Ensombl Advice Australia

Ensombl
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Oct 7, 2020 • 41min

#206 Michael Miller

Michael is one of the most valuable advisers on XY. Constantly answering questions with his high level of technical expertise, Michael is now a part of a small team writing the book on financial planning ethics. Pre order here https://www.michaelmiller.help/book Michael Miller XY: https://www1.xyadviser.com/members/2456122 Wealth Market Website: www.wealthmarket.com This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more. 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/
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Oct 5, 2020 • 48min

#205 Stephen Glenfield

Stephen drops back into the XY Podcast to give an update on the last 12 months of the FASEA roll out. FASEA Website: https://www.fasea.gov.au/ National Suicide Prevention Line: 13 11 14 This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more. 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/
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Sep 30, 2020 • 40min

#204 John Maroney

John has a very experienced career in financial services across multi disciplines and now heads up the SMSFA. John Maroney Linkedin: https://www.linkedin.com/in/smsfassociation/ SMSFA Website: https://www.smsfassociation.com/ This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more. 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/
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Sep 28, 2020 • 1h 3min

#203 Paul Barrett

Paul runs AZNGA - a company that acquires high quality financial planning firms, helping take those firms to the next level. Paul Barrett Linkedin: https://www.linkedin.com/in/paulbarrett2/ AZ NGA Website: https://www.aznga.com/ This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more. 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/
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Sep 23, 2020 • 43min

#202 Andrew Walsh

Founding Xplan almost two decades ago, Andrew has been involved in advice technology from the beginning. As CEO of IRESS, Andrew now oversees a multi billion dollar publicly listed company providing advice technology all over the world. Andrew Walsh Linkedin: https://www.linkedin.com/in/andrew-walsh-b20782b/ IRESS Website: https://www.iress.com/ This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more. 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/
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Sep 21, 2020 • 35min

#201 Azaria Bell

Azaria burst on to the financial planning scenes a couple of years back, and is an advocate for new entrants into the advice profession. Azaria Bell XY: https://www1.xyadviser.com/members/4386609 Mad About Life Website: https://www.madaboutlife.com.au/ This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more. 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/
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Sep 16, 2020 • 49min

#200 Michelle Hoskin

Founder and head of Standards International, the UK outfit working on helping advisers all over the world provide advice in a more efficient and effective way by providing a fantastic client experience. Michelle Hoskin XY: https://www.linkedin.com/in/standardsexpert/ Standards International Website: https://standardsinternational.co.uk/ This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more. 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/
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Sep 14, 2020 • 45min

#199 Neil Macdonald

CEO of the AMP and Hillross Associations and played a key role with helping to organise the recent legal case with AMP. A former adviser and passionate advocate for advice Neil Macdonald XY: https://www1.xyadviser.com/members/2228870 The Adviser Association Website: http://theadvisersassociation.com.au/ National Suicide Prevention Line: 13 11 14 This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more. 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/
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Sep 9, 2020 • 37min

#198 Matt Heine

Matt Heine is the MD at Netwealth. He drops by the XY podcast to talk about the findings in the fourth annual advice tech report. Matt Heine Linkedin: https://www.linkedin.com/in/mattheine/ Netwealth Website: https://www.netwealth.com.au/ This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more. 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/
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Aug 31, 2020 • 43min

#197 Chris Bates

Chris is former adviser who now focuses entirely on mortgage brokering. On September 1, he launches a 30 day property challenge on the XY platform, where he teaches advisers how to include property in the advice process. Chris Bates XY: https://www1.xyadviser.com/members/4043358 Wealthful Website: https://www.wealthful.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/

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