Ensombl Advice Australia

Today, Clayton sits down with Pascale Helyar-Moray. From JP Morgan to launching a jewelry business, heading up a super fund to finally landing on a unique proposition to help people grow their super, Pascale has had a very interesting career. From an adviser's perspective, her solution is an easy additional piece of value add you can provide your clients.

Super Rewards Website: www.super-rewards.com Pascale Helyar-Moray Linkedin: https://www.linkedin.com/in/pascale-helyar-moray/

General Disclaimer – https://www.xyadviser.com/disclaimer/

This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They're big time supporters of advisors going solo and their BDM team are great to work with. We're proud to partner with HUB24 - they're big fans of the XY community and are continuing to help drive the positive evolution of financial advice.

New XY platform now available: App Store: http://co.xyadviser.com/xyistore Google Play: http://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

Welcome back to the XY Adviser Podcast! This time, Clayton is joined by William Johns - financial planner, social entrepreneur and human rights advocate.

Health Finance and Claim Right Website: https://healthfinance.com.au/ & http://www.claimright.com.au William Johns Linkedin: https://www.linkedin.com/in/williamjohns1/

General Disclaimer – https://www.xyadviser.com/disclaimer/

This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They're big time supporters of advisors going solo and their BDM team are great to work with. We're proud to partner with HUB24 - they're big fans of the XY community and are continuing to help drive the positive evolution of financial advice.

New XY platform now available: App Store: http://co.xyadviser.com/xyistore Google Play: http://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

Sam Henderson was front and centre at the Royal Commission in to banking misconduct. His name and face filled the front pages of newspapers. Sam discusses the facts of his case, how he could've done things better, and why financial advisers should remain positive about their industry. We also chat about the effects all the changes are having on mental health across the industry, and how Sam dealt with the fallout of the Royal Commission personally.

Sam Henderson Website: https://samhendo.com Sam Henderson Linkedin: https://www.linkedin.com/in/sam-henderson-5897a024/

General Disclaimer – https://www.xyadviser.com/disclaimer/

New XY platform now available: App Store: http://co.xyadviser.com/xyistore Google Play: http://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

Clayton is joined by Brendon Vade in this episode. Brendon brings a unique perspective to advice as he handles the complexities of high net wealth clients. We cover a broad range of topics, and provide insights on how to enter in to this type of advice.

Stewart Partners Website: https://www.stewartpartners.com.au/ Brendon Vade Linkedin: https://www.linkedin.com/in/brendonvade/

General Disclaimer – https://www.xyadviser.com/disclaimer/

This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They're big time supporters of advisors going solo and their BDM team are great to work with. We're proud to partner with HUB24 - they're big fans of the XY community and are continuing to help drive the positive evolution of financial advice.

New XY platform now available: App Store: http://co.xyadviser.com/xyistore Google Play: http://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

In this podcast, Clayton chats to Paul Mann - Co-Founder and Financial Adviser at True Direction Financial (Privately owned and licensed), and CEO of the WSSA.

True Direction Website: https://www.truedirection.com.au/ Paul Mann Linkedin: https://www.linkedin.com/in/paul-mann/

General Disclaimer – https://www.xyadviser.com/disclaimer/

This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They're big time supporters of advisors going solo and their BDM team are great to work with. We're proud to partner with HUB24 - they're big fans of the XY community and are continuing to help drive the positive evolution of financial advice.

New XY platform now available: App Store: http://co.xyadviser.com/xyistore Google Play: http://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

Stephen is the CEO of FASEA, making him the centre of attention of the financial advice industry right now. Clayton sits down to dive deep into some of the more controversial topics, and hopefully provide some clarity on the changes coming in 2020.

FASEA Website: https://www.fasea.gov.au/

General Disclaimer – https://www.xyadviser.com/disclaimer/

This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They're big time supporters of advisors going solo and their BDM team are great to work with. We're proud to partner with HUB24 - they're big fans of the XY community and are continuing to help drive the positive evolution of financial advice.

New XY platform now available: App Store: http://co.xyadviser.com/xyistore Google Play: http://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

Today, Clayton is joined by Jim Stackpool. Jim is focused on fundamentally redefining the role of financial advice in the lives of Australians. He has some very interesting thoughts on where advice can add the most value, and how to decouple from product as much as possible.

Certainty Advice Group Website: https://certaintyadvicegroup.com/ Jim Stackpool Linkedin: https://www.linkedin.com/in/jimstackpool/

General Disclaimer – https://www.xyadviser.com/disclaimer/

This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They're big time supporters of advisors going solo and their BDM team are great to work with. We're proud to partner with HUB24 - they're big fans of the XY community and are continuing to help drive the positive evolution of financial advice.

New XY platform now available: App Store: http://co.xyadviser.com/xyistore Google Play: http://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

On today's episode, Clayton talks to Chris Carlin - 2019 AFA Rising Star Award Winner, founder of Master Your Money Now, Financial Planner and Mortgage Broker.

Master Your Money Now Website: https://masteryourmoneynow.com.au/ Chris Carlin Linkedin: https://www.linkedin.com/in/chriscarlin1/

General Disclaimer – https://www.xyadviser.com/disclaimer/

This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They're big time supporters of advisors going solo and their BDM team are great to work with. We're proud to partner with HUB24 - they're big fans of the XY community and are continuing to help drive the positive evolution of financial advice.

New XY platform now available: App Store: http://co.xyadviser.com/xyistore Google Play: http://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

Clayton chats with Patrick Flynn in this latest podcast episode. Patrick is an experienced financial advice professional who specialises in developing policy, process and technology solutions that empower advisers to do more.

Patrick Flynn Website: https://patrickflynn.info/ Patrick Flynn Linkedin: https://www.linkedin.com/in/patrickjamesflynn/

General Disclaimer – https://www.xyadviser.com/disclaimer/

This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They're big time supporters of advisors going solo and their BDM team are great to work with. We're proud to partner with HUB24 - they're big fans of the XY community and are continuing to help drive the positive evolution of financial advice.

New XY platform now available: App Store: http://co.xyadviser.com/xyistore Google Play: http://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

Today, Clayton talks with Andrew Inwood - the founder and CEO of the Coredata Group with global operations. He focuses on the area of Behavioural Economics, with a particular interest in the process of trust transfer between individuals and corporations.

Episode Resources:

Core Data Website: https://www.coredata.com.au/ Andrew Inwood Linkedin: https://www.linkedin.com/in/andrew-inwood-0207178/

General Disclaimer – https://www.xyadviser.com/disclaimer/

This podcast is brought to you by HUB24 (www.HUB24.com.au), an ASX listed company with over $15b in funds under management and one of the fastest-growing platforms in the market. They believe in connecting advisors to innovative solutions that create opportunity, while delivering an awesome user and client experience. They're big-time supporters of advisors going solo and their BDM team are great to work with. We're proud to partner with HUB24 - they're big fans of the XY community and are continuing to help drive the positive evolution of financial advice.

New XY platform now available: App Store: http://co.xyadviser.com/xyistore Google Play: http://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