229 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, 54 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.

    #193 Dean Holmes

    #193 Dean Holmes

    Limited time equity crowdfund offer. Go to https://www.birchal.com/company/xyadviser to own a piece of the social media platform moving forward.
    Dean has some strong ideas around the future of the financial advice business model, and discusses how his licensee is approaching it. Find the Wealth Network Group on XY
    Dean Holmes XY: https://www1.xyadviser.com/members/2231807
    The Wealth Network XY Group: https://www1.xyadviser.com/groups/1846338/
    General Disclaimer – https://www.xyadviser.com/disclaimer/
    New XY platform now available:
    App Store: http://co.xyadviser.com/xyistore
    Google Play: http://co.xyadviser.com/xygplay
    Desktop: https://www.xyadviser.com/

    • 49 min
    #192 Joel Harty

    #192 Joel Harty

    Joel has a long background working as a financial adviser within industry funds. We took this opportunity to open the bonnet into what it's like being a financial adviser in a space not many financial advisers get exposure to. We also discuss all things defined benefits and some of the unexpected benefits of unlisted assets.
    Joel Harty Linkedin: https://www.linkedin.com/in/joel-harty/
    Pivot Wealth Website: https://pivotwealth.com.au/
    General Disclaimer – https://www.xyadviser.com/disclaimer/
    New XY platform now available:
    App Store: http://co.xyadviser.com/xyistore
    Google Play: http://co.xyadviser.com/xygplay
    Desktop: https://www.xyadviser.com/

    • 45 min
    #191 Julian Plummer

    #191 Julian Plummer

    Julian is one of the founders and head of strategy at Midwinter. Coding through one and a half decades of advice changes, Julian drops by to chat about change, tech, compliance, and the future of advice.
    GUEST EDIT: when mentioning ISO, it should have been ISO27001, rather than ISO9600.
    Julian Plummer XY: https://www1.xyadviser.com/members/2809623
    Midwinter Website: https://www.midwinter.com.au/
    General Disclaimer – https://www.xyadviser.com/disclaimer/
    New XY platform now available:
    App Store: http://co.xyadviser.com/xyistore
    Google Play: http://co.xyadviser.com/xygplay
    Desktop: https://www.xyadviser.com/

    • 1 hr 2 min
    #190 James Wrigley

    #190 James Wrigley

    James is a financial adviser with a prolific video creation strategy. He drops by to share about the difficulties and the benefits of providing content for ideal clients.
    James Wrigley XY: https://www1.xyadviser.com/members/2920075
    First Financial Website: https://firstfinancial.com.au/
    General Disclaimer – https://www.xyadviser.com/disclaimer/
    New XY platform now available:
    App Store: http://co.xyadviser.com/xyistore
    Google Play: http://co.xyadviser.com/xygplay
    Desktop: https://www.xyadviser.com/

    • 44 min
    #189 Paul Barrett

    #189 Paul Barrett

    Paul is one of Australia's most experienced Private Wealth Managers but brings a fresh approach to his practice. It’s about simplifying the complex, creating clear space for you and aligning your finances with the things you want out of life.
    Paul Barrett Linkedin: https://www.linkedin.com/in/mrpaulbarrett/
    Absolute Wealth Advisers Website: http://www.absolute.sydney/
    Anganwadi Project Website: https://www.anganwadiproject.com/
    General Disclaimer – https://www.xyadviser.com/disclaimer/
    New XY platform now available:
    App Store: http://co.xyadviser.com/xyistore
    Google Play: http://co.xyadviser.com/xygplay
    Desktop: https://www.xyadviser.com/
    Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
    20% off for XY+ members https://www.xyadviser.com/plus

    • 53 min
    #188 David Haintz

    #188 David Haintz

    David has had an amazing career from planner to helping build Shadforth which was acquired for $670M. He explains the true value of advice for advisers and clients alike being 'above the line'.
    David Haintz Linkedin: https://www.linkedin.com/in/davidhaintz/
    Global Adviser Alpha Website: https://globaladviseralpha.com/
    General Disclaimer – https://www.xyadviser.com/disclaimer/
    New XY platform now available:
    App Store: http://co.xyadviser.com/xyistore
    Google Play: http://co.xyadviser.com/xygplay
    Desktop: https://www.xyadviser.com/
    Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
    20% off for XY+ members https://www.xyadviser.com/plus

    • 52 min

Customer Reviews

4.6 out of 5
54 Ratings

54 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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