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PODCAST

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 any financial services. Nothing on this podcast should be interpreted as financial advice. Before making any investment decision, Ensombl recommends obtaining financial advice from a qualified financial

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All Episodes

01:04:10

Engine Room Podcast #68 - Mitch Ramsbotham

Ensombl Advice Australia ·

2025/08/18

In this episode, Rocksy speaks with Mitch Ramsbotham, Head of Growth and Strategy at Coastal Advice Group. Mitch discusses the rapid growth, strategic evolution, and operational transformation of Coastal Advice Group, and their approach to mergers and acquisitions, technology integration, and the development of a scalable, client-focused advice business. Mitch Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/ Coastal Advice Group Website:

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46:21

AdviceTech Podcast #143 - LifeBid

Ensombl Advice Australia ·

2025/08/14

This week, Pat is joined by Brett Wright, Founder at LifeBid. They discuss the development and impact of LifeBid, a next-generation digital platform designed to streamline and modernise life insurance advice by leveraging technology, AI, and industry collaboration to improve efficiency, compliance, and client experience. Brett Wright LinkedIn: https://www.linkedin.com/in/brett-wright-a9461430/ LifeBid Website: https://lifebid.com.au/ A world of community awaits you at Netwealth:

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35:31

#503 Ben Marshan and Maddie Catlin

Ensombl Advice Australia ·

2025/08/13

This week, James is joined by Ben Marshan and Maddie Catlin from the Future2 Foundation. They discuss the Foundation's mission, grant programs, fundraising efforts, and the impact of their work in supporting financially vulnerable Australians through community-driven initiatives. Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/ Maddie Catlin LinkedIn: https://www.linkedin.com/in/maddie-catlin/ Future2 Foundation Website: https://future2foundation.org.au/ Know a grassroots program

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42:54

Unlock Growth, AI & M&A with Quality Data #1

Ensombl Advice Australia ·

2025/08/12

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 Intelliflo Australia. They explore the critical role of data quality in advice practices, and the challenges, solutions, and benefits for client experience, business growth, and security. Nigel Baker LinkedIn: https://www.linkedin.com/in/nigel-baker-b25662/ Arch Capital Website: https://www.archcapital.com.au/ Scientiam Website:

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35:52

Unlock Growth, AI & M&A with Quality Data #2

Ensombl Advice Australia ·

2025/08/12

Paul speaks with Adele Martin, Certified Financial Planner, founder of My Money Buddy and The Savings Squad podcast. They discuss how leveraging high-quality data and modern technology — such as AI, client portals, and workflow automation — can transform advice businesses by improving efficiency, client experience, and business outcomes. Adele Martin LinkedIn: https://www.linkedin.com/in/adelemartin/ Adele Martin Website: https://adelemartin.com/ Paul Benson LinkedIn:

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40:46

Unlock Growth, AI & M&A with Quality Data #3

Ensombl Advice Australia ·

2025/08/12

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 Intelliflo Australia. They discuss how data quality, readiness, and effective dashboard tools are critical for maximising valuation and ensuring successful mergers and acquisitions in advice practices. Mitch Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/ Coastal Advice Group Website: https://www.centralcoastfpg.com.au/ Stu Alsop

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42:38

Unlock Growth, AI & M&A with Quality Data #4

Ensombl Advice Australia ·

2025/08/12

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 experience selling a financial planning practice, and the importance of data readiness, operational efficiency, and strategic planning for maximizing business value and successful exits. Andrew Rocks LinkedIn: https://www.linkedin.com/in/andrewrocks/ Lydian Financial Website: https://lydian.com.au/ Paul Benson LinkedIn:

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40:04

Investment Podcast #27 - Managed Accounts

Ensombl Advice Australia ·

2025/08/10

Mason Stevens’ CIO Jacqui Fernley joins host James Whelan to explore the evolution of managed accounts and managed discretionary accounts for advisers. As market volatility rises and efficiency becomes paramount, managed accounts are increasingly valued for their ability to deliver scalable, tailored investment strategies—particularly for high-net-worth clients. Jacqui highlights emerging opportunities in private credit and thematic investments, while underscoring how managed accounts can simplify

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39:08

AdviceTech Podcast #142 - Lean, Smart & Integrated...

Ensombl Advice Australia ·

2025/08/07

In this episode, Pat speaks with Jane Ridder, Financial Adviser and Mortgage Broker at Infocus. They discuss how her advice business leverages AI, automation, and an integrated tech stack to deliver highly personalised and efficient client experiences. Jane Ridder LinkedIn: https://www.linkedin.com/in/janeridder/ Infocus Website: https://www.infocus.com.au/office/?location=infocus-sydney-st-leonards A world of community awaits you at Netwealth: https://ensombl.com/go/20250808 General Disclaimer –

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35:40

#502 Mark and Emma O'Flynn

Ensombl Advice Australia ·

2025/08/06

This week, James is joined by Mark and Emma O'Flynn from Oxlade Financial. They discuss the rapid growth, team structure, and boutique culture of their independent advisory firm, and their strategies for recruitment, marketing, and maintaining consistent client experience. Mark O'Flynn LinkedIn: https://www.linkedin.com/in/mark-o-flynn-cfa-cfp-97134628/ Oxlade Financial Website: https://www.oxlade.com.au/ To learn more about Fidelity, visit their website at https://ensombl.com/go/20250807 Consider

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45:20

AdviceTech Podcast #141 - Client-Driven Tech Stacks

Ensombl Advice Australia ·

2025/07/31

In this episode, Pat is joined by Joe Stephan, Financial Adviser and Director at Stephan Independent Advisory, and Host of the "It's Never About Money" podcast. They discuss Joe's client-focused approach, and his evolving tech stack — including AI, CRM migrations, and client engagement tools — shaping the future of his practice. Joe Stephan LinkedIn: https://www.linkedin.com/in/josephstephancfp/ Stephan Independent Advisory Website: https://siadvisory.com.au/ "It's Never About Money" Podcast:

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40:17

#501 Joel Ronchi

Ensombl Advice Australia ·

2025/07/30

Joel is CEO and Head of Enterprise Sales at Fourth Line. He and James discuss his work with Fourth Line, a compliance monitoring platform, his exam preparation program for advisers, and the evolving landscape of advice, including trends in technology, regulation, and professional development. Joel Ronchi LinkedIn: https://www.linkedin.com/in/joel-ronchi/ Fourth Line Website: https://fourth-line.com.au/ To learn more about Paradino & Athena, view our Solutions Showcase on Ensombl here:

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10:30

Investment Feed Insights #2

Ensombl Advice Australia ·

2025/07/29

In this episode, Neil Rogan is joined by Alex Cousley, Strategist and Portfolio Manager at Russell Investments, to unpack the drivers of recent market movements, what Australia’s US beef import announcement signals about tariff diplomacy, and why the recent NVIDIA-China development could reshape strategic investment narratives. Alex also shares his outlook on interest rates, inflation, and the Australian dollar, providing a sharp, timely update for financial advisers navigating shifting macro

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48:47

Investment Podcast #26 - Investing Experience During...

Ensombl Advice Australia ·

2025/07/27

When the market noise is deafening, how do you help clients stay calm and focused? In this episode, host James Whelan speaks with Bhanu Singh (DFA Australia) and David Andrew (Capital Partners) about equipping clients to ride out volatility. From using 'fire-drill conversations' to build resilience, to rebalancing discipline, anchoring back to plans, and demystifying sensationalist headlines, this episode is packed with strategies for cutting through noise, managing behaviour, and helping clients

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01:00:49

AdviceTech Podcast #140 - Process Driven Tech Stacks

Ensombl Advice Australia ·

2025/07/24

This week, Pat is joined by Leong Tang, Partner, Financial Adviser (CFP®) at Callaghans. They discuss the importance of process-driven technology adoption, leveraging tools like ClickUp and AI to enhance client service and operational efficiency. Leong Tang LinkedIn: https://www.linkedin.com/in/chih-leong-tang-b393296a/ Callaghans Website: https://www.callaghans.com.au/ Pricing Guide: https://www.callaghans.com.au/pricing-guide/ A world of client data awaits you at Netwealth:

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32:50

#500 Marcus Boadle

Ensombl Advice Australia ·

2025/07/23

Marcus is an Associate Financial Adviser at Rising Tide Financial. He and James discuss his career transition from a family office investment professional to an adviser at Rising Tide, driven by a desire for personal fulfillment and helping clients align their financial strategies with their life goals. Marcus Boadle LinkedIn: https://www.linkedin.com/in/marcus-boadle-b5a26a249/ Rising Tide Financial Website: https://risingtidefinancial.com.au/ To learn more about Paradino & Athena, view our

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56:41

AdviceTech Podcast #139 - Fin365 Update

Ensombl Advice Australia ·

2025/07/17

In this episode, Pat speaks with Stephen Handley, Founder and CEO at Fin365. They discuss the platform's evolution, focusing on Microsoft-powered technology solutions for advice firms, data-driven automation, AI integration, and the recent Qwrk acquisition to provide scalable tech consulting services. Stephen Handley LinkedIn: https://www.linkedin.com/in/stephenhandley42/ Fin365 Website: https://fin365.com.au/ Form Fill Assist:

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20:57

#499 Natasha Warnakula

Ensombl Advice Australia ·

2025/07/16

Natasha is a Financial Planning Assistant at Vista Financial Group. She shares her journey from working in Sri Lanka to pursuing her professional year at Vista Financial Group, driven by her passion for helping clients achieve their financial goals. Natasha Warnakula LinkedIn: https://www.linkedin.com/in/natasha-warnakula-a24454268/ Vista Financial Group Website: https://www.vistafinancial.com.au/ To learn more about Paradino & Athena, view our Solutions Showcase on Ensombl here:

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40:48

AdviceTech Podcast #138 - Adviceflo

Ensombl Advice Australia ·

2025/07/10

This week, Pat is joined by Shehan Alwis and Tim Rogers from Adviceflo. They discuss how Adviceflo can transforms static advice documents into dynamic, interactive, and visually engaging presentations, making client communication more effective and accessible across various professional services. Shehan Alwis LinkedIn: https://www.linkedin.com/in/shehanmarkalwis Tim Rogers LinkedIn: https://www.linkedin.com/in/tim-rogers-23560119/ Adviceflo Website: https://adviceflo.com.au/ A world of client data

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47:17

Investment Podcast #25 - Risk Targeted Investing

Ensombl Advice Australia ·

2025/07/06

What if everything you thought about risk was wrong? In this episode of the Ensombl lnvestment podcast, host James Whelan is joined by Dan Miles from Innova Asset Management to challenge the old obsession with volatility and offer a sharper, goals-based view of risk as it relates to a client's lifestyle. Together, they flip the script on risk, diving into longevity, sequencing risk, flawed profiling tools, and where AI fits (and where it doesn’t). Whether it’s constructing smarter portfolios or

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276 results

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