Ensombl Advice Australia

Paul has the #1 community, and one of the top courses on XY. He is a marketing specialist who focuses on helping advisers acquire new clients. Paul Giannotti XY: https://www1.xyadviser.com/members/2858456 Authentic Advice Community: https://www1.xyadviser.com/groups/1987160/feed Content Marketing for Financial Advice Course: https://www1.xyadviser.com/courses/1815743/about Authentic Advice Website: https://authenticadvice.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/ New XY platform now available: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/ 20% off for XY+ members https://www.xyadviser.com/plus

Jordan is a Senior Investment Manager at Perth Mint. He has a qualified view of this unique asset class as the former Head of Investment Analytics at AMP Capital Multi Asset Group. He has written two books on gold and the economic system, and has been working in financial markets for 25 years. Jordan Eliseo Linkedin: https://www.linkedin.com/in/jordaneliseo/ Perth Mint Website: https://www.perthmint.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/ New XY platform now available: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/ 20% off for XY+ members https://www.xyadviser.com/plus

Host of the Conneqtor community on XY, Virtual CFP® for Elite Frequent Flyers, and Creator of The Virtual Advisor System for NextGen Advisors. Derek Notman XY: https://www1.xyadviser.com/members/3643865 Virtual Advisor System Website: https://www.virtualadvisorsystem.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/ New XY platform now available: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/ 20% off for XY+ members https://www.xyadviser.com/plus

Brought to you by Zurich and Onepath - two brands with one vision. Maria is head of mental health and wellness at Zurich Onepath. Maria Falas Linkedin: https://www.linkedin.com/in/maria-falas-2287a22b/ Zurich Website: www.zurich.com.au/ FSC Mental Health Paper: https://fsc.org.au/news/psychosocial-fsc-kpmg RACP Health Benefits of Good Work: https://www.racp.edu.au/advocacy/division-faculty-and-chapter-priorities/faculty-of-occupational-environmental-medicine/health-benefits-of-good-work General Disclaimer – https://www.xyadviser.com/disclaimer/ New XY platform now available: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/ 20% off for XY+ members https://www.xyadviser.com/plus

Brought to you by Zurich and Onepath - two brands with one vision. Multiple award winning adviser, head of advice at Pivot Wealth, and cofounder of XY Adviser, Ray decided to complete an applied psychology degree once he had already begun his financial planning career. Ray Jaramis XY: https://www1.xyadviser.com/members/2204279 Pivot Wealth Website: https://pivotwealth.com.au/ General Disclaimer – https://www.xyadviser.com/disclaimer/ New XY platform now available: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/ 20% off for XY+ members https://www.xyadviser.com/plus

Brought to you by Zurich and Onepath - two brands with one vision. Rick Kahler specializing in the integration of financial coaching, financial therapy, and traditional financial planning, attracts a nationwide clientele in the US. Co-author of four books on the psychology of money: Conscious Finance, The Financial Wisdom of Ebenezer Scrooge, Facilitating Financial Health, and Wired For Wealth. Rick Kahler Linkedin: https://www.linkedin.com/in/rickkahler/ Kahler Financial Website: https://kahlerfinancial.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/ New XY platform now available: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/ 20% off for XY+ members https://www.xyadviser.com/plus

Brought to you by Zurich and Onepath - two brands with one vision. Social Worker with a history of working in NGO’s leading and supporting teams of professionals. Matthew Morris Linkedin: https://www.linkedin.com/in/matthew-morris-782a2a78 CCFSS Website: https://ccfss.org.au/ Episode Notes: https://vetoviolence.cdc.gov/apps/phl/resource_center_infographic.html General Disclaimer – https://www.xyadviser.com/disclaimer/ New XY platform now available: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/ 20% off for XY+ members https://www.xyadviser.com/plus

Brought to you by Zurich and Onepath - two brands with one vision. Dr. Ann Dadich is an Associate Professor within the Western Sydney University School of Business. She is also a registered psychologist, holds editorial appointments with several academic journals, and chairs the Australian and New Zealand Academy of Management (ANZAM). Episode Resources: https://docs.google.com/document/d/1UWliDNxpF0Xj1i2PaaNCAtw7dZYW0afwPtdsK4DoL38/edit?usp=sharing Dr. Ann Dadich Linkedin: https://www.linkedin.com/in/ann-dadich-40669214/ WSU Website: https://www.westernsydney.edu.au/staff_profiles/WSU/associate_professor_ann_dadich General Disclaimer – https://www.xyadviser.com/disclaimer/ New XY platform now available: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/ 20% off for XY+ members https://www.xyadviser.com/plus

Brought to you by Zurich and Onepath - two brands with one vision. Dr. Somers specializes in the growing new field of financial psychology. She trains and consults broadly with financial services professionals; touching on topics about reasons why clients may fail to follow good advice, the psychological factors at play during major life transitions, and the hazards of mental depletion. Dr. Moira Somers Linkedin: https://www.linkedin.com/in/moira-somers/ Money, Mind and Meaning Website: https://moneymindandmeaning.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/ New XY platform now available: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/ 20% off for XY+ members https://www.xyadviser.com/plus

Brought to you by Zurich and Onepath - two brands with one vision. Eric is a seasoned financial advisor and wealth coach with over 30 years of experience in financial services including many years at BNP, Merrill Lynch, Fiducian Financial Services and now as The Wealth Farmer. He is a goal-orientated advisor that puts strong emphasis on building great relationships. Eric Priebee XY: https://www1.xyadviser.com/members/2227979 Wealth Farmer Website: https://wealthfarmer.com.au/ General Disclaimer – https://www.xyadviser.com/disclaimer/ New XY platform now available: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/ 20% off for XY+ members https://www.xyadviser.com/plus