Ensombl Advice Australia

Lisa is a Financial Adviser at Roberts Financial Foundation. She and James discuss her efforts to establish an educational platform to serve the Indigenous community, and the challenges and opportuni…

This week, Pat is joined by Matt Heine, CEO and Managing Director at Netwealth. They discuss Netwealth's use of AI and technology, including efficiency gains from tools like Copilot, digital engageme…

Steven is a Director and Recruitment Specialist at Advance Recruitment Partners. He and James discuss the challenges and strategies in recruiting and retaining talent in the advice industry, the impa…

In this episode, Pat talks with Dina Evans, Director at Filenote.ai. They discuss the key features and benefits of Filenote.ai, which uses AI to automatically generate file notes, client summary emai…

Philip is the Founder of Humans and Money. He and Clayton discuss the concept of quantifying the qualitative aspects of financial advice, such as client emotional states and motivations, in order to …

In this episode, Pat is joined by Stefan D'Alessandro, Co-founder at Caelus Labs. They discuss the development of Stefan's AI-focused businesses, his approach to AI adoption and integration, and his …

In this episode, James speaks with Lee Forde from Plan to Plan Financial Planning. Lee discusses his extensive experience in the financial planning industry, the challenges he has faced due to regula…

This week, Pat speaks with Rohan Berry, Head of Xeppo. They discuss Xeppo's core capabilities in aggregating and harmonising data from various systems, enabling better reporting and client insights.

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Jane is a Partner and Principal Adviser at Minchin Moore Private Wealth Advisers. She and Clayton discuss her diverse career journey in financial planning, the challenges and lessons she has learned,…

In this episode, Patrick is joined by Jessica Goodall and Doug Morris from Sharesight. They cover Sharesight's origins, features, use cases for investors and advisers, data capabilities, and future r…

Manisha is a Financial Adviser at Ultimum Financial. She and James discuss her journey from Kenya to Australia, her commitment to continuous learning and personal growth, and her holistic approach to…

To kick off 2025, Rocksy is joined by Mike Way. Mike recently joined AMP’s North business, where he is focused on strategy, transformation, and supporting financial advice practices through initiativ…

In this episode, host James Whelan discusses the outlook for Australian equities with Christian Guerra of First Sentier Investors and Morningstar’s Lachlan Holloway. With uncertainty over the domesti…

In this episode, Pat speaks with Dylan O'Brien, Founder at BePrepared, a digital safe custody solution for managing clients' digital assets and estate planning. They discuss the platform's features, …

In this week's episode, Clayton is joined by Chief Opposition Whip Bert van Manen. They discuss his bill aimed at simplifying the financial advice process, addressing the inefficiencies and high cost…

Matt is the Managing Director at Rising Tide Financial Services. He and Rocksy discuss how he built his practice, the impact of the GFC, the evolution of the business, the importance of team culture …

In this episode, Pat is joined by Dipal Khatri and Aron Satchell from Advice Designer. They take a look at the all-in-one cloud platform, their approach to incorporating AI and ensuring cyber securit…

Rob is a Senior Financial Advisor at Consortium Private Wealth. He and James discuss his approach to direct investment management, the challenges and benefits of this model, Consortium's marketing ef…

Adam is the Founder and Managing Director at QuarterFive Family Wealth. He and Rocksy explore his journey into financial planning, the importance of trust and relationships, holistic wealth managemen…

This week, Pat is joined by Clinton Cunningham, CEO at AdviseWell. They take a look at AdviseWell, the AI-powered platform that aims to revolutionise financial advice practices by providing virtual b…