261 episodes

The social network for financial advisors www.xyadviser.com

This podcast is to help drive the positive evolution of financial advice.

The information provided on the podcast is not intended to constitute legal, business, financial advice or other professional advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified professional who is familiar with the facts of your particular circumstances. Before making a decision, you should consider speaking with a financial advisor or financial planner.

XY Adviser XY Adviser

    • Business News
    • 4.6 • 55 Ratings

The social network for financial advisors www.xyadviser.com

This podcast is to help drive the positive evolution of financial advice.

The information provided on the podcast is not intended to constitute legal, business, financial advice or other professional advice. It is provided as general information only and is not intended as a substitute for personal advice from a qualified professional who is familiar with the facts of your particular circumstances. Before making a decision, you should consider speaking with a financial advisor or financial planner.

    #220 David Haseldine

    #220 David Haseldine

    David from The Updated Estate shares his story regarding his involvement in the AMP class action lawsuit.
    David Haseldine LinkedIn: https://www.linkedin.com/in/davehaseldine/
    The Updated Investor Website: https://www.theupdated.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/

    • 42 min
    #219 Kate Holmes

    #219 Kate Holmes

    Kate Holmes from Innovating Advice returns to the XY Podcast to discuss not only the struggles advisers faced in 2020, but also the triumphs and achievements they've made throughout a trying year.
    EDITORS NOTE: The children's book mentioned is the "Financial Confidence for Kids" Series by Dr. Mara Catherine Harvey and Mariajosé Gajate Molina
    Kate Holmes LinkedIn: https://www.linkedin.com/in/kateaholmes/
    Innovating Advice Website: https://www.innovatingadvice.com/
    This episode is proudly sponsored by HUB24
    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/

    • 42 min
    #218 Steven Kerbel

    #218 Steven Kerbel

    Steven Kerbel is the Director And Financial Planner at South City Brokers. He talks about his spiritual goal of touching people in a meaningful way, and creating a life changing moment through advice for both clients and advisers.
    Steven Kerbel LinkedIn: https://www.linkedin.com/in/steven-kerbel-b163b57/
    South City Brokers Website: https://www.southcitybrokers.com.au/
    This episode is proudly sponsored by HUB24
    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/

    • 46 min
    #217 Alysia Laird

    #217 Alysia Laird

    Alysia is the Principal Adviser at Zebra Tailored Wealth, and she talks us through her unique journey from becoming a financial adviser to starting her own business.
    Alysia Laird XY: https://www1.xyadviser.com/members/2445087
    Zebra Tailored Wealth: https://www.zebratailoredwealth.com.au/
    This episode is proudly sponsored by HUB24
    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/

    • 36 min
    #216 Julia Scott

    #216 Julia Scott

    Julia Scott is the founder of Love Luck Wealth and an expert in Money Mindset. She discusses how changing your attitude and emotions towards money is important for creating wealth.
    Julia Scott LinkedIn: https://www.linkedin.com/in/julia-scott-b64596195/
    Love Luck Wealth Website: https://www.loveluckwealth.com/
    This episode is proudly sponsored by HUB24
    General Disclaimer – https://www.xyadviser.com/disclaimer/

    • 45 min
    #215 Nathan Fradley

    #215 Nathan Fradley

    Nathan is the Principal Financial Planner and Director at Lime Financial Planning, and recently won the Affinia Financial Adviser of the Year Award.
    Nathan Fradley: https://www1.xyadviser.com/members/2345594
    Lime Financial Website: https://www.limefinancialplanning.com.au/
    This episode is proudly sponsored by HUB24
    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/

    • 56 min

Customer Reviews

4.6 out of 5
55 Ratings

55 Ratings

Freddy Jaco ,

Great line up of guests

The who’s who of the industry are on this podcast. Thanks team for putting such a great line up together 😁👌🏻

MarcusAustralia ,

Great Aussie FP Podcast

Loved the Jim Stackpool interview. Prefer your interviews that are 1 on 1. Rather then two XY Adviser speakers and one guest. Product and Advice are two seperate areas so let’s keep driving the conversation to Aussie families and regulators and make FP a profession.

Blackmarn ,

Auditory pleasure to the extreme

This is a great podcast shining a light and opening the kimono on the finance industry in Australia. It features some real epic guests, sharing their thoughts and knowledge. For example, I heard the other day that they had successfully secured an interview with Shane Black... simply amazing. That guy should be on at least, oh I don’t know, every second episode (and that’s being conservative).

Keep up the great work from a long time listener,

Bhane Slack

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