. https://go.firstsentierinvestors.com/firstsentier

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Dec 12, 2021

This week we cover US inflation, the US labour market, Consortium's Sydney Airport bid, Iron Gate, Shopping Centres Australia, Westpac, and Australian employment data.

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

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Dec 8, 2021

Kate is the Managing Director at FP Assistant, which offers back office support for Financial Planners. She joins Fraser to chat about FP Assistant's Professional Year Structured Training Program: "The Financial Planning Academy".

Kate Zerbst LinkedIn: https://www.linkedin.com/in/kate-zerbst-54234230/
FP Assistant Website: https://fpassist.com.au/
The Financial Planning Professional Year Hub: https://www.linkedin.com/groups/14028547/

This episode is proudly sponsored by First Sentier Investors. https://go.firstsentierinvestors.com/l/37502/2021-12-02/xc17s6

Join the XY platform:
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Dec 7, 2021
In this first episode in our Individual Disability Income Insurance series, we discuss how we go to October 2021, and the history of income protection.

To read more about AIA Australia’s new income protection product, click here: https://www.aia.com.au/en/adviser/business-growth-hub/adviser-news/new-priority-protection-release-nov-21.html

Katherine Hayes
Director and Financial Advisor at Hayes & Co Insurance Services and Co-Founder of Money Madams
Katherine Hayes LinkedIn: https://www.linkedin.com/in/katherine-hayes-44714830/
Hayes & Co Website: http://hcis.com.au/

Jeff Thurecht
Director and Senior Financial Planner at Evalesco Financial Services
Jeff Thurecht XY: https://www1.xyadviser.com/members/3556035
Evalesco Website: https://evalesco.com.au/

Natalie Cameron
Lead Ombudsman for Investments and Advice at the Australian Financial Complaints Authority
Natalie Cameron LinkedIn: https://www.linkedin.com/in/natalie-cameron/
AFCA Website: https://www.afca.org.au/

Benjamin Martin
Senior Technical Manager at AIA Australia
Benjamin Martin LinkedIn: https://www.linkedin.com/in/benjamin-martin-bb108729/
AIA Website: https://www.aia.com.au/

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

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

Dec 7, 2021
In this episode we're talking about sustainability, and whether or not income protection is currently in a stable position.

To read more about AIA Australia’s new income protection product, click here: https://www.aia.com.au/en/adviser/business-growth-hub/adviser-news/new-priority-protection-release-nov-21.html

Katherine Hayes
Director and Financial Advisor at Hayes & Co Insurance Services and Co-Founder of Money Madams
Katherine Hayes LinkedIn: https://www.linkedin.com/in/katherine-hayes-44714830/
Hayes & Co Website: http://hcis.com.au/

Jeff Thurecht
Director and Senior Financial Planner at Evalesco Financial Services
Jeff Thurecht XY: https://www1.xyadviser.com/members/3556035
Evalesco Website: https://evalesco.com.au/

Natalie Cameron
Lead Ombudsman for Investments and Advice at the Australian Financial Complaints Authority
Natalie Cameron LinkedIn: https://www.linkedin.com/in/natalie-cameron/
AFCA Website: https://www.afca.org.au/

Benjamin Martin
Senior Technical Manager at AIA Australia
Benjamin Martin LinkedIn: https://www.linkedin.com/in/benjamin-martin-bb108729/
AIA Website: https://www.aia.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/

Dec 7, 2021
In this episode we talk about the mindset changes that advisors need to adopt moving forward.

To read more about AIA Australia’s new income protection product, click here: https://www.aia.com.au/en/adviser/business-growth-hub/adviser-news/new-priority-protection-release-nov-21.html

Katherine Hayes
Director and Financial Advisor at Hayes & Co Insurance Services and Co-Founder of Money Madams
Katherine Hayes LinkedIn: https://www.linkedin.com/in/katherine-hayes-44714830/
Hayes & Co Website: http://hcis.com.au/

Jeff Thurecht
Director and Senior Financial Planner at Evalesco Financial Services
Jeff Thurecht XY: https://www1.xyadviser.com/members/3556035
Evalesco Website: https://evalesco.com.au/

Natalie Cameron
Lead Ombudsman for Investments and Advice at the Australian Financial Complaints Authority
Natalie Cameron LinkedIn: https://www.linkedin.com/in/natalie-cameron/
AFCA Website: https://www.afca.org.au/

Benjamin Martin
Senior Technical Manager at AIA Australia
Benjamin Martin LinkedIn: https://www.linkedin.com/in/benjamin-martin-bb108729/
AIA Website: https://www.aia.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/

Dec 7, 2021
In this episode we discuss insurance philosophies that advisers can implement in their practices.

To read more about AIA Australia’s new income protection product, click here: https://www.aia.com.au/en/adviser/business-growth-hub/adviser-news/new-priority-protection-release-nov-21.html

Katherine Hayes
Director and Financial Advisor at Hayes & Co Insurance Services and Co-Founder of Money Madams
Katherine Hayes LinkedIn: https://www.linkedin.com/in/katherine-hayes-44714830/
Hayes & Co Website: http://hcis.com.au/

Jeff Thurecht
Director and Senior Financial Planner at Evalesco Financial Services
Jeff Thurecht XY: https://www1.xyadviser.com/members/3556035
Evalesco Website: https://evalesco.com.au/

Natalie Cameron
Lead Ombudsman for Investments and Advice at the Australian Financial Complaints Authority
Natalie Cameron LinkedIn: https://www.linkedin.com/in/natalie-cameron/
AFCA Website: https://www.afca.org.au/

Benjamin Martin
Senior Technical Manager at AIA Australia
Benjamin Martin LinkedIn: https://www.linkedin.com/in/benjamin-martin-bb108729/
AIA Website: https://www.aia.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/

Dec 7, 2021
In this final installment we talk about what the future might hold for income protection in Australia.

To read more about AIA Australia’s new income protection product, click here: https://www.aia.com.au/en/adviser/business-growth-hub/adviser-news/new-priority-protection-release-nov-21.html

Katherine Hayes
Director and Financial Advisor at Hayes & Co Insurance Services and Co-Founder of Money Madams
Katherine Hayes LinkedIn: https://www.linkedin.com/in/katherine-hayes-44714830/
Hayes & Co Website: http://hcis.com.au/

Jeff Thurecht
Director and Senior Financial Planner at Evalesco Financial Services
Jeff Thurecht XY: https://www1.xyadviser.com/members/3556035
Evalesco Website: https://evalesco.com.au/

Natalie Cameron
Lead Ombudsman for Investments and Advice at the Australian Financial Complaints Authority
Natalie Cameron LinkedIn: https://www.linkedin.com/in/natalie-cameron/
AFCA Website: https://www.afca.org.au/

Benjamin Martin
Senior Technical Manager at AIA Australia
Benjamin Martin LinkedIn: https://www.linkedin.com/in/benjamin-martin-bb108729/
AIA Website: https://www.aia.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/

Dec 6, 2021

Shane is a Partner at The Hopkins Group (Australia) and Beekeeper. He and Fraser talk about improving your mental and physical health during challenging times, and the mental health benefits of beekeeping.

Shane Light LinkedIn: https://www.linkedin.com/in/lightshane/
The Hopkins Group Website: https://thehopkinsgroup.com.au/

This episode is proudly sponsored by First Sentier Investors. https://go.firstsentierinvestors.com/l/37502/2021-12-02/xc17s6

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

Dec 5, 2021

This week we cover the continuing impacts of the Omicron variant, Australian GDP, KFC Europe and Woolworth's API bid.

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

Join the XY platform:
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Dec 1, 2021

Siobhan is the Relationship Manager at Pivot Wealth. She and Fraser chat about appreciating the non-financial benefits of client relationships, and how to maximise these relationships with a BDM-style approach.

Siobhan McTiernan LinkedIn: https://www.linkedin.com/in/siobhanmctiernan/
Pivot Wealth Website: https://pivotwealth.com.au/

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

Join the XY platform:
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Google Play: http://co.xyadviser.com/xygplay
Desktop: https://www.xyadviser.com/

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

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