Ensombl Advice Australia

Brought to you by Zurich and Onepath - two brands with one vision. Dr. Ann Dadich is an Associate Professor within the Western Sydney University School of Business. She is also a registered psychologist, holds editorial appointments with several academic journals, and chairs the Australian and New Zealand Academy of Management (ANZAM). Episode Resources: https://docs.google.com/document/d/1UWliDNxpF0Xj1i2PaaNCAtw7dZYW0afwPtdsK4DoL38/edit?usp=sharing Dr. Ann Dadich Linkedin: https://www.linkedin.com/in/ann-dadich-40669214/ WSU Website: https://www.westernsydney.edu.au/staff_profiles/WSU/associate_professor_ann_dadich 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

Brought to you by Zurich and Onepath - two brands with one vision. Dr. Somers specializes in the growing new field of financial psychology. She trains and consults broadly with financial services professionals; touching on topics about reasons why clients may fail to follow good advice, the psychological factors at play during major life transitions, and the hazards of mental depletion. Dr. Moira Somers Linkedin: https://www.linkedin.com/in/moira-somers/ Money, Mind and Meaning Website: https://moneymindandmeaning.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

Brought to you by Zurich and Onepath - two brands with one vision. Eric is a seasoned financial advisor and wealth coach with over 30 years of experience in financial services including many years at BNP, Merrill Lynch, Fiducian Financial Services and now as The Wealth Farmer. He is a goal-orientated advisor that puts strong emphasis on building great relationships. Eric Priebee XY: https://www1.xyadviser.com/members/2227979 Wealth Farmer Website: https://wealthfarmer.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

Brought to you by Zurich and Onepath - two brands with one vision. Daniel is a clinically trained psychologist who grew up around financial planning. Author of Behavioral Investor, TEDx speaker, and Chief Behavioral Officer at Brinker Capital. Daniel Crosby Linkedin: https://www.linkedin.com/in/danielcrosby/ Brinker Capital Website: brinkercapital.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

Brought to you by Zurich and Onepath - two brands with one vision. Csilla is head of operations at XY and has spent the last 18 years in financial services. She also lectures at university teaching the next generation of advisers. Csilla Skultety XY: https://www1.xyadviser.com/members/2664886 XY Adviser Website: xyadviser.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

Vanessa's background covers financial services and physical fitness, and now works as a high performance coach specialising in mental fitness. Vanessa Bennett Linkedin: https://www.linkedin.com/in/high-performance-coach-vanessa-bennett-neperform/ Next Evolution Performance Website: https://nextevolutionperformance.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/ Brought to you by Zurich and Onepath - two brands with one vision. 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

A recently retired adviser with 42 years of experience talks about his journey from sales culture to value driven advice. 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

Brad Ellison is the Director and Principal Adviser at Equitem who has built his business in a way that has allowed his team to seamlessly transition into remote work in this changing environment. Brad Ellison XY: https://www1.xyadviser.com/members/2454017 Equitem Website: https://www.equitem.com.au/ Email: brad@equitem.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

Daniel is the president of the PIFA, and is working towards turning financial advice into an official profession. Daniel Brammall XY: https://www1.xyadviser.com/members/3168725 XY PIFA community - https://www1.xyadviser.com/groups/2152781 PIFA Website: https://pifa.org.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

Philip has held the position of CEO at the AFA for the past three years. Philip Kewin Linkedin: https://www.linkedin.com/in/philipkewin/ AFA Website: https://www.afa.asn.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