406 episodes

Professional network for financial advisers www.xyadviser.com

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 Media

    • News
    • 4.6 • 58 Ratings

Professional network for financial advisers www.xyadviser.com

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.

    #279 Dan Blatch

    #279 Dan Blatch

    Dan is a Director and Life Risk Specialist at IMFG, the founder of Blatchy's Blues, and the winner of the 2021 ifa Risk Adviser of the Year Award. He chats about his business journey, from wanting to be a physio-therapist to ultimately landing in financial advice.
    Dan Blatch LinkedIn: https://www.linkedin.com/in/dan-blatch-604070a/
    IMFG Website: https://www.imfg.com.au/
    This episode is proudly sponsored by First Sentier Investors. https://go.firstsentierinvestors.com/firstsentier
    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
    #278 Thabojan Rasiah

    #278 Thabojan Rasiah

    Thabojan is the Founder and Principal Adviser at Rasiah Private Wealth Management and Host of the Rich with Purpose Podcast. He joins Ben to talk about the "people side" of his business, and why building the right team is critical for delivery. Thabojan Rasiah XY: https://www1.xyadviser.com/members/2401892
    Rasiah Private Wealth Management Website: https://www.rasiahprivate.com.au/
    This episode is proudly sponsored by First Sentier Investors. https://go.firstsentierinvestors.com/firstsentier
    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/

    • 38 min
    #277 Adele Martin

    #277 Adele Martin

    Adele is an award-winning Certified Financial Planner and the founder of The Savings Squad podcast and My Money Buddy. She returns to the XY Podcast to chat with Ben about her hacks for growing your business and team.
    Adele Martin XY: https://www1.xyadviser.com/members/2403682
    Adele Martin Website: https://www.adelemartin.com/
    This episode is proudly sponsored by First Sentier Investors. https://go.firstsentierinvestors.com/firstsentier
    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/

    • 33 min
    20 DEC 2021 - Monday Market Highlights

    20 DEC 2021 - Monday Market Highlights

    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/
    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/

    • 4 min
    #276 Rachel O'Connor

    #276 Rachel O'Connor

    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
    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
    13 DEC 2021 - Monday Market Highlights

    13 DEC 2021 - Monday Market Highlights

    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/
    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/

    • 4 min

Customer Reviews

4.6 out of 5
58 Ratings

58 Ratings

MandyMoo73 ,

Great podcast for financial services

A fabulous lineup for those in or interested in financial services. Thanks XY fir this one!!

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.

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