Ensombl Advice Australia – Details, episodes & analysis

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-26021201-15270001 0.25 Technical Competence 0.25 Professionalism and Ethics 0.25 Regulatory Compliance and Consumer Protection 0.25 Client Care and Practice In this week's episode, Pat speaks with Clinton Cunningham, CEO at AdviseWell. They discuss how AI is rapidly evolving from simple file-note tools into agentic, end‑to‑end “intelligence layers” that orchestrate advice workflows across tech stacks, what large US/UK firms are doing, and how advisers can practically experiment with and adopt these tools in 2026. Clinton Cunningham LinkedIn: https://www.linkedin.com/in/clintoncunningham/ AdviseWell Website: https://www.advisewell.co/ Previous Episode: https://ensombl.com/podcasts/advicetech111/ Between Meetings with Matt Heine – Discover a podcast for wealth professionals: https://ensombl.com/go/20260213 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26021004-09270001 0.25 Technical Competence 0.25 Client Care and Practice 0.25 Regulatory Compliance and Consumer Protection Cathy is a Financial Adviser at Pollock Financial Planning. She and James discuss her career change from medical indemnity BDM to financial advice, her education journey and COVID-era licensing challenges, and her current role at Pollock Financial working within a shared-client, retiree-focused advice model that emphasises collaboration and current tech to support scalable, consistent client service. Cathy Kayess LinkedIn: https://www.linkedin.com/in/cathykayess/ Pollock Financial Planning Website: https://www.pollockfinancialplanning.com.au/ For a simpler, faster way to write risk visit https://ensombl.com/go/20260212 General Disclaimer – https://www.ensombl.com/disclaimer/

In this episode, Neil Rogan is joined by Alex Cousley from Russell Investments. Alex gives his insights into the 2026 economic outlook - covering interest rates, global growth trends, and market prospects in Australia, the US, and China. 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/ 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/

On today's episode, Ben chats to Brett Evans - expert Adviser to Aussie Expats - all the way from Dubai (AKA the Sandpit) on building his company Atlas Wealth Management and how he's streamlining his processes and efficiencies to scale up and service the increasing demand for expat advice.

Episode resources:

Brett Evans' LinkedIn - https://www.linkedin.com/in/brettaevans22/

Atlas Wealth Management website - https://atlaswealth.com/

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

This podcast is brought to you by FE Analytics (https://www.financialexpress.net/), a powerful and award-winning tool combining comprehensive fund data with market-leading analysis. FE Analytics believes an actively managed and transparent investment strategy can help Advisers add significant value to their clients' investments.

We're proud to partner with FE Analytics who supports the XY Community driving the positive evolution of financial advice.

Today's episode is the last in the PLAN part of this series, with Ben chatting to Vince Scully - founder and chief Sherpa of Life Sherpa - who's been in and around the industry for over three decades. Vince explains what went into the planning phase of his company and how he grew it to the success it is now.

Episode resources:
Vince Scully LinkedIn - https://www.linkedin.com/in/vincescully/
Life Sherpa website - https://lifesherpa.com.au/

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

This podcast is brought to you by Virtual Business Partners (https://www.virtualbusinesspartners.com.au), an offshore outsourcing solution designed for Financial Services businesses to improve back office operations, reduce costs and help change how financial advice is delivered in Australia.

We're proud to partner with Virtual Business Partners who is working to create progressive change within the advice industry and help drive the positive evolution of financial advice.

We're interrupting our Plan, Product, Profit series to bring you a special one off episode which is less about how to become an awesome adviser and more about - potentially - one of the biggest stories in Financial Advice right now. We're talking about Terry McMaster and the collapse of Dover.

Here's just some of the questions Clayton has for Terry:

7:10 - Why are you so controversial, even as an individual, in Financial Services?

11:32 - Why do you think Dover was high on ASIC's radar?

22:20 - What led to you being called to the stand at the Royal Commission?

38:00 - Why did Dover pick up the tagline 'the licensee of last resort' and what is your response to this?

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

This podcast is brought to you by Virtual Business Partners (https://www.virtualbusinesspartners.com.au), an offshore outsourcing solution designed for Financial Services businesses to improve back office operations, reduce costs and help change how financial advice is delivered in Australia.

We're proud to partner with Virtual Business Partners who is working to create progressive change within the advice industry and help drive the positive evolution of financial advice.

On today's episode, Ben chats with Rachel O'Connor – Adviser and mum to two young boys who started her own advice business Flourix Wealth just three months ago. So how does Rachel juggle two toddlers and a brand-new business and what were the non-negotiables she decided on before taking the leap into self-employed life?

Episode Resources:

Rachel O'Connor LinkedIn - https://www.linkedin.com/in/rachel-o-connor-65b6a595/
Flourix Website - https://flourix.com.au/

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

This podcast is brought to you by Virtual Business Partners (https://www.virtualbusinesspartners.com.au), an offshore outsourcing solution designed for Financial Services businesses to improve back office operation, reduce costs and help change how financial advice is delivered in Australia.

We're proud to partner with Virtual Business Partners who is working to create progressive change within the advice industry and help drive the positive evolution of financial advice.

On today's episode, we're continuing the conversation on how to nail the planning phase of an awesome advice business. We've brought in XY legend and gun adviser James Millard to share the Sufficient Funds story and give us the low down on the following:

-What do you charge for your initial meeting?

-What does your ideal client look like?

-How you transitioned from the corporate world into being a self-employed adviser

-How did you approach the planning phase of your business?

-plus plenty more…

Episode Resources:

James Millard LinkedIn - https://www.linkedin.com/in/jamesmillard1/
Sufficient Fundz Blog - http://www.sufficientfundz.com/

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

This podcast is brought to you by Virtual Business Partners (https://www.virtualbusinesspartners.com.au), an offshore outsourcing solution designed for Financial Services businesses to improve back office operation, reduce costs and help change how financial advice is delivered in Australia.

We're proud to partner with Virtual Business Partners who is working to create progressive change within the advice industry and help drive the positive evolution of financial advice.

What makes a great financial advice offering and how do you build a thriving business? We've distilled it down to three key elements which we believe you need to get right to see any level of success. We call it the three P's: Plan, Product, Profit.

In episode #2 of our new podcast series, Ben Nash sits down with Andrew Debono – the principal Adviser and Director behind brand new business Peak Wealth Management – to unpack the exact steps Andrew took during the planning phase of setting up his business.

Episode Resources:

Peak Wealth Management - https://www.peakwm.com.au/
Andrew Debono LinkedIn - https://www.linkedin.com/in/andrewdebono/

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

This podcast is brought to you by Virtual Business Partners (https://www.virtualbusinesspartners.com.au), an offshore outsourcing solution designed for Financial Services businesses to improve back office operation, reduce costs and help change how financial advice is delivered in Australia.

We're proud to partner with Virtual Business Partners who is working to create progressive change within the advice industry and help drive the positive evolution of financial advice.