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SMSF Series #2 – Tracey Scotchbrook
Tracey is the Policy Manager at SMSF Association. She talks about why advisers and tax accountants should have …
SMSF Series #1 – Shelley Banton
Shelley is the Head of Education at ASF Audits, one of Australia’s largest independent SMSF Auditors. She joins …
#241 Dr. Adam Fraser
Dr. Adam Fraser returns to the XY Adviser Podcast to explore the confronting findings of the 2021 Australian …
Deeper Client Relationships at Scale #5 – Karolina Kuszyk
In the last installment of this series, Fraser talks to Karolina Kuszyk, the National Business Development Manager at …
Deeper Client Relationships at Scale #4 – Caren Hendrie
Caren is the Owner and Business Adviser at The Hendrie Group and The Business Growth Group, where she …
Deeper Client Relationships at Scale #3 – Andy Fenton
Andy is the Managing Director at Fenton Financial, who specialise in financial services for business owners and professionals. …
Deeper Client Relationships at Scale #2 – Nicole Stuart
Nicole is the National Client and Compliance Manager at King Financial Group, where her role is to balance …
Deeper Client Relationships at Scale #1 – Conrad Francis
Conrad is the Director and an Authorised Representative at Inspired Money. As a basketball coach, Conrad sees a …