x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

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

news business news

All Episodes

59:29

Engine Room Podcast #63 - Karthik Ganapathy

Ensombl Advice Australia ·

2025/04/14

In this episode, Rocksy is joined by Karthik Ganapathy, Co-Founder and Senior Financial Adviser at Nova Wealth Advisers. They discuss his journey from hospitality in India to financial planning in Australia, his career transition, client engagement strategies, the role of technology and AI, and the importance of authentic storytelling, team building, and clear communication in shaping the future of financial advice. Karthik Ganapathy LinkedIn: https://www.linkedin.com/in/karthikganapathys Nova

en

43:47

AdviceTech Podcast #125 - iFactFind

Ensombl Advice Australia ·

2025/04/10

This week, Pat talks with Dr. Paul Moran, CEO and Founder of iFactFind. They discuss how iFactFind can help advisers capture comprehensive client data, streamline SOA generation using AI, and aims to revolutionise how financial advice is delivered and managed across Australia and Ireland. Dr. Paul Moran LinkedIn: https://www.linkedin.com/in/dr-paul-moran-cfp%C2%AE-9aa22117/ iFactFind Website: https://ifactfind.com.au/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A

en

40:12

#485 Nick Donnelly and MaryAnn de Mestre

Ensombl Advice Australia ·

2025/04/09

In this episode, James is joined by Nick Donnelly, Financial Adviser at Plenary Wealth, and MaryAnn de Mestre, Principal at M de Mestre Lawyers. They discuss elder abuse, estate planning, and family dynamics, and the complex challenges faced by advisers and lawyers when helping older individuals protect their assets and navigate intergenerational relationships. Nick Donnelly LinkedIn: https://www.linkedin.com/in/nick-donnelly-52a2b957/ Plenary Wealth Website: https://plenarywealth.com.au/ MaryAnn de

en

50:22

AI for Advice Practices #1

Ensombl Advice Australia ·

2025/04/08

In this installment, Sacha talks with James Wartho, CEO of FinTalkr, and Andrew Wootton, General Manager at FYG Planners. They explore selecting an AI provider, and how AI tools can help financial advisers improve efficiency, standardise processes, and enhance client engagement by automating tasks like file notes while maintaining data security and quality. James Wartho LinkedIn: https://www.linkedin.com/in/james-wartho-2b2a54/ FinTalkr Website: https://mytalkr.com/fintalkr Andrew Wootton LinkedIn:

en

39:13

AI for Advice Practices #2

Ensombl Advice Australia ·

2025/04/08

In this episode, Sacha is joined by Jason Fowler, Principal of Fowler's Group and Director of FYG Planners. They discuss implementing AI in your advice practice, including note-taking, focusing on efficiency gains, client communication, and the strategic benefits of leveraging voice recording technology to improve business processes and client interactions. Jason Fowler LinkedIn: https://www.linkedin.com/in/jason-fowler-2852443b Fowler's Group Website: https://www.fowlersgroup.com.au/ FYG Planners

en

48:03

AI for Advice Practices #3

Ensombl Advice Australia ·

2025/04/08

In this final episode, Sacha speaks with Ashley Jones, CEO of Razilio, and James Wartho, CEO of FinTalkr. They discuss the critical security considerations for advisers when implementing AI tools, the importance of data protection, Australian hosting, client privacy, and choosing enterprise-grade AI solutions that prioritise security and compliance. Ashley Jones LinkedIn: https://www.linkedin.com/in/ashley-jones-3934421/ Razilio Website: https://www.razil.io/ James Wartho LinkedIn:

en

01:13:34

Engine Room Podcast #62 - Leigh Fernando and Daniel...

Ensombl Advice Australia ·

2025/04/07

This week, Rocksy is joined by Leigh Fernando and Daniel Zaffino from BlueRock. They discuss how BlueRock has grown from an accounting practice to a 300-person organisation with multiple divisions, focusing on holistic client service, organic talent development, and a culture of collaboration and continuous improvement. Leigh Fernando LinkedIn: https://www.linkedin.com/in/leighfernando/ Daniel Zaffino LinkedIn: https://www.linkedin.com/in/daniel-zaffino/ BlueRock Website:

en

48:13

AdviceTech Podcast #124 - Planimate

Ensombl Advice Australia ·

2025/04/03

In this episode, Pat is joined by Anisul Islam, Founding Director at Planimate. They discuss the creation of Planimate, an innovative solution that transforms traditional, lengthy SOAs into engaging, compliant animated videos that save time and money for advisers while improving client understanding and communication. Planimate Website: https://planimate.com.au/ Anisul Islam LinkedIn: https://www.linkedin.com/in/anisulislam/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

en

38:30

#485 Paul Conte

Ensombl Advice Australia ·

2025/04/02

Paul is Senior Financial Planner at Heath & Finance Integrated. Paul's practice specialises in providing complex financial advice for individuals with disabilities, personal injury compensation, and intergenerational wealth transfer, focusing on navigating legal frameworks to optimise financial outcomes and support clients' long-term needs. Paul Conte LinkedIn: https://www.linkedin.com/in/paul-conte-b4724851/ Heath & Finance Integrated Website: https://healthfinance.com.au/ To learn more about

en

01:09:38

Engine Room Podcast #61 - Rob Jones and Richard Abbey

Ensombl Advice Australia ·

2025/03/31

In this episode, Andrew is joined by Rob Jones and Richard Abbey from Peloton Partners. They discusses their approach to transforming financial planning practices through evidence-based pricing strategies that help advisers better understand and communicate their value to clients. Rob Jones LinkedIn: https://www.linkedin.com/in/rob-jones-b473994/ Richard Abbey LinkedIn: https://www.linkedin.com/in/abbeyrichard/ Peloton Partners Website: https://www.pelotonpartners.com.au/ Peloton Snapshot:

en

45:43

Investment Podcast #23 - Quarterly Update

Ensombl Advice Australia ·

2025/03/30

In this quarterly market update, host James Whelan is joined by Eric Marais (Orbis Investments) and Daniel Kelly (Viola Private Wealth) to explore how advisers can navigate growing market uncertainty. From the return of tariffs to a Federal election, from stretched valuations to geopolitical tensions, the episode breaks down what matters—and what doesn’t. Hear how diversification, contrarian thinking, and a focus on fundamentals can help clients stay the course. Whether it's emerging markets,

en

47:45

AdviceTech Podcast #123 - Data-Driven Tech Stacks

Ensombl Advice Australia ·

2025/03/27

This week Pat talks with Yasmin Weston, Head of Operations at Capital Partners. She discusses how to leverage tech like Power Automate and Copilot to transform data management, improve operational efficiency, and drive data-driven decision-making in your advice practice. Yasmin Weston LinkedIn: https://www.linkedin.com/in/yasmin-weston-7b061a13a/ Capital Partners Website: https://capital-partners.com.au/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of client

en

37:57

#484 Chris Bates

Ensombl Advice Australia ·

2025/03/26

Chris is the Co-Founder and Owner at alcove. He and James discuss alcove's evolution from financial advice to strategic property decision support, as well as market trends, client engagement strategies, and the importance of trust-building through content and partnerships. Chris Bates LinkedIn: https://www.linkedin.com/in/christopherbates/ alcove Website: https://www.alcove.com.au/ To learn more about LivePreso, view our Solutions Showcase within the AdviceTech space of Ensombl:

en

48:10

Investment Podcast #22 - Real Estate Debt

Ensombl Advice Australia ·

2025/03/23

Real estate debt is emerging as a powerful alternative asset class, and in this must-listen episode, investment experts Nick Raphaely from AltX premium, and its risk-return profile. Their wide-raging discussion explores why private real estate debt is gaining traction, the role it plays in portfolios, and the market conditions where it thrives. Bianca Rose LinkedIn: https://www.linkedin.com/in/bianca-rose/ Nick Raphaely LinkedIn: https://www.linkedin.com/in/nick-raphaely-283a3913/ James Whelan

en

39:08

AdviceTech Podcast #122 - The Adviser Portal

Ensombl Advice Australia ·

2025/03/20

This week, Pat speaks with Andrew Prior, Digital Solutions Manager at Zurich Insurance. They discuss the challenges faced by advisers, and how Zurich is leveraging technology to streamline processes and enhance client experiences. Andrew also touches on the future of technology in risk advice and the importance of integration with adviser workflows. Andrew Prior LinkedIn: https://www.linkedin.com/in/andrew-prior-112560a0/ The Adviser Portal: https://advisers.zurich.com.au/resources/adviser-portal

en

30:57

#483 James Wrigley

Ensombl Advice Australia ·

2025/03/19

James discusses the growth of First Financial, his social media content strategy across platforms like TikTok and Instagram, and how the firm is managing client inquiries and scaling their advisory team by introducing new advisers and maintaining high service standards. James Wrigley LinkedIn: https://www.linkedin.com/in/james-wrigley/ TikTok: https://www.tiktok.com/@iamjameswrigley Instagram: https://www.instagram.com/iamjameswrigley/ First Financial Website: https://firstfinancial.com.au/ James'

en

35:14

AdviceTech Podcast #121 - Flux

Ensombl Advice Australia ·

2025/03/13

In this episode, Pat speaks with Brett Joffe, Co-Founder at Flux. Brett discusses how Flux offers educational content, gamification, and open banking features to help young adults and emerging affluent individuals manage their finances. Brett Joffe LinkedIn: https://www.linkedin.com/in/brettjoffe/ Flux Website: https://www.flux.finance/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of client engagement awaits you at Netwealth: https://ensombl.com/go/20250314

en

28:43

#482 Nicole Gardner

Ensombl Advice Australia ·

2025/03/12

Nicole is the Founder and Principal Financial Adviser at Stellar Wealth. Nicole returns to the Ensombl podcast to discuss her business's rapid growth from a solo practice to a team of multiple advisers, the challenges of scaling, and the importance of maintaining quality. Nicole Gardner LinkedIn: https://www.linkedin.com/in/nicole-gardner-cfp%C2%AE-1a2110188/ Stellar Wealth Website: https://stellarwealth.com.au/ Nicole's Previous Episode: https://ensombl.com/podcasts/432/ moneyGPS. Discover the

en

50:13

Risk & Relationships: An Adviser’s Guide to Client...

Ensombl Advice Australia ·

2025/03/11

In this first installment, Peita is joined by John Stallman, Principal Adviser at PlanningIQ. They explore the critical importance of understanding clients' personal relationships with money beyond traditional risk profiling, and the need for personalised, empathetic approaches that build trust and help clients gain deeper insights into their financial behaviors and motivations. John Stallman LinkedIn: https://www.linkedin.com/in/john-stallman-390834aa/ PlanningIQ Website: https://planningiq.com.au/

en

47:15

Risk & Relationships: An Adviser’s Guide to Client...

Ensombl Advice Australia ·

2025/03/11

In this episode, Peita talks with Dr. Ben Neilson, Researcher and Financial Adviser at Complete Wealth, and Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind. They discuss how risk profiling is a nuanced, human-centric process that goes beyond traditional questionnaires, focusing on understanding clients' psychological tolerance, financial capacity, and individual needs to build deeper, more transformative financial relationships. Dr. Ben Neilson LinkedIn:

en

276 results

Similar Podcasts

DW Noticias

DW

JIJI English News-時事通信英語ニュース-

時事通信社

Legal AF by MeidasTouch

MeidasTouch Network

Mark Levin Podcast

Cumulus Podcast Network

朝日新聞AJW 英語ニュース（The Asahi Shimbun Asia & Japan Watch）

朝日新聞ポッドキャスト