IA 001: Australia with Clayton Daniel of XY Adviser

IA 001: Australia with Clayton daniel of xY adviser

Clayton Daniel of XY Adviser in Australia joins the show to discuss driving the positive evolution of financial advice in Australia and around the world.

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Episode Notes

Clayton Daniel of XY Adviser in Australia joins the show to discuss driving the positive evolution of financial advice in Australia and around the world. 

Australia has gone through massive regulatory changes in a short amount of time and while the current road is bumpy, the outlook is positive and the bar of financial planning professionalism is being raised. 

You'll Learn

Why almost 20% of financial advisers have left the industry in Australia over the last 12 months

What a Royal Commission is and what it could mean if something similar happened in your country 

The journey and growth of XY Adviser and its resilient community 

How transitioning from commission-based advice to fee-for-service can benefit your clients

Why the licensing structure in Australia creates a challenge for technology to serve advisers

The value of creating a strong marketing campaign up front and using it to weed out the clients you don’t want 

The cost of starting an advice practice in Australia (it’ll blow your mind!) 

The challenges and opportunities for aspiring financial advisers in navigating the rapidly shifting landscape in Australia

Guest Bio

Clayton Daniel is an Australian-based former tax accountant and financial adviser, author of Fund Your Ideal Lifestyle and Managing Director of XY Adviser, which is focused on driving the positive evolution of financial advice through their social media platform for financial advisers and aligned professionals to learn and share from each other. 

Resources and Terminology

Clayton Daniel’s LinkedIn

XY Adviser Website

XY Adviser Twitter

XY Adviser Podcast

Ben Nash, Pivot Wealth

Clayton’s Book: Fund Your Ideal Lifestyle

FOFA: Future of Financial Advice

ASIC: Australian Securities and Investment Commission

SOA: Statement of Advice

Clayton’s favorite food from Australia: 

Tim Tam is a brand of chocolate biscuit made by the Australian biscuit company Arnott's. It consists of two malted biscuits separated by a light chocolate cream filling and coated in a thin layer of textured chocolate.

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