Ensombl Advice Australia

Matt Heine is the MD at Netwealth. He drops by the XY podcast to talk about the findings in the fourth annual advice tech report.

Matt Heine Linkedin: https://www.linkedin.com/in/mattheine/ Netwealth Website: https://www.netwealth.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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Chris is former adviser who now focuses entirely on mortgage brokering. On September 1, he launches a 30 day property challenge on the XY platform, where he teaches advisers how to include property in the advice process.

Chris Bates XY: https://www1.xyadviser.com/members/4043358 Wealthful Website: https://www.wealthful.com.au/

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Katrina has been advising for over a decade, but had never used social media as a methodology of connecting with clients. Katrina walks us through what she learned completing the 30 day social media challenge recently held on the XY platform.

Katrina Van Gunst XY: https://www1.xyadviser.com/members/2401967 Phillipsons Website: phillipsons.com.au/

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Jake is a financial adviser specialising in the under 45s market, and has carved out a niche with cashflow as a service. Finding success on social media as an acquisition method, Jake is bullish on the strong future of financial advice.

Jake Wilkins XY: https://www1.xyadviser.com/members/2400950 Financial Planning Brisbane Website: http://fpbrisbane.com.au/

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Adam is a former adviser, and director at NextGen Planners helping advisers all over the world get better at their jobs in some very unique ways.

Adam Owen XY: https://www1.xyadviser.com/members/4163638 Next Gen Planners Website: https://nextgenplanners.co.uk/

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Dean has some strong ideas around the future of the financial advice business model, and discusses how his licensee is approaching it. Find the Wealth Network Group on XY

Dean Holmes XY: https://www1.xyadviser.com/members/2231807 The Wealth Network XY Group: https://www1.xyadviser.com/groups/1846338/

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Joel has a long background working as a financial adviser within industry funds. We took this opportunity to open the bonnet into what it's like being a financial adviser in a space not many financial advisers get exposure to. We also discuss all things defined benefits and some of the unexpected benefits of unlisted assets.

Joel Harty Linkedin: https://www.linkedin.com/in/joel-harty/ Pivot Wealth Website: https://pivotwealth.com.au/

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Julian is one of the founders and head of strategy at Midwinter. Coding through one and a half decades of advice changes, Julian drops by to chat about change, tech, compliance, and the future of advice.

GUEST EDIT: when mentioning ISO, it should have been ISO27001, rather than ISO9600.

Julian Plummer XY: https://www1.xyadviser.com/members/2809623 Midwinter Website: https://www.midwinter.com.au/

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James is a financial adviser with a prolific video creation strategy. He drops by to share about the difficulties and the benefits of providing content for ideal clients.

James Wrigley XY: https://www1.xyadviser.com/members/2920075 First Financial Website: https://firstfinancial.com.au/

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Paul is one of Australia's most experienced Private Wealth Managers but brings a fresh approach to his practice. It's about simplifying the complex, creating clear space for you and aligning your finances with the things you want out of life.

Paul Barrett Linkedin: https://www.linkedin.com/in/mrpaulbarrett/ Absolute Wealth Advisers Website: http://www.absolute.sydney/ Anganwadi Project Website: https://www.anganwadiproject.com/

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