Leading ideas and
research from the
``industry’s best.
#220 David Haseldine
David from The Updated Estate shares his story regarding his involvement in the AMP class action lawsuit.
#218 Steven Kerbel
Steven Kerbel is the Director And Financial Planner at South City Brokers. He talks about his spiritual goal …
#219 Kate Holmes
Kate Holmes from Innovating Advice returns to the XY Podcast to discuss not only the struggles advisers faced …
#217 Alysia Laird
Alysia is the Principal Adviser at Zebra Tailored Wealth, and she talks us through her unique journey from …
#216 Julia Scott
Julia Scott is the founder of Love Luck Wealth and an expert in Money Mindset. She discusses how …
#215 Nathan Fradley
Nathan is the Principal Financial Planner and Director at Lime Financial Planning, and recently won the Affinia Financial …
#214 Damien Mu
Damien is the CEO of AIA Australia and New Zealand. He talks about leadership during COVID-19 and ensuring …
#213 Matt Hern
FIFO Money Coach Matt Hern talks about why cashflow is the foundation of financial advice.
#212 Dawn Thomas
Dawn is the Senior Financial Adviser at Wealthwise Financial Planning. With a background in media, Dawn explains that …
#211 Paul Mann
Paul returns to the XY Podcast for the fourth time to discuss how advisers are the personification of …