My Risk Adviser

Meet Jess, turning the financial industry on its head by making finance fun and accessible. From corporate high-flyer to financial educator, Jessica's programs are designed to empower you with the knowledge to make savvy financial decisions.

Join her as she breaks down complex money matters into easy-to-understand lessons that can set you on the path to financial independence.

Join the My Risk Adviser Facebook community for Australian advisers.

The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision.

Hosted on Acast. See acast.com/privacy for more information.

Join us on this episode as Bradley Gecelter, a partner at Priority Life, shares his unique journey from working in hospitality to becoming a financial planning expert. Discover the pivotal moments, mentorship, and the crucial decision-making that propelled him into the world of finance.

Tune in for insights on building a successful career, the importance of patient mentorship, and balancing work-life in the high-stakes world of financial advice.

Join the My Risk Adviser Facebook community for Australian advisers.

The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision.

Hosted on Acast. See acast.com/privacy for more information.

Tune in to our latest podcast episode featuring Ben Herzog, where he shares his fascinating transition from a commissioned army officer to a financial advising expert.

Dive into the stories behind the inception of Blue Ocean Wealth Management, the challenges of reshaping a business model, and the power of continuous learning. This episode is a goldmine for anyone interested in the intersection of discipline, finance, and personal growth. 

Join the My Risk Adviser Facebook community for Australian advisers.

The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision.

Hosted on Acast. See acast.com/privacy for more information.

In this episode, listeners get a unique glimpse into Tyson Holmes' journey from being a promising soccer player in Melbourne to a skilled financial adviser and insurance specialist at MWL Financial Group.

Tyson balances a high-demand career with personal life. His insightful anecdotes and practical advice are a treasure trove for anyone curious about the realities of working in finance or striving for work-life harmony.

Join the My Risk Adviser Facebook community for Australian advisers.

The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision.

Hosted on Acast. See acast.com/privacy for more information.

With over 35 years of experience in the life insurance industry, David Spiteri has always found immense satisfaction in collaborating with financial advisers, offering them unparalleled technical support on life insurance matters.

Dive deep into the "Life Tech Assist Resource Centre" - a treasure trove of comprehensive insurance materials designed to make life easier for both advisers and their clients. Join us on this episode of making insurance effortlessly understandable!

Join the My Risk Adviser Facebook community for Australian advisers.

The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision.

Hosted on Acast. See acast.com/privacy for more information.

Welcome back for another season of My Risk Adviser! In this episode, Phil chats with Marc Fabris, the trailblazing mind behind Risk Hub. Listen in as Marc gives us the lowdown on the advancement of insurance advice through digital software. Plus, get the scoop on his journey from Australia to Switzerland, and how it all ties into his vision for the future of risk management.

Join the My Risk Adviser Facebook community for Australian advisers.

The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision.

Hosted on Acast. See acast.com/privacy for more information.

Guy Mankey has been in risk advice for 43 years - wow! Guy shares about his journey in the industry and his personal philosophies around giving insurance advice.

Join the My Risk Adviser Facebook community for Australian advisers.

My Risk Adviser is produced by SYMO interactive.

Hosted on Acast. See acast.com/privacy for more information.

What's more powerful than a referral? A shining endorsement! Phil chats with business success coach Steve Salvia from Blackwing Consulting about making friends in business who trust you enough to recommend you to their network. Steve walks through an adviser-accountant relationship as an example.

Join the My Risk Adviser Facebook community for Australian advisers.

My Risk Adviser is produced by SYMO interactive.

Hosted on Acast. See acast.com/privacy for more information.

After many years in financial planning, Anthony Campbell took the plunge to become self employed and start Business Risk Solutions, an insurance-only advice practice. Anthony chats about what the transition has been like and how the business journey is going 18 months on.

Join the My Risk Adviser Facebook community for Australian advisers.

My Risk Adviser is produced by SYMO interactive.

Hosted on Acast. See acast.com/privacy for more information.

Alex Luck & Scott Taylor co-founded their advice practice Everest Wealth a little over 4 years ago. Before this, Scott was working as a BDM for insurance companies and super funds while Alex was employed as an adviser. They chat with Phil about how and why they got started, how the business is going and what's in the future for Everest Wealth.

Join the My Risk Adviser Facebook community for Australian advisers.

My Risk Adviser is produced by SYMO interactive.

Hosted on Acast. See acast.com/privacy for more information.