Sheena is Founder and Managing Director of AdviceLink, an outsource Centrelink administration service.  Having held various positions in the industry since 2003, she has gained invaluable experience in paraplanning, business system operations, process development, office management and financial advising.

Sheena is motivated to simplify the complex. Particularly those issues causing distress to clients and advisers. AdviceLink was not only created from her years of experience in the industry and desire to support clients with Centrelink and Aged Care administration, but a passion for helping loved ones.

Website Resources:

• Home - Age Pension Guide
• SuperGuide - Simple superannuation and retirement planning information
• Older Australians - Services Australia
• News and Media | AdviceLink (advicelinkservices.com)

 

Connect with Sheena here:

Website: https://www.advicelinkservices.com/

Facebook: https://www.facebook.com/advicelinkservices

LinkedIn: https://www.linkedin.com/in/sheena-stow-smith-advicelink-b490a990/ 

 

Thanks for listening!  We love your support, please subscribe, review, comment and share this episode to help empower and educate more folks around the money stuff!

 

Check out more about us here:

www.moneymechanics.com.au

www.scottmalcolm.com.au

Check out our Financial Service Guide and Privacy Policy here.

 

Follow and like us on socials:

Instagram: @moneymechanics

Twitter: @moneymechanics

 

Money Mechanics Pty Ltd (ABN 64 136 066 272) is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd (ABN 47 097 797 049) AFSL and Australian Credit Licence No. 236523

 

General Advice Warning Information in this podcast has been prepared for general information purposes only and not as specific advice to any particular person. 

 

Any advice contained is General Advice and does not take into account any person's particular investment objectives, financial situation and particular needs.  Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances.  Past performance of financial products is no assurance of future performance.  Product Disclosure Statements contain information necessary for you to make a decision whether or not to invest in financial products which may be mentioned in this podcast.  

 

Ideally we suggest you speak with a licensed financial planner and seek out personal advice!

See omnystudio.com/listener for privacy information.

After years providing investment advice to governments, insurance companies and some of the world's largest pension schemes, Will founded Blue Tree Savings.

Blue Tree Savings is on a mission to help as many parents as possible teach their kids to be great with money. Using stories and visualizations, such as seeing money as seeds, Will and Blue Tree Savings have provided hundreds of parents with the resources needed to make sure their kids grow up financially healthy and wealthy.

Will has recently published a childrens book: Grandpa's Fortune Fables: Fun stories to teach kids about money

This book teaches kids the lessons most adults wished they had been taught when they were growing up ... in a fun way!

Check it out here:

https://www.bluetreesavings.com/grandpas-fortune-fables

 

Connect with Will here:

Email: [email protected]
Linkedin: Will Rainey
Twitter: @bluetreesavings
Facebook: facebook.com/BlueTreeSavings

Blog on Pocket Money for Kids: https://www.bluetreesavings.com/post/how-much-pocket-money

 

Thanks for listening!  We love your support, please subscribe, review, comment and share this episode to help empower and educate more folks around the money stuff!

 

Check out more about us here:

www.moneymechanics.com.au

www.scottmalcolm.com.au

Check out our Financial Service Guide and Privacy Policy here.

 

Follow and like us on socials:

Instagram: @moneymechanics

Twitter: @moneymechanics

 

Money Mechanics Pty Ltd (ABN 64 136 066 272) is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd (ABN 47 097 797 049) AFSL and Australian Credit Licence No. 236523

 

General Advice Warning Information in this podcast has been prepared for general information purposes only and not as specific advice to any particular person. 

 

Any advice contained is General Advice and does not take into account any person's particular investment objectives, financial situation and particular needs.  Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances.  Past performance of financial products is no assurance of future performance.  Product Disclosure Statements contain information necessary for you to make a decision whether or not to invest in financial products which may be mentioned in this podcast.  

 

Ideally we suggest you speak with a licensed financial planner and seek out personal advice!

See omnystudio.com/listener for privacy information.

Jonathon (Jono) Naef is a family and estate planning lawyer and a co-founder of Balance
Family Law.

Jono is passionate about superannuation, particularly the Commonwealth defined-benefit
superannuation schemes, and helping navigate clients who have these interests through
formalising their property settlement following their separation and divorce. Working
closely with other professionals, Jono works with clients to understand the impact that
splitting (or not splitting) their defined-benefit superannuation as part of their property
settlement, and how to approach negotiations and document agreements with this in
mind.

Jono likes to take a more collaborative approach to resolving family law property matters,
focusing on client’s interests and goals, to help clients and their ex reach an agreement
amicably, and ultimately ensure that they will both be okay post-separation, and can move
forward and thrive!

 

Connect with Jono here:

Instagram: https://www.instagram.com/balance_family_law/

Facebook: https://www.facebook.com/balancefamilylaw/

Website: https://balancefamilylaw.com.au/

 

Gianna Thomson runs a financial planning firm with Fitzpatricks Private Wealth.  She is renowned among her financial planning peers to be an expert in Commonwealth Superannuation due to her industry experience. She enjoys providing financial advice to senior public servants who would like to feel confident about their financial future and wish to receive the right advice regarding their complex defined benefit superannuation schemes.

Her experience includes providing information, general and personal advice to PSS and CSS members for nearly 20 years. Prior to becoming a financial planner, she worked for ComSuper and the Department of Finance who look after the legislation and polices underpinning the Commonwealth civilian superannuation schemes.

 

Connect with Gianna here:

https://www.giannathomson.com.au/

https://www.instagram.com/gianna_financial_planner_cbr/

https://www.linkedin.com/in/giannathomson/

 

 

Thanks for listening!  We love your support, please subscribe, review, comment and share this episode to help empower and educate more folks around the money stuff!

 

Check out more about us here:

www.moneymechanics.com.au

www.scottmalcolm.com.au

Check out our Financial Service Guide and Privacy Policy here.

 

Follow and like us on socials:

Instagram: @moneymechanics

Twitter: @moneymechanics

 

Money Mechanics Pty Ltd (ABN 64 136 066 272) is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd (ABN 47 097 797 049) AFSL and Australian Credit Licence No. 236523

 

General Advice Warning Information in this podcast has been prepared for general information purposes only and not as specific advice to any particular person. 

 

Any advice contained is General Advice and does not take into account any person's particular investment objectives, financial situation and particular needs.  Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances.  Past performance of financial products is no assurance of future performance.  Product Disclosure Statements contain information necessary for you to make a decision whether or not to invest in financial products which may be mentioned in this podcast.  

 

Ideally we suggest you speak with a licensed financial planner and seek out personal advice!

See omnystudio.com/listener for privacy information.

Heath Behnke is the Managing Director and Portfolio Manager at Holon Global Investments.

Holon is a global equities manager focussed on innovation and investor aligned wealth management.  Established in 2018, Holon brings together a team of experienced investment and business professionals. Holon is committed to growing the wealth of Australians through intelligent and responsible investing.

Holon are working to create greater financial inclusion through investing in innovation in collaboration with business, technology, academic and social impact partners, consulting government and regulators to provide a “whole of system” approach.

Holon Innovations is the trusted bridge into the global digitalised economy.

 

Connect with Heath here:

Website: https://holon.investments/about/

Blog on NFT: https://holon.investments/investing-in-nfts-why-can-pixelated-images-be-worth-millions-of-dollars/

AFR Article on Bitcoin with Heath: https://holon.investments/bitcoin-crumbles-as-states-intensify-assault/

 

Thanks for listening!  We love your support, please subscribe, review, comment and share this episode to help empower and educate more folks around the money stuff!

 

Check out more about us here:

www.moneymechanics.com.au

www.scottmalcolm.com.au

Check out our Financial Service Guide and Privacy Policy here.

 

Follow and like us on socials:

Instagram: @moneymechanics

Twitter: @moneymechanics

 

Money Mechanics Pty Ltd (ABN 64 136 066 272) is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd (ABN 47 097 797 049) AFSL and Australian Credit Licence No. 236523

 

General Advice Warning Information in this podcast has been prepared for general information purposes only and not as specific advice to any particular person. 

 

Any advice contained is General Advice and does not take into account any person's particular investment objectives, financial situation and particular needs.  Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances.  Past performance of financial products is no assurance of future performance.  Product Disclosure Statements contain information necessary for you to make a decision whether or not to invest in financial products which may be mentioned in this podcast.  

 

Ideally we suggest you speak with a licensed financial planner and seek out personal advice!

 

See omnystudio.com/listener for privacy information.

Brendan Frazier is founder of Wired Planning and host of The Human Side of Money Podcast which is all about working with emotional human beings on the emotionally charged topic of money.  Brendan has been interviewing experts around the world, talking to like-minded advisors and industry consultants, in the fields of behavioral finance, psychology and communication.  He was named in Investopedia's Top 100 Financial Advisors list for 2021.

Brendan says that the future of financial advice is evolving. The real value of an advisor no longer lies in the ability to build a plan and portfolio. It's the ability to guide clients through the process, unearth their values and emotions, and change their behavior for the better.

A realm of the relationship called the human side of money.

 

Connect with Brendan here:

Podcast: https://www.wiredplanning.com/wpblog/

Twitter: https://twitter.com/jbrendanfrazier

Website: https://www.wiredplanning.com/ 

 

Thanks for listening!  We love your support, please subscribe, review, comment and share this episode to help empower and educate more folks around the money stuff!

 

Check out more about us here:

www.moneymechanics.com.au

www.scottmalcolm.com.au

Check out our Financial Service Guide and Privacy Policy here.

 

Follow and like us on socials:

Instagram: @moneymechanics

Twitter: @moneymechanics

 

Money Mechanics Pty Ltd (ABN 64 136 066 272) is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd (ABN 47 097 797 049) AFSL and Australian Credit Licence No. 236523

 

General Advice Warning Information in this podcast has been prepared for general information purposes only and not as specific advice to any particular person. 

 

Any advice contained is General Advice and does not take into account any person's particular investment objectives, financial situation and particular needs.  Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances.  Past performance of financial products is no assurance of future performance.  Product Disclosure Statements contain information necessary for you to make a decision whether or not to invest in financial products which may be mentioned in this podcast.  

 

Ideally we suggest you speak with a licensed financial planner and seek out personal advice!

See omnystudio.com/listener for privacy information.

Siobhan Mullins is the founder of Separate Together, Australia’s leading online, multi-award-winning family law firm. Siobhan is a collaboratively trained, multi-award-winning family lawyer and the best-selling author of Splitting Up Together: The How-to Handbook for an AMICABLE Divorce.

Separate Together is best known for making the complexity and anxiety of separating simple and easy, so that couples can achieve the very best outcomes for them and their family. The firm works exclusively in the separation agreement space, helping couples to prepare the paperwork to make their separation agreements official. Agreements include financial, parenting, divorce, maintenance and child support.

Connect with Siobhan here:

Instagram https://www.instagram.com/thegsdlawyerlife/

Facebook: https://www.facebook.com/SeparateTogether

YouTube: https://www.youtube.com/channel/UCGNIVeTBX2RPhofwyUm9y5A

 

Thanks for listening!  We love your support, please subscribe, review, comment and share this episode to help empower and educate more folks around the money stuff!

 

Check out more about us here:

www.moneymechanics.com.au

www.scottmalcolm.com.au

Check out our Financial Service Guide and Privacy Policy here.

 

Follow and like us on socials:

Instagram: @moneymechanics

Twitter: @moneymechanics

 

Money Mechanics Pty Ltd (ABN 64 136 066 272) is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd (ABN 47 097 797 049) AFSL and Australian Credit Licence No. 236523

 

General Advice Warning Information in this podcast has been prepared for general information purposes only and not as specific advice to any particular person. 

 

Any advice contained is General Advice and does not take into account any person's particular investment objectives, financial situation and particular needs.  Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances.  Past performance of financial products is no assurance of future performance.  Product Disclosure Statements contain information necessary for you to make a decision whether or not to invest in financial products which may be mentioned in this podcast.  

 

Ideally we suggest you speak with a licensed financial planner and seek out personal advice!

See omnystudio.com/listener for privacy information.

Louise is a co-founder and Director of Aged Care Steps, the leading business supporting professionals to implement advice solutions into their advice businesses in the areas of aged care and other related matters.

Louise is a thought-leader and one of the pre-eminent experts in aged care, with over 20 years’ experience in aged care advice. She is the author of Don’t Panic: age the way you want where you want.

Louise is often quoted in media, is a regular speaker at conferences and has been a director on two industry body boards and is a current member of the Aged Care Financing Authority which is a government statutory committee providing advice to the Minister on the funding and viability of aged care sector.

Her experience is matched with strong educational qualifications with professional designations of a SMSF Specialist AdviserTM, a Certified Financial Planner™, a Chartered Tax Adviser and a registered tax (financial) adviser.

 

Connect with Louise here:

https://agedcaresteps.com.au/

https://www.linkedin.com/company/aged-care-steps/

 

Aged Care Resources:

https://www.myagedcare.gov.au/

 

Thanks for listening!  We love your support, please subscribe, review, comment and share this episode to help empower and educate more folks around the money stuff!

 

Check out more about us here:

www.moneymechanics.com.au

www.scottmalcolm.com.au

Check out our Financial Service Guide and Privacy Policy here.

 

Follow and like us on socials:

Instagram: @moneymechanics

Twitter: @moneymechanics

 

Money Mechanics Pty Ltd (ABN 64 136 066 272) is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd (ABN 47 097 797 049) AFSL and Australian Credit Licence No. 236523

 

General Advice Warning Information in this podcast has been prepared for general information purposes only and not as specific advice to any particular person. 

 

Any advice contained is General Advice and does not take into account any person's particular investment objectives, financial situation and particular needs.  Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances.  Past performance of financial products is no assurance of future performance.  Product Disclosure Statements contain information necessary for you to make a decision whether or not to invest in financial products which may be mentioned in this podcast.  

 

Ideally we suggest you speak with a licensed financial planner and seek out personal advice!

See omnystudio.com/listener for privacy information.

Keith Barrett, the owner and head of strategy at Reverb Media, has been a journalist for 25 years and an editor for more than 20. In that time, he has run newspapers and magazines in Europe and Australia and has a specific area of expertise in financial services.

Connect with Keith here:

https://www.reverb-media.com.au/

https://www.linkedin.com/in/keith-barrett-a8272b3a/?originalSubdomain=au

 

Scott Miller is CEO and Co-Founder of Asendium which is a financial services technology platform on a mission to empower financial planning businesses to help more clients
achieve their most cherished dreams through affordable and accessible advice. 

Connect with Scott here:

https://www.asendium.com/

https://www.linkedin.com/in/scottbradleymiller/

 

Check out the Money Smart Financial Adviser Resources here:

https://moneysmart.gov.au/financial-advice/choosing-a-financial-adviser

https://moneysmart.gov.au/financial-advice/working-with-a-financial-adviser

 

Thanks for listening!  We love your support, please subscribe, review, comment and share this episode to help empower and educate more folks around the money stuff!

 

Check out more about us here:

www.moneymechanics.com.au

www.scottmalcolm.com.au

Check out our Financial Service Guide and Privacy Policy here.

 

Follow and like us on socials:

Instagram: @moneymechanics

Twitter: @moneymechanics

 

Money Mechanics Pty Ltd (ABN 64 136 066 272) is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd (ABN 47 097 797 049) AFSL and Australian Credit Licence No. 236523

 

General Advice Warning Information in this podcast has been prepared for general information purposes only and not as specific advice to any particular person. 

 

Any advice contained is General Advice and does not take into account any person's particular investment objectives, financial situation and particular needs.  Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances.  Past performance of financial products is no assurance of future performance.  Product Disclosure Statements contain information necessary for you to make a decision whether or not to invest in financial products which may be mentioned in this podcast.  

 

Ideally we suggest you speak with a licensed financial planner and seek out personal advice!

See omnystudio.com/listener for privacy information.

Narelle is a fully licensed and insured Real Estate Agent with a background in Financial and Professional Services.

She combines her real estate expertise with credentials from two decades in finance, credit risk and strategy role to deliver unparalleled insights to help her clients make the best property decisions.

At HUNTER Advocates, she represents clients all the way from search to settlement to secure them best properties on the best terms in the shortest time frame possible.

HUNTER’s social pillar is to “To provide education that empowers others on their journey to financial security and freedom through property” with a particular focus on the young Australian and female demographic.

Narelle enjoys writing articles and presenting at events and podcasts to share her knowledge about the industry and balances her genuine warmth with a tell-it-how-it-is style to build an easy rapport and trust with her audiences. In her private life, Narelle’s a mum to two primary school-aged kids and enjoys spending time with family and friends at her regional properties.

Connect with Narelle here:

www.hunteradvocates.com

https://www.instagram.com/hunter_advocates/

https://www.instagram.com/the_french_house/

 

Thanks for listening!  We love your support, please subscribe, review, comment and share this episode to help empower and educate more folks around the money stuff!

 

Check out more about us here:

www.moneymechanics.com.au

www.scottmalcolm.com.au

Check out our Financial Service Guide and Privacy Policy here.

 

Follow and like us on socials:

Instagram: @moneymechanics

Twitter: @moneymechanics

 

Money Mechanics Pty Ltd (ABN 64 136 066 272) is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd (ABN 47 097 797 049) AFSL and Australian Credit Licence No. 236523

 

General Advice Warning Information in this podcast has been prepared for general information purposes only and not as specific advice to any particular person. 

 

Any advice contained is General Advice and does not take into account any person's particular investment objectives, financial situation and particular needs.  Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances.  Past performance of financial products is no assurance of future performance.  Product Disclosure Statements contain information necessary for you to make a decision whether or not to invest in financial products which may be mentioned in this podcast.  

 

Ideally we suggest you speak with a licensed financial planner and seek out personal advice!

See omnystudio.com/listener for privacy information.

Jemma Sanderson is one of Australia’s leading advisors in relation to SMSFs (awarded SMSF Adviser of the Year in 2017, 2018 and 2019), and is highly regarded for her expertise in this area. She advises in all aspects of operating a SMSF including compliance with the complex rules surrounding SMSFs, contribution strategies, commencing pensions, borrowing strategies, investment considerations and structuring in light of the investment rules, succession of SMSFs and liaising with the ATO in dealing with fund breaches, enforceable undertakings and ATO audits.

Jemma’s experience includes developing business and estate succession plans, establishing appropriate structures to protect personal and family wealth from being exposed to any unforeseen business or personal events, and project managing family settlements.

Jemma is a regular presenter on superannuation and SMSFs for the Taxation Institute of Australia, Institute of Chartered Accountants Australia and New Zealand, CPA and the SMSF Association across Australia. Jemma is the author of the Taxation Institute’s popular publication the SMSF Guide, now in its ninth edition, and is the author and convener of the Taxation Institute’s Graduate Diploma in Applied Tax Law Advanced Superannuation unit. 

Connect with Jemma here:

https://cooperpartners.com.au/our-people/jemma-sanderson/

https://twitter.com/JemmaSanderson

https://www.linkedin.com/in/jemma-sanderson-47517b22/

 

Super SMSF Resources:

https://www.ato.gov.au/super/self-managed-super-funds/

https://moneysmart.gov.au/how-super-works/self-managed-super-funds-smsf

https://www.ato.gov.au/super/self-managed-super-funds/in-detail/smsf-resources/smsf-technical/limited-recourse-borrowing-arrangements---questions-and-answers/

 

Thanks for listening!  We love your support, please subscribe, review, comment and share this episode to help empower and educate more folks around the money stuff!

 

Check out more about us here:

www.moneymechanics.com.au

www.scottmalcolm.com.au

Check out our Financial Service Guide and Privacy Policy here.

 

Follow and like us on socials:

Instagram: @moneymechanics

Twitter: @moneymechanics

 

Money Mechanics Pty Ltd (ABN 64 136 066 272) is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd (ABN 47 097 797 049) AFSL and Australian Credit Licence No. 236523

 

General Advice Warning Information in this podcast has been prepared for general information purposes only and not as specific advice to any particular person. 

 

Any advice contained is General Advice and does not take into account any person's particular investment objectives, financial situation and particular needs.  Before making an investment decision based on this advice you should consider, with or without the assistance of a qualified adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances.  Past performance of financial products is no assurance of future performance.  Product Disclosure Statements contain information necessary for you to make a decision whether or not to invest in financial products which may be mentioned in this podcast.  

 

Ideally we suggest you speak with a licensed financial planner and seek out personal advice!

See omnystudio.com/listener for privacy information.