Explorez tous les épisodes du podcast Ensombl Advice Australia

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 insurance advice by leveraging technology, AI, and industry collaboration to improve efficiency, compliance, and client experience.

Brett Wright LinkedIn: https://www.linkedin.com/in/brett-wright-a9461430/
LifeBid Website: https://lifebid.com.au/

A world of community awaits you at Netwealth: https://ensombl.com/go/20250815

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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 supporting financially vulnerable Australians through community-driven initiatives.

Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/
Maddie Catlin LinkedIn: https://www.linkedin.com/in/maddie-catlin/
Future2 Foundation Website: https://future2foundation.org.au/

Know a grassroots program changing lives by building stronger financial futures? Future2’s Make the Difference! Grants offer up to $15,000 to help them go further. Nominations close 21 August 2025. Find out more and apply at https://future2foundation.org.au/grants/future2-make-the-difference-grants/

To learn more about Fidelity, visit their website at https://ensombl.com/go/20250814

Consider the PDS and TMD available at Fidelity.com.au and whether Fidelity products are suitable for you. FIL Responsible Entity (Australia) Limited ABN 33 148 059 009 AFSL 409340.

General Disclaimer – https://www.ensombl.com/disclaimer/

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 role of data quality in advice practices, and the challenges, solutions, and benefits for client experience, business growth, and security.

Nigel Baker LinkedIn: https://www.linkedin.com/in/nigel-baker-b25662/
Arch Capital Website: https://www.archcapital.com.au/
Scientiam Website: https://scientiam.com.au/
Stu Alsop LinkedIn: https://www.linkedin.com/in/stu-alsop-5505963b/
Paul Benson LinkedIn: https://www.linkedin.com/in/paulbensonaustralia/

This episode is proudly sponsored by Intelliflo: https://ensombl.com/go/20250813

General Disclaimer – https://www.ensombl.com/disclaimer/ 

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, client portals, and workflow automation — can transform advice businesses by improving efficiency, client experience, and business outcomes.

Adele Martin LinkedIn: https://www.linkedin.com/in/adelemartin/
Adele Martin Website: https://adelemartin.com/
Paul Benson LinkedIn: https://www.linkedin.com/in/paulbensonaustralia/

This episode is proudly sponsored by Intelliflo: https://ensombl.com/go/20250813

General Disclaimer – https://www.ensombl.com/disclaimer/ 

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, readiness, and effective dashboard tools are critical for maximising valuation and ensuring successful mergers and acquisitions in advice practices.

Mitch Ramsbotham LinkedIn: https://www.linkedin.com/in/mitchell-ramsbotham-04122812/
Coastal Advice Group Website: https://www.centralcoastfpg.com.au/
Stu Alsop LinkedIn: https://www.linkedin.com/in/stu-alsop-5505963b/
Paul Benson LinkedIn: https://www.linkedin.com/in/paulbensonaustralia/

This episode is proudly sponsored by Intelliflo: https://ensombl.com/go/20250813

General Disclaimer – https://www.ensombl.com/disclaimer/ 

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, and the importance of data readiness, operational efficiency, and strategic planning for maximizing business value and successful exits.

Andrew Rocks LinkedIn: https://www.linkedin.com/in/andrewrocks/
Lydian Financial Website: https://lydian.com.au/
Paul Benson LinkedIn: https://www.linkedin.com/in/paulbensonaustralia/

This episode is proudly sponsored by Intelliflo: https://ensombl.com/go/20250813

General Disclaimer – https://www.ensombl.com/disclaimer/ 

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 becomes paramount, managed accounts are increasingly valued for their ability to deliver scalable, tailored investment strategies—particularly for high-net-worth clients. Jacqui highlights emerging opportunities in private credit and thematic investments, while underscoring how managed accounts can simplify portfolio management, reduce client friction, and support consistent performance.

Jacqueline Fernley LinkedIn: https://www.linkedin.com/in/jacqueline-fernley-cfa-cew-member-gaicd-2a8845b/
James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/

Interested in SMAs, MDAs, or model portfolios? Contact nick.mitchell@masonstevens.com.au or visit https://ensombl.com/go/20250811/

General Disclaimer – https://www.ensombl.com/disclaimer/

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 highly personalised and efficient client experiences.

Jane Ridder LinkedIn: https://www.linkedin.com/in/janeridder/
Infocus Website: https://www.infocus.com.au/office/?location=infocus-sydney-st-leonards

A world of community awaits you at Netwealth: https://ensombl.com/go/20250808

General Disclaimer – https://www.ensombl.com/disclaimer/

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 for recruitment, marketing, and maintaining consistent client experience.

Mark O'Flynn LinkedIn: https://www.linkedin.com/in/mark-o-flynn-cfa-cfp-97134628/
Oxlade Financial Website: https://www.oxlade.com.au/

To learn more about Fidelity, visit their website at https://ensombl.com/go/20250807

Consider the PDS and TMD available at Fidelity.com.au and whether Fidelity products are suitable for you. FIL Responsible Entity (Australia) Limited ABN 33 148 059 009 AFSL 409340.

General Disclaimer – https://www.ensombl.com/disclaimer/

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 approach, and his evolving tech stack — including AI, CRM migrations, and client engagement tools — shaping the future of his practice.

Joe Stephan LinkedIn: https://www.linkedin.com/in/josephstephancfp/
Stephan Independent Advisory Website: https://siadvisory.com.au/
"It's Never About Money" Podcast: https://itsneveraboutmoney.com.au/

A world of community awaits you at Netwealth: https://ensombl.com/go/20250801

General Disclaimer – https://www.ensombl.com/disclaimer/

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 landscape of advice, including trends in technology, regulation, and professional development.

Joel Ronchi LinkedIn: https://www.linkedin.com/in/joel-ronchi/
Fourth Line Website: https://fourth-line.com.au/

To learn more about Paradino & Athena, view our Solutions Showcase on Ensombl here: https://app.ensombl.com/posts/solutions-showcase-paradino

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In this episode, Neil Rogan is joined by Alex Cousley, Strategist and Portfolio Manager at Russell Investments, to unpack the drivers of recent market movements, what Australia’s US beef import announcement signals about tariff diplomacy, and why the recent NVIDIA-China development could reshape strategic investment narratives. Alex also shares his outlook on interest rates, inflation, and the Australian dollar, providing a sharp, timely update for financial advisers navigating shifting macro conditions.

Neil Rogan LinkedIn: https://www.linkedin.com/in/roganneil/
Alexander Cousley LinkedIn: https://www.linkedin.com/in/alexander-cousley-cfa-a10b81109/
Russell Investments Website: https://russellinvestments.com/

Recognise real-world learning as CPD: https://ensombl.com/cpd/

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When the market noise is deafening, how do you help clients stay calm and focused? 

In this episode, host James Whelan speaks with Bhanu Singh (DFA Australia) and David Andrew (Capital Partners) about equipping clients to ride out volatility. From using 'fire-drill conversations' to build resilience, to rebalancing discipline, anchoring back to plans, and demystifying sensationalist headlines, this episode is packed with strategies for cutting through noise, managing behaviour, and helping clients stay focused and invested in portfolios that are built to withstand uncertainty.

Bhanu Singh LinkedIn: https://www.linkedin.com/in/bhanu-singh-5b09602/
David Andrew LinkedIn: https://www.linkedin.com/in/davidandrewfamilywealthadviser/
Capital Partners Website: https://capital-partners.com.au/
James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/

For more information on Dimensional reach out to our team or visit our website: https://ensombl.com/go/20250728/

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This week, Pat is joined by Leong Tang, Partner, Financial Adviser (CFP®) at Callaghans. They discuss the importance of process-driven technology adoption, leveraging tools like ClickUp and AI to enhance client service and operational efficiency.

Leong Tang LinkedIn: https://www.linkedin.com/in/chih-leong-tang-b393296a/
Callaghans Website: https://www.callaghans.com.au/
Pricing Guide: https://www.callaghans.com.au/pricing-guide/

A world of client data awaits you at Netwealth: https://ensombl.com/go/20250725

General Disclaimer – https://www.ensombl.com/disclaimer/

Marcus is an Associate Financial Adviser at Rising Tide Financial. He and James discuss his career transition from a family office investment professional to an adviser at Rising Tide, driven by a desire for personal fulfillment and helping clients align their financial strategies with their life goals.

Marcus Boadle LinkedIn: https://www.linkedin.com/in/marcus-boadle-b5a26a249/
Rising Tide Financial Website: https://risingtidefinancial.com.au/

To learn more about Paradino & Athena, view our Solutions Showcase on Ensombl here: https://app.ensombl.com/posts/solutions-showcase-paradino

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In this episode, Pat speaks with Stephen Handley, Founder and CEO at Fin365. They discuss the platform's evolution, focusing on Microsoft-powered technology solutions for advice firms, data-driven automation, AI integration, and the recent Qwrk acquisition to provide scalable tech consulting services.

Stephen Handley LinkedIn: https://www.linkedin.com/in/stephenhandley42/
Fin365 Website: https://fin365.com.au/
Form Fill Assist: https://www.linkedin.com/posts/stephenhandley42_fin365-dynamics365-copilot-activity-7331395742911111168-sMjj?utm_source=share&utm_medium=member_desktop&rcm=ACoAAC5K0ycBUeHjPGA9ok6tVgsSrW0CXeXCmC4

A world of client data awaits you at Netwealth: https://ensombl.com/go/20250718

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Natasha is a Financial Planning Assistant at Vista Financial Group. She shares her journey from working in Sri Lanka to pursuing her professional year at Vista Financial Group, driven by her passion for helping clients achieve their financial goals.

Natasha Warnakula LinkedIn: https://www.linkedin.com/in/natasha-warnakula-a24454268/
Vista Financial Group Website: https://www.vistafinancial.com.au/

To learn more about Paradino & Athena, view our Solutions Showcase on Ensombl here: https://app.ensombl.com/posts/solutions-showcase-paradino

General Disclaimer – https://www.ensombl.com/disclaimer/

This week, Pat is joined by Shehan Alwis and Tim Rogers from Adviceflo. They discuss how Adviceflo can transforms static advice documents into dynamic, interactive, and visually engaging presentations, making client communication more effective and accessible across various professional services.

Shehan Alwis LinkedIn: https://www.linkedin.com/in/shehanmarkalwis
Tim Rogers LinkedIn: https://www.linkedin.com/in/tim-rogers-23560119/
Adviceflo Website: https://adviceflo.com.au/

A world of client data awaits you at Netwealth: https://ensombl.com/go/20250711

General Disclaimer – https://www.ensombl.com/disclaimer/

What if everything you thought about risk was wrong? In this episode of the Ensombl lnvestment podcast, host James Whelan is joined by Dan Miles from Innova Asset Management to challenge the old obsession with volatility and offer a sharper, goals-based view of risk as it relates to a client's lifestyle. Together, they flip the script on risk, diving into longevity, sequencing risk, flawed profiling tools, and where AI fits (and where it doesn’t). Whether it’s constructing smarter portfolios or having better client conversations, this episode arms advisers with fresh - more client centric - ways to understand and assess risk.

Dan Miles LinkedIn: https://www.linkedin.com/in/dan-miles-b264358a/
James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/

Explore Innova's behavioural investing approach at https://ensombl.com/go/20250707/

General Disclaimer – https://www.ensombl.com/disclaimer/

This week, Pat is joined by Natallia Smith, Founder of TruWealth Advice. They discuss her tech stack focused on serving single women over 50, using user-friendly tools like Microsoft Dynamics, Fin 365, Typeform, and AI technologies to create an efficient, empathetic client experience.

Natallia Smith LinkedIn: https://www.linkedin.com/in/natalliasmith/
TruWealth Advice Website: https://www.truwealthadvice.com.au/
Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

A world of client data awaits you at Netwealth: https://ensombl.com/go/20250704

General Disclaimer – https://www.ensombl.com/disclaimer/

Hannah is an Associate Adviser at Stellar Wealth. She and James discuss her progress through the professional year, her role in client interactions, and her use of social media to educate and build her personal brand in the advice industry.

Hannah Elliott LinkedIn: https://www.linkedin.com/in/hannah-elliott-financialplanning/
Stellar Wealth Website: https://stellarwealth.com.au/

To learn more about Paradino & Athena, view our Solutions Showcase on Ensombl here: https://app.ensombl.com/posts/solutions-showcase-paradino

General Disclaimer – https://www.ensombl.com/disclaimer/

In this timely investment update, Neil Rogan chats with Russell Investments' Alexander Cousley, exploring the latest global market developments — from Middle East tensions and their muted impact on oil prices, to shifting recession risks across the US, China, and Australia. Together they unpack how consumer behaviour, central bank policy, and macro data are shaping the outlook, with insights on interest rates, currencies, and housing markets. A short, engaging conversation offering clear takeaways to help advisers navigate uncertainty and position portfolios with confidence.

Neil Rogan LinkedIn: https://www.linkedin.com/in/roganneil/
Alexander Cousley LinkedIn: https://www.linkedin.com/in/alexander-cousley-cfa-a10b81109/
Russell Investments Website: https://russellinvestments.com/

Recognise real-world learning as CPD: https://ensombl.com/cpd/

General Disclaimer – https://www.ensombl.com/disclaimer/

This week, Pat speaks with Alan FitzGerald, Founder & Fractional CTO at Practice Connections. They discuss the critical importance of strategic technology adoption, data management, and AI integration to help advice practices improve client experiences, staff productivity, and overall business performance.

Alan FitzGerald LinkedIn: https://www.linkedin.com/in/arfitzgerald/
Practice Connections Website: https://www.practiceconnections.com.au/
Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

A world of community awaits you at Netwealth: https://ensombl.com/go/20250627

Recognise real-world learning as CPD: https://ensombl.com/cpd/

General Disclaimer – https://www.ensombl.com/disclaimer/

Luke is the Director and Financial Adviser at Advice Loop. He and James discuss his journey from a dissatisfied corporate employee to building his practice, Advice Loop, focusing on organic growth, client-centric strategies, and continuous learning while navigating the challenges of the financial services industry.

Luke Dean LinkedIn: https://www.linkedin.com/in/ljdean/
Advice Loop Website: https://adviceloop.com.au/

To learn more about Paradino & Athena, view our Solutions Showcase on Ensombl here: https://app.ensombl.com/posts/solutions-showcase-paradino

Recognise real-world learning as CPD: https://ensombl.com/cpd/

General Disclaimer – https://www.ensombl.com/disclaimer/

Just as markets rebound, flaring geopolitical tensions once again set investors on edge, and in this Quarterly Market Update, host James Whelan is joined by Vern Du Preez (Orbis Investments) and Viola Private Wealth CIO Daniel Kelly to what’s been driving markets, and how portfolios are positioned to weather increased uncertainty. Through the lens of separating short-term noise from long-term conviction, our team shares insights on managing downside risk, where they see selective opportunities, and how advisers should frame client conversations. Whether you’re calming clients through market drawdowns or reinforcing the merits of your strategy, this episode helps advisers lead with clarity, confidence, and the discipline clients are looking for in unpredictable times.

Vern du Preez LinkedIn: https://www.linkedin.com/in/wernerdupreez/
Daniel Kelly LinkedIn: https://www.linkedin.com/in/daniel-kelly-cfa-b699b962/
Viola Private Wealth Website: https://www.violaprivatewealth.com.au/
Orbis Investments Disclaimer: https://ensombl.com/orbisdisclaimer/
James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/

Prepare your clients for a new investing dawn. Discover more: https://ensombl.com/go/20250623/

Recognise real-world learning as CPD: https://ensombl.com/cpd/

General Disclaimer – https://www.ensombl.com/disclaimer/

In this episode, Pat is joined by Paul Feeney, Founder of Otivo. Paul returns to the AdviceTech Podcast to discuss how Otivo aims to make personalised, actionable advice accessible to all Australians through innovative technology, AI-powered tools, and partnerships with financial institutions, helping to close the advice gap by providing affordable, compliant guidance.

Otivo Website: https://www.otivo.com/
Paul Feeney LinkedIn: https://www.linkedin.com/in/paul-feeney-0803031
Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

A world of community awaits you at Netwealth: https://ensombl.com/go/20250620

Recognise real-world learning as CPD: https://ensombl.com/cpd/

General Disclaimer – https://www.ensombl.com/disclaimer/

Chris is the Founder And Financial Planner at Glasshouse Wealth. He and James discuss his move from Victoria to Queensland, launching Glasshouse Wealth with a focus on white-collar professionals, using internally geared managed funds, and navigating the challenges and opportunities in advice while balancing personal and professional growth.

Chris Carlin LinkedIn: https://www.linkedin.com/in/chriscarlinfp/
Glasshouse Wealth Website: https://www.glasshousewealth.com.au/

To learn more about Paradino & Athena, view our Solutions Showcase on Ensombl here: https://app.ensombl.com/posts/solutions-showcase-paradino

Recognise real-world learning as CPD: https://ensombl.com/cpd/

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In this episode, Rocksy is joined by Nathan Jacobsen, Chief Executive Officer at VBP. He shares his journey from military leadership to becoming CEO of VBP, and discusses the importance of technology, outsourcing, and innovation in transforming advice practices.

Nathan Jacobsen LinkedIn: https://www.linkedin.com/in/jacobsennathan/
VBP Website: https://www.vbp.au/
Automation Anywhere Website: https://www.automationanywhere.com/

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20250617

Recognise real-world learning as CPD: https://ensombl.com/cpd/

General Disclaimer – https://www.ensombl.com/disclaimer/

This week, Pat is joined by Nick Topham, Founder of ProductRex. They discuss the platform's latest innovations, new features and benefits, the SMA Reporting Standard, AI integration, and a commitment to solving real problems for advisers by creating user-first, time-saving solutions.

Nick Topham LinkedIn: https://www.linkedin.com/in/nicktopham/
ProductRex Website: https://www.productrex.com.au/
Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

A world of community awaits you at Netwealth: https://ensombl.com/go/20250613

Recognise real-world learning as CPD: https://ensombl.com/cpd/

General Disclaimer – https://www.ensombl.com/disclaimer/

John is the Founder and Strategic Wealth Adviser at Thriving Wealth. John recently won FAAA Adviser of the Year, and he and James discuss his journey with Thriving Wealth, his strategic approach to advice, the rigorous award application process, and his focus on mentoring and developing his team to become top advisers.

Thriving Wealth Website: https://www.thrivingwealth.com.au/
John Cachia LinkedIn: https://www.linkedin.com/in/johncachia-moneywealthadviser/
Cash Talk Podcast: https://podcasts.apple.com/au/podcast/cash-talk/id1588800107

To learn more about Paradino & Athena, view our Solutions Showcase on Ensombl here: https://app.ensombl.com/posts/solutions-showcase-paradino

Recognise real-world learning as CPD: https://ensombl.com/cpd/

General Disclaimer – https://www.ensombl.com/disclaimer/

This week, Pat speaks with Stuart Riddle, Co-Founder of Claras.ai. They discuss how Claris.ai has evolved from a simple file note tool to a comprehensive workflow engine that helps advisers streamline their practice, improve client experiences, and reclaim their weekends through advanced AI-powered document generation, meeting preparation, and integration capabilities.

Stuart Riddle LinkedIn: https://www.linkedin.com/in/stuartriddle/
Knkt Interactive Website: https://www.knkt.com.au/
Claras Website: https://claras.ai/
Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

A world of community awaits you at Netwealth: https://ensombl.com/go/20250606

Recognise real-world learning as CPD: https://ensombl.com/cpd/

General Disclaimer – https://www.ensombl.com/disclaimer/

Felipe is the Chief Executive Officer at Generation Life. He and James discuss the tax advantages, flexibility, and strategic uses of investment bonds across different client demographics, and how they can complement superannuation and provide effective wealth transfer and estate planning solutions.

Felipe Araujo LinkedIn: https://www.linkedin.com/in/felipe-araujo-3952903a/
Generation Life Website: https://genlife.com.au/

To learn more about Paradino & Athena, view our Solutions Showcase on Ensombl here: https://app.ensombl.com/posts/solutions-showcase-paradino

Recognise real-world learning as CPD: https://ensombl.com/cpd/

General Disclaimer – https://www.ensombl.com/disclaimer/

This week, Pat is joined by Greta Menzies, Founder and CEO at My Databoss. They discuss how My Databoss is helping businesses of all sizes, from large enterprises to SMEs, automate compliance, streamline onboarding and build digital trust with their clients without sacrificing on user experience.

Greta Menzies LinkedIn: https://www.linkedin.com/in/greta-menzies-ba1b4338/
My Databoss Website: https://mydataboss.com/
Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

A world of client data awaits you at Netwealth: https://ensombl.com/go/20250530

Recognise real-world learning as CPD: https://ensombl.com/cpd/

General Disclaimer – https://www.ensombl.com/disclaimer/

This week, Clayton is joined by Naz Pochynok and Julien Renard from ASO Wealth. They discuss their journey as self-licensed advisers, focusing on their evolving approach to client advice, property investment strategies, technological challenges, and the importance of building trust and genuine relationships in the financial services industry.

Naz Pochynok LinkedIn: https://www.linkedin.com/in/nazar-pochynok-45739536/ 
Julien Renard LinkedIn: https://www.linkedin.com/in/julien-renard-604a65114/ 
ASO Wealth Website: https://asowealth.au/

To learn more about how partnering with Aware Super can support you and your clients, follow us on LinkedIn or visit https://ensombl.com/go/20250529

Recognise real-world learning as CPD: https://ensombl.com/cpd/

General Disclaimer – https://www.ensombl.com/disclaimer/

In this episode, Pat is joined by Ray Tubman, CEO of HeirWealth. He describes how he created HeirWealth as a comprehensive digital platform to help families manage, track, and share their wealth across generations, with innovative features like AI-powered document processing, granular privacy controls, and a focus on both monetary and sentimental assets.

Ray Tubman LinkedIn: https://www.linkedin.com/in/ray-tubman-550aab6/
HeirWealth Website: https://www.heirwealth.com/
Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

A world of client data awaits you at Netwealth: https://ensombl.com/go/20250523

Recognise real-world learning as CPD: https://ensombl.com/cpd/

General Disclaimer – https://www.ensombl.com/disclaimer/

Nicola is the Managing Principal and Founder at White Rabbit Advisory. She and James discuss her first two months launching White Rabbit Advisory, focusing on her strategic approach to advice for clients experiencing significant life changes, the challenges of starting a business, and her process of building a supportive team and efficient workflows.

Nicola Beswick LinkedIn: https://www.linkedin.com/in/nicola-beswick-financialplanner/
White Rabbit Advisory Website: https://www.whiterabbitadvisory.com.au/

To learn more about how partnering with Aware Super can support you and your clients, follow us on LinkedIn or visit https://ensombl.com/go/20250522

Recognise real-world learning as CPD: https://ensombl.com/cpd/

General Disclaimer – https://www.ensombl.com/disclaimer/

In this first episode, Tanya is joined by Ryan Watson, Founder and CEO at Tribeca Financial. They discuss the importance of creating generational wealth through client-centric, emotionally intelligent financial advice that focuses on understanding clients' personal goals, building trust, and facilitating meaningful conversations about legacy and wealth transfer.

Ryan Watson LinkedIn: https://www.linkedin.com/in/r-watson/
Tribeca Financial Website: https://www.tribecafinancial.com.au/

For more information, follow Generation Life on LinkedIn: https://ensombl.com/go/20250514

Recognise real-world learning as CPD: https://ensombl.com/cpd/

General Disclaimer – https://www.ensombl.com/disclaimer/

In this episode, Tanya speaks with Gianna Thomson, Principal Adviser at Thomson Wealth. They discuss the critical importance of comprehensive estate planning, and how advisers can help clients create generational wealth through facilitating detailed conversations, understanding family dynamics, and proactively addressing potential complexities in wealth transfer.

Gianna Thomson LinkedIn: https://www.linkedin.com/in/giannathomson/
Thomson Wealth Website: https://www.thomsonwealth.com.au/

For more information, follow Generation Life on LinkedIn: https://ensombl.com/go/20250514

Recognise real-world learning as CPD: https://ensombl.com/cpd/

General Disclaimer – https://www.ensombl.com/disclaimer/

In this final episode, Tanya is joined by Felipe Araujo, Chief Executive Officer at Generation Life. They explore the complexities of generational wealth transfer in Australia, and the critical role of advisers in helping families navigate estate planning, tax efficiency, and the strategic use of investment bonds to preserve and grow wealth across generations.

Felipe Araujo LinkedIn: https://www.linkedin.com/in/felipe-araujo-3952903a/
Not Tomorrow's Problem: https://genlife.com.au/not-tomorrows-problem

For more information, follow Generation Life on LinkedIn: https://ensombl.com/go/20250514

Recognise real-world learning as CPD: https://ensombl.com/cpd/

General Disclaimer – https://www.ensombl.com/disclaimer/

In this episode, Pat is joined once again by Luke Modlmayr, Account Executive at Workato. They discuss the transformative potential of AI and automation across various business processes, highlighting how low-code integration platforms can streamline workflows, improve efficiency, and enable organisations to leverage emerging technologies like agentic AI to solve complex business challenges.

Luke Modlmayr LinkedIn: https://www.linkedin.com/in/lmodlmayr/
Workato Website: https://www.workato.com/
Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

A world of client data awaits you at Netwealth: https://ensombl.com/go/20250516

Recognise real-world learning as CPD: https://ensombl.com/cpd/

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Daniel is a Business Development Manager at HeirWealth. He and James discuss how HeirWealth helps families centralise their financial assets, documents, and sentimental stories across generations, aiming to solve wealth transfer challenges and deepen adviser-client relationships through a comprehensive digital wealth management solution.

Daniel Tubman LinkedIn: https://www.linkedin.com/in/daniel-tubman-2a190a193/
HeirWealth Website: https://www.heirwealth.com/

To learn more about how partnering with Aware Super can support you and your clients, follow us on LinkedIn or visit https://ensombl.com/go/20250515

Recognise real-world learning as CPD: https://ensombl.com/cpd/

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This week, Pat speaks with Nick Downey, Technology Manager at Direct Wealth. Nick discusses Direct Wealth's strategic approach to technology and AI, focusing on building a custom file noting solution called Meeting Ally that aims to improve efficiency and capacity for advisers by creating an intelligent "ally" that streamlines the advice production process.

Nick Downey LinkedIn: https://www.linkedin.com/in/nick-downey-53279559/
Direct Wealth Website: https://directwealth.com.au/

A world of client data awaits you at Netwealth: https://ensombl.com/go/20250509

Recognise real-world learning as CPD: https://ensombl.com/cpd/

General Disclaimer – https://www.ensombl.com/disclaimer/

Trish is a Financial Adviser - Insurance Specialist at Hayes & Co Insurance Services. She shares her journey from holistic advice to becoming an insurance-only adviser, her career transition, passion for helping clients, and future plans to potentially start her own practice.

Trish Gregory LinkedIn: https://www.linkedin.com/in/trish-gregory-finance/
Hayes & Co Insurance Services Website: https://hcis.com.au/
Trish's Previous Episode: https://ensombl.com/podcasts/402/

To learn more about how partnering with Aware Super can support you and your clients, follow us on LinkedIn or visit https://ensombl.com/go/20250508

Recognise real-world learning as CPD: https://ensombl.com/cpd/

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In this first episode, James is joined by Tyson Jonas, Managing Director at Jonas Wealth Management. They explore infrastructure investing, covering its definition, types, performance across market cycles, defensive qualities, risks, emerging areas like AI data centers, and its potential role in diversified investment portfolios as a stable, inflation-linked asset class.

Tyson Jonas LinkedIn: https://www.linkedin.com/in/tyson-jonas-7b4387102/
Jonas Wealth Management Website: https://www.jonaswm.com/

To learn more about how partnering with Aware Super can support you and your clients, follow us on LinkedIn or visit https://ensombl.com/go/20250507

Recognise real-world learning as CPD: https://ensombl.com/cpd/

General Disclaimer – https://www.ensombl.com/disclaimer/ 

In this episode, James speaks with Simon Warner, Head of Portfolio Management at Aware Super. They discuss how infrastructure investing has evolved from traditional utilities to a diverse asset class spanning digital networks, renewable energy, and registries, offering stable long-term returns with varying risk profiles across different sectors and geographies.

Simon Warner LinkedIn: https://www.linkedin.com/in/simonpwarner/
Aware Super Website: https://awareinvestments.aware.com.au/

To learn more about how partnering with Aware Super can support you and your clients, follow us on LinkedIn or visit https://ensombl.com/go/20250507

Recognise real-world learning as CPD: https://ensombl.com/cpd/

General Disclaimer – https://www.ensombl.com/disclaimer/ 

In this final episode, Tyson Jonas talks to Leong Tang, Partner and Financial Adviser at Callaghans Accountants. They talk about how infrastructure investments offer stable, inflation-linked returns across essential services like transportation, utilities, and digital networks, providing diversification and long-term growth potential in both domestic and international markets.

Leong Tang LinkedIn: https://www.linkedin.com/in/chih-leong-tang-b393296a/
Callaghans Accountants Website: https://www.callaghans.com.au/

To learn more about how partnering with Aware Super can support you and your clients, follow us on LinkedIn or visit https://ensombl.com/go/20250507

Recognise real-world learning as CPD: https://ensombl.com/cpd/

General Disclaimer – https://www.ensombl.com/disclaimer/ 

In this episode, Rocksy is joined by Andrew Debono, Principal Adviser and Director at Peak Wealth Management. He shares his journey from a young financial planner in 2014 to building a successful practice targeting high-income professionals, focusing on comprehensive financial advice, strategic risk management, and continuous business evolution.

Andrew Debono LinkedIn: https://www.linkedin.com/in/andrewdebono/
Peak Wealth Management Website: https://peakwm.com.au/
Rich Dad Poor Dad: https://www.richdad.com/
Response for Life Website: https://responseforlife.org.au/

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20250506

Recognise real-world learning as CPD: https://ensombl.com/cpd/

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In this episode, Pat speaks with Amy Hatch, Technology Delivery Manager at Oreana Partnerships. They discuss the evolution of advicetech stacks, and the shift from monolithic systems to modular, flexible approaches that leverage technology to improve client experiences, business efficiency, and overall practice performance.

Amy Hatch LinkedIn: https://www.linkedin.com/in/amy-hatch-consultant/
Oreana Partnerships Website: https://oreanapartnerships.com.au/
Netwealth Innovation Toolkit: https://www.netwealth.com.au/web/insights/netwealth-innovation-toolkit/

A world of client data awaits you at Netwealth: https://ensombl.com/go/20250502

Recognise real-world learning as CPD: https://ensombl.com/cpd/

General Disclaimer – https://www.ensombl.com/disclaimer/

This week, James is joined by Marlon Disanayake, a former financial adviser turned consultant at Capgemini. They discuss the evolution of advice, the challenges of digital transformation, and the importance of maintaining authentic client relationships in an increasingly technology-driven industry.

Marlon Disanayake LinkedIn: https://www.linkedin.com/in/marlon-disanayake-14177316a/
Capgemini Invent Website: https://www.capgemini.com/about-us/who-we-are/our-brands/capgemini-invent/

To learn more about how partnering with Aware Super can support you and your clients, follow us on LinkedIn or visit https://ensombl.com/go/20250501

Recognise real-world learning as CPD: https://ensombl.com/cpd/

General Disclaimer – https://www.ensombl.com/disclaimer/ 

In this episode, Rocksy speaks with Warrick Hanley, Principal Adviser at Fitzpatricks Advice Partners. Warrick shares his journey of building a successful multi-state financial planning practice focused on business owners, team development, client relationships, and a collaborative approach to professional growth.

Warrick Hanley LinkedIn: https://www.linkedin.com/in/warrickhanley/
Fitzpatricks Website: https://fitz.com.au/

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20250429

Recognise real-world learning as CPD: https://ensombl.com/cpd/

General Disclaimer – https://www.ensombl.com/disclaimer/