Ensombl Advice Australia

Katrina has been advising for over a decade, but had never used social media as a methodology of connecting with clients. Katrina walks us through what she learned completing the 30 day social media challenge recently held on the XY platform. Katrina Van Gunst XY: https://www1.xyadviser.com/members/2401967 Phillipsons Website: phillipsons.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/

Jake is a financial adviser specialising in the under 45s market, and has carved out a niche with cashflow as a service. Finding success on social media as an acquisition method, Jake is bullish on the strong future of financial advice. Jake Wilkins XY: https://www1.xyadviser.com/members/2400950 Financial Planning Brisbane Website: http://fpbrisbane.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/

Adam is a former adviser, and director at NextGen Planners helping advisers all over the world get better at their jobs in some very unique ways. Adam Owen XY: https://www1.xyadviser.com/members/4163638 Next Gen Planners Website: https://nextgenplanners.co.uk/ 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/

Limited time equity crowdfund offer. Go to https://www.birchal.com/company/xyadviser to own a piece of the social media platform moving forward. Always consider the general CFS risk warning and offer document before investing. 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/

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/

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/

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/

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

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

The Lego king, Ben also heads up policy and standards at Financial Planning Association of Australia Benjamin Marhshan Linkedin: https://www.linkedin.com/in/benjamin-marshan-6617191/ FPA Website: https://fpa.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/ Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/ 20% off for XY+ members https://www.xyadviser.com/plus