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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

01:15:44

AdviceTech Podcast #130 - Workato Update

Ensombl Advice Australia ·

2025/05/15

In this episode, Pat is joined once again by Luke Modlmayr, Account Executive at Workato. They discuss the transformative potential of AI and automation across various business processes, highlighting how low-code integration platforms can streamline workflows, improve efficiency, and enable organisations to leverage emerging technologies like agentic AI to solve complex business challenges. Luke Modlmayr LinkedIn: https://www.linkedin.com/in/lmodlmayr/ Workato Website: https://www.workato.com/

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31:34

#491 Daniel Tubman

Ensombl Advice Australia ·

2025/05/14

Daniel is a Business Development Manager at HeirWealth. He and James discuss how HeirWealth helps families centralise their financial assets, documents, and sentimental stories across generations, aiming to solve wealth transfer challenges and deepen adviser-client relationships through a comprehensive digital wealth management solution. Daniel Tubman LinkedIn: https://www.linkedin.com/in/daniel-tubman-2a190a193/ HeirWealth Website: https://www.heirwealth.com/ To learn more about how partnering with

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01:03:49

AdviceTech Podcast #129 - Less Stack, More Strategy

Ensombl Advice Australia ·

2025/05/08

This week, Pat speaks with Nick Downey, Technology Manager at Direct Wealth. Nick discusses Direct Wealth's strategic approach to technology and AI, focusing on building a custom file noting solution called Meeting Ally that aims to improve efficiency and capacity for advisers by creating an intelligent "ally" that streamlines the advice production process. Nick Downey LinkedIn: https://www.linkedin.com/in/nick-downey-53279559/ Direct Wealth Website: https://directwealth.com.au/ A world of client

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41:00

#490 Trish Gregory

Ensombl Advice Australia ·

2025/05/07

Trish is a Financial Adviser - Insurance Specialist at Hayes & Co Insurance Services. She shares her journey from holistic advice to becoming an insurance-only adviser, her career transition, passion for helping clients, and future plans to potentially start her own practice. Trish Gregory LinkedIn: https://www.linkedin.com/in/trish-gregory-finance/ Hayes & Co Insurance Services Website: https://hcis.com.au/ Trish's Previous Episode: https://ensombl.com/podcasts/402/ To learn more about how

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36:14

Alternative Investing – Infrastructure #1

Ensombl Advice Australia ·

2025/05/06

In this first episode, James is joined by Tyson Jonas, Managing Director at Jonas Wealth Management. They explore infrastructure investing, covering its definition, types, performance across market cycles, defensive qualities, risks, emerging areas like AI data centers, and its potential role in diversified investment portfolios as a stable, inflation-linked asset class. Tyson Jonas LinkedIn: https://www.linkedin.com/in/tyson-jonas-7b4387102/ Jonas Wealth Management Website: https://www.jonaswm.com/

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39:59

Alternative Investing – Infrastructure #2

Ensombl Advice Australia ·

2025/05/06

In this episode, James speaks with Simon Warner, Head of Portfolio Management at Aware Super. They discuss how infrastructure investing has evolved from traditional utilities to a diverse asset class spanning digital networks, renewable energy, and registries, offering stable long-term returns with varying risk profiles across different sectors and geographies. Simon Warner LinkedIn: https://www.linkedin.com/in/simonpwarner/ Aware Super Website: https://awareinvestments.aware.com.au/ To learn more

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44:31

Alternative Investing – Infrastructure #3

Ensombl Advice Australia ·

2025/05/06

In this final episode, Tyson Jonas talks to Leong Tang, Partner and Financial Adviser at Callaghans Accountants. They talk about how infrastructure investments offer stable, inflation-linked returns across essential services like transportation, utilities, and digital networks, providing diversification and long-term growth potential in both domestic and international markets. Leong Tang LinkedIn: https://www.linkedin.com/in/chih-leong-tang-b393296a/ Callaghans Accountants Website:

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56:39

Engine Room Podcast #66 - Andrew Debono

Ensombl Advice Australia ·

2025/05/05

In this episode, Rocksy is joined by Andrew Debono, Principal Adviser and Director at Peak Wealth Management. He shares his journey from a young financial planner in 2014 to building a successful practice targeting high-income professionals, focusing on comprehensive financial advice, strategic risk management, and continuous business evolution. Andrew Debono LinkedIn: https://www.linkedin.com/in/andrewdebono/ Peak Wealth Management Website: https://peakwm.com.au/ Rich Dad Poor Dad:

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55:58

AdviceTech Podcast #128 - Oreana Partnerships

Ensombl Advice Australia ·

2025/05/01

In this episode, Pat speaks with Amy Hatch, Technology Delivery Manager at Oreana Partnerships. They discuss the evolution of advicetech stacks, and the shift from monolithic systems to modular, flexible approaches that leverage technology to improve client experiences, business efficiency, and overall practice performance. Amy Hatch LinkedIn: https://www.linkedin.com/in/amy-hatch-consultant/ Oreana Partnerships Website: https://oreanapartnerships.com.au/ Netwealth Innovation Toolkit:

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37:53

#489 Marlon Disanayake

Ensombl Advice Australia ·

2025/04/30

This week, James is joined by Marlon Disanayake, a former financial adviser turned consultant at Capgemini. They discuss the evolution of advice, the challenges of digital transformation, and the importance of maintaining authentic client relationships in an increasingly technology-driven industry. Marlon Disanayake LinkedIn: https://www.linkedin.com/in/marlon-disanayake-14177316a/ Capgemini Invent Website: https://www.capgemini.com/about-us/who-we-are/our-brands/capgemini-invent/ To learn more

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47:53

Engine Room Podcast #65 - Warrick Hanley

Ensombl Advice Australia ·

2025/04/28

In this episode, Rocksy speaks with Warrick Hanley, Principal Adviser at Fitzpatricks Advice Partners. Warrick shares his journey of building a successful multi-state financial planning practice focused on business owners, team development, client relationships, and a collaborative approach to professional growth. Warrick Hanley LinkedIn: https://www.linkedin.com/in/warrickhanley/ Fitzpatricks Website: https://fitz.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today:

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01:03:28

AdviceTech Podcast #127 - Cruz

Ensombl Advice Australia ·

2025/04/24

This week, Pat is joined by Cody Harmon and Nat Daley from Cruz Technology. They discuss how Cruz aims to revolutionise financial advice through innovative technologies like AI, open banking, and ID verification, with the goal of reducing administrative burdens and empowering advisers to focus on client relationships. Cody Harmon LinkedIn: https://www.linkedin.com/in/codyharmon/ Nat Daley LinkedIn: https://www.linkedin.com/in/nat-daley-1735b738/ Cruz Website: https://www.cruz.financial/ A world of

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55:02

#488 Paul Katranis

Ensombl Advice Australia ·

2025/04/23

Paul is the Director, Wealth and Tax (Financial) Adviser, and Finance Broker at SA Wealth Group. He shares his journey from a part-time bank teller to building SA Wealth, a multi-disciplinary financial services firm that expanded from financial planning to broking, accounting, and property services by continuously solving client problems and seeking innovative ways to add value. Paul Katranis LinkedIn: https://www.linkedin.com/in/paulkatranis/ SA Wealth Group Website: https://sawealthgroup.com.au/

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36:26

Alternative Investment Insights #1

Ensombl Advice Australia ·

2025/04/22

In this episode, Kieran Berry from River X shares how he built a fast-growing wealth business by leaning into alternatives. From private credit to venture capital, he explains how advisers can access these assets, assess risk, and structure portfolios with long-term goals in mind. With a sharp lens on liquidity, due diligence, and client suitability, this is a hands-on guide for advisers looking to build out more resilient, diversified portfolios, while maintaining clear, ethical guardrails. Kieran

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34:58

Alternative Investment Insights #2

Ensombl Advice Australia ·

2025/04/22

Advising multi-generational farming families has shaped adviser Angus Stevenson’s distinctive approach to private equity. In this episode, he explains to host James Whelan how illiquidity can be a feature — not a flaw — in the right portfolios, and outlines how his clients use PE to build intergenerational wealth. Expect insights into deal structures, exit planning, diversification within private equity, and a standout case study on a manufacturing business where clients became both investors and

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44:39

Alternative Investment Insights #3

Ensombl Advice Australia ·

2025/04/22

Brendon Vade from Lorica Partners joins Clayton to explore how alternative investments fit within an evidence-based investment philosophy. From the diversification case for private markets to the regulatory challenges of crypto, the episode unpacks what advisers need to know as more clients independently head down the crypto and private market paths. Brendon also shares his personal journey from crypto sceptic to informed observer — offering a pragmatic framework for engaging with this

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32:49

Alternative Investment Insights #4

Ensombl Advice Australia ·

2025/04/22

With ASIC flagging increased scrutiny of private markets, and some researchers putting the sector on watch, this episode goes under the hood to explore the opportunities and challenges in this burgeoning area. Host James Whelan is joined by Louis Christopher (SQM) and Scott Morgan (Head of real estate credit at Remara) for a balanced discussion on opacity, liquidity, return expectations, and market demand in the growing private credit sector. It’s a timely look at how advisers can play in this space

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51:13

Engine Room Podcast #64 - Jay Burke and Aimee Lucas

Ensombl Advice Australia ·

2025/04/21

In this week's episode, Rocksy speaks with Jay Burke and Aimee Lucas from Burke Britton Financial Partners. They discuss their focus on team development, technology integration, client relationships, and preparing for future growth through potential mergers and acquisitions while maintaining a clear vision and mission. Jay Burke LinkedIn: https://www.linkedin.com/in/jayburkeeoe/ Aimee Lucas LinkedIn: https://www.linkedin.com/in/aimee-lucas-baa457153/ Burke Britton Financial Partners Website:

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40:19

AdviceTech Podcast #126 - SARA

Ensombl Advice Australia ·

2025/04/17

In this episode, Pat talks with Anthony Lyon, Founder at iComply2. They discuss iComply2's SARA, an AI-powered SOA Review Assistant that helps advisers pre-vet their advice documents by using advanced vector indexing and compliance checks, with the goal of reducing human error while maintaining essential human oversight. Anthony Lyon LinkedIn: https://www.linkedin.com/in/anthony-lyon-2463446a/ SARA (iComply2): https://www.icomply2.com.au/sara Patrick Gardner LinkedIn:

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40:04

#487 Mo Shouman

Ensombl Advice Australia ·

2025/04/16

Mo is the Principal Adviser at My Wealth Choice. Mo specialises in tech professionals, and he and James discuss his unique approach to financial planning that focuses on providing clients with more life choices by understanding their specific challenges, leveraging technology, and offering personalised strategies to manage complex financial situations. Mo Shouman LinkedIn: https://www.linkedin.com/in/mshouman/ My Wealth Choice Website: https://www.mywealthchoice.com.au/ Wealth Bytes Podcast:

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