Xy Adviser Podcast - Driving The Positive Evolution Of Financial Advice

Alysia is the Principal Adviser at Zebra Tailored Wealth, and she talks us through her unique journey from becoming a financial adviser to starting her own business. Alysia Laird XY: https://www1.xyadviser.com/members/2445087 Zebra Tailored Wealth: https://www.zebratailoredwealth.com.au/ This episode is proudly sponsored by HUB24 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/

Julia Scott is the founder of Love Luck Wealth and an expert in Money Mindset. She discusses how changing your attitude and emotions towards money is important for creating wealth. Julia Scott LinkedIn: https://www.linkedin.com/in/julia-scott-b64596195/ Love Luck Wealth Website: https://www.loveluckwealth.com/ This episode is proudly sponsored by HUB24 General Disclaimer – https://www.xyadviser.com/disclaimer/

Nathan is the Principal Financial Planner and Director at Lime Financial Planning, and recently won the Affinia Financial Adviser of the Year Award. Nathan Fradley: https://www1.xyadviser.com/members/2345594 Lime Financial Website: https://www.limefinancialplanning.com.au/ This episode is proudly sponsored by HUB24 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/

Damien is the CEO of AIA Australia and New Zealand. He talks about leadership during COVID-19 and ensuring financial well-being. Damien Mu LinkedIn: https://www.linkedin.com/in/damien-mu-4a681424/ AIA Website: https://www.aia.com.au/ This episode is proudly sponsored by HUB24 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/

FIFO Money Coach Matt Hern talks about why cashflow is the foundation of financial advice. Matt Hern LinkedIn: https://au.linkedin.com/in/matthern Matt Hern Website: https://matthern.com.au/ This episode is proudly sponsored by HUB24 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/

Dawn is the Senior Financial Adviser at Wealthwise Financial Planning. With a background in media, Dawn explains that communication is key when it comes to financial advice. Dawn Thomas LinkedIn: https://www.linkedin.com/in/dawn-d-thomas/detail/contact-info/ Weathwise Website: https://www.wealthwise.com.au/ This episode is proudly sponsored by HUB24 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/

Paul returns to the XY Podcast for the fourth time to discuss how advisers are the personification of people's relationship with money, and the value of changing clients' attitude towards money. Paul Mann LinkedIn: https://www.linkedin.com/in/paul-mann/ True Direction Financial Website: https://truedirection.com.au/ This episode is proudly sponsored by HUB24 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/

Not only is Paul Benson a financial adviser, but he's also an author and the producer of the Financial Autonomy Podcast. He talks about the benefits starting business organically vs buying a pre-existing business, as well as how you can use a podcast to attract your ideal client. Paul Benson LinkedIn: https://www.linkedin.com/in/paulbensonaustralia/ Financial Autonomy Website: https://financialautonomy.com.au/ This episode is proudly sponsored by HUB24 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/

As advisers find themselves under constant change and pressure, Dr. Adam Fraser stops by to discuss the research he's conducting into Adviser Wellbeing and Mental Health. Dr. Adam Fraser XY: https://www1.xyadviser.com/members/2982981 Dr. Adam Fraser Website: https://www.dradamfraser.com/ Adviser Wellbeing and Mental Health Research: https://www.dradamfraser.com/aia-vip-list This episode is proudly sponsored by HUB24 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/

Andrew is the Chief Executive Officer at HUB24, and explores how advisers can create more value for their clients. Andrew Alcock LinkedIn: https://www.linkedin.com/in/andrew-alcock-a4904117/ HUB24 Website: https://www.hub24.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/

Brie is the Head of Practice Management at State Street Global Advisors for the Global SPDR Business. She visits the XY Podcast to talk about why ESG investing is rising to the top, and if it will stay there. Brie Williams LinkedIn: https://www.linkedin.com/in/briepwilliams/ SSGA Website: https://www.ssga.com/us/en/institutional This ethical podcast series is sponsored by SPDR ETFs. To find out more about their latest ESG ETF, the SPDR S&P/ASX 200 ESG Fund, visit https://www.ssga.com/e200 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/

Shaun Wurzbach is the Managing Director, Channel Management and Solutions at S&P Dow Jones Indices. He joins Clayton to discuss who exactly is leading the charge in ESG Investing on a global scale. Shaun Wurzbach LinkedIn: https://www.linkedin.com/in/shaun-wurzbach-43a97214/ SPG Global Website: https://www.spglobal.com/spdji/en/ This ethical podcast series is sponsored by SPDR ETFs. To find out more about their latest ESG ETF, the SPDR S&P/ASX 200 ESG Fund, visit www.ssga.com/e200 Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ S&P Dow Jones Indices does not sponsor, endorse, sell, promote or manage any investment fund or other investment product or vehicle that seeks to provide an investment return based on the performance of any index. S&P Dow Jones Indices LLC is not an investment or tax advisor. S&P Dow Jones Indices makes no representation regarding the advisability of investing in any s

As Fox and Hare Financial Advice celebrates its third birthday, Glen Hare stops by to talk about the shifting mindset towards capitalism and how inclusion is an important part of ESG Investing. Glen Hare LinkedIn: https://au.linkedin.com/in/glen-hare-8594a528/de Fox and Hare Website: https://foxandharewealth.com/ This ethical podcast series is sponsored by SPDR ETFs. To find out more about their latest ESG ETF, the SPDR S&P/ASX 200 ESG Fund, visit www.ssga.com/e200 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/

Elizabeth from WealthSpring Financial is a CFP SMSF Specialist Adviser, and drops in to talk about how best to approach the conversation of a client's ethics and values. Elizabeth Hughes XY: https://www1.xyadviser.com/members/2437743 WealthSpring Financial Website: http://wealthspringfinancial.com.au/ This ethical podcast series is sponsored by SPDR ETFs. To find out more about their latest ESG ETF, the SPDR S&P/ASX 200 ESG Fund, visit www.ssga.com/e200 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/

Rory works with the investment team at ASX. He drops by the XY podcast to discuss the growth of ESG investing, female investment trends, and interesting take outs from the latest Australian Investor Study Rory Cunningham Linkedin: https://www.linkedin.com/in/rorycunningham/ ASX Website: https://www.asx.com.au/ This ethical podcast series is sponsored by SPDR ETFs. To find out more about their latest ESG ETF, the SPDR S&P/ASX 200 ESG Fund, visit https://www.ssga.com/e200 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/

FASEA Expert and Behavioural Finance researcher Hooria Goodarzi is currently running the FASEA Exam Prep Course on the XY Platform. Hooria Goodarzi XY: https://www1.xyadviser.com/members/2411561 Upskill Advisers Website: https://www.upskilladvisers.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/  

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/

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/

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/

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/