Ensombl Advice Australia

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Rick Kahler specializing in the integration of financial coaching, financial therapy, and traditional financial planning, attracts a nationwide clientele in the US. Co-author of four books on the psychology of money: Conscious Finance, The Financial Wisdom of Ebenezer Scrooge, Facilitating Financial Health, and Wired For Wealth.

Rick Kahler Linkedin: https://www.linkedin.com/in/rickkahler/ Kahler Financial Website: https://kahlerfinancial.com/

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Social Worker with a history of working in NGO's leading and supporting teams of professionals.

Matthew Morris Linkedin: https://www.linkedin.com/in/matthew-morris-782a2a78 CCFSS Website: https://ccfss.org.au/ Episode Notes: https://vetoviolence.cdc.gov/apps/phl/resource_center_infographic.html

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Dr. Ann Dadich is an Associate Professor within the Western Sydney University School of Business. She is also a registered psychologist, holds editorial appointments with several academic journals, and chairs the Australian and New Zealand Academy of Management (ANZAM).

Episode Resources: https://docs.google.com/document/d/1UWliDNxpF0Xj1i2PaaNCAtw7dZYW0afwPtdsK4DoL38/edit?usp=sharing Dr. Ann Dadich Linkedin: https://www.linkedin.com/in/ann-dadich-40669214/ WSU Website: https://www.westernsydney.edu.au/staff_profiles/WSU/associate_professor_ann_dadich

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Dr. Somers specializes in the growing new field of financial psychology. She trains and consults broadly with financial services professionals; touching on topics about reasons why clients may fail to follow good advice, the psychological factors at play during major life transitions, and the hazards of mental depletion.

Dr. Moira Somers Linkedin: https://www.linkedin.com/in/moira-somers/ Money, Mind and Meaning Website: https://moneymindandmeaning.com/

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Eric is a seasoned financial advisor and wealth coach with over 30 years of experience in financial services including many years at BNP, Merrill Lynch, Fiducian Financial Services and now as The Wealth Farmer. He is a goal-orientated advisor that puts strong emphasis on building great relationships.

Eric Priebee XY: https://www1.xyadviser.com/members/2227979 Wealth Farmer Website: https://wealthfarmer.com.au/

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Daniel is a clinically trained psychologist who grew up around financial planning. Author of Behavioral Investor, TEDx speaker, and Chief Behavioral Officer at Brinker Capital.

Daniel Crosby Linkedin: https://www.linkedin.com/in/danielcrosby/ Brinker Capital Website: brinkercapital.com

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Csilla is head of operations at XY and has spent the last 18 years in financial services. She also lectures at university teaching the next generation of advisers.

Csilla Skultety XY: https://www1.xyadviser.com/members/2664886 XY Adviser Website: xyadviser.com

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Vanessa's background covers financial services and physical fitness, and now works as a high performance coach specialising in mental fitness.

Vanessa Bennett Linkedin: https://www.linkedin.com/in/high-performance-coach-vanessa-bennett-neperform/ Next Evolution Performance Website: https://nextevolutionperformance.com/

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

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Brad Ellison is the Director and Principal Adviser at Equitem who has built his business in a way that has allowed his team to seamlessly transition into remote work in this changing environment.

Brad Ellison XY: https://www1.xyadviser.com/members/2454017 Equitem Website: https://www.equitem.com.au/ Email: [email protected]

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