Ensombl Advice Australia

This week, Pat speaks with Jordan Vickery, Co-Founder at Vinyl. They discuss the development, features, integrations, and future roadmap of Vinyl, an AI meeting assistant designed for accountants and…

Aayush is a Financial Adviser at Frost Financial Planning. He and James discuss his journey from international student to adviser in Darwin, his experiences as a migrant, his professional growth, com…

This week, Rocksy speaks with Elliot Watson, Managing Partner at Watson Wealth. They discuss the evolution, operations, team culture, and future growth plans of his diversified planning practice, alo…

This week, Pat is joined by Tim Reid, Founder at AdviceOps. They discuss how technology, automation, and AI are transforming advice businesses by streamlining workflows, integrating CRMs, and enablin…

Rob is an Associate Director and Senior Financial Advisor at Acuity Wealth. He and James discuss his career journey, the growth and client focus of Acuity Wealth, financial planning strategies for hi…

In this episode, Rocksy is joined by David Carney, Executive Director and Former CEO at VBP. They discuss his journey from planner to business leader, and his lessons in business growth, outsourcing,…

In this episode, Pat speaks with Kate Fellows, Founder of tap'd (the Advice Professionals' Directory). They discuss the platform's mission to connect advisers with service providers, enhance efficien…

Dean is a Senior Advice Assistant (PY) at Clarity Wealth. He and James discuss his transition from HR and operations into financial advice, and what advice he has for others considering a similar pat…

In this episode, Rocksy speaks with Mitch Ramsbotham, Head of Growth and Strategy at Coastal Advice Group. Mitch discusses the rapid growth, strategic evolution, and operational transformation of Coa…

This week, Pat is joined by Brett Wright, Founder at LifeBid. They discuss the development and impact of LifeBid, a next-generation digital platform designed to streamline and modernise life insuranc…

This week, James is joined by Ben Marshan and Maddie Catlin from the Future2 Foundation. They discuss the Foundation's mission, grant programs, fundraising efforts, and the impact of their work in su…

In this first instalment, Paul talks with Nigel Baker, Managing Director at Arch Capital and Founder of Scientiam and Stu Alsop, Director of Sales at Intelliflo Australia. They explore the critical r…

Paul speaks with Adele Martin, Certified Financial Planner, founder of My Money Buddy and The Savings Squad podcast. They discuss how leveraging high-quality data and modern technology — such as AI, …

In this episode, Paul is joined by Mitch Ramsbotham, Head of Growth and Strategy at Coastal Advice Group and Stu Alsop, Director of Sales at Intelliflo Australia. They discuss how data quality, readi…

In this final episode, Paul is joined by Andrew Rocks, Co-Founder at Lydian Financial and Host of Ensombl's Engine Room Podcast. Rocksy discusses his experience selling a financial planning practice,…

Mason Stevens’ CIO Jacqui Fernley joins host James Whelan to explore the evolution of managed accounts and managed discretionary accounts for advisers. As market volatility rises and efficiency becom…

In this episode, Pat speaks with Jane Ridder, Financial Adviser and Mortgage Broker at Infocus. They discuss how her advice business leverages AI, automation, and an integrated tech stack to deliver …

This week, James is joined by Mark and Emma O'Flynn from Oxlade Financial. They discuss the rapid growth, team structure, and boutique culture of their independent advisory firm, and their strategies…

In this episode, Pat is joined by Joe Stephan, Financial Adviser and Director at Stephan Independent Advisory, and Host of the "It's Never About Money" podcast. They discuss Joe's client-focused appr…

Joel is CEO and Head of Enterprise Sales at Fourth Line. He and James discuss his work with Fourth Line, a compliance monitoring platform, his exam preparation program for advisers, and the evolving …