Ensombl Advice Australia

Santi Burridge is the CEO at Lumiant. Santi believes that Financial Planning should be the most noble profession in the world, and talks about the steps the industry should be taking to achieve that.

Santiago Burridge LinkedIn: https://www.linkedin.com/in/santiago-burridge-1a830b6/ Lumiant Website: https://www.lumiant.com.au/

This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.

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Francois is the Account Management Lead at Iress and Host of PROpulsion LIVE. He talks us through his experience with becoming a content creator during COVID, and how advisers can best represent themselves personally vs. professionally.

Francois du Toit XY: https://www1.xyadviser.com/members/3824801 PROpulsion Website: https://www.propulsion.co.za/

This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.

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Catherine is a Financial Coach and the Founder of The Money Panel, where she teaches Financial Planners how to incorporate coaching into their businesses, as well as helping women to have a better relationship with money.

Catherine Morgan LinkedIn: https://www.linkedin.com/in/catherine-morgan/ The Money Panel Website: https://themoneypanel.co.uk/

This podcast is brought to you by Integrity Life. Go to https://www.integritylife.com.au/xy to find out more.

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

David Haseldine LinkedIn: https://www.linkedin.com/in/davehaseldine/ The Updated Investor Website: https://www.theupdated.com.au/

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Kate Holmes from Innovating Advice returns to the XY Podcast to discuss not only the struggles advisers faced in 2020, but also the triumphs and achievements they've made throughout a trying year.

EDITORS NOTE: The children's book mentioned is the "Financial Confidence for Kids" Series by Dr. Mara Catherine Harvey and Mariajosé Gajate Molina

Kate Holmes LinkedIn: https://www.linkedin.com/in/kateaholmes/ Innovating Advice Website: https://www.innovatingadvice.com/

This episode is proudly sponsored by HUB24

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Steven Kerbel is the Director And Financial Planner at South City Brokers. He talks about his spiritual goal of touching people in a meaningful way, and creating a life changing moment through advice for both clients and advisers.

Steven Kerbel LinkedIn: https://www.linkedin.com/in/steven-kerbel-b163b57/ South City Brokers Website: https://www.southcitybrokers.com.au/

This episode is proudly sponsored by HUB24

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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Alysia is the Principal Adviser at Zebra Tailored Wealth, and she talks us through her unique journey from becoming a financial adviser to starting her own business.

Alysia Laird XY: https://www1.xyadviser.com/members/2445087 Zebra Tailored Wealth: https://www.zebratailoredwealth.com.au/

This episode is proudly sponsored by HUB24

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Julia Scott is the founder of Love Luck Wealth and an expert in Money Mindset. She discusses how changing your attitude and emotions towards money is important for creating wealth.

Julia Scott LinkedIn: https://www.linkedin.com/in/julia-scott-b64596195/ Love Luck Wealth Website: https://www.loveluckwealth.com/

This episode is proudly sponsored by HUB24

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

Nathan is the Principal Financial Planner and Director at Lime Financial Planning, and recently won the Affinia Financial Adviser of the Year Award.

Nathan Fradley: https://www1.xyadviser.com/members/2345594 Lime Financial Website: https://www.limefinancialplanning.com.au/

This episode is proudly sponsored by HUB24

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

Damien Mu LinkedIn: https://www.linkedin.com/in/damien-mu-4a681424/ AIA Website: https://www.aia.com.au/

This episode is proudly sponsored by HUB24

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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