Ensombl Advice Australia

Nellie is a Values Based Financial Adviser and Director at O'Brien Accountants & Advisors. She joins Fraser to talk about the importance of a consistent approach to advice.

Nellie Fung LinkedIn: https://www.linkedin.com/in/nelliefungfinancialadvisor/ O'Brien Accountants & Advisors Website: https://obbc.com.au/

This episode is proudly sponsored by HUB24. https://www.hub24.com.au/

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Today we cover the Reserve Bank of Australia minutes, APRA, core inflation, Aristocrat's FY21 result, Woodside Petroleum, CBA's September Quarter update and Crown Resorts.

This market highlight is proudly brought to by Milford https://milfordasset.com.au/

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Whitley is a Practicing Adviser and Mortgage Broker, and an Associate Lecturer at Griffith University. She joins Fraser to discuss her research into how your mindset influences your financial well-being.

Whitley Bejah LinkedIn: https://www.linkedin.com/in/whitley-bejah-8b448454/ Griffith University Profile: https://experts.griffith.edu.au/18432-whitley-bejah

This episode is proudly sponsored by HUB24. https://www.hub24.com.au/

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Andrew is the Principal Financial Adviser and founder of EFS Advice. He joins Clayton to chat about the best client acquisition channels and hyper-niche practices.

Andrew Reynolds XY: https://www1.xyadviser.com/members/4142480 EFS Advice Website: https://efsadvice.com.au/

This episode is proudly sponsored by HUB24. https://www.hub24.com.au/

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Today we cover US CPI data, Australian employment data, Broad credit in China, UK GDP data, the Australian IPO market and Playtech.

This market highlight is proudly brought to by Milford https://milfordasset.com.au/

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Kevin is the Managing Owner of Pension Services, which deals with Centrelink and Age Care matters on the behalf of clients. Kevin is a self-described "Centrelink Stress Remover" and shares some of the rewarding experiences he's had in the business.

Kevin Smith LinkedIn: https://www.linkedin.com/in/kevinsmithau/ Pension Services Website: https://www.pensionservices.com.au/

This episode is proudly sponsored by HUB24. https://www.hub24.com.au/

Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/

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Jordan is an Independent Financial Adviser at PlanningSolo. He and Fraser talk about his journey to becoming an adviser, and what lessons he's learned from the issues he overcame along the way.

Jordan Vaka XY: https://www1.xyadviser.com/members/2400594 PlanningSolo Website: https://www.planningsolo.com.au/

This episode is proudly sponsored by HUB24. https://www.hub24.com.au/

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This week we cover the RBA monthly meeting, US Non Farm Payrolls, the US Federal reserve, the Bank of England, Afterpay, Peloton, Tyro and Netwealth.

This market highlight is proudly brought to by Milford https://milfordasset.com.au/

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Natallia is the Director and Principal Financial Adviser at TruWealth Advice. She talks about understanding who your niche client is in order to make relationships work for the long term.

Natallia Smith XY: https://www1.xyadviser.com/members/2809565 TruWealth Website: https://www.truwealthadvice.com.au/

This episode is proudly sponsored by HUB24. https://www.hub24.com.au/

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Andrew is the Managing Director at Webster's Wealth Partners, which he runs alongside his wife, Stephanie. They had a shakey start to beginning their advice practice, and Andrew joins Fraser to discuss the lessons he's learned from that experience.

Andrew Ferguson LinkedIn: https://www.linkedin.com/in/andrew-ferguson-1a756946/ Webster's Wealth Partners Website: https://websterswealth.com/

This episode is proudly sponsored by HUB24. https://www.hub24.com.au/

Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/

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