David Harvie's guest appearances

David Harvie

Goals Based Advice Podcast

Shares for Beginners

Pat Flynn

Alan Smith

Phil Anderson

Mina Guli

Tim Reid

Cara Williams

Duncan McPherson

Vanessa Bennett

Adam Fraser

Chris Carlin

Andrew Fisher

Adele Martin

Ben Marshan

Steve Crawford

Anthony Noud

OwlTail

Somehow markets seem to be heading upwards just as the news seems to be getting worse and worse. Higher interest rates mean less money for people to spend, which will have a negative effect on company profits. There may even be a recession, but are there ways to benefit? Joining me today is a glass half full kind of guy, David Harvie from Saxo Markets. We wade into the shallow of Commodities and Foreign Exchange. David is the Country Head of Direct Sales at Saxo Markets. He is responsible for designing and executing strategies to grow sales as well as improve customer experience and retention for Saxo’s suite of investment offerings, while overseeing the team of local relationship managers.“The other thing I would encourage listeners to think about is if Phil, you own Apple shares or Microsoft or Tesla, anything that's denominated in another currency, in this case US dollars, cuz you're buying it on the NASDAQ or you're buying it on the Dow, or you're buying a stock over in Germany or you know with the Euro, you are already a Forex trader, you are already exposed to currency.”Blog post available at: https://www.sharesforbeginners.com/blog/harviePhil's Linktree: https://linktr.ee/phil_muscatelloPortfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/sharesforbeginners Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See acast.com/privacy for more information.

Somehow markets seem to be heading upwards just as the news seems to be getting worse and worse. Higher interest rates mean less money for people to spend, which will have a negative effect on company profits. There may even be a recession, but are there ways to benefit? Joining me today is a glass half full kind of guy, David Harvie from <a href="https://www.home.saxo/en-au" rel="noopener noreferrer nofollow" target="_blank">Saxo Markets</a>. We wade into the shallow of Commodities and Foreign Exchange. David is the Country Head of Direct Sales at <a href="https://www.home.saxo/en-au" rel="noopener noreferrer nofollow" target="_blank">Saxo Markets</a>. He is responsible for designing and executing strategies to grow sales as well as improve customer experience and retention for Saxo’s suite of investment offerings, while overseeing the team of local relationship managers.“The other thing I would encourage listeners to think about is if Phil, you own Apple shares or Microsoft or Tesla, anything that's denominated in another currency, in this case US dollars, cuz you're buying it on the NASDAQ or you're buying it on the Dow, or you're buying a stock over in Germany or you know with the Euro, you are already a Forex trader, you are already exposed to currency.”Blog post available at: <a href="https://www.sharesforbeginners.com/blog/harvie" rel="noopener noreferrer nofollow" target="_blank">https://www.sharesforbeginners.com/blog/harvie</a>Phil's Linktree: <a href="https://linktr.ee/phil_muscatello" rel="noopener noreferrer nofollow" target="_blank">https://linktr.ee/phil_muscatello</a>Portfolio tracker <a href="https://www.sharesight.com/sharesforbeginners/?utm_source=aff-sharesforbeginners&amp;utm_medium=affiliates&amp;utm_campaign=aff-sharesforbeginners" rel="noopener noreferrer nofollow" target="_blank">Sharesight</a> tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at <a href="https://www.sharesight.com/sharesforbeginners" rel="noopener noreferrer nofollow" target="_blank">https://www.sharesight.com/sharesforbeginners</a> Disclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value.Shares for Beginners is a production of Finpods Pty Ltd. The advice shared on Shares for Beginners is general in nature and does not consider your individual circumstances. Shares for Beginners exists purely for educational and entertainment purposes and should not be relied upon to make an investment or financial decision. If you do choose to buy a financial product, read the PDS, TMD and obtain appropriate financial advice tailored towards your needs. Philip Muscatello and Finpods Pty Ltd are authorised representatives of Money Sherpa PTY LTD ABN - 321649 27708, AFSL - 451289. Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for more information.

David Harvie - Saxo Markets | Looking for industries that are mandated.

In challenging times for the advice industry, it is important that those with influence step up to the plate and encourage Australians to seek financial advice. Financial wellbeing empowerment is a growing topic of discussion in Australia, especially in the midst of a recession. The great news is, there are companies out there spreading this message.  In this episode, we speak to David Harvie, the National Financial Wellbeing Manager at IOOF to find out what the team are working on to promote financial advice in Australia. We discuss the importance of language when addressing financial knowledge with clients, understanding client bias and tendencies, and get some fascinating insight into new industry statistics.  This episode is all about looking at how we can start a conversation around promoting good financial advice for Australians, starting with the support of large corporations like IOOF.  We even talk about one of the lesser recognised ‘taxes in Australia - the lazy tax! Resources: To reach out to Dave Harvie, please contact him via his LinkedIn profile. Alternatively, contact the team on 1800 325 171.  What You'll Learn From This Episode:  What does financial wellbeing mean? Why ‘financial literacy’ may not be the right term to use with clients Why the feeling of agency is so crucial to clients How to handle clients who ‘self prescribe’ How prevalent is financial stress in Australia?  How to discuss cashflow in a way that is easy for clients to understand  Online tools that you can use in the advice process What is the ‘lazy tax’ and why you should talk to your clients about it The importance of being clear on your value proposition  Are financial wellbeing programs valued in workplaces?  About Our Guest: David Harvie is the National Financial Wellbeing Manager at IOOF, with over 20 years of experience in the industry. David came from a country upbringing and has carried those community values throughout his career, working areas such as sales, distribution and providing advice to clients at Shadforth. David is known for his passion for making quality advice accessible to more Australians.  For more conversations with the thinkers and movers in the world of financial advice, go to  Goals-Based Advice Podcast. You can also access more episodes on  Apple Podcasts and Spotify. For updates, follow our Facebook page.  If you have more questions, don't forget to reach out to me on LinkedIn and to send an email at jacqui@adviceintelligence.com. Thanks for tuning in!

In challenging times for the advice industry, it is important that those with influence step up to the plate and encourage Australians to seek financial advice. Financial wellbeing empowerment is a growing topic of discussion in Australia, especially in the midst of a recession. The great news is, there are companies out there spreading this message.  In this episode, we speak to David Harvie, the National Financial Wellbeing Manager at IOOF to find out what the team are working on to promote financial advice in Australia. We discuss the importance of language when addressing financial knowledge with clients, understanding client bias and tendencies, and get some fascinating insight into new industry statistics.  This episode is all about looking at how we can start a conversation around promoting good financial advice for Australians, starting with the support of large corporations like IOOF.  We even talk about one of the lesser recognised ‘taxes in Australia - the lazy tax! Resources: To reach out to Dave Harvie, please contact him via his <a href="https://www.linkedin.com/in/david-harvie/" rel="nofollow" target="_blank">LinkedIn profile</a>. Alternatively, contact the team on 1800 325 171.  What You'll Learn From This Episode: <ul> <li>What does financial wellbeing mean?</li> <li>Why ‘financial literacy’ may not be the right term to use with clients</li> <li>Why the feeling of agency is so crucial to clients</li> <li>How to handle clients who ‘self prescribe’</li> <li>How prevalent is financial stress in Australia? </li> <li>How to discuss cashflow in a way that is easy for clients to understand </li> <li>Online tools that you can use in the advice process</li> <li>What is the ‘lazy tax’ and why you should talk to your clients about it</li> <li>The importance of being clear on your value proposition </li> <li>Are financial wellbeing programs valued in workplaces?</li> </ul> About Our Guest: David Harvie is the National Financial Wellbeing Manager at IOOF, with over 20 years of experience in the industry. David came from a country upbringing and has carried those community values throughout his career, working areas such as sales, distribution and providing advice to clients at Shadforth. David is known for his passion for making quality advice accessible to more Australians.  For more conversations with the thinkers and movers in the world of financial advice, go to <a href="https://www.adviceintelligence.com/gbapodcast" rel="nofollow" target="_blank"> Goals-Based Advice Podcast</a>. You can also access more episodes on <a href="https://podcasts.apple.com/au/podcast/the-goals-based-advice-podcast/id1436931275" rel="nofollow" target="_blank"> Apple Podcasts</a> and <a href="https://open.spotify.com/show/0InGUboYuJZCumBnw4pMr2" rel="nofollow" target="_blank">Spotify</a>. For updates, follow our <a href="https://www.facebook.com/goalsbasedadvice/" rel="nofollow" target="_blank">Facebook page</a>.  If you have more questions, don't forget to reach out to me on <a href="https://www.linkedin.com/in/adviceintelligence/" rel="nofollow" target="_blank">LinkedIn</a> and to send an email at jacqui@adviceintelligence.com. Thanks for tuning in!

Increasing Financial Wellbeing and Mindfulness, with David Harvie