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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

43:24

Insurance Podcast #11 - Yvonne Chu

Ensombl Advice Australia ·

2026/10/01

In this episode, Ben is joined by Yvonne Chu, Head of Technical and Paraplanning at Entireti. They discuss how advisers can deliver stronger and more defensible life insurance advice by developing a clear insurance philosophy, applying consistent needs analysis, documenting client conversations, managing replacement advice and pre-assessments, and clearly explaining premiums, policy terms and trade-offs to clients.Yvonne Chu LinkedIn: https://www.linkedin.com/in/yvonne-chu-8b2b9a51/ Entireti

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53:46

Investment Podcast #43 - Opportunities in Global Markets

Ensombl Advice Australia ·

2026/09/29

Global markets may be dominated by the US, but that doesn’t mean the best opportunities are. In this episode, host Andrew Rocks is joined by Kevin Bertoli from PM Capital to explore how long-term, flexible investing can uncover genuine market anomalies around the world. From European banks and global decoupling to inflation, AI and commodity cycles, Kevin explains why they're looking beyond index weights and short-term market narratives to back a small number of high-conviction themes. With

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42:04

Investment Podcast #42 - Driving Bottom-Up Performance

Ensombl Advice Australia ·

2026/09/22

When markets become captivated by the next big theme, some of the best opportunities can emerge in the places investors have stopped looking. In this episode, host Ben Nash is joined by Allan Gray senior investment specialist Chris Hestelow to explore how a contrarian, bottom-up approach is finding value beneath the market headlines.From AI and semiconductor beneficiaries to healthcare, property, energy and overlooked industrial businesses, Chris explains why a great story doesn’t always make a

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39:10

Insurance Podcast #10 - Nicole Bendeich

Ensombl Advice Australia ·

2026/09/09

In this episode, Ben talks with Nicole Bendeich from Calibre Life. They discuss her journey from admin and paraplanning into running a boutique risk advice practice, and how thoughtful processes, clear client communication, and confidence in human connection can make small, specialist life insurance businesses both viable and deeply rewarding.Nicole Bendeich LinkedIn: https://www.linkedin.com/in/nicole-bendeich/ Calibre Life Website: https://www.calibrelife.com.au/ Visit The Adviser Portal and

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51:50

The Aged Care Conversation #1

Ensombl Advice Australia ·

2026/07/19

Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26071702-343900010.25 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection In this first episode, Sarah Leslie is joined by Matthew Lloyd and Alex Berlee from AGS Financial Group. They discuss how recent Australian aged care reforms have increased complexity and costs, reshaped home and residential care funding (including packages, co-contributions, RADs, and respite), and why advisers must proactively

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54:00

The Aged Care Conversation #2

Ensombl Advice Australia ·

2026/07/19

Earn 1.0 CPD here: https://quiz.ensombl.com/CPDC-26071702-40430001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection 0.25 Professionalism and Ethics In this episode, Sarah speaks with Ben Hillier, Director Retirement at AMP. They explore how advisers can integrate aged care into holistic retirement planning by recognizing changing spending patterns, modeling government and out-of-pocket care costs, using structured frameworks like the 5Ls, and

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72:20

The Aged Care Conversation #3

Ensombl Advice Australia ·

2026/07/19

Earn 1.25 CPD here: https://quiz.ensombl.com/CPDC-26071702-47270001 0.25 Client Care & Practice 0.50 Technical Competence 0.25 Regulatory Compliance and Consumer Protection 0.25 Professionalism and Ethics In this final installment, Sarah talks to Shaun Ganguly, Founder & Principal Adviser at Prime Years Financial Planning. They discuss how advisers can effectively integrate aged care into long‑term retirement planning by reshaping advice processes, managing Centrelink and facility interactions,

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63:43

Licensee Podcast Series #11 - Infocus

Ensombl Advice Australia ·

2026/07/14

Earn 1.0 CPD here: https://quiz.ensombl.com/CPDC-26071401-57440001 0.25 Technical Competence 0.25 Client Care and Practice 0.25 Regulatory Compliance & Consumer Protection 0.25 Professionalism and Ethics This week, Rocksy speaks with Matt Fogarty, Executive General Manager - Partnerships at Infocus. They explore Matt’s journey in financial advice and his leadership of Infocus, and its four-pillar model and partnerships that help advice practices grow. Matt Fogarty LinkedIn:

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35:47

Insurance Podcast #9 - Phil Anderson

Ensombl Advice Australia ·

2026/07/07

Earn 0.50 CPD here: https://quiz.ensombl.com/CPDC-26070700-42530001 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection In this episode, Ben speaks with Phil Anderson, General Manager - Policy, Advocacy and Standards at the FAAA. They discuss how the FAAA advocates for advisers within Australia’s complex regulatory and political environment, covering life insurance commissions (LIF), government and regulator roles (Treasury, ASIC, APRA), mental health impacts on TPD and

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52:34

Investment Podcast #41 - Beyond the AI Hype

Ensombl Advice Australia ·

2026/06/23

Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26061903-06260001 0.25 Client Care & Practice 0.50 Technical Competence Artificial Intelligence has created enormous wealth for investors—but history suggests that periods of technological disruption can also be fertile ground for misplaced expectations and overlooked opportunities. In this episode, host James Whelan is joined by Povilas Dapkevicius from Orbis Investments to explore where value can still be found amid the AI boom. From semiconductor

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82:10

Intergenerational Conversations #1

Ensombl Advice Australia ·

2026/05/26

Earn 1.25 CPD here: https://quiz.ensombl.com/CPDC-26052600-213800010.50 Client Care & Practice 0.50 Technical Competence 0.25 Regulatory Compliance and Consumer Protection In this episode, Peita Diamantidis is joined by Gavin Lamb, Director and Head of Financial Planning at Navigate Advisors. They unpack the realities of intergenerational advice - from family dynamics, estate planning and succession for businesses and farms, to pricing, processes, and practical frameworks firms can use to help

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57:59

Intergenerational Conversations #2

Ensombl Advice Australia ·

2026/05/26

Earn 1.0 CPD here: https://quiz.ensombl.com/CPDC-26052600-27350001 0.50 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection In episode two, Peita speaks with Inbam Devadason, Actuary, Founder and Director of Precision Financial. He shares practical strategies for building intergenerational wealth - covering family dynamics, home visits, free investment education for kids, aged care and estate planning support, and transitioning advice relationships

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85:05

Intergenerational Conversations #3

Ensombl Advice Australia ·

2026/05/26

Earn 1.25 CPD here: https://quiz.ensombl.com/CPDC-26052600-33590001 0.50 Client Care & Practice 0.50 Technical Competence 0.25 Professionalism and Ethics In this final episode, Peita and Joe Stephan from Stephan Independent Advisory dive into how to design and deliver truly intergenerational advice - blending family dynamics, emotional coaching, and smart use of AI to better serve business-owning families across generations. Joe Stephan LinkedIn:

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43:06

Investment Podcast #38 - Compartmentalised Investing

Ensombl Advice Australia ·

2026/05/25

Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26052501-15330001 0.25 Client Care & Practice 0.25 Professionalism and Ethics 0.25 Regulatory Compliance and Consumer Protection As investors face longer retirements and more complex market conditions, Ben Nash (Pivot Wealth) and Dan Miles (Innova Asset Management) join the conversation to explore compartmentalised investing and modern risk management. They discuss why portfolios should be aligned to client behaviour, lifestyle goals, and long-term

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53:55

Engine Room Podcast #88 - Stuart Jones

Ensombl Advice Australia ·

2026/05/11

Earn 1.0 CPD here: https://quiz.ensombl.com/CPDC-26051100-302000010.25 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection 0.25 Professionalism and Ethics In this episode, Rocksy is joined by Stuart Jones, Managing Director, Senior Financial Planner and Mortgage Broker at Michael Roach Financial Solutions. They discuss his journey from accounting to advice, how the firm evolved from low-cost super and insurance consolidation into a growing,

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47:11

Reimagining Retirement: Advice, Conversations,...

Ensombl Advice Australia ·

2026/03/31

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26032704-241300010.25 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection In this first episode, Tanya is joined by Terry Dillon, Chief Executive Officer for Shadforth, and Ashton Jones, Director of Customer Innovation at MLC. They discuss how Innovative Retirement Income Solutions (IRIS) and related strategies - such as income layering, managing longevity and sequencing risk, and leveraging age

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44:58

Reimagining Retirement: Advice, Conversations,...

Ensombl Advice Australia ·

2026/03/31

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26032704-32100001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Professionalism and Ethics Tanya speaks with Renee Diver and Amber McGhie from Firefly Financial, and Erica Malliotis, Retirement Specialist at MLC Expand. They discuss how advisers can better explain and use IRIS lifetime income products - alongside account-based pensions and other strategies - to manage longevity, risk, Centrelink benefits, and estate-planning concerns so

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42:17

Reimagining Retirement: Advice, Conversations,...

Ensombl Advice Australia ·

2026/03/31

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26033103-18270001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection In this instalment, Tanya speaks with Harry Flaskas, Practice Principal at Atlas Wealth Advisory, and Ashton Jones, Director of Customer Innovation at MLC. They discuss how advisers can use retirement income philosophies, income layering, and innovative retirement income solutions (IRIS) alongside traditional products to manage

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60:05

Engine Room Podcast #84 - Justin O'Donoghue

Ensombl Advice Australia ·

2026/03/30

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-26032923-13100001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Professionalism and Ethics 0.25 Regulatory Compliance and Consumer Protection In this episode, Rocksy speaks with Justin O'Donoghue, Head of Advice Operations and Excellence at Ironbark. They discuss regional advice, outsourcing and offshore teams, technology and AI enablement, values-based client advice, and how to scale high-quality financial planning to tens of thousands

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42:01

Insurance Podcast #6 - Paul Milbourne

Ensombl Advice Australia ·

2026/03/29

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26032700-17180001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection In this episode, Ben speaks with Paul Milbourne, Business Protection and Life Insurance Specialist at Milbourne Insurance Solutions. They discuss how and why he left a large firm to build a profitable, referral-driven, risk-only advice business from scratch - covering his costs through upfront commissions, growing rapidly via

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