In this podcast, Clayton chats to Paul Mann – Co-Founder and Financial Adviser at True Direction Financial (Privately owned and licensed), and CEO of the WSSA.
True Direction Website: https://www.truedirection.com.au/
Paul Mann Linkedin: https://www.linkedin.com/in/paul-mann/
This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They’re big time supporters of advisors going solo and their BDM team are great to work with. We’re proud to partner with HUB24 – they’re big fans of the XY community and are continuing to help drive the positive evolution of financial advice.
Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/
20% off for XY+ members https://www.xyadviser.com/plus
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#442 Josh Derrington
Josh is Chief Investment Officer at Alvia Asset Partners. He and James discuss his experience managing investments for …
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441 Joel Gleeson and Paul Cupic
In this episode, James is joined by Joel Gleeson and Paul Cupic from First Financial. They discuss the …
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#440 Tom McDonald
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#439 Jackson Millan
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#438 Nathan Fradley
This week, James chats to regular Ensombl Podcast guest Nathan Fradley. Nathan has recently transition from traditional financial …
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Great Wealth Transfer #1
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Great Wealth Transfer #2
Jamie talks with Lukasz de Pourbaix, Global Cross Asset Specialist at Fidelity International, and Robert Daniele, Financial Planner …
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Great Wealth Transfer #3
In this installment, Jamie is joined once again by Simon Glazier, Head of Wholesale Sales at Fidelity International, …
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Great Wealth Transfer #4
In this final episode, Jamie talks to Simon Glazier, Head of Wholesale Sales at Fidelity International, and Inbam …
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#437 Kiera Brown
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AdviceTech Podcast #80 – Employment Hero
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#442 Josh Derrington
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Engine Room Podcast #34 – Unpacked
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Investment Podcast #9 – Fixed Income: Inefficiencies and Duration
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AdviceTech Podcast #79 – MoneyMind Profile
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441 Joel Gleeson and Paul Cupic
In this episode, James is joined by Joel Gleeson and Paul Cupic from First Financial. They discuss the …
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Engine Room Podcast #33 – Thabojan Rasiah
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AdviceTech Podcast #78 – Content Snare
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#440 Tom McDonald
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Engine Room Podcast #32 – Drew Meredith
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