Ensombl Advice Australia

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/ 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/

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/ 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/

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/ 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

David has had an amazing career from planner to helping build Shadforth which was acquired for $670M. He explains the true value of advice for advisers and clients alike being 'above the line'. David Haintz Linkedin: https://www.linkedin.com/in/davidhaintz/ Global Adviser Alpha Website: https://globaladviseralpha.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

The Lego king, Ben also heads up policy and standards at Financial Planning Association of Australia Benjamin Marhshan Linkedin: https://www.linkedin.com/in/benjamin-marshan-6617191/ FPA Website: https://fpa.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

Baz is one of Australia's most well known industry thought leaders. The rapid success of the Social Adviser eight years ago helped move financial advice into the 21st century. Baz Gardner Linkedin: https://www.linkedin.com/in/bazgardner/ The Social Adviser Website: https://thesocialadviser.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

Louis is a South African adviser who has built a values driven and efficient financial planning company. He is passionate about helping his clients change the way they feel about their money. Louis van der Merwe XY: https://www1.xyadviser.com/members/3061061 Louis van der Merwe Website: https://www.louisvdmerwe.co.za/ 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

Thabojan has spent years diving into a high-tough, high-value advice process. His aim is to produce successful clients through an in depth onboarding process to truly understand his client before providing any advice. Thabojan Rasiah XY: https://www1.xyadviser.com/members/2401892 Rasiah Private Website: https://www.rasiahprivate.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

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