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/
New XY platform now available: App Store: https://co.xyadviser.com/xyistore Google Play: https://co.xyadviser.com/xygplay Desktop: https://staging.xyadviser.com/
Get CPD points for the XY Podcast here at Caddie https://thinkcaddie.com/ 20% off for XY+ members https://staging.xyadviser.com/plus
General disclaimer for this podcast and all XY Education podcasts
https://staging.xyadviser.com/disclaimer/
DISCLAIMER: The XY Adviser website and all content contained on the website is limited to general information. It does not constitute legal, financial or other professional advice. XY Adviser does not hold an AFS licence and does not provide any financial services. Nothing on this website should be interpreted as financial advice. Before making any investment decision, XY Adviser recommends obtaining financial advice from a qualified financial adviser.