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Episodes

#426 Aaron Kane

Aaron is a Financial Planner and Mortgage Broker at EK Financial Group. He and James talk about EK …

#425 Billy Norman

Billy is a Financial Adviser at Link Wealth Group. They talk about social media marketing, and how he …

#424 Leanne Bielik

Leanne is a Financial Adviser and Director at 2020 Wealth. She and James chat about how she started …

#423 Nicola Beswick

Nicola is a Senior Financial Adviser at FMD Financial. She and James talk about her journey through the …

422 John Cachia

John is the Founder and CEO of AFA Group Wealth. He and James discuss how he transformed his …

#421 Conaill Keniry

Conaill is the Founder of What If Advice, the Managing Director of Cobalt Advisers and Beryllium Advisers, and …

#420 Lionel O’Mally

Lionel is the Founder and Principal of Purpose Planning. He joins James to chat about how he went …

#419 Chris Young

Chris is the Director, a Retirement Planner and Financial Advisor at CY Financial Advice. He and Clayton chat …

#418 Rob Petrie

Rob is the Head of Private Wealth at Akambo Financial Group. He and James discuss managing a team …

#417 Rich Abbey

Rich is a Principal at Peloton Partners. He and James discuss pricing models for financial advice, including ongoing …

416 Jeff Thurecht

Jeff is Director and Personal Financial Adviser at Evalesco Financial Services. He and Clayton talk about where they …

#415 Craig Keary

Craig is the Chair at Ensombl. He and Clayton chat about the changing concept of retirement and reframing …

#414 Silvia Wade

Silvia is the Director at Mutual Plans. She and James discuss implementing paraplanning into your business, and the …

#413 Maks Mashkivskyy

Maks is a Financial Advisor at CBD Advisory. He and James chat about transitioning into advice, bridging the …

#412 Jeffrey Bonnici

Jeffrey is a Senior Financial Advisor at Grimsey Wealth. He sits down with James to talk about specialising …

#411 Michael Back

Michael is a Business Coach and the Founder of Human to Human. He talks to James about how …

#410 Steve Sloane

Steve is the Managing Director at Link Wealth Group. He and James talk about how his business went …

#409 Jonathan Mannion

In this episode James chats with Jonathan Mannion, Senior Financial Adviser and Founder at Sandringham Wealth. They discuss …

#408 Daniel Nel

Daniel is a Financial Advisor at Tribeca Financial. He and James talk about the journey he took when …

#407 Daniel Jackson and Jennifer Laing

This week, James chats with Daniel Jackson and Jennifer Laing from Modern You Financial Planners. They discuss the …

#406 Dawn Thomas

Dawn is a Financial Adviser at The Wealth Designers. She and James discuss finding your voice in the …

#405 Ellie Fordham

Ellie is a Financial Adviser at Verse Wealth. She and James discuss improving the client experience from the …

#404 Ben Neilson

Ben is an advisor, researcher and Managing Partner at Neilson & Co Wealth, and he is currently working …

#403 Bruce Madden

Bruce is the Executive Director and Founder at Madden & Assoc. He joins James to discuss how to …

#402 Trish Gregory

Trish is a Certified Financial Planner at Fox & Hare Financial Advice. She returns to the podcast to …

#401 Julian Manning and Joel Gleeson

In this episode, James sits down with Julian Manning and Joel Gleeson from First Financial. They discuss establishing …

#400 David Harris

David is the CEO and Managing Director at Advice Evolution. He joins James to talk about the processes …

#399 Paul Mann

Paul is the Co-Founder and a Financial Adviser at True Direction Financial. He and Clayton discuss their view …

#398 Justin Lucas

Justin is an Adviser and Partner at Koda Capital. He sits down with James to chat about his …

#397 Chris Carlin

Chris is the Founder of Master Your Money Now. He joins James to answer a few community questions …

#396 Fraser Jack

Fraser is the Founder of The Cyber Collective. He returns to the podcast to chat with James about …

#395 Tony Smilevski

Tony is a Insurance Consultant at Tony Insurance. He joins James to talk about simplifying the insurance buying …

#394 Paul Barrett

Paul is the CEO at AZ Next Generation Advisory. He and Clayton discuss the current state of the …

#393 Nick Donnelly

Nick is a Financial Adviser at Plenary Wealth. He and James chat about his history in the advice …

#392 Celia Polkinghorne

Celia is the Founder and Director at Bonsai Digital Marketing. She joins James to talk about personal branding …

#391 Renae Vercoe

Renae is the Founder and Adviser at Money Mode. She and James chat about how her practice has …

#390 Christine Bau

Christine is an HR Consultant and Coach at People Focused. She and James discuss creating stronger business cultures …

#389 Paul Dunn

Paul is the Co-Founder of B1G1 and a TEDx Speaker. He sits down with Ben to talk about …

#388 Chris Bates and Craig Bigelow

In this week’s episode, James sits down with Chris and Craig, who are both Mortgage Brokers at Wealthful. …

#387 James Whelan

James is an Investment Manager at VFS Group. He and Ben talk about the Silicon Valley bank collapse, …

#386 Lucian Russ

Lucian is a Financial Planner and sole Director of Emu Wealth. He and James talk about his journey …

#385 Rachel O’Connor

Rachel is the Founder and Principal Advisor at Flourix Wealth. She returns to the Ensombl Podcast to chat …

#384 Barry LaValley

Barry is an author and financial educator, and Principal at BarryLaValley.com. He and James discuss the transition into …

#383 David Rae

David is a Certified Responsible Investment Adviser, and a Financial Adviser at Ethinvest. He and Ben discuss impact …

#382 Chris Dale

Chris is the Founder and Managing Director at MarketingHQ. He joins Clayton to chat about the importance of …

#381 Ryan King

Ryan is Director and a Financial Planning Consultant at Three Kings Wealth Management. He talks to Ben about …

#380 Emily Jenkins

Emily is a Co-Founder and Chief Product Officer at Ensombl. She and Clayton discuss the importance of acquiring …

#379 Daniel Testa

Daniel is a Senior Adviser at Tribeca Financial. He and Ben talk about his focus on financial well-being …

#378 Jess Brady

Jess recently started a financial literacy program called The Greenhouse, and is the Co-Founder of Ladies Talk Money. …

#377 Warren Strybosch

Warren is the Founder and Managing Director of the Find Group. He and Ben discuss his journey into …

#375 Chris Morcom

Chris is a Partner and Wealth Adviser at Hewison Private Wealth. He and Ben chat about incorporating transfering …

#376 Peita Diamantidis

Peita is the Co-Founder of Caboodle Financial Services and the Host of the Ensombl AdviceTech Podcast. She joins …

#374 Andrew Rocks

Andrew is the Head of Partnership and Business Development at Virtual Business Partners, and Chairperson at Ensombl. He …

#373 Phil Thompson

Phil is the Financial Adviser and Founder at Skye Wealth. He joins Ben to discuss the challenges of …

#372 Chris Booth

Chris is the CEO at Lydian Financial Services. He joins Clayton to chat about his journey into the …

#371 Cara Brett

Cara is the Director, Senior Financial Adviser and Wealth Coach at Bounce Financial. She and Ben talk about …

#370 Cara Graham

Cara is a Principal Wealth Adviser at The Wealth Designers. She and Ben talk through her advice journey, …

#369 Justin Hooper

Justin is the Managing Director at Sentinel Wealth. He and Jess talk about his approach to getting to …

#368 Rebecca Pritchard

Rebecca is a Senior Financial Planner at Rising Tide Financial Services. She joins Ben to chat about her …

#367 Creina Lister

Creina is the Marketing Manager at Hewison Private Wealth. She and Jess discuss building trust through content marketing, …

#366 Matt Hale

Matt is the Managing Director at Rising Tide Financial. He and Ben chat about his journey as an …

#365 Tamar Balkin

Tamar is an Organisational Psychologist and Executive Coach at Balkin Coaching. She and Jess discuss how we can …

#364 Vince Scully

Vince is an Author, Founder and Chief Sherpa at Life Sherpa. He sits down with Ben to discuss …

#363 Carlii Lyon

Carlii is an International Speaker, Workshop Facilitator and a Personal Brand Expert. She and Jess talk about using …

#362 Morgan Hayward

When Morgan last appeared on the XY Podcast, she had just started as the Director of Financial Planning …

#361 Briony Benjamin

Briony is a Motivational Keynote Speaker and author of “Life Is Tough But So Are You”. She and …

#360 Kristian Zuza

Kristian is a Financial Adviser and Partner at Peak Wealth Management. He and Ben chat about how he …

#359 Charlie Fraser

Charlie is a Principal Private Wealth Adviser at Shadforth Financial Group. He and Jess explore the idea of …

#358 Vanessa Stoykov

Vanessa is a Financial Educator, Best-Selling author and CEO of Evolution Media Group. She and Ben discuss her …

#357 Felicity Cooper

Felicity is the Owner and a Financial Planner at Cooper Wealth Management. She and Jess chat about how …

#356 Troy Theobald

Troy is the Founder and Director of Financial Services at RFS Advice. He sits down with Ben to …

#355 Dawn Thomas

Dawn is a Senior Financial Adviser at The Wealth Designers. She and Jess talk about toxic work environments, …

#353 Adam Morse

Adam is the Managing Director in Private Wealth at BlueRock. He and Jess chat about the wealth component …

#352 James Baird

James is a Director and Principal Advisor at JustInvest Financial Planning. He and Ben discuss how ESG investing …

#351 Andrew Hewison

Andrew is the Managing Director at Hewison Private Wealth. He and Jess talk about the tech experience he’s …

#350 Nathan Fradley

Nathan is a Senior Adviser at Tribeca Financial, Director at Ethos Australia, and the Founder and Chair of …

#349 Paul Nicol

Paul is the Managing Partner and Senior Financial Planner at GFM Wealth Advisory. He and Jess deep dive …

#348 Ian Byrne

Ian is the Senior Financial Strategist at Evolution Financial, and IFA 2021 Regional Adviser of the Year. He …

#347 Olivia Kruimel

Olivia is the Managing Editor – news & analysis at Mumbrella. She joins Jess to talk about becoming …

#346 Martin McGrath

Martin is the CEO and Financial Advice Specialist at Financial Edge Group, and the 2021 IFA Practice Principal …

#345 Natalie Yan-Chatonsky

Natalie is the Founder and CEO of Full Time Lives and Senior Consultant at Brainmates. She joins Jess …

#344 Josh Dalton

Josh is a Certified Financial Planner and Director at Dalton Financial Partners. He and Ben discuss the biggest …

#343 Richard Felice

Richard is a Partner at Belay Advisory. He and Jess chat about how his business has grown and …

#342 Chris Smith

Chris is the Founding Partner at VISIS Private Wealth. He joins Ben to talk about starting VISIS, what …

#341 Deepa Surti Part #2

Deepa is the Principal Consultant and Founder at RecruiTalent. In this second installment, Deepa and Jess discuss recruitment …

#340 Charlie Viola

Charlie a Partner and Managing Director at Pitcher Partners. He and Ben talk about how he went from …

#339 Deepa Surti Part #1

Deepa is the Principal Consultant and Founder at RecruiTalent, and has been involved in the recruiting world for …

#338 Steve Salvia

Steve is a Financial Planner and Business Growth Coach. He and Ben discuss the trends in growing financial …

#337 Lara Husselbee

Lara is a Board Director and Co-President of Wear It Purple. She joins Jess to talk about who …

#336 Daniel Jackson

Daniel is the Director and a Financial Planner at Modern You Financial Planners. He joins Ben to talk …

#335 Daniel Donovan

Daniel is a Financial Adviser and Head of Operations at Verse Wealth. He joins Fraser to chat about …

#334 Gianna Thomson

Gianna is a Financial Planner and Business Owner under Fitzpatricks Private Wealth. She and Ben chat about how …

#333 Jess Brady

Outside of hosting the XY Adviser Post, Jess is a Co-Founder and Financial Adviser at Fox & Hare …

#332 Steve Nielsen

Steve is the Principal and Owner at Ascent Wealth Management and an AFA Board Chair. He chats with …

#331 Kevin Liao

Kevin is the Executive Director of Product at DASH Technology Group. He sits down with Clayton to talk …

#330 Michael Khouri

Michael is the Senior Financial Advisor at Better Financial Planning Australia, and host of “Sharing More than the …

#329 Dylan Martin

Dylan is the Director, Principal and Financial Adviser at Feel So Good Wealth Management. He catches up with …

#328 Ryan Porter

Ryan is the Founder and Director of Catalyst Wealth Group. He talks with Ben about starting his own …

#327 Karen Eley

Karen is the CEO and Founder of Women Talking Finance and a Certified Money Coach. She and Ben …

#326 Ange Ritchie

Ange is the Founder of My Goal Squad. She joins Jess to talk about how to set achievable …

#325 Ash McAuliffe

Ash is the Head of Financial Advice at CareSuper. He and Ben chat about leveraging technology to enhance …

#324 Nikki Booth

Nikki is the Director and Financial Advisor at My Wealth Solutions 2. She talks about starting her advice …

#323 Scott Dawkins

Scott is the Director and Principal Financial Adviser at Griffin Financial Services. He and Ben chat about the …

#322 Craig Boss

Craig is a Risk Adviser at Steadfast Life. He shares his personal mental health journey, and discusses destigmatising …

#321 John Cachia

John is the Founder and Strategic Wealth Adviser at AFA Group Wealth. He chats with Ben about starting …

#320 Adam Crabbe

Adam is a Risk Strategy Specialist at Zurich. He and Jess discuss how advisers can help clients when …

#319 Nathan Fradley

Nathan is a Senior Adviser at Tribeca Financial, Director at Ethos Australia, and the Founder and Chair of …

#318 Mitchell Ramsbotham

Mitchell is the Group General Manager at Coastal Advice Group. He joins Jess to talk about creating a …

#317 Deline Jacovides

Deline is the Founder and Financial Planner at Mazi Wealth. She talks to Ben about starting Mazi Wealth, …

#316 Captain FI

Captain FI is a Retired Aussie Pilot and the Host of CaptainFI Blog and the Financial Independence Podcast. …

#315 Brett Evans

Brett is a Managing Director (EMEA) and Financial Planner at Atlas Wealth Management. He joins Ben to discuss …

#314 Rob McGregor

Rob is the Co-Founder of McGregor Wealth Management and GPS Wealth. He and Jess talk about best-of-breed client …

#313 Ron Pratap

Ron is the Director and Principal Financial Planner at RP Wealth Managment, and was named as one of …

#312 Molly Benjamin

Molly is the Founder of Ladies Finance Club. She and Jess talk about the community she’s created, how …

#311 Liam Shorte

Liam is a Director, SMSF Specialist Adviser and Financial Planner at Verante Financial Planning. He and Ben talk …

#310 Annie Bolitho

Annie is an author, End of Life Educator and Funeral Celebrant at Annie Bolitho and Associates. She and …

#309 Troy MacMillan

Troy is Chief Executive of The Wealth Designers. He joins Ben to discuss the value-based business model and …

#308 Lacey Filipich

Lacey is an Author and a Founder and Director at Money School. She and Jess talk about how …

#307 Josh Pennell

Josh is a Director at Prosper Advisory. He and Ben talk about building a service solution and client …

#306 Jo Brassett

Jo is the Owner and Financial Adviser at Insurance Advisory Service and a Co-Founder at Coach4U. She and …

#305 Darren Johns

Darren is the Director and Financial Life Planner at Align Financial. In 2016, Darren won the AFA Adviser …

#304 Jenny Rolfe-Wallace

Jenny is the Founder of Sprout Education Group. She and Jess discuss how to practically improve financial literacy …

#303 David Dugan

David is a Business Coach and the Founder and Lead Mentor for Abundance Global. He joins Ben to …

#302 Joris Cuesta

Joris, also known as “The Plateau Hacker”, is a Speaker, Trainer and Mentor. He and Jess talk about …

#301 Matt Leech

Matt is the Principal Planner at Kofkin Bond & Co. He and Ben discuss his journey through the …

#300 Sam Perera

Sam is the Managing Director at Perera Crowther Financial Services and National President at the Association of Financial …

#299 John Woodley

John is a Coach, Adviser and Executive Chairman at Fitzpatricks Private Wealth. He and Ben chat about building …

#298 Catherine Belford

Catherine is an Adviser at Focused Wealth and a Certified Money Coach and Lifestyle Adviser at Joyful Money. …

#297 Matt Bazzica

Matt is the Founder and Senior Financial Advisor at Futurevest. He and Ben chat about his service solution, …

#296 Dr. Emily Amos

Emily is a General Practitioner, International Board Certified Lactation Consultant, 200hr Yoga Teacher, University Tutor and Registered Mindfulness …

#39 Emily Blanch

Emily is the Head of Community at XY Adviser. She and Louis chat about managing client expectations and …

#295 Will Hamilton

Will is a Managing Partner at Hamilton Wealth Partners. He and Ben discuss how his business and client …

#294 Trish Gregory

Trish is a Financial Planner at Fox & Hare Wealth and Findex, and host of the MilSpouse Money …

#38 George Kinder

George is the Founder and President of The Kinder Institute of Life Planning and a Leading Advocate for …

#293 Michael Back

Michael is the Founder of Human to Human. He returns to the XY Podcast to talk about building …

#292 Lucinda Starr

Lucinda is the Head Copywriter and Founder at Starr Studio. She and Jess chat all things copywriting, and …

#37 Marius Fenwick

Marius is a Director and Certified Financial Planner at Wealthup. He reflects back on his career so far, …

#291 Andrew Debono

Andrew is a Financial Adviser, Founder and Director at Peak Wealth Management. He returns to the XY Podcast …

#290 Moo Baulch

Moo is the Director of Primary Prevention at Women’s & Girls’‚Äč Emergency Centre (WAGEC) and a strategic advisor …

#36 Gustav Neethling

Gustav is the Founder and Director of The Financial Emporium, the Founder and Director of WealthPro, and a …

#289 Shaun Hunt

Shaun is the Director and Principal Adviser at Hunt Wealth. He and Ben chat about the evolution of …

#288 Fraser Jack

Fraser is XY Adviser’s own Head of Media and Podcast Host. He catches up with Jess to pass …

#35 Wouter de Witt

Wouter is a Certified Financial Planner at Liberty Group and Co-Founder at Gravitas Tax. He and Louis discuss …

#287 Gavin Glozier

Gavin is the CEO and Principal Financial Adviser at Your Wealth Hub Advice and Vinarc. He and Ben …

#286 Tim Farr

Tim is the Chief Operating Officer at Virtual Business Partners. He joins Andrew to talk about his key …

#34 Mariette Tappan

Mariette is a Certified Financial Transitionsist Planner at Adviceworx and Financial Transitionist Institute. She joins Louis to talk …

#285 Hugh Robertson

Hugh is the Managing Director and Senior Financial Adviser at Centaur Financial Services. He sits down with Ben …

#33 Kirsty du Toit

Kirsty du Toit is the Director of Financial Planning at Asset-Map. She and Louis chat about how the …

#284 Corey Wastle

Corey is a Certified Financial Planner and co-founder at Verse Wealth. He chats with Ben about the skills …

#283 Kris Mason

Kris is the Founding Partner at MBS Insurance. He joins Andrew to talk all things insurance, including where …

#32 Georgina Smith

Georgina is Head Of Distribution and Client Servicing for STANLIB and INN8 Platform, and the Head of Wealth …

#282 James Wrigley

James is a Principal at First Financial. He returns to the XY Podcast to discuss the lessons he’s …

#281 Jonathan Christie

Jonathan is the General Manager at Oreana Financial Services. He talks about the culture he brought to Oreana, …

#31 Rudolph Geldenhuys

Rudolph is a Certified Financial Planner at Wealthup. He and Louis chat about the balance between the “people …

#280 James Millard

James is Head Coach at Sufficient Funds and “Australia’s Most Relatible Money Guy”. He talks with Ben about …

#279 Dan Blatch

Dan is a Director and Life Risk Specialist at IMFG, the founder of Blatchy’s Blues, and the winner …

#30 Mary Martin

Mary is a Mindfulness Teacher and a Writer/Editor. She and Louis talk about mindfulness for Financial Advisers, and …

#278 Thabojan Rasiah

Thabojan is the Founder and Principal Adviser at Rasiah Private Wealth Management and Host of the Rich with …

#29 Johan Vosloo

Johan is the Founder of Commspace. He discusses starting Commspace, and how it grew from a One Man …

#277 Adele Martin

Adele is an award-winning Certified Financial Planner and the founder of The Savings Squad podcast and My Money …

#28 Steve Sanduski

Steve is a Business Coach, Podcast Host/Producer, NYT Bestselling Author and Co-Founder of ROL Advisor. He talks about …

#276 Rachel O’Connor

When we last caught up with Rachel, she had just started her own advice business, Flourix Wealth. Today, …

#275 Kate Zerbst

Kate is the Managing Director at FP Assistant, which offers back office support for Financial Planners. She joins …

#27 Anand Sheth

Anand is the CEO and Founder of Pulse360, which minimizes advisers’ workload by automating daily tasks. He chats …

#274 Shane Light

Shane is a Partner at The Hopkins Group (Australia) and Beekeeper. He and Fraser talk about improving your …

#273 Siobhan McTiernan

Siobhan is the Relationship Manager at Pivot Wealth. She and Fraser chat about appreciating the non-financial benefits of …

#26 LeRoux Van Wyk

LeRoux is the Senior Compliance Officer at Etude Risk Management. He and Louis chat about why compliance is …

#272 Christopher Athanassios

Christopher is a Principal at MillerPrince Lawyers. He joins Fraser to discuss buying and selling financial planning businesses.

#271 Lisa Greensill

Lisa is a Marketing Consultant who specialises in marketing message and website makeovers for financial advisers. She talks …

#25 Edden Kift

Edden is the Head of Business Solutions (South Africa) at PortfolioMetrix. He and Louis discuss the two-way trusting …

#270 Nellie Fung

Nellie is a Values Based Financial Adviser and Director at O’Brien Accountants & Advisors. She joins Fraser to …

#269 Whitley Bejah

Whitley is a Practicing Adviser and Mortgage Broker, and an Associate Lecturer at Griffith University. She joins Fraser …

#24 Ricardo Teixeira

Ricardo is a Financial Planning Professional and Chief Operating Officer at BDO Wealth Advisers. He joins Louis to …

#268 Andrew Reynolds

Andrew is the Principal Financial Adviser and founder of EFS Advice. He joins Clayton to chat about the …

#267 Kevin Smith

Kevin is the Managing Owner of Pension Services, which deals with Centrelink and Age Care matters on the …

#23 H. Adam Holt

Adam is the Founder and CEO at Asset-Map. He joins Louis to talk about the creation of Asset-Map, …

#266 Jordan Vaka

Jordan is an Independent Financial Adviser at PlanningSolo. He and Fraser talk about his journey to becoming an …

#265 Natallia Smith

Natallia is the Director and Principal Financial Adviser at TruWealth Advice. She talks about understanding who your niche …

#22 Mary J Fourie

Mary is the Founder, Coach and Lead Lifestyle Financial Planner at My Journey 2 Freedom. She and Louis …

#264 Andrew Ferguson

Andrew is the Managing Director at Webster’s Wealth Partners, which he runs alongside his wife, Stephanie.They had a …

#263 Anna Johnston and Michelle McKindlay

Anna and Michelle are both Senior Financial Planners and Directors at Women on Wealth, which is a full …

#21 Francois du Toit

Francois is the Founder and Director of PROpulsion and the Account Management Lead at Iress. He and Louis …

#262 Joey McCann

Joey is the Head of Advice Sales at PADUA, and recently appeared on the 2021 Season of Australian …

#261 Neil Younger

Neil is the Managing Director and Group CEO of Fortnum Financial Group. He talks about his journey into …

#20 Angie Herbers

Angie is a Managing Partner at Herbers & Company, which helps financial advisers across the globe build and …

#260 Cara Williams

Cara is an AFP Financial Adviser at Sufficient Funds. She and Fraser chat about using media channels to …

#259 Rob Jones

Rob is the CEO and Managing Director at Peloton Partners. Having spent ten years in the police force, …

#19 Riaan Singh

Riaan is a Partner and the Digital Head in Strategy&. He joins Louis to talk about the eight …

#258 Ross Marais

Ross is a Financial Adviser and Coach at More Time Financial. He is on a mission to help …

#257 Tom Haigh

Tom is the General Manager of MBS and Managing Director at My Money Sorted. He joins Fraser to …

#18 Didintle Mokonoto

Didi is the Strategic Enablement Manager at Astute – The Financial Services Exchange. She and Louis discuss her …

#256 Richard Dunkerley

Richard is the Brand Amplification Strategist at The Limelight Department. He and Fraser chat about the concept of …

#255 Rob Skinner

Rob is the Head of Practice Engagement at Fortnum Private Wealth. He talks about the creation and evolution …

#17 Terence Tobin

Terence is a Family Focused Financial Planner and Coach, and a Financial Planner at Rich Ideas. He and …

#254 Michael Miller

Michael is a Certified Financial Planner at Wealth Market and an AFCA Panel member. Michael returns to the …

#253 Amanda Cassar

Amanda is a Director at Wealth Planning Partners. She joins Fraser to talk about how to spot the …

#16 Dr. Greg Davies

Greg is the Head of Behavioural Science at Oxford Risk. He and Louis talk about narrowing the gap …

#252 Neil Rogan

Neil is the Head of Wholesale Partnerships at Russell Investments. He returns to the XY Podcast to discuss …

#15 Dr. Gizelle Willows

Gizelle is the Managing Director at Nudging Financial Behaviour. She joins Louis to discuss her research piece “Develop …

#14 Angela Saltas

Angela is a Certified Financial Planner, Director and Owner of Corporate Retirement Services. She and Louis chat about …

#13 Marc Sydow

Marc is a Financial Planning Partner at Adviceworx, where he helps women in finance better understand what their …

#12 Matt Reiner

Matt is the CEO and Co-Founder of the AI assistant benjamin and a partner at Capital Investment Advisors. …

#11 Brendan Frazier

Brendan is the Founder of Wired Planning and Host of The Human Side of Money Podcast. He and …

#10 Jurie Gouwsventer

Jurie is the Owner and Founder of Mindfulmoney. He talks about building a practice according to what’s meaningful …

#251 Gordon Jenkins

Executive Coach and Accountability Partner Gordon Jenkins joins Fraser to discuss his unconventional approach to networking, including what …

#250 Peita Diamantidis

Peita is a Co-Founder at Caboodle Financial Services and Host of the “In Search of Adventure Show” Podcast. …

#249 Morgan Hayward

Morgan is the Director of Financial Planning at yield advisory and an XY Adviser Ethics Committee member. Morgan …

#248 Russell Collins

Russell is the Author of “Risk Insurance Communications Skills” and a former risk insurance specialist. He and Fraser …

#247 Amanda Thompson

Amanda is the Founder and Managing Director at Endurance Financial and three time Ironman World Championship qualifier. She …

#246 John Kennedy

John is the Co-Founder and a Certified Financial Planner at CandorPath Financial. He discusses how his key to …

#245 Adam Crabbe

Adam is the Risk Strategy Specialist at Zurich. He joins Fraser to discuss the findings of his “Client …

#244 Gavin Glozier

Gavin is the CEO and Principal Financial Adviser at Your Wealth Hub Advice and Vinarc. He returns to …

#243 Marc Bineham

Marc is the author of “The Money Sandwich”. He chats about his time as National President of the …

#242 Louise Biti

Louise is a Director at Aged Care Steps, who help advisers create effective advice solutions for retiree clients. …

#3 Dirk Groeneveld

Dirk is the Owner and a Financial Adviser at Client Care. He joins Louis to explore the concept …

#2 David Garrioch

David is the Wealth Management Executive, Comprehensive Financial Planner, and Key Individual at AlphaWealth. He covers his journey …

#1 Russell Ho

Russell is a Certified Financial Planner at Succession Financial Planning. He joins Louis to discuss his journey to …

#241 Dr. Adam Fraser

Dr. Adam Fraser returns to the XY Adviser Podcast to explore the confronting findings of the 2021 Australian …

#240 Glen Hare

Glen returns to the XY Adviser Podcast to talk about how Fox and Hare Financial Advice has evolved, …