XY Adviser.

Online education for the modern adviser

Become a member Tell me more

  • XY Adviser
    The Modern Adviser

  • XY Adviser
    The Modern Adviser

  • XY Adviser
    The Modern Adviser

123

Leaders in Financial Advice

XY Adviser

Education from the best in the business.

XY Adviser brings together best of breed learnings from industry experts across Australia. Get the knowledge, tools and motivation to take your advice offering to the next level.

Check out the courses

What you’ll get.

We’ve focussed on pulling together the best ideas from the advice industry and beyond. Through this training you’ll get:

  • Access to the best knowledge from leading advisers and industry experts
  • Simple, tried and tested strategies and tactics to increase engagement
  • Practical learning from professionals that have done this all before
  • Tools and resources to implement the knowledge immediately

What you’ll create.

We’ve invited the most epic advisers and professionals from across the industry to give you their pure gold. Through this training you’ll create:

  • A more compelling advice solution
  • Increased engagement with your target clients
  • A more robust advice philosophy to drive better client outcomes
  • Increased service value to drive higher profitability

Some of the courses.
SERVICE OFFERING

Become a Modern Adviser.

By XY Adviser

View the intro
PRICING STRATEGY

Pricing Advice – An Insider’s Guide to Getting it Right.

By Sue Viskovic of Elixir Consulting

View the intro
SERVICE OFFERING

Strategic Leadership Series.

By Daniel Murray of Empathic Consulting

View the intro

Join today to get

One brand new four week course each month

Each month you can choose a new, four week course to add to your library.

CPD Accredited

Yep, that’s right. We’re swapping the standard (and boring) PD days for a much more exciting and engaging way to stockpile those required CPD points.

Choose what’s most valuable to you

The training library covers all areas you need to be across to take your advice to the next level, you choose what will have the biggest impact.

Month to Month

Your membership is monthly and can be cancelled at any time. You won’t be able to choose new courses but will keep access to your course library.

New Content Added Regularly

Our library of courses is growing by the month so you’ll always have something new to learn.

Tools and resources

Our awesome course instructors have provided the tools and templates to help you immediately implement the learnings.

Become a member Pricing

Pricing.

Monthly payment of

$49.50

The learning platform is mobile ready so you can learn from anywhere.

Become a member

XY Adviser Platform

Become a Modern Adviser today.

Join an innovative community driving the positive evolution of Financial Advice

Become a member

XY Adviser

Become a Modern Adviser

Have a question? Get in touch.

Unsure if this is right for you, or need to know more about what’s involved? Drop us a line and we’ll get back to you asap.