Ensombl Advice Australia

Aleks Vickovich, prominent journalist and commentator in the Australian Advice Industry will discuss the state of play, who is thriving, who is struggling, who is learning and a few insights from a recent trip to the us last year.

Vincent Scully the Founder of Life Sherpa shared with us how he has built a low touch, low cost advice offering giving access to a qualified financial planner for as little as $12.50 p/m

Interviews by Phil Thompson & Adrian Patty

Interviews by Naomi Christopher and Phil Thompson

This year's International Women's day theme was "Be Bold For Change" and AFA Inspire ran with this when they held their panel discussion last week at BT offices in Barangaroo. The group which fosters females in the advice industry brought a full room together to discuss gender equality in financial advice and financial services in general and came away with several things we as a community can do to encourage this. This week we had Deb Kent - the founder of Inspire coming on to chat to us about some of the discussion points as well as share what she thinks the financial advice sector can do to promote equality amongst both genders and increase the number of females both giving and receiving advice.

For the first time in XYLive with Ben Nash, Phil Thompson, Adrian Patty, Clayton Daniel and Naomi Christopher who had a discussion about the latest in the industry and field questions from the community.

Interviews by Ben Nash and Phil Thompson

Steve Crawford, Owner & Senior Wealth Adviser of Experience Wealth Advice to share his perspectives on how to help professional Gen X & Y's understand where their money goes, the best way to use it to get them ahead, and how to protect what they've already earned.

Interviews by Phil Thompson and Ray Jaramis

We know that approximately 80% of Australians do not seek financial advice. Mark Nagle, Executive Director of Treysta Financial Life Management has a view as to why this is the case.

It’s about the value Advisers leave on the table. And no, he doesn’t mean financial value.

Interviews by Adrian Patty and Phil Thompson

We have Advocate of Financial Advice Business Coach, Sue Viskovic joining us for XYLive to share with you these relevant tips on how to get your attention in the right areas to commence your 2017 Business Plan with these four ultimate things successful advice firms will be working on.

Interviews by Ray Jaramis and Phil Thompson

We have founder of Implemented Portfolios Santi Burridge joining us for XYLive to answer this question and chat about the simple mistakes to avoid and how you can truly create an advice proposition where everyone wins.

Aleks Vickovich, prominent journalist and commentator in the Australian Advice Industry will discuss the state of play, who is thriving, who is struggling, who is learning and a few insights from a recent trip to the us last year.

Vincent Scully the Founder of Life Sherpa shared with us how he has built a low touch, low cost advice offering giving access to a qualified financial planner for as little as $12.50 p/m

Interviews by Phil Thompson & Adrian Patty