The group expects to recruit additional advisers over the course of the year, with several already in the pipeline and progressing through onboarding discussions.

AMAFA will support its newly-appointed advisers across business development, professional standards and peer collaboration, as part of its broader commitment to strengthening the advice profession.

“We look forward to working with them and supporting the continued growth of their businesses, including connecting them with their peers at our annual conference in Hobart this July,” Mr Finocchiaro said.

The AMAFA Annual Conference, The Next Chapter, will bring together AMAFA advisers from across the country and will focus on growing their businesses, challenging their thinking and contributing to the future of the profession.

Advisers new to AMAFA include:

• Daniel Collins Poppyred (VIC and UK): Dan is one of a select group of advisers authorised to provide financial advice in both Australia and the UK, specialising in UK pension consolidation and transfers for British expats living in Australia. He supports clients from offices in Melbourne and Cheltenham, England.
• Nadia O’Sullivan Quest Insurance and Financial solutions (QLD): Bilingual in English and Mandarin, Nadia is dedicated to supporting clients from diverse backgrounds. Having migrated to Australia from Guilin, China, she has a deep understanding of the challenges many migrants face when navigating a new financial landscape.
• Daniel Judge MADD Life (QLD): Daniel is a passionate financial adviser specialising in strategic, goal-driven advice for clients with young families. He develops clear, practical financial plans that give clients direction and confidence in their future.
• Peter Tribolet, Foundation Financial Advice (VIC): Peter has a wealth of experience and a strong commitment to helping clients navigate their financial future with clarity and confidence. He enjoys helping people achieve their specific goals and enhance their financial position so they don’t need to worry about money.
• Reid Menkens, Menkens Financial Group (QLD): Reid has spent 25 years helping clients make sound decisions around their personal and financial objectives. As a small business owner and family man, he understands the challenges people face and enjoys helping clients achieve the results they need.
• Terry Chudleigh, Inteplan Financial Solutions (NSW): Terry has been in the financial services industry for over 30 years, 17 as a financial adviser. He is passionate about financially educating clients in the accumulation phase of life, showing them how to create wealth without compromising their lifestyles.

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Ben Nash

XY Adviser, an exclusive online community for the financial advice industry, has been named as a finalist in the category of ‘Excellence in Innovation’ for the 2021 Sydney City Business Awards.

The Sydney City Business Awards, held in partnership with the City of Sydney and Business NSW, recognises growth, entrepreneurship and celebrates business success across all industries in the Sydney central business district and surrounding inner-city suburbs.

The Excellence in Innovation Award recognises “a business that has made significant contributions to their industry and/or community, or implemented innovative solutions for new and existing business needs through the introduction or improvement of an idea, method, technology, process or application”.

Founder Clayton Daniel says “Financial advice is simply too important to be done poorly, and we’ve worked extremely hard to provide an environment for the best advisers to share and learn from one another. To be a finalist for this prestigious award is something our whole team is really proud of.”

XY Adviser’s nomination for this award was based on the launch of their professional network for the financial advice industry in January 2020. This exclusive platform allows members to ask honest questions and receive reliable peer answers in a safe and supportive environment. This has seen their professional network becoming the catalyst for advisers to start their own businesses, build their professional network and grow through industry-wide collaboration and idea-sharing.

Peter Tribolet (Foundation Financial Australia), says about the value of being part of XY’s community “The value XY Adviser offers is unparalleled, not just in Australia but globally. Where else can you ask a question and receive replies ranging from some of the most experienced Advisers in the world to the freshest, keenest new entrants with innovative solutions?”

Initially a ‘passion project’, XY Adviser was officially launched as a commercial entity in 2019 by Clayton Daniel, Adrian Patty (Advice Revolution), Ben Nash (Pivot Wealth), Ray Jaramis (Employment Hero), Emily Blanch and Andrew Rocks (Virtual Business Partners). 1 in 6 financial planners in Australia is now part of their private professional network, with members in almost 20 countries. Their financial adviser-oriented ‘XY Podcast’ is the most popular Financial Services podcast in Australia, consistently ranked in the top 15 most popular Business News podcasts in Australia.

In 2020, the success of this innovation allowed XY Adviser to raise capital from 200 advisers and since expand into South Africa and South-East Asia. They have also recently launched two new industry marketplaces; one for recruitment and the other for the buying and selling of financial advice businesses. Shortly they anticipate taking on an additional round of investment to further improve the user experience of their platform.

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