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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

55:53

AdviceTech Podcast #152 - The Evolution of AI

Ensombl Advice Australia ·

2025/11/06

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-25110422-30340001 0.25 Client Care & Practice 0.75 Technical Competence In this episode, Pat speaks with Stefan D'Alessandro, Founder of subfocus.ai. They explore the rapid advances in AI and voice technologies, their integration into business processes, the creation of centralised AI dashboards, and the evolving importance of responsible, efficient, and strategic use of AI tools for improving productivity, security, and workforce roles. Stefan

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32:39

#515 Nathaniel Johnston

Ensombl Advice Australia ·

2025/11/05

Earn 0.50 CPD here: https://quiz.ensombl.com/ENSO-25110500-57320001 0.25 Client Care & Practice 0.25 Technical Competence Nathaniel is a Financial Adviser at First Financial. He and James discuss his career progression from university through various roles in financial advice, the challenges and learnings along the way, and his ongoing personal and professional development at First Financial. Nathaniel Johnston LinkedIn: https://www.linkedin.com/in/nathaniel-johnston-7a2347144/ First Financial

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48:02

Engine Room Podcast #78 - Peter Monahan

Ensombl Advice Australia ·

2025/11/03

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-25110221-59400001 0.75 Client Care & Practice 0.25 Technical Competence This week, Rocksy speaks with Peter Monahan, CEO at EJM Advice. They discuss EJM Advice's journey through succession planning, acquisitions, business integration, operational reforms, and the adoption of AI to drive growth, profitability, and a client-focused culture in advice. Peter Monahan LinkedIn: https://www.linkedin.com/in/peter-monahan-51b84813/ EJM Advice Website:

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16:16

Investment Feed Insights #3

Ensombl Advice Australia ·

2025/11/02

Earn 0.25 CPD here: https://quiz.ensombl.com/ENSO-25110221-29010001 0.25 Client Care & Practice In this episode, Neil is joined by Daniel Shrimski Managing Director at Vanguard Australia. They discuss the findings from Vanguard Australia's Retirement Report, highlighting low rates of retirement planning, significant gaps in financial literacy, shifting retirement ages, and five key actions to improve Australians' retirement outcomes. How Australia Retires:

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36:39

#514 Kirra Sharrock

Ensombl Advice Australia ·

2025/10/29

Earn 0.50 CPD here: https://quiz.ensombl.com/ENSO-25102900-24310001 0.25 Client Care & Practice 0.25 Professionalism and Ethics Kirra is a Wealth Adviser at Bravium. She shares her journey from radiation therapy to becoming an adviser at Bravium, her commitment to transparent client service and specialisation in defense clients, her industry advocacy and pro bono work, and the importance of aligning personal values with her professional path. Kirra Sharrock LinkedIn:

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01:03:05

Licensee Podcast Series #3 - Lifespan Financial Planning

Ensombl Advice Australia ·

2025/10/27

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-25102705-29590001 0.25 Client Care & Practice 0.50 Regulatory Compliance & Consumer Protection 0.25 Technical Competence In this episode, Rocksy is joined by Eugene Ardino, CEO of Lifespan Financial Planning. They discuss the company's family business roots, growth, culture, succession, technology choices, and strategies for supporting advisers and sustaining success in the evolving advice industry. Eugene Ardino LinkedIn:

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49:22

#513 Scott Aggett

Ensombl Advice Australia ·

2025/10/22

Scott is the Founder and Expert Negotiator at Green Shoots Property. He and Clayton discuss his journey in real estate, the development of his data-driven, transparent property negotiation services, and practical strategies for planners and investors seeking to optimise property investment outcomes. Scott Aggett LinkedIn: https://www.linkedin.com/in/scottaggett/ Scott Aggett Website: https://scottaggett.com/ Green Shoots Property Website: https://greenshootsproperty.com/ Discover U Ethical's adviser

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01:01:15

Engine Room Podcast #77 - Adam Carmody and Emma Schmidt

Ensombl Advice Australia ·

2025/10/20

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-0329-15102025 0.50 Client Care & Practice 0.25 Regulatory Compliance & Consumer Protection 0.25 Professionalism & Ethics This week, Rocksy is joined by Adam Carmody and Emma Schmidt from Finwell Group. They discuss the Finwell Group journey, business model, client engagement strategies, technology adoption, and their future vision for scaling high-quality advice to a broader market. Adam Carmody LinkedIn:

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50:07

Investment Podcast #29 - Quarterly Update

Ensombl Advice Australia ·

2025/10/19

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-0050-16102025 0.25 Client Care & Practice 0.50 Technical Competence As markets adjust to shifting valuations, easing volatility, and the rapid rise of AI, James Whelan is joined by Vern du Preez (Orbis Investments) and Daniel Kelly (Viola Private Wealth) for the latest Quarterly Market Update. Together, they unpack what’s been driving markets - from gold’s resurgence and concentration risk to the opportunities emerging in small caps, biotech, and

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38:17

#512 Nathan Fradley

Ensombl Advice Australia ·

2025/10/15

Earn 0.75 CPD here 0.25 Client Care & Practice 0.25 Professionalism & Ethics 0.25 Technical Competence Nathan Fradley is an Independent Specialist Financial Adviser. He and James discuss his evolving business model, focusing on project-based client engagements, marketing strategies, and the lessons he learned over the past 18 months. Nathan Fradley LinkedIn: https://www.linkedin.com/in/nathanfradley/ Nathan Fradley Website: https://www.nathanfradley.com.au/ Challenge the Standard in Financial Advice

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48:58

Engine Room Podcast #76 - Paul Benson

Ensombl Advice Australia ·

2025/10/13

In this episode, Rocksy speaks with Paul Benson, Practice Principal and Financial Planner at Guidance Financial Services. They discuss his career in financial planning, the growth and philosophy of his business, the role of technology and media in client engagement, and his approach to evolving both his team and client base. Paul Benson LinkedIn: https://www.linkedin.com/in/paulbensonaustralia/ Guidance Financial Services Website: https://guidancefs.com.au/ Double Happiness Website:

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59:00

Licensee Podcast Series #2 - AMAFA

Ensombl Advice Australia ·

2025/10/12

In this episode, Rocksy is joined by Keith Marshall and Mario Finocchiaro from AMAFA. They discuss how AMAFA supports and grows advisory practices through community, tailored technology, and integrated services, while prioritising culture and adviser success. Keith Marshall LinkedIn: https://www.linkedin.com/in/keithdmarshall/ Mario Finocchiaro LinkedIn: https://www.linkedin.com/in/mario-finocchiaro-439b2a4a/ AMAFA Website: https://amafa.com.au/ Explore the road less travelled at

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39:45

AdviceTech Podcast #151 - Power Automate for Advisers

Ensombl Advice Australia ·

2025/10/09

In this episode, Pat speaks with Charmaine Hall, Director at Unbound Financial. They discuss how Charmaine has built and automated a modern financial advice tech stack using Power Automate, AI tools, and workflow optimisations to enhance efficiency and client experience. Charmaine Hall LinkedIn: https://www.linkedin.com/in/charmaine-hall-551225b1/ Unbound Financial Website: https://unboundfinancial.com.au/ Charmaine's Post on Automation: https://app.ensombl.com/posts/89913555 A world of business

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35:17

#511 Joel Perryman

Ensombl Advice Australia ·

2025/10/08

Joel is a Provisional Adviser at Integritas Wealth Advisers. He and James discuss his journey from gym owner and personal trainer to becoming a financial adviser, discussing the challenges, motivations, and lessons he learned along the way. Joel Perryman LinkedIn: https://www.linkedin.com/in/joel-perryman-116870a7/ Integritas Wealth Advisers Website: https://www.integritaswealth.com.au/ Discover U Ethical's adviser solutions at https://ensombl.com/go/20251009 General Disclaimer –

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44:50

Lifetime Income Series #1

Ensombl Advice Australia ·

2025/10/07

In this episode, Naomi is joined by Sue Morris, Head of Strategic Advice at Hyland Financial Planning, and Ben Hillier, Director Retirement at AMP. They discuss the benefits, strategies, and client outcomes of innovative retirement income streams (IRIS) in providing greater certainty and flexibility for retirees. Sue Morris LinkedIn: https://www.linkedin.com/in/sue-morris-29411546/ Hyland Financial Planning Website: https://www.hylandfp.com.au/ Ben Hillier LinkedIn:

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45:03

Lifetime Income Series #2

Ensombl Advice Australia ·

2025/10/07

In episode two of the Lifetime Income Series, Naomi speaks with Marcus Larcombe, Financial Adviser at Apex Advice, and Kiru Anantharaj, Retirement Specialist at AMP. They discuss how innovative retirement income streams (IRIS products) can be layered and modeled to maximise retirement confidence, age pension benefits, estate outcomes for clients, and how advisers can put these into practice today. Marcus Larcombe LinkedIn: https://www.linkedin.com/in/marcus-larcombe-09838975/ Apex Advice Website:

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37:39

Lifetime Income Series #3

Ensombl Advice Australia ·

2025/10/07

In this final installment, Naomi is joined by Alex Berlee, Director at AGS Financial Group, and Ben Hillier, Director Retirement at AMP. They explore how innovative retirement income streams (IRIS) can help retirees manage financial and emotional risks, maximise income, and confidently transition into a fulfilling retirement. Alex Berlee LinkedIn: https://www.linkedin.com/in/alexberlee/ AGS Financial Group Website: https://agsfinancialgroup.com.au/ Ben Hillier LinkedIn:

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01:01:04

Engine Room Podcast #75 - Kris Chapman

Ensombl Advice Australia ·

2025/10/06

This week, Rocksy is joined by Kris Chapman, Senior Financial Adviser at McQueen Group. They discuss his career path, the growth and structure of the McQueen Group, their approach to client service, technology adoption, team culture, and the evolving landscape of advice in Australia. Kris Chapman LinkedIn: https://www.linkedin.com/in/kris-chapman-12382a43/ McQueen Group Website: https://www.mcqueengroup.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today:

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48:22

AdviceTech Podcast #150 - moneyGPS Update

Ensombl Advice Australia ·

2025/10/02

In this episode, Pat is joined by George Haramis, Co-Founder and CEO at moneyGPS. They discuss moneyGPS’s advancements in digital advice, including AI integration, new product offerings, platform scalability, and the transformative impact of tech on the advice and accounting industries. George Haramis LinkedIn: https://www.linkedin.com/in/georgeharamis/ moneyGPS Website: https://moneygps.com.au/ A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20251003 General

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26:42

#510 Retirement Exchange Insights

Ensombl Advice Australia ·

2025/10/01

Recorded live at the Ensombl Retirement Exchange, James speaks with a number of attendees on their "aha moments" from the event, and their take on innovative retirement planning strategies, evolving client needs, and practical approaches to engaging different generations. James Wrigley LinkedIn: https://www.linkedin.com/in/james-wrigley/ Discover U Ethical's adviser solutions at https://ensombl.com/go/20251002 General Disclaimer – https://www.ensombl.com/disclaimer/

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