Show: Ensombl Advice Australia Podcast

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

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

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

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

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

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

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

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

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

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

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

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

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

Graham is the Managing Partner and Dean of Portfolio Construction Forum. He chats with Fraser about investor psychology …

Lexi is the Founder at MoneyVine. Lexi helps mums become better with their finances by using cash flow …

“Founder of Wired Planning and Host of The Human Side of Money Podcast. He talks about specializing your …

Danni recently joined XY Adviser as the Head of Growth. She and Emily sit down with Fraser to …

Dean is the Founder of The Wealth Network and TWN Partners. He returns to the XY Adviser Podcast …

Nathan is the Principal Financial Planner and Director at Lime Financial Planning, and the Founder and Chair of …

David is the Founder and CEO at My Longevity Pty Limited. He chats with Fraser about the importance …

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

Renato Mota is the CEO of IOOF. Renato believes that the advice industry would benefit from broadening what …

Joe runs Stephan Independent Advisory along with his brother, James. Joe believes he is having a “Midlife Breakthrough”, …

Ben Brett is the Owner and a Financial Planner at Bounce Financial, which he operates alongside his wife, …

Tim Henry is a Financial Advisor and Owner at Aspire Planning. He talks about the creation of the …

Vanessa is the CEO and Co-Founder of Next Evolution Performance. She explains the concept of Energy Credits, and …

The #podgod Fraser Jack returns to XY, and chats with Clayton about what 2021 has in store for …

Santi Burridge is the CEO at Lumiant. Santi believes that Financial Planning should be the most noble profession …

Francois is the Account Management Lead at Iress and Host of PROpulsion LIVE. He talks us through his …

Catherine is a Financial Coach and the Founder of The Money Panel, where she teaches Financial Planners how …

David from The Updated Estate shares his story regarding his involvement in the AMP class action lawsuit.

Steven Kerbel is the Director And Financial Planner at South City Brokers. He talks about his spiritual goal …

Kate Holmes from Innovating Advice returns to the XY Podcast to discuss not only the struggles advisers faced …

Alysia is the Principal Adviser at Zebra Tailored Wealth, and she talks us through her unique journey from …

Julia Scott is the founder of Love Luck Wealth and an expert in Money Mindset. She discusses how …

Nathan is the Principal Financial Planner and Director at Lime Financial Planning, and recently won the Affinia Financial …

Damien is the CEO of AIA Australia and New Zealand. He talks about leadership during COVID-19 and ensuring …

FIFO Money Coach Matt Hern talks about why cashflow is the foundation of financial advice.

Dawn is the Senior Financial Adviser at Wealthwise Financial Planning. With a background in media, Dawn explains that …

Paul returns to the XY Podcast for the fourth time to discuss how advisers are the personification of …

Not only is Paul Benson a financial adviser, but he’s also an author and the producer of the …

As advisers find themselves under constant change and pressure, Dr. Adam Fraser stops by to discuss the research …

Andrew is the Chief Executive Officer at HUB24, and explores how advisers can create more value for their …

FASEA Expert and Behavioural Finance researcher Hooria Goodarzi is currently running the FASEA Exam Prep Course on the …

Michael is one of the most valuable advisers on XY. Constantly answering questions with his high level of …

Stephen drops back into the XY Podcast to give an update on the last 12 months of the …

John has a very experienced career in financial services across multi disciplines and now heads up the SMSFA.

Paul runs AZNGA – a company that acquires high quality financial planning firms, helping take those firms to …

Founding Xplan almost two decades ago, Andrew has been involved in advice technology from the beginning. As CEO …

Azaria burst on to the financial planning scenes a couple of years back, and is an advocate for …

Founder and head of Standards International, the UK outfit working on helping advisers all over the world provide …

CEO of the AMP and Hillross Associations and played a key role with helping to organise the recent …

Matt Heine is the MD at Netwealth. He drops by the XY podcast to talk about the findings …

Chris is former adviser who now focuses entirely on mortgage brokering. On September 1, he launches a 30 …

Katrina has been advising for over a decade, but had never used social media as a methodology of …

Jake is a financial adviser specialising in the under 45s market, and has carved out a niche with …

Adam is a former adviser, and director at NextGen Planners helping advisers all over the world get better …

Dean has some strong ideas around the future of the financial advice business model, and discusses how his …

Joel has a long background working as a financial adviser within industry funds. We took this opportunity to …

Julian is one of the founders and head of strategy at Midwinter. Coding through one and a half …

James is a financial adviser with a prolific video creation strategy. He drops by to share about the …

Paul is one of Australia’s most experienced Private Wealth Managers but brings a fresh approach to his practice. …

The Lego king, Ben also heads up policy and standards at Financial Planning Association of Australia

Baz is one of Australia’s most well known industry thought leaders. The rapid success of the Social Adviser …

Louis is a South African adviser who has built a values driven and efficient financial planning company. He …

Thabojan has spent years diving into a high-tough, high-value advice process. His aim is to produce successful clients …

Jordan is a Senior Investment Manager at Perth Mint. He has a qualified view of this unique asset …

Host of the Conneqtor community on XY, Virtual CFP® for Elite Frequent Flyers, and Creator of The Virtual …

David has had an amazing career from planner to helping build Shadforth which was acquired for $670M. He …

A recently retired adviser with 42 years of experience talks about his journey from sales culture to value …

Brad Ellison is the Director and Principal Adviser at Equitem who has built his business in a way …

Daniel is the president of the PIFA, and is working towards turning financial advice into an official profession.

Michael is an experienced and young Principal Adviser who specialises in helping families make better financial decisions so …

Previous to coming on as the CFO of XY Adviser through his business Air Accounting, Ben was working …

Thabojan is an experienced and respected financial adviser who is committed to upholding the highest standards of professionalism …

Freya is a former adviser with a strong technical background who chose to pursue a career path of …

Philip has held the position of CEO at the AFA for the past three years.

As the Director of Human Connections at Perron Financial Group, Kelly Harris implemented a client mentoring program which …

Matthew knows how to do remote work. Founder and CEO of Bonjoro – a video communication tool, Matt …

While an adviser, Sarah Riegelhuth converted her entire advice practice to be fully remote. She became so good …

Antoinette Mullins combines her experience as a trauma counsellor with her knowledge as a financial adviser to create …

Hari is a very technically driven adviser who has spent his career helping his client’s lives, and the …

Brandon is a US based former adviser who played a large role in the early success of United …

Phil is the GM of Policy and Professionalism at the AFA and spends his days getting the attention …

Shaun has worked as an adviser, a licensee partnership manager, in broader financial services, and now aims to …

The son of a financial adviser – Dean became an adviser himself before turning his attention to purchasing …

Former government adviser, AFR contributor and Co-chief Investment Officer at Coolabah Capital Investments talks LIC commissions and the …

Former adviser and #podgod host of the Goals Based Advice podcast, Fraser comes on to discuss how advisers …

Starting out in paraplanning, Steve worked as an adviser for six months before getting more involved in the …

James chats about the pressures coming out of the most recent changes in financial advice, and how being …

Dylan has come up through the ranks from paraplanner, through to adviser, and finally buying out his former …

Ben talks about transitioning his successful financial advice practice into an efficient and compliant firm under the new …

Kate has had an amazing career spanning a fee for service advice firm in the US, a global …

Roger is one of the most skilled technical compliance officers in financial advice. We dive deep into everything …

We deep dive into digital financial advice with Daniel Gara, former financial adviser turned founder of Adviser Logic.

As an adviser, Conail has experienced licensee land from the big to the small, and everywhere in between. …

In the age of Netflix, Prashant has built a company to solve a specific problem, in a unique …

Matthew Wood is a WA based Adviser who has had the benefit of going overseas to learn from …

Our guest today is Conrad Travers, Founder and Director of Tangelo Strategy & Advice Consulting. Has worked across …

In this episode, Emily Blanch chats with Megan Hodge from Your Wealthy Life. Megan’s advice business recently ticked …

From Triple J to the SoA. Jade Eley talks Ray through his journey from humble beginnings of balancing …

Today, Clayton sits down with Pascale Helyar-Moray. From JP Morgan to launching a jewelry business, heading up a …

Sam Henderson was front and centre at the Royal Commission in to banking misconduct. His name and face …

Clayton is joined by Brendon Vade in this episode. Brendon brings a unique perspective to advice as he …

In this podcast, Clayton chats to Paul Mann – Co-Founder and Financial Adviser at True Direction Financial (Privately …

Stephen is the CEO of FASEA, making him the centre of attention of the financial advice industry right …

Today, Clayton is joined by Jim Stackpool. Jim is focused on fundamentally redefining the role of financial advice …

Welcome back to the XY Adviser Podcast! This time, Clayton is joined by William Johns – financial planner, …

Clayton chats with Patrick Flynn in this latest podcast episode. Patrick is an experienced financial advice professional who …

On today’s episode, Clayton talks to Chris Carlin – 2019 AFA Rising Star Award Winner, founder of Master …

Today, Clayton talks with Andrew Inwood – the founder and CEO of the Coredata Group with global operations. …

f there was a person at the pointy end of what the Royal Commission has done to advisers, …

Today, we’ve got Clayton with business-coach-turned-businessman, David Carney— CEO of Virtual Business Partners, a back-office solutions company for …

We’re interrupting our Plan, Product, Profit series to bring you a special one off episode which is less …

It’s one thing to recognise Financial Abuse, it’s another to know how to handle it as a Financial …

The #1 thing we’ve noticed Advisers in the XY Community love more than anything, is hearing what other …

What if we told you Cara Brett, the Director and Adviser of Bounce Financial, attracted 30 new social …

Is Estate Planning part of your holistic value proposition as a Financial Advisor? Do you cringe when you …

A question we’ve been asking often is how do we make Financial Advice irresistible? We know the value …

Modern Advisers don’t use videos to sell their services, they use videos to highlight the feeling and emotion …

Are you a Financial Adviser who wants to better understand Money Coaching and how you can incorporate this …

In the startup world, adversity is a given. We always hear about successful businesses, but we rarely hear …

How are Financial Advisors articulating deep client conversations in their advice documents? What if we scoped advice on …

As Financial Advisors and paraplanners, how can we best capture a client’s lifestyle or intangible goals in a …

Finn Kelly of Wealth Enhancers and Clayton Daniel of XY Adviser discuss the power of behavioural coaching and …

When asked whether technology will enable or challenge what Advisers do and how they service their clients, Peter …

There’s no denying uncertainty within Financial Services is at an all-time high. However, in light of this, Scott …

Are you an insurance adviser who will be affected if the removal of insurance commissions goes ahead? If …

Which areas of the Financial Planning process do you really enjoy? What if you could eliminate the areas …

It seems most Financial Advisors are no longer of the mindset that Fintech is going to replace them, …

A question the Financial Advice industry has been asking for a long time is – how do we …

There’s a new wave of Financial Advisors emerging. They’re courageous, they’re status quo disruptors and they want to …

“Is the licensee creating the right environment for the adviser to do their best work in the best …

Dr. Carla Harris’ (LinkedIn: /drcarlaharris) professional career is nothing short of diverse. After completing her PhD in Environmental …

As a new(ish) self-employed financial advisor, Ron Pratap (LinkedIn: /ronaldpratap) has discovered his keys to success include having …

Sara Lucas (LinkedIn: /saralucas1) is an expert when it comes to UK based pensions. She works exclusively with British …

If you’re a Financial Advisor, you probably champion a preferred investment philosophy – active or passive. Though when …

After looking at the current state of the advice process, Shaun Green from Advice Revolution and Spark Partners …

As a Financial Advisor, we’re sure you have an opinion about cryptocurrency. Some advisors are for it, others …

Donal Griffin (in/donalgriffin) of Legacy Law (www.legacylaw.com.au) is a specialist lawyer and ‘recovering’ Financial Advisor who is in …

Being a Financial Advisor is not all that different to being a cop, according to Shane Black of …

Do you think Superannuation companies are taking advantage of Australians by having them unwittingly pay away their retirement …

As a Financial Advisor, you know you have the skills to implement strategies and help your clients achieve …

One thing we know about the XY Community is they love hearing from other Financial Advisors and listening …

Imagine having access to a proven financial coaching strategy designed to help millennial clients smash their financial and …

Imagine being part of a career advocacy program specifically designed to help female financial advisers obtain guidance, advice …

Are you a Financial Adviser looking for ways to engage more people with their money? Learn from a …

When it comes to vertical integration and regulatory requirements in the advice industry, there’s no one more qualified …

Stella Norberti (LinkedIn: /stellanorberti/) is the gung-ho adviser and part owner of Absolute Wealth Advisors (AWA: www.absolutewealthadvisors.com.au/ )who juggles a family …

On this special episode of XY Live, we had Simon O’Dell, Co-founder of Manner & Director of Eagle …

Interviews by Clayton Daniel. Join us on this exciting episode with Steve Crawford, Financial Coach & Adviser at …

Brian Parker (@parkernomics) is a public speaker and regular on Sky Business as Sunsuper’s Chief Economist (www.sunsuper.com). Aside …

Pop the virtual champagne – XY Adviser celebrates its 100th podcast episode – and what a ride it’s …

There has been plenty of discussions as well as some confusion in the XY community around QROPS. What …

Chris Bates (LI: /christopherbates/) is one half of the brains behind new property podcast ‘The Elephant in the …

Hayley Pearse (@hayleycpearse) of Caboodle Financial Services (www.caboodlefs.com.au) is the ‘knowledge sponge’ and go-getter Associate Adviser turning what …

Michael Houlihan (LinkedIn: /michael-houlihan-2a24b818) is a guy who definitely doesn’t know how to sit still. He’s the CEO …

Since pivoting from financial advice into a more permanent mortgage broking role, Marcus Roberts (@mrmarcusroberts) of Brighter Finance …

She’s been dubbed the ‘Walking Corporations Act’, and has been on the pulse of Financial Services regulation since …

Like most entrepreneurial journeys, Drew Davison’s (LinkedIn: drew-davison-b0013aba/) began when he saw a huge pain point for agents …

From the humble beginnings of a ten-person startup in 2010, to now being one of the Australia’s fastest …

Vince Scully (LinkedIn:/vincescully) is the Financial Adviser, Author and Chief Sherpa at LifeSherpa (www.lifesherpa.com.au) who, with the use …

After stepping out of the Military and falling into insurance sales by accident, Ryan King (LinkedIn:/ryan-king-announcer/) of the …

Advisers don’t start a financial planning business purely to take on and manage employees. But growth often requires …

Whoever said you can’t rule from the grave, never met Vik Sundar (LinkedIn:/viksundar) of Chamberlains Law Firm (www.chamberlains.com.au) …

This episode is what XY Adviser is all about. Shaking up the financial status quo. Doing things differently. …

If you’re interested in getting Paul Mann’s accurate crystal ball reading on where the financial advice industry is …

Steve Crawford (@SteveCrawford78) is the owner and head financial coach of Experience Wealth (www.experiencewealth.com.au). He’s the opinionated show pony presenter (his …

You’ve heard the term ‘holistic advice’, but what does it actually mean and how do you shift yours …

When a podcast starts with challenging the notion of what Financial Planning actually is, you know it’s going …

Neil Rogan (www.linkedin.com/in/roganneil/) of Centuria (www.centuria.com.au/) is the guy turning investment bond jargon into terminology that advisers can …

In this week’s episode, Ben Nash’s ‘let’s have at it’ approach with Philip Kewin (CEO) (@afa_ceo) and Marc …

“Second only to your health is your financial wellbeing. We [the driven and passionate advisers] have a big …

There’s developing a standard business model of advice, and then there’s being at the forefront of digital innovation …

In this episode, you’re going to hear how a children’s story about a rhino and a monkey can …

XY Adviser started when a handful of curious financial advisers wanted to know what others in the industry …

Caitlin Iles’ (@ms_iles) story is one we’re sure Universal Studios wish they could get their hands on. After …

After ‘retiring’ from the unique Latvian sporting code that is Novus, Berin Delforce (@stickmanwealth) of Stickman Wealth Management …

We think it’s fair to say that despite being one of the most debated topics within the XY …

For those eagerly awaiting a smooth and sultry solo podcast from Clayton Daniel, unfortunately (or fortunately?!), thanks to …

Chris Bates of Wealthful is the Financial Adviser and Mortgage Broker with a very unique (and very successful) …

“Our mission is to be the Amazon of Comparison sites” – Fred Schebesta When it comes to Fred …

What do the words dulcet and game-changing business coach have in common? Two words. Stewart Bell. Stewart is …

“I’ll never invest money in a fund unless I meet the fund manager” – Paul Mann (True Direction …

If marketing, public relations and social media were like Kung-Fu, Adele Martin is definitely your Bruce Lee. She’s …

If you’re an active member in the XY community, you’ve probably seen her name start to pop up …

Glen James is the financial adviser whose life does not revolve around his work. Instead, he moulds his …

At the age of 20, James Millard had it all figured out. He was going to make it …

If straight up insight and opinion on the royal commission and areas around best interest duty, tough regulation …

Master of ‘technoclientology’, financial adviser, behavioural specialist, speaker and author, there’s not much that Andy Marshall can’t do. …

2017 has been a year full of surprises, changes and announcements. We saw a world divided over the …

2017 has been a year full of surprises, changes and announcements. We saw a world divided over the …

Is this the most useful whitepaper ever produced in Financial Services? Benjamin Marshan is at the forefront of …

Investing with your head and your heart. This sums up the work of Geoff Wilson and his team …

You’ve heard the latest industry buzzwords popping up left, right and centre – disruption, innovation, Fintech. But what …

“Having rubbish content is like trying to put lipstick on a pig” – Thea Cowie from 99Content Thea …

On this episode of XY Live, we will be discussing with Chris how to balance out all the …

Interviews by Adrian Patty Michael Back, a specialist consultant to Financial Advice businesses, will be joining us to …

Interviews by Ray Jaramis Finding a personal loan with good terms can be challenging, which is why some …

Interviews by Adrian Patty This week we had Muneesh Wadha, Founder of Humanity in Business, to share his …

Interviews by Adrian Patty Sam Robinson and Josh Winsgrove will delve into why they made the call to …

In this episode we had Adrian Patty talk to Gavin Glozier from Your Wealth Hub about some of …

In this episode of XY Live with Ben Nash, Adrian Patty, Phil Thompson and Naomi Christopher had a …

In this episode of XY Live, Christopher Bates of Wealthful has focused a lot on the property conversation …

Interviews by Phil Thompson and Clayton Daniel In this episode of XY Live on Facebook Live, we had …

Interviews by Ben Nash and Naomi Christopher In this episode of XY Live on Facebook Live, we have …

Interviews by Ben Nash, Phil Thompson, Adrian Patty, Clayton Daniel and Naomi Christopher In this episode of XY …

Interviews by Ray Jaramis and Phil Thompson Did you know you can offer financial advice for $30? NOD …

Interviews by Ben Nash and Adrian Patty This week we have Steve Nielsen talking ‘How to drive efficiencies …

Interviews by Phil Thompson and Ray Jaramis In this episode of XY Live we have Chris Mchardy co-founder …

Interviews by Ben Nash and Ray Jaramis Brian Kennaugh has been involved in Financial Services for over 30 …

XY Live Episode 35 – Client Experience: Cut the BS from your Business’ To-Do List and Focus on …

Interviews by Adrian Patty and Phil Thompson We have Advocate of Financial Advice Business Coach, Sue Viskovic joining …

On this special episode of XY Live, we have Clayton Daniel chat with Angus Woods, Managing Director at …

Interviews by Ray Jaramis , So you’re in your business and wondering how you can get better relationships …

Daring. Different. Disruptive. Fox & Hare are taking everything we know about the ‘traditional’ approach of giving advice …

Interviews by Ben Nash and Clayton Daniel In this episode of XY Live we’re chatting to Dylan Martin …

Interviews by Phil Thompson and Ray Jaramis In this episode of XY Live with Matt Heine, joint Managing …

Interviews by Phil Thompson and Adrian Patty Corey is the co-founder of Verse Wealth in Melbourne. Corey and …

Forum Chat with Ben Nash, Phil Thompson, Adrian Patty, Clayton Daniel and Ben Marshan. In this weeks XY …

Interviews by Phil Thompson and Adrian Patty David is the 2015 AFA Adviser of the Year and a …

Interviews by Ray Jaramis and Phil Thompson. For this XY Live episode, we have Sharon McClafferty discussing the …

Interviews by Ray Jaramis and Clayton Daniel The fact that Big Data is changing everything is no new …

Interviews by Ben Nash and Adrian Patty For this episode of XY Live with have Erin Truscott, Adviser …

Interviews by Clayton Daniel and Ben Nash For this XY Live episode, we have Jade Eley from Hillross …

Interviews by Phil Thompson and Adrian Patty Hardy is the owner of Digital Spot, a digital marketing agency …

We are doing it again on XYLive! Forum Chat with Phil Thompson, Adrian Patty and Ray Jaramis of …

Interviews by Ben Nash and Naomi Christopher. On this episode of XY Live, we have Lea Schodel, Founder …

Interviews by Phil Thompson and Ray Jaramis We know that approximately 80% of Australians do not seek financial …

For the first time in XYLive with Ben Nash, Phil Thompson, Adrian Patty, Clayton Daniel and Naomi Christopher …

Interviews by Naomi Christopher and Phil Thompson. This year’s International Women’s day theme was “Be Bold For Change” …

Vincent Scully the Founder of Life Sherpa shared with us how he has built a low touch, low …

Aleks Vickovich, prominent journalist and commentator in the Australian Advice Industry will discuss the state of play, who …

Interviews by Ray Jaramis and Phil Thompson We have founder of Implemented Portfolios Santi Burridge joining us for …

We had Ian Dunbar the CEO of Suitebox and Co-founder of Afiniation to talking to us about the …

Nikhil Screedhar was the founder of Proadviser a fintech startup aimed at taking on the robo advice market. …

Vanessa Stoykov is the CEO of Evolution media group & No more practice with the objective of educating …

Sam Henderson is joined us to talk about his journey that lead him to own his own advice …

Stewart Bell from Audere Coaching blow the virtual doors off XYLive! Stewart shared his invaluable knowledge of technology, …

On this episode we had a chat with Brett Evans from Atlas Wealth joined us for XY, who …

Kate Holmes is the Founder & CEO of Belmore Financial in the US and she is joining us …

What Will The Industry Look Like in 3 Years

We had a chat with Kath Cairns about how she is growing her business and how she has …

Interview with Dean Holmes from Absolute Wealth Advisors and he spoke to us about how Dean is running …

Paul Gilbert from Pinstripe Media joined us last week to share his pearls of wisdom on building your …

Guy Freeman gives us some insights as to how build an automated lead process using search engine optimization …

In this first episode of XY Live, Brenton Tong gives us some insights as to how he is …