If you’re interested in getting Paul Mann’s accurate crystal ball reading on where the financial advice industry is headed… unfortunately, you won’t get that here. What you will get instead is, an at times heated and opinion fuelled discussion between Paul, Clayton and Adrian on just about every topic in financial services that has Paul asking why this industry is so convoluted?
If FASEA, the Royal Commission, dealer groups, self-licensing, corporate superannuation, the Productivity Commission, fee for service or insurance has ever been even just a blip on your financial radar, schedule an hour in your calendar and give this episode your full and undivided attention.
Paul Mann is the principal and adviser of True Direction Financial and an innovator and thought leader in Financial Services. You can connect with him via LinkedIn (/paul-mann) or through his website www.truedirection.com.au.
Support us on Patreon – https://www.patreon.com/xyadviser
Join XY Adviser – https://www.xyadviser.com
This podcast has been brought to you by Sunsuper (www.sunsuper.com.au), one of the country’s fastest growing profit for members super funds with more than one million members and $49 billion in funds under management. They’re committed to providing advisers with a timely service, flexible products and innovative member services.
They’re long-time supporters of XY Adviser and believe this highly passionate community represents the future of financial advice. We’re proud to partner with Sunsuper who are helping drive the positive evolution of financial advice.
AdviceTech Podcast #36 – TikTok
In this episode, Peita is joined by James Wrigley, Principal at First Financial and Host of the Ensombl …
#398 Justin Lucas
Justin is an Adviser and Partner at Koda Capital. He sits down with James to chat about his …
Engine Room Podcast #8 – David Moloney
This week, Andrew chats with David Moloney, Director of Wealth at Yarra Lane. They discuss the evolution of …
22 MAY 2023 – Monday Market Highlights
This week we cover the Australian quarterly wage price index, Australian employment data, the US debt ceiling, US …
AdviceTech Podcast #35 – Xeppo
In this episode, Peita speaks with Paul Campbell, Managing Director at Xeppo. They take a look at Xeppo, …
#397 Chris Carlin
Chris is the Founder of Master Your Money Now. He joins James to answer a few community questions …
Engine Room Podcast #7 – Aimee Lucas
This week, Andrew sits down with Aimee Lucas, Practice Manager at Burke Britton Financial Partners. They discuss her …
15 MAY 2023 – Monday Market Highlights
This week we cover US Core CPI data, the Producer Price Index, the University of Michigan Consumer Sentiment …
AdviceTech Podcast #34 – MUA
In this episode, Peita chats with Julius Geis, Founderand CEO at MUA (Me, Us, All). They dive into …
#396 Fraser Jack
Fraser is the Founder of The Cyber Collective. He returns to the podcast to chat with James about …