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.
#426 Aaron Kane
Aaron is a Financial Planner and Mortgage Broker at EK Financial Group. He and James talk about EK …
Engine Room Podcast #29 – Bree Stevens
Bree is the General Manager at Blueprint Wealth. She and Andrew discus how she’s grown her practice over …
Investment Podcast #5 – Investment Committees
Mason Stevens’ CIO Jacqui Fernley joins Jody Fitzgerald from Morningstar and host James Whelan to take a practical …
AdviceTech Podcast #63 – PropHero
In this episode, Peita talks to Mickael Roger, Co-Founder and Co-CEO at PropHero. They explore the property investment …
#425 Billy Norman
Billy is a Financial Adviser at Link Wealth Group. They talk about social media marketing, and how he …
Enhancing Your Insurance Advice #1
In this episode, Sacha is joined by Anita Muecke, Owner of AVA Insurance Consulting Group. They discuss setting …
Enhancing Your Insurance Advice #2
Hayden is an Investment and Personal Insurance Adviser at Poole and Partners Investment Services. He and Sacha talk …
Enhancing Your Insurance Advice #3
In this episode, Sacha is joined by Alex Braun, Principal and Owner of Halstead Financial Services, and Andrew …
Enhancing Your Insurance Advice #4
In this final installment, Sacha talks with Glenn Baird, Head of Mental Health at TAL Australia. They talk …
Engine Room Podcast #28 – Michael Bova and Belinda Dalton
In this episode, Andrew is joined by Michael Bova and Belinda Dalton from Family Wealth Advisory. They discuss …