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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

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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37:30

AdviceTech Podcast #137 - Empathetic & Efficient Tech...

Ensombl Advice Australia ·

2025/07/03

This week, Pat is joined by Natallia Smith, Founder of TruWealth Advice. They discuss her tech stack focused on serving single women over 50, using user-friendly tools like Microsoft Dynamics, Fin 365, Typeform, and AI technologies to create an efficient, empathetic client experience. Natallia Smith LinkedIn: https://www.linkedin.com/in/natalliasmith/ TruWealth Advice Website: https://www.truwealthadvice.com.au/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of

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24:44

#498 Hannah Elliott

Ensombl Advice Australia ·

2025/07/02

Hannah is an Associate Adviser at Stellar Wealth. She and James discuss her progress through the professional year, her role in client interactions, and her use of social media to educate and build her personal brand in the advice industry. Hannah Elliott LinkedIn: https://www.linkedin.com/in/hannah-elliott-financialplanning/ Stellar Wealth Website: https://stellarwealth.com.au/ To learn more about Paradino & Athena, view our Solutions Showcase on Ensombl here:

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14:35

Investment Feed Insights #1

Ensombl Advice Australia ·

2025/06/29

In this timely investment update, Neil Rogan chats with Russell Investments' Alexander Cousley, exploring the latest global market developments — from Middle East tensions and their muted impact on oil prices, to shifting recession risks across the US, China, and Australia. Together they unpack how consumer behaviour, central bank policy, and macro data are shaping the outlook, with insights on interest rates, currencies, and housing markets. A short, engaging conversation offering clear takeaways

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58:46

AdviceTech Podcast #136 - Practice Connections

Ensombl Advice Australia ·

2025/06/26

This week, Pat speaks with Alan FitzGerald, Founder & Fractional CTO at Practice Connections. They discuss the critical importance of strategic technology adoption, data management, and AI integration to help advice practices improve client experiences, staff productivity, and overall business performance. Alan FitzGerald LinkedIn: https://www.linkedin.com/in/arfitzgerald/ Practice Connections Website: https://www.practiceconnections.com.au/ Patrick Gardner LinkedIn:

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37:00

#497 Luke Dean

Ensombl Advice Australia ·

2025/06/25

Luke is the Director and Financial Adviser at Advice Loop. He and James discuss his journey from a dissatisfied corporate employee to building his practice, Advice Loop, focusing on organic growth, client-centric strategies, and continuous learning while navigating the challenges of the financial services industry. Luke Dean LinkedIn: https://www.linkedin.com/in/ljdean/ Advice Loop Website: https://adviceloop.com.au/ To learn more about Paradino & Athena, view our Solutions Showcase on Ensombl here:

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51:34

Investment Podcast #24 - Quarterly Update

Ensombl Advice Australia ·

2025/06/22

Just as markets rebound, flaring geopolitical tensions once again set investors on edge, and in this Quarterly Market Update, host James Whelan is joined by Vern Du Preez (Orbis Investments) and Viola Private Wealth CIO Daniel Kelly to what’s been driving markets, and how portfolios are positioned to weather increased uncertainty. Through the lens of separating short-term noise from long-term conviction, our team shares insights on managing downside risk, where they see selective opportunities, and

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42:05

AdviceTech Podcast #135 - Otivo Update

Ensombl Advice Australia ·

2025/06/19

In this episode, Pat is joined by Paul Feeney, Founder of Otivo. Paul returns to the AdviceTech Podcast to discuss how Otivo aims to make personalised, actionable advice accessible to all Australians through innovative technology, AI-powered tools, and partnerships with financial institutions, helping to close the advice gap by providing affordable, compliant guidance. Otivo Website: https://www.otivo.com/ Paul Feeney LinkedIn: https://www.linkedin.com/in/paul-feeney-0803031 Patrick Gardner

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289 results

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