Brought to you by Zurich and Onepath – two brands with one vision.
Multiple award winning adviser, head of advice at Pivot Wealth, and cofounder of XY Adviser, Ray decided to complete an applied psychology degree once he had already begun his financial planning career.
Ray Jaramis XY: https://www1.xyadviser.com/members/2204279 Pivot Wealth Website: https://pivotwealth.com.au/
New XY platform now available: App Store: https://co.xyadviser.com/xyistore Google Play: https://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
-
Mental Health Series #10 – Maria Falas
Brought to you by Zurich and Onepath – two brands with one vision. Maria is head of mental …
-
Mental Health Series #9 – Ray Jaramis
Brought to you by Zurich and Onepath – two brands with one vision. Multiple award winning adviser, head …
-
Mental Health Series #8 – Rick Kahler
Brought to you by Zurich and Onepath – two brands with one vision. Rick Kahler specializing in the …
-
Mental Health Series #7 – Matthew Morris
Brought to you by Zurich and Onepath – two brands with one vision. Social Worker with a history …
-
Mental Health Series #6 – Dr. Ann Dadich
Dr. Ann Dadich is an Associate Professor within the Western Sydney University School of Business. She is also …
-
Mental Health Series #5 – Dr. Moira Somers
Dr. Somers specializes in the growing new field of financial psychology. She trains and consults broadly with financial …
-
Mental Health Series #4 – Eric Priebee
Eric is a seasoned financial advisor and wealth coach with over 30 years of experience in financial services …
-
Mental Health Series #3 – Daniel Crosby, Ph.D.
Daniel is a clinically trained psychologist who grew up around financial planning. Author of Behavioral Investor, TEDx speaker, …
-
Mental Health Series #2 – Csilla Skultety
Brought to you by Zurich and Onepath – two brands with one vision. Csilla is head of operations …
-
Mental Health Series #1 – Vanessa Bennett
Vanessa’s background covers financial services and physical fitness, and now works as a high performance coach specialising in …
-
Investment Podcast #21 – Australian Equities
In this episode, host James Whelan discusses the outlook for Australian equities with Christian Guerra of First Sentier …
-
AdviceTech Podcast #113 – BePrepared
In this episode, Pat speaks with Dylan O’Brien, Founder at BePrepared, a digital safe custody solution for managing …
-
#474 Bert van Manen
In this week’s episode, Clayton is joined by Chief Opposition Whip Bert van Manen. They discuss his bill …
-
Engine Room Podcast #58 – Matt Hale
Matt is the Managing Director at Rising Tide Financial Services. He and Rocksy discuss how he built his …
-
AdviceTech Podcast #112 – Advice Designer
In this episode, Pat is joined by Dipal Khatri and Aron Satchell from Advice Designer. They take a …
-
#473 Rob Goudie
Rob is a Senior Financial Advisor at Consortium Private Wealth. He and James discuss his approach to direct …
-
Engine Room Podcast #57 – Adam Morse
Adam is the Founder and Managing Director at QuarterFive Family Wealth. He and Rocksy explore his journey into …
-
AdviceTech Podcast #111 – AdviseWell
This week, Pat is joined by Clinton Cunningham, CEO at AdviseWell. They take a look at AdviseWell, the …
-
#472 Dean Holmes
Dean is a Co-Founder at The Wealth Network and Absolute Wealth Advisers. He and James discuss strategies for …
-
Investment Podcast #20 – Australian Small Caps
The last few years have seen Australian small caps underperform large caps at the index level, making them …