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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, 2022
Jun 29, 2022

Craig is a Risk Adviser at Steadfast Life. He shares his personal mental health journey, and discusses destigmatising mental health.

Craig Boss LinkedIn: https://www.linkedin.com/in/craig-boss-%E2%9C%94-85817b16/
Steadfast Life Website: https://www.steadfastlife.com.au/

Find out more about Challenger and our expanded product range http://www.challenger.com.au/adviser/income-for-life

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Jun 27, 2022

John is the Founder and Strategic Wealth Adviser at AFA Group Wealth. He chats with Ben about starting his own practice at the age of twenty, and the journey of how the business has grown and evolved over the years.

John Cachia XY: https://www1.xyadviser.com/members/2400932
John Cachia LinkedIn: https://www.linkedin.com/in/johncachia-moneywealthadviser/
AFA Group Wealth Website: https://www.afagroupwealth.com.au/

Find out more about Challenger and our expanded product range http://www.challenger.com.au/adviser/income-for-life

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Jun 26, 2022

This week we cover the June Manufacturing PMI, US Services PMI, UK CPI, Qantas, and Cooper Energy.

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

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Jun 22, 2022

Adam is a Risk Strategy Specialist at Zurich. He and Jess discuss how advisers can help clients when unexpected incidents occur in their lives, and how training staff in handling conversations around these events can help even further. 

Adam Crabbe LinkedIn: https://www.linkedin.com/in/adamcrabbe/
Zurich Website: https://www.zurich.com.au/

Find out more about Challenger and our expanded product range http://www.challenger.com.au/adviser/income-for-life

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Jun 20, 2022

Nathan is a Senior Adviser at Tribeca Financial, Director at Ethos Australia, and the Founder and Chair of the XY Adviser Ethics Committee. He talks about his recent merger with Tribeca Financial, and his work with developing the Ethos platform.

Nathan Fradley XY: https://www1.xyadviser.com/members/2345594
Nathan Fradley LinkedIn: https://www.linkedin.com/in/nathan-fradley-fchfp-88a8502a/
Tribeca Financial Website: https://www.tribecafinancial.com.au/
Ethos Australia Website: https://www.ethosesg.com/

Find out more about Challenger and our expanded product range http://www.challenger.com.au/adviser/income-for-life

Join the XY platform:
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Jun 19, 2022

This week we cover the increasing impacts of inflation, the US Federal Reserve's interest rates raise, the European Central Bank's emergency meeting, and the Australian Fair Work Commission's annual minimum wage decision.

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

Join the XY platform:
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Jun 15, 2022

Mitchell is the Group General Manager at Coastal Advice Group. He joins Jess to talk about creating a balanced "score card" for staff, and how advisers can attract the right clients through marketing.

Mitchell Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/
Central Coast Financial Planning Group Website: https://www.centralcoastfpg.com.au/

Find out more about Challenger and our expanded product range http://www.challenger.com.au/adviser/income-for-life

Join the XY platform:
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Jun 13, 2022
Deline is the Founder and Financial Planner at Mazi Wealth. She talks to Ben about starting Mazi Wealth, and they discuss the processes that make you more efficient. Deline Jacovides XY: https://www1.xyadviser.com/members/3269093
Deline Jacovides LinkedIn: https://www.linkedin.com/in/delinejacovides/
Mazi Wealth Website: https://maziwealth.com.au/
AFA XY Group: https://www1.xyadviser.com/courses/7027498/about

Find out more about Challenger and our expanded product range http://www.challenger.com.au/adviser/income-for-life

Join the XY platform:
App Store: http://co.xyadviser.com/xyistore
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Jun 12, 2022
This week we cover the RBA, The European Central Bank, US Inflation, AGL, and Atlas Arteria.

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

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Jun 8, 2022

Captain FI is a Retired Aussie Pilot and the Host of CaptainFI Blog and the Financial Independence Podcast. He and Jess chat about the concept of FIRE (Financial Independence Retire Early), and what it takes to retire at a young age.

Captain FI Website: https://captainfi.com/

MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.com.au/

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Jun 7, 2022

In this second instalment, Fraser Jack sits down with Shan Chung, Client Development Manager from the Macquarie Virtual Adviser Network (VAN), and Tom Reddacliff, Executive Chairman and Director at Encore Advisory Group. They continue the conversation on the four success drivers of winning advice firms, and explore the next of those success drivers. This conversation explores the scalability of advice practices, measuring your success, productivity, outsourcing, technology and much more.

Macquarie VAN – Build for the Future program - https://www.macquarie.com.au/van

Shan Chung LinkedIn: https://www.linkedin.com/in/shan-chung-28102570/
Macquarie Website: https://www.macquarie.com.au/van

Tom Reddacliff LinkedIn: https://www.linkedin.com/in/tom-reddacliff-b2859812/
Encore Advisory Group: https://www.encoreadvisorygroup.com.au/

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Macquarie Disclaimer: https://www.xyadviser.com/macquarie_disclaimer

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Jun 6, 2022

Brett is a Managing Director (EMEA) and Financial Planner at Atlas Wealth Management. He joins Ben to discuss the challenges of opening an overseas office at the height of COVID, and how he stayed ahead of legislation changes and compliance during that process.

Brett Evans XY: https://www1.xyadviser.com/members/2216508
Brett Evans LinkedIn: https://www.linkedin.com/in/brettaevans22/
Atlas Wealth Management Website: https://atlaswealth.com/au/

MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.com.au/

Join the XY platform:
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Jun 5, 2022

This week we cover US Consumer confidence data and Non-Farm Payrolls, Australian Q1 GDP, AGL, Origin Energy, and Lithium Stocks.

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

Join the XY platform:
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Jun 1, 2022

Rob is the Co-Founder of McGregor Wealth Management and GPS Wealth. He and Jess talk about best-of-breed client engagement, and how he developed and build this quality engagement into his business. 

Rob McGregor LinkedIn: https://www.linkedin.com/in/rob-mcgregor-62139923/
McGregor Wealth Management Website: https://mcgregorwealthmanagement.com.au/

MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.com.au/

Join the XY platform:
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