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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

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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01:07:12

Licensee Podcast Series #1 - Advice Evolution

Ensombl Advice Australia ·

2025/09/30

In this first episode, Rocksy is joined by Brooke Hooton, Group Executive for AFSL's and Equity Holder at Advice Evolution. They explore Advice Evolution’s adviser-focused, flexible licensee model, its growth, support systems, and Brooke’s personal journey and leadership philosophy. Brooke Hooton LinkedIn: https://www.linkedin.com/in/brooke-hooton-280ab91a1/ Advice Evolution Website: https://www.adviceevolution.com.au/ Explore the road less travelled at https://ensombl.com/go/20251001 General

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01:00:06

Engine Room Podcast #74 - Sebastian Mazza

Ensombl Advice Australia ·

2025/09/29

This week, Rocksy speaks with Sebastian Mazza, Director at Wealth Depot. He shares his journey from family business roots to building Wealth Depot, discussing his approach to planning, team development, client relationships, and the evolving landscape of the advice industry. Sebastian Mazza LinkedIn: https://www.linkedin.com/in/sebastianmazzaca/ Wealth Depot Website: https://wealthdepot.com.au/ Hunter Green Website: https://www.huntergreen.com.au/ Character Builders:

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39:44

AdviceTech Podcast #149 - Balancing Growth & Innovation

Ensombl Advice Australia ·

2025/09/25

This week, Pat speaks with Daniel Donovan, Head of Operations at Verse Wealth. They discuss Verse Wealth’s rapid growth, operational improvements, tech stack choices, automation initiatives, and strategic lessons learned in building a scalable, client-focused financial services business. Daniel Donovan LinkedIn: https://www.linkedin.com/in/danieldonovan09/ Verse Wealth Website: https://www.versewealth.com.au/ A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20250926

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42:47

#509 Michelle Flanagan

Ensombl Advice Australia ·

2025/09/24

Michelle is the Principal Wealth Adviser of The Wealth Designers. She and James discuss The Wealth Designers' innovative use of AI and technology to streamline client engagement, documentation, and advisory processes for a diverse client base. Michelle Flanagan LinkedIn: https://www.linkedin.com/in/michelle-flanagan-42b14413/ The Wealth Designers Website: https://twd.com.au/ To learn more about Fidelity, visit their website at https://ensombl.com/go/20250925 Consider the PDS and TMD available at

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52:36

Engine Room Podcast #73 - Morgan Hayward

Ensombl Advice Australia ·

2025/09/22

This week, Rocksy is joined by Morgan Hayward, Director Of Financial Planning at LumeWealth. They discuss her journey in financial planning, her client-focused business approach, the challenges and rewards of advising business owners and vulnerable clients, and her vision for building a values-driven, boutique practice. Morgan Hayward LinkedIn: https://www.linkedin.com/in/morganrhayward/ LumeWealth Website: https://lumewealth.au/ Visit The Adviser Portal and partner with Zurich and OnePath today:

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28:11

Investment Podcast #28 - New Age of Ethical Investing

Ensombl Advice Australia ·

2025/09/21

U Ethical’s Jon Fernie joins host James Whelan to unpack the new age of ethical investing. As client demand for values-aligned portfolios grows, they emphasize the importance of transparency, authenticity, and independent verification to avoid greenwashing. They explore the role of negative screens, positive tilts, and stewardship in building credible strategies, as well as surprising sectors—like mining and data centers—that can support the energy transition. With biodiversity and community impact

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50:24

AdviceTech Podcast #148 - Marloo

Ensombl Advice Australia ·

2025/09/18

This week, Pat is joined by Shak Lala and Hardy Michel from Marloo. They discuss how they built Marloo as an innovative, adviser-focused AI note-taking and document generation platform, their customer-centric approach, and their vision for transforming the advice tech industry. Shak Lala LinkedIn: https://www.linkedin.com/in/shakeel-lala/ Hardy Michel LinkedIn: https://www.linkedin.com/in/hardymichel/ Marloo Website: https://www.gomarloo.com/ A world of business efficiency awaits you at Netwealth:

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25:03

#508 David Jackson

Ensombl Advice Australia ·

2025/09/17

David is a Financial Adviser at First Financial, Melbourne. He and James discuss his career journey, international experiences, and current role as an adviser at First Financial, along with the variety of clients he now serves. David Jackson Profile: https://www.linkedin.com/in/david-jackson-174b6643/ First Financial Website: https://firstfinancial.com.au/ To learn more about Fidelity, visit their website at https://ensombl.com/go/20250918 Consider the PDS and TMD available at Fidelity.com.au and

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44:31

Retirement Experience Framework #1

Ensombl Advice Australia ·

2025/09/16

In this episode, Peita talks with Ben Marshan and Naomi Holmes. They discuss how advisers can better support clients by shifting retirement planning beyond finances to address the emotional, identity, and lifestyle transitions that define a fulfilling retirement. 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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50:54

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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288 results

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