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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

50:54

Retirement Experience Framework #2

Ensombl Advice Australia ·

2025/09/16

In this installment, Peita is joined once again by Ben Marshan and Naomi Holmes. They discuss how advisers can move beyond technical compliance to deliver deeper value by focusing on emotional connection, client experience, and transformative retirement planning. Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Caboodle Financial Services Website: https://www.caboodlefs.com.au/ Naomi Holmes LinkedIn: https://www.linkedin.com/in/naomiholmes/ Her Money Matters Website:

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50:46

Engine Room Podcast #72 - Ben Nash

Ensombl Advice Australia ·

2025/09/15

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, operational strategies, technology adoption, and team culture that have driven Pivot Wealth’s success in delivering high-value advice to clients. Ben Nash LinkedIn: https://www.linkedin.com/in/benjaminjnash/ Pivot Wealth Website: https://pivotwealth.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today:

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43:22

AdviceTech Podcast #147 - Atom Automation

Ensombl Advice Australia ·

2025/09/11

In this episode, Pat is joined by Joel McWilliam, Co-Founder at Atom Automation. They discuss how AI and automation are transforming advice practices, and the shift from basic adoption to integrated, custom workflow solutions that enhance efficiency without disrupting existing processes. Joel McWilliam LinkedIn: https://www.linkedin.com/in/joel-mcwilliam-119a5231b/ Atom Automation Website: https://atomautomation.ai/ A world of business efficiency awaits you at Netwealth:

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37:04

#507 Simon Shepherd

Ensombl Advice Australia ·

2025/09/10

Simon is a Financial Planner and Adviser at Providence Advisory Group. He and James discuss his career journey, the family-run Providence Advisory Group, and Simon’s "TING" investment newsletter project, which tracks and ranks investment newsletters to help investors make informed choices. Simon Shepherd LinkedIn: https://www.linkedin.com/in/simon-shepherd-618b793b/ Providence Advisory Group Website: https://www.providencegroup.com.au/ The Investment Newsletter Group Website:

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01:06:05

Engine Room Podcast #71 - Richard Burton and Steven...

Ensombl Advice Australia ·

2025/09/08

In this episode, Rocksy is joined by Richard Burton and Steven Roberts from Oakmont Financial Group and BFD Financial Planning. They discuss the growth and structure of their practices, while sharing insights on planning, insurance specialisation, and industry challenges. Richard Burton LinkedIn: https://www.linkedin.com/in/richard-burton-aa87a416/ Steven Roberts LinkedIn: https://www.linkedin.com/in/stevenandrewroberts/ Oakmont Financial Group Website: https://www.oakmontfinancial.com.au/ BDF

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35:48

AdviceTech Podcast #146 - Vinyl

Ensombl Advice Australia ·

2025/09/04

This week, Pat speaks with Jordan Vickery, Co-Founder at Vinyl. They discuss the development, features, integrations, and future roadmap of Vinyl, an AI meeting assistant designed for accountants and bookkeepers, and its impact on workflow automation, client engagement, and data security. Jordan Vickery LinkedIn: https://www.linkedin.com/in/jordanvickery28/ Vinyl Website: https://www.usevinyl.com/ A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20250905 General

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37:08

#506 Aayush Sharma

Ensombl Advice Australia ·

2025/09/03

Aayush is a Financial Adviser at Frost Financial Planning. He and James discuss his journey from international student to adviser in Darwin, his experiences as a migrant, his professional growth, community engagement, and innovative financial literacy initiatives. Aayush Sharma LinkedIn: https://www.linkedin.com/in/aayush-sharma-fp/ Frost Financial Planning Website: https://www.frostfp.com.au/ To learn more about Fidelity, visit their website at https://ensombl.com/go/20250904 Consider the PDS and

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01:01:17

Engine Room Podcast #70 - Elliot Watson

Ensombl Advice Australia ·

2025/09/01

This week, Rocksy speaks with Elliot Watson, Managing Partner at Watson Wealth. They discuss the evolution, operations, team culture, and future growth plans of his diversified planning practice, along with its client focus, technology adoption, and opportunities for new talent. Elliot Watson LinkedIn: https://www.linkedin.com/in/elliot-watson-41305957/ Watson Wealth Website: https://watsonwealth.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today:

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36:15

AdviceTech Podcast #145 - AdviceOps

Ensombl Advice Australia ·

2025/08/28

This week, Pat is joined by Tim Reid, Founder at AdviceOps. They discuss how technology, automation, and AI are transforming advice businesses by streamlining workflows, integrating CRMs, and enabling a more client-centered approach to planning. Tim Reid LinkedIn: https://www.linkedin.com/in/timothyareid/ AdviceOps Website: https://adviceops.com.au/ Sintra AI: https://sintra.ai/ A world of community awaits you at Netwealth: https://ensombl.com/go/20250829 General Disclaimer –

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35:53

#505 Rob Chertok

Ensombl Advice Australia ·

2025/08/27

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 Acuity Wealth, financial planning strategies for high-earning clients, business culture, hiring practices, and the importance of networking and referrals. Rob Chertok LinkedIn: https://www.linkedin.com/in/rob-chertok-b957394a/ Acuity Wealth Website: https://www.acuitywealth.com.au/ To learn more about Fidelity, visit their website at

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01:18:33

Engine Room Podcast #69 - David Carney

Ensombl Advice Australia ·

2025/08/25

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, and his lessons in business growth, outsourcing, leadership, and the evolving future of advice. David Carney LinkedIn: https://www.linkedin.com/in/davidcarneyvbp/ VBP Website: https://www.vbp.au/ The 4 Disciplines of Execution: https://www.amazon.com.au/4-Disciplines-Execution-Chris-McChesney/dp/1491517751 Visit The Adviser Portal and partner with

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33:07

AdviceTech Podcast #144 - tap'd

Ensombl Advice Australia ·

2025/08/21

In this episode, Pat speaks with Kate Fellows, Founder of tap'd (the Advice Professionals' Directory). They discuss the platform's mission to connect advisers with service providers, enhance efficiency through AI and content, and foster transparent, dynamic engagement within the advice profession. Kate Fellows LinkedIn: https://www.linkedin.com/in/kate-fellows-a1993b18/ tap'd Website: https://www.tapdau.com/ A world of community awaits you at Netwealth: https://ensombl.com/go/20250822 General

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29:06

#504 Dean Southern

Ensombl Advice Australia ·

2025/08/20

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 advice he has for others considering a similar path. Dean Southern LinkedIn: https://www.linkedin.com/in/thedeansouthern/ Clarity Wealth Website: https://claritywealth.com.au/ To learn more about Fidelity, visit their website at https://ensombl.com/go/20250821 Consider the PDS and TMD available at Fidelity.com.au and whether Fidelity products are

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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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289 results

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