Ensombl Advice Australia
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Ensombl Advice Australia
Professional network for financial advisers https://ensombl.com/ DISCLAIMER: The Ensombl podcast and all content contained on Ensombl is limited to factual information and does not constitute legal, financial or other professional advice. Ensombl does not hold an AFS licence and does not provide an...
Nedávné epizody
1107 epizod
#512 Nathan Fradley
Earn 0.75 CPD here
0.25 Client Care & Practice
0.25 Professionalism & Ethics
0.25 Technical Competence
Nathan Fradley is an...
Engine Room Podcast #76 - Paul Benson
In this episode, Rocksy speaks with Paul Benson, Practice Principal and Financial Planner at Guidance Financial Services. They discuss his career in f...
Licensee Podcast Series #2 - AMAFA
In this episode, Rocksy is joined by Keith Marshall and Mario Finocchiaro from AMAFA. They discuss how AMAFA supports and grows advisory practices thr...
AdviceTech Podcast #151 - Power Automate for Advisers
In this episode, Pat speaks with Charmaine Hall, Director at Unbound Financial. They discuss how Charmaine has built and automated a modern financial...
#511 Joel Perryman
Joel is a Provisional Adviser at Integritas Wealth Advisers. He and James discuss his journey from gym owner and personal trainer to becoming a financ...
Lifetime Income Series #1
In this episode, Naomi is joined by Sue Morris, Head of Strategic Advice at Hyland Financial Planning, and Ben Hillier, Director Retirement at AMP. Th...
Lifetime Income Series #2
In episode two of the Lifetime Income Series, Naomi speaks with Marcus Larcombe, Financial Adviser at Apex Advice, and Kiru Anantharaj, Retirement Spe...
Lifetime Income Series #3
In this final installment, Naomi is joined by Alex Berlee, Director at AGS Financial Group, and Ben Hillier, Director Retirement at AMP. They explore...
Engine Room Podcast #75 - Kris Chapman
This week, Rocksy is joined by Kris Chapman, Senior Financial Adviser at McQueen Group. They discuss his career path, the growth and structure of the...
AdviceTech Podcast #150 - moneyGPS Update
In this episode, Pat is joined by George Haramis, Co-Founder and CEO at moneyGPS. They discuss moneyGPS’s advancements in digital advice, including AI...
#510 Retirement Exchange Insights
Recorded live at the Ensombl Retirement Exchange, James speaks with a number of attendees on their "aha moments" from the event, and their take on inn...
Licensee Podcast Series #1 - Advice Evolution
In this first episode, Rocksy is joined by Brooke Hooton, Group Executive for AFSL's and Equity Holder at Advice Evolution. They explore Advice Evolut...
Engine Room Podcast #74 - Sebastian Mazza
This week, Rocksy speaks with Sebastian Mazza, Director at Wealth Depot. He shares his journey from family business roots to building Wealth Depot, di...
AdviceTech Podcast #149 - Balancing Growth & Innovation
This week, Pat speaks with Daniel Donovan, Head of Operations at Verse Wealth. They discuss Verse Wealth’s rapid growth, operational improvements, tec...
#509 Michelle Flanagan
Michelle is the Principal Wealth Adviser of The Wealth Designers. She and James discuss The Wealth Designers' innovative use of AI and technology to s...
Engine Room Podcast #73 - Morgan Hayward
This week, Rocksy is joined by Morgan Hayward, Director Of Financial Planning at LumeWealth. They discuss her journey in financial planning, her clien...
Investment Podcast #28 - New Age of Ethical Investing
U Ethical’s Jon Fernie joins host James Whelan to unpack the new age of ethical investing. As client demand for values-aligned portfolios grows, they...
AdviceTech Podcast #148 - Marloo
This week, Pat is joined by Shak Lala and Hardy Michel from Marloo. They discuss how they built Marloo as an innovative, adviser-focused AI note-takin...
#508 David Jackson
David is a Financial Adviser at First Financial, Melbourne. He and James discuss his career journey, international experiences, and current role as an...
Retirement Experience Framework #1
In this episode, Peita talks with Ben Marshan and Naomi Holmes. They discuss how advisers can better support clients by shifting retirement planning b...
Retirement Experience Framework #2
In this installment, Peita is joined once again by Ben Marshan and Naomi Holmes. They discuss how advisers can move beyond technical compliance to del...
Engine Room Podcast #72 - Ben Nash
This week, Rocksy speaks with someone who's no stranger to Ensombl, Ben Nash, Founder and Financial Adviser at Pivot Wealth. Ben discusses the growth,...
AdviceTech Podcast #147 - Atom Automation
In this episode, Pat is joined by Joel McWilliam, Co-Founder at Atom Automation. They discuss how AI and automation are transforming advice practices,...
#507 Simon Shepherd
Simon is a Financial Planner and Adviser at Providence Advisory Group. He and James discuss his career journey, the family-run Providence Advisory Gro...
Engine Room Podcast #71 - Richard Burton and Steven Roberts
In this episode, Rocksy is joined by Richard Burton and Steven Roberts from Oakmont Financial Group and BFD Financial Planning. They discuss the growt...
AdviceTech Podcast #146 - Vinyl
This week, Pat speaks with Jordan Vickery, Co-Founder at Vinyl. They discuss the development, features, integrations, and future roadmap of Vinyl, an...
#506 Aayush Sharma
Aayush is a Financial Adviser at Frost Financial Planning. He and James discuss his journey from international student to adviser in Darwin, his exper...
Engine Room Podcast #70 - Elliot Watson
This week, Rocksy speaks with Elliot Watson, Managing Partner at Watson Wealth. They discuss the evolution, operations, team culture, and future growt...
AdviceTech Podcast #145 - AdviceOps
This week, Pat is joined by Tim Reid, Founder at AdviceOps. They discuss how technology, automation, and AI are transforming advice businesses by stre...
#505 Rob Chertok
Rob is an Associate Director and Senior Financial Advisor at Acuity Wealth. He and James discuss his career journey, the growth and client focus of Ac...
Engine Room Podcast #69 - David Carney
In this episode, Rocksy is joined by David Carney, Executive Director and Former CEO at VBP. They discuss his journey from planner to business leader,...
AdviceTech Podcast #144 - tap'd
In this episode, Pat speaks with Kate Fellows, Founder of tap'd (the Advice Professionals' Directory). They discuss the platform's mission to connect...
#504 Dean Southern
Dean is a Senior Advice Assistant (PY) at Clarity Wealth. He and James discuss his transition from HR and operations into financial advice, and what a...
Engine Room Podcast #68 - Mitch Ramsbotham
In this episode, Rocksy speaks with Mitch Ramsbotham, Head of Growth and Strategy at Coastal Advice Group. Mitch discusses the rapid growth, strategic...
AdviceTech Podcast #143 - LifeBid
This week, Pat is joined by Brett Wright, Founder at LifeBid. They discuss the development and impact of LifeBid, a next-generation digital platform d...
#503 Ben Marshan and Maddie Catlin
This week, James is joined by Ben Marshan and Maddie Catlin from the Future2 Foundation. They discuss the Foundation's mission, grant programs, fundra...
Unlock Growth, AI & M&A with Quality Data #1
In this first instalment, Paul talks with Nigel Baker, Managing Director at Arch Capital and Founder of Scientiam and Stu Alsop, Director of Sales at...
Unlock Growth, AI & M&A with Quality Data #2
Paul speaks with Adele Martin, Certified Financial Planner, founder of My Money Buddy and The Savings Squad podcast. They discuss how leveraging high-...
Unlock Growth, AI & M&A with Quality Data #3
In this episode, Paul is joined by Mitch Ramsbotham, Head of Growth and Strategy at Coastal Advice Group and Stu Alsop, Director of Sales at Intellifl...
Unlock Growth, AI & M&A with Quality Data #4
In this final episode, Paul is joined by Andrew Rocks, Co-Founder at Lydian Financial and Host of Ensombl's Engine Room Podcast. Rocksy discusses his...