Ensombl Advice Australia

Ensombl Advice Australia

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Ensombl Advice Australia episodes

  • Ethical Investment Series #6 - Rory Cunningham

    Rory works with the investment team at ASX. He drops by the XY podcast to discuss the growth of ESG investing, female investment trends, and interesting take outs from the latest Australian Investor Study

    Rory Cunningham Linkedin: https://www.linkedin.com/in/rorycunningham/ ASX Website: https://www.asx.com.au/

    This ethical podcast series is sponsored by SPDR ETFs. To find out more about their latest ESG ETF, the SPDR S&P/ASX 200 ESG Fund, visit https://www.ssga.com/e200

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

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

    41 min
  • #207 Hooria Goodarzi

    FASEA Expert and Behavioural Finance researcher Hooria Goodarzi is currently running the FASEA Exam Prep Course on the XY Platform.

    Hooria Goodarzi XY: https://www1.xyadviser.com/members/2411561 Upskill Advisers Website: https://www.upskilladvisers.com/

    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/

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

    33 min
  • #206 Michael Miller

    Michael is one of the most valuable advisers on XY. Constantly answering questions with his high level of technical expertise, Michael is now a part of a small team writing the book on financial planning ethics. Pre order here https://www.michaelmiller.help/book

    Michael Miller XY: https://www1.xyadviser.com/members/2456122 Wealth Market Website: www.wealthmarket.com

    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/

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

    41 min
  • #205 Stephen Glenfield

    Stephen drops back into the XY Podcast to give an update on the last 12 months of the FASEA roll out.

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

    National Suicide Prevention Line: 13 11 14

    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/

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

    49 min
  • #204 John Maroney

    John has a very experienced career in financial services across multi disciplines and now heads up the SMSFA.

    John Maroney Linkedin: https://www.linkedin.com/in/smsfassociation/ SMSFA Website: https://www.smsfassociation.com/

    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/

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

    40 min
  • #203 Paul Barrett

    Paul runs AZNGA - a company that acquires high quality financial planning firms, helping take those firms to the next level.

    Paul Barrett Linkedin: https://www.linkedin.com/in/paulbarrett2/ AZ NGA Website: https://www.aznga.com/

    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/

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

    1 hr 4 min
  • #202 Andrew Walsh

    Founding Xplan almost two decades ago, Andrew has been involved in advice technology from the beginning. As CEO of IRESS, Andrew now oversees a multi billion dollar publicly listed company providing advice technology all over the world.

    Andrew Walsh Linkedin: https://www.linkedin.com/in/andrew-walsh-b20782b/ IRESS Website: https://www.iress.com/

    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/

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

    43 min
  • #201 Azaria Bell

    Azaria burst on to the financial planning scenes a couple of years back, and is an advocate for new entrants into the advice profession.

    Azaria Bell XY: https://www1.xyadviser.com/members/4386609 Mad About Life Website: https://www.madaboutlife.com.au/

    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/

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

    36 min
  • #200 Michelle Hoskin

    Founder and head of Standards International, the UK outfit working on helping advisers all over the world provide advice in a more efficient and effective way by providing a fantastic client experience.

    Michelle Hoskin XY: https://www.linkedin.com/in/standardsexpert/ Standards International Website: https://standardsinternational.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/

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

    49 min
  • #199 Neil Macdonald

    CEO of the AMP and Hillross Associations and played a key role with helping to organise the recent legal case with AMP. A former adviser and passionate advocate for advice

    Neil Macdonald XY: https://www1.xyadviser.com/members/2228870 The Adviser Association Website: http://theadvisersassociation.com.au/

    National Suicide Prevention Line: 13 11 14

    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/

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

    46 min

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