Explore every episode of the podcast Ensombl Advice Australia

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25121122-27180001 0.50 Professionalism and Ethics 0.25 Technical Competence This week, Pat is joined by Steven Goh, Co-Founder at FAYBL. They discuss his experience in fintech and how FAYBL's agentic AI aims to transform advice workflows, improve efficiency, and enhance adviser-client relationships while maintaining the importance of human oversight. Steven Goh LinkedIn: https://www.linkedin.com/in/stevengoh/ FAYBL Website: https://www.faybl.com/ A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20251212 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25121000-36070001 0.25 Technical Competence 0.50 Client Care and Practice Stuart is a Financial Adviser at Verse Wealth. He and James discuss Verse’s structured client experience, their use of tech, the firm’s team-based culture and growth, Stuart’s path from associate to adviser, and how he’s building his client base while shaping the next stage of his career. Stuart Ruddick LinkedIn: https://www.linkedin.com/in/stuartruddick/ Verse Wealth Website: https://www.versewealth.com.au/ Help us make a difference for Australians in need today. Visit Future2 Foundation to find out more: https://ensombl.com/go/20251211 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-25120723-44340001 0.25 Technical Competence 0.25 Client Care and Practice 0.50 Regulatory Compliance & Consumer Protection In this episode, Rocksy is joined by Conaill Keniry, Managing Director, Responsible Manager at Cobalt Advisers. He shares his journey from starting his own license to building a community-focused, adaptable licensee that prioritises adviser support, culture, networking, and real-world business solutions in the evolving advice industry. Conaill Keniry LinkedIn: https://www.linkedin.com/in/conaill-keniry-b8022a14 Cobalt Advisers Website: https://cobaltadvisers.com.au/ Beryllium Advisers Website: https://berylliumadvisers.com.au/ What If Advice Website: https://whatifadvice.com.au/ The Adviser Games: https://www.theadvisergames.com.au/ Explore the road less travelled at https://ensombl.com/go/20251209 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25120501-46150001 0.25 Client Care & Practice 0.50 Technical Competence As retirees face more complex income needs, host Amie Baker is joined by David Hutchison (AMP) and Kane Hansen (True North Lifestyle) to explore how advisers can build resilient, client-focused retirement portfolios. They break down risk profiling, income-stream design, and the shift toward managed accounts - highlighting North’s bespoke solutions and the role of defensive assets in managing sequencing risk. The conversation also covers lifetime products for Centrelink advantages and why early planning is essential for stronger retirement outcomes. Amie Baker LinkedIn: https://www.linkedin.com/in/amie-baker-10975828/ David Hutchison LinkedIn: https://www.linkedin.com/in/davidkhutchison/ Kane Hansen LinkedIn: https://www.linkedin.com/in/kanehansen/ True North Lifestyle Website: https://www.truenorthlifestyle.com.au/ Become a MyNorth Lifetime Master: https://www.northonline.com.au/adviser/insights/become-a-mynorth-lifetime-master Find out more about North’s high-quality investment options: https://ensombl.com/go/20251208 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25120201-51390001 0.25 Client Care & Practice 0.25 Professionalism and Ethics 0.25 Technical Competence This week, Pat is joined by Peter Worn, Joint-MD at Finura Group. They discuss Finura Group's evolution, practical AI applications in advicetech, the development and success of Advice Designer, strategic industry partnerships, and plans for future platform enhancements and integrations. Peter Worn LinkedIn: https://www.linkedin.com/in/peterworn/ Finura Group Website: https://finuragroup.com/ Advice Designer Website: https://www.advicedesigner.com/ Disrupting the first reported AI-orchestrated cyber espionage campaign Article: https://www.anthropic.com/news/disrupting-AI-espionage The WealthTech Insider Podcast: https://finuragroup.com/podcast/ A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20251205 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25120223-22240001 0.25 Technical Competence 0.25 Client Care and Practice 0.25 Professionalism and Ethics Matt is the Managing Director at Rising Tide Financial Services. He and James discuss his transition from adviser to managing director at Rising Tide, the business's journey toward holistic advice, team development, client handovers, and ongoing plans for strengthening their specialised services. Matt Hale LinkedIn: https://www.linkedin.com/in/matthalert/ Rising Tide Website: https://risingtidefinancial.com.au/ Help us make a difference for Australians in need today. Visit Future2 Foundation to find out more: https://ensombl.com/go/20251204 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.25 CPD here: https://quiz.ensombl.com/ENSO-25112722-17460001 0.25 Client Care and Practice In this episode, Neil is joined by Alexander Cousley and Samantha Foster from Russell Investments. They discuss their new Private Market Managed Account for retail investors, its portfolio construction, manager selection, liquidity features, and upcoming platform launch in Australia. Neil Rogan LinkedIn: https://www.linkedin.com/in/roganneil/ Alexander Cousley LinkedIn: https://www.linkedin.com/in/alexander-cousley-cfa-a10b81109/ Samantha Foster LinkedIn: https://www.linkedin.com/in/samanthafoster/ Russell Investments Website: https://russellinvestments.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25112623-46520001 0.50 Client Care & Practice 0.25 Technical Competence This week, Pat speaks with Allan Whatmore, Founder and CEO at GSA. He discusses how GSA uses AI-driven systems and tailored content to automate, nurture, and optimise client acquisition for advisers and professional services firms. Allan Whatmore LinkedIn: https://www.linkedin.com/in/allanwhatmore/ GSA Website: https://www.growthstudioagency.com/ A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20251128 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.50 CPD here: https://quiz.ensombl.com/ENSO-25112523-24230001 0.25 Client Care and Practice 0.25 Professionalism and Ethics Paul is a Financial Adviser at First Financial. He reflects on his career progression from aspiring adviser to part-owner at First Financial, the evolution of client relationships, mentorship, and professional development within both small and large practices. Paul Cupic LinkedIn: https://www.linkedin.com/in/paul-cupic-a86054127 First Financial Website: https://firstfinancial.com.au/ Help us make a difference for Australians in need today. Visit Future2 Foundation to find out more: https://ensombl.com/go/20251127 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25112100-42360001 0.25 Client Care & Practice 0.50 Technical Competence In this first episode, Brendon Vade speaks with Slava Platkov, Senior Investment Director and Vice President at Dimensional Fund Advisors, and David Price, Founding Director and Owner at Strategy First Financial Planning. They discuss the importance of maintaining a disciplined, systematic investment philosophy and strong client relationships to navigate changing markets and avoid common pitfalls. Slava Platkov LinkedIn: https://www.linkedin.com/in/slava-platkov-84564a1b/ David Price LinkedIn: https://www.linkedin.com/in/david-price-031a752/ Strategy First Website: https://www.strategyfirst.com.au/ For more information on Dimensional reach out to our team or visit our website: https://ensombl.com/go/20251126 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25112100-45190001 0.25 Client Care & Practice 0.50 Technical Competence In this episode, Brendon is joined again by Slava Platkov, Senior Investment Director and Vice President at Dimensional Fund Advisors. They explore the evolution from traditional active investing to systematic approaches, the sources of alpha, practical portfolio implementation, and robust evaluation strategies for delivering long-term client value. Slava Platkov LinkedIn: https://www.linkedin.com/in/slava-platkov-84564a1b/ Systematically Evaluating Systematic Managers: https://www.dimensional.com/au-en/insights/systematically-evaluating-systematic-managers For more information on Dimensional reach out to our team or visit our website: https://ensombl.com/go/20251126 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25112100-47320001 0.25 Client Care & Practice 0.50 Professionalism & Ethics In this final instalment, Brendon speaks to Paul Turner, Head of Advisor Group, Australia and Vice President at Dimensional Fund Advisors, and Amber Murrell, Private Wealth Adviser at Shadforth Financial Group. They discuss the significance, development, and long-term value of having a well-defined, evidence-based investment philosophy for advice firms and their clients. Paul Turner LinkedIn: https://www.linkedin.com/in/pturnersydney/ Amber Murrell LinkedIn: https://www.linkedin.com/in/amber-murrell/ Shadforth Financial Group Website: https://www.sfg.com.au/ For more information on Dimensional reach out to our team or visit our website: https://ensombl.com/go/20251126 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25112323-52160001 0.25 Client Care & Practice 0.50 Technical Competence In this episode, Rocksy speaks with Prashant Nagarajan, Co-founder, Financial Adviser and Mortgage Adviser at Finnacle. They discuss his professional journey, the growth and structure of his financial planning and mortgage broking business, remote team management, tech and client strategies, and his vision for the future of advice. Prashant Nagarajan LinkedIn: https://www.linkedin.com/in/prashant-nagarajan/ Finnacle Website: https://www.finnacle.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20251125 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.50 CPD here: https://quiz.ensombl.com/ENSO-25112001-42460001 0.25 Client Care & Practice 0.25 Technical Competence In this week's episode, Pat speaks with Shaye Marx, General Manager of Operations at Kofkin Bond & Co. They explore how a client-first financial firm leverages technology, automation, and AI tools to streamline operations, enhance compliance, and put client needs at the center of their services. Shaye Marx LinkedIn: https://www.linkedin.com/in/shaye-marx-08a8431b4/ Kofkin Bond & Co Website: https://kofkinbond.com.au/ A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20251121 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25111900-21450001 0.25 Tax (Financial) Advice 0.50 Technical Competence Joel is an Associate Director at Ally Wealth Management. He and James discuss Ally Wealth’s tailored advice for Australian expats, the challenges and strategies of managing clients with international assets, and the company’s approach to global financial planning and compliance. Joel Kerin LinkedIn: https://www.linkedin.com/in/joelkerin/ Ally Wealth Management Website: https://allywealth.com.au/ Help us make a difference for Australians in need today. Visit Future2 Foundation to find out more: https://ensombl.com/go/20251120 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25111622-15570001 0.50 Client Care & Practice 0.25 Technical Competence This week, Rocksy is joined by Natallia Smith, Founder and Principal Financial Adviser at TruWealth Advice. They discuss her journey from growing up in Belarus to founding and growing TruWealth Advice in Melbourne, and her focus on providing holistic financial guidance and emotional support to women, especially those experiencing major life changes, while building a specialised, client-centered practice and team. Natallia Smith LinkedIn: https://www.linkedin.com/in/natalliasmith/ TruWealth Advice Website: Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20251118 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.25 CPD here: https://quiz.ensombl.com/ENSO-25111321-23030001 0.25 General In this episode, Neil is joined by Alex Zaika, Chief Executive Officer at Global X Australia. They explore the recent surge in demand for gold and gold ETFs in Australia, the fundamentals and investor trends driving this growth, and they compare the performance of gold ETFs to other standout Global X funds. Neil Rogan LinkedIn: https://www.linkedin.com/in/roganneil/ Russell Investments Website: https://russellinvestments.com/ Alex Zaika LinkedIn: https://www.linkedin.com/in/alex-zaika-caia-a1a85612/ Global X Australia Website: https://www.globalxetfs.com.au/ General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.25 CPD here: https://quiz.ensombl.com/ENSO-25110221-29010001
0.25 Client Care & Practice

In this episode, Neil is joined by Daniel Shrimski Managing Director at Vanguard Australia. They discuss the findings from Vanguard Australia's Retirement Report, highlighting low rates of retirement planning, significant gaps in financial literacy, shifting retirement ages, and five key actions to improve Australians' retirement outcomes.

How Australia Retires: https://www.vanguard.com.au/super/learn/super-insights/how-australia-retires
Neil Rogan LinkedIn: https://www.linkedin.com/in/roganneil/
Russell Investments Website: https://russellinvestments.com/
Daniel Shrimski LinkedIn: https://www.linkedin.com/in/vanguarddanielshrimski/
Vanguard Website: https://www.vanguard.com.au/

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Earn 0.50 CPD here: https://quiz.ensombl.com/ENSO-25102900-24310001
0.25 Client Care & Practice
0.25 Professionalism and Ethics

Kirra is a Wealth Adviser at Bravium. She shares her journey from radiation therapy to becoming an adviser at Bravium, her commitment to transparent client service and specialisation in defense clients, her industry advocacy and pro bono work, and the importance of aligning personal values with her professional path.

Kirra Sharrock LinkedIn: https://www.linkedin.com/in/kirrasharrock/
Bravium Website: https://www.bravium.com.au/

Discover U Ethical's adviser solutions at https://ensombl.com/go/20251030

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Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-25102705-29590001
0.25 Client Care & Practice
0.50 Regulatory Compliance & Consumer Protection
0.25 Technical Competence

In this episode, Rocksy is joined by Eugene Ardino, CEO of Lifespan Financial Planning. They discuss the company's family business roots, growth, culture, succession, technology choices, and strategies for supporting advisers and sustaining success in the evolving advice industry.

Eugene Ardino LinkedIn: https://www.linkedin.com/in/eugene-ardino-a209b313/
Lifespan Financial Planning Website: https://lifespanfp.com.au/

Explore the road less travelled at https://ensombl.com/go/20251028

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Scott is the Founder and Expert Negotiator at Green Shoots Property. He and Clayton discuss his journey in real estate, the development of his data-driven, transparent property negotiation services, and practical strategies for planners and investors seeking to optimise property investment outcomes.

Scott Aggett LinkedIn: https://www.linkedin.com/in/scottaggett/
Scott Aggett Website: https://scottaggett.com/
Green Shoots Property Website: https://greenshootsproperty.com/

Discover U Ethical's adviser solutions at https://ensombl.com/go/20251023

To get CPD points for this episode, click here: https://quiz.ensombl.com/ENSO-0043-15102025

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Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-0329-15102025
0.50 Client Care & Practice
0.25 Regulatory Compliance & Consumer Protection
0.25 Professionalism & Ethics

This week, Rocksy is joined by Adam Carmody and Emma Schmidt from Finwell Group. They discuss the Finwell Group journey, business model, client engagement strategies, technology adoption, and their future vision for scaling high-quality advice to a broader market.

Adam Carmody LinkedIn: https://www.linkedin.com/in/adam-carmody-2a877542/
Emma Schmidt LinkedIn: https://www.linkedin.com/in/emma-schmidt-a887121b8/
Finwell Group Website: https://finwellgroup.com.au/
AFSL Compliance Website: https://afslcompliance.com.au/

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20251021

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Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-0050-16102025
0.25 Client Care & Practice
0.50 Technical Competence

As markets adjust to shifting valuations, easing volatility, and the rapid rise of AI, James Whelan is joined by Vern du Preez (Orbis Investments) and Daniel Kelly (Viola Private Wealth) for the latest Quarterly Market Update. Together, they unpack what's been driving markets - from gold's resurgence and concentration risk to the opportunities emerging in small caps, biotech, and private markets. With a focus on diversification, geographic balance, and managing risk in uncertain times, this episode helps advisers cut through the noise, position portfolios for resilience, and guide clients with confidence through the next phase of the cycle.

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/20251020

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In this episode, Rocksy speaks with Paul Benson, Practice Principal and Financial Planner at Guidance Financial Services. They discuss his career in financial planning, the growth and philosophy of his business, the role of technology and media in client engagement, and his approach to evolving both his team and client base.

Paul Benson LinkedIn: https://www.linkedin.com/in/paulbensonaustralia/
Guidance Financial Services Website: https://guidancefs.com.au/
Double Happiness Website: https://www.double-happiness.com.au/
New Gold Mountain Website: https://www.newgoldmountain.com.au/

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20251014

To get CPD points for this episode, click here: https://quiz.ensombl.com/ENSO-0222-13102025

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In this episode, Rocksy is joined by Keith Marshall and Mario Finocchiaro from AMAFA. They discuss how AMAFA supports and grows advisory practices through community, tailored technology, and integrated services, while prioritising culture and adviser success.

Keith Marshall LinkedIn: https://www.linkedin.com/in/keithdmarshall/
Mario Finocchiaro LinkedIn: https://www.linkedin.com/in/mario-finocchiaro-439b2a4a/
AMAFA Website: https://amafa.com.au/

Explore the road less travelled at https://ensombl.com/go/20251013

To get CPD points for this episode, click here: https://quiz.ensombl.com/ENSO-0219-13102025

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In this episode, Pat speaks with Charmaine Hall, Director at Unbound Financial. They discuss how Charmaine has built and automated a modern financial advice tech stack using Power Automate, AI tools, and workflow optimisations to enhance efficiency and client experience.

Charmaine Hall LinkedIn: https://www.linkedin.com/in/charmaine-hall-551225b1/
Unbound Financial Website: https://unboundfinancial.com.au/
Charmaine's Post on Automation: https://app.ensombl.com/posts/89913555

A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20251010

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

Joel is a Provisional Adviser at Integritas Wealth Advisers. He and James discuss his journey from gym owner and personal trainer to becoming a financial adviser, discussing the challenges, motivations, and lessons he learned along the way.

Joel Perryman LinkedIn: https://www.linkedin.com/in/joel-perryman-116870a7/
Integritas Wealth Advisers Website: https://www.integritaswealth.com.au/

Discover U Ethical's adviser solutions at https://ensombl.com/go/20251009

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

In this episode, Naomi is joined by Sue Morris, Head of Strategic Advice at Hyland Financial Planning, and Ben Hillier, Director Retirement at AMP. They discuss the benefits, strategies, and client outcomes of innovative retirement income streams (IRIS) in providing greater certainty and flexibility for retirees.

Sue Morris LinkedIn: https://www.linkedin.com/in/sue-morris-29411546/
Hyland Financial Planning Website: https://www.hylandfp.com.au/
Ben Hillier LinkedIn: https://www.linkedin.com/in/ben-hillier-au/

Find out more about North, the leaders in retirement innovation. https://ensombl.com/go/20251008

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

In episode two of the Lifetime Income Series, Naomi speaks with Marcus Larcombe, Financial Adviser at Apex Advice, and Kiru Anantharaj, Retirement Specialist at AMP. They discuss how innovative retirement income streams (IRIS products) can be layered and modeled to maximise retirement confidence, age pension benefits, estate outcomes for clients, and how advisers can put these into practice today.

Marcus Larcombe LinkedIn: https://www.linkedin.com/in/marcus-larcombe-09838975/
Apex Advice Website: https://apexadvice.com.au/
Kiru Anantharaj LinkedIn: https://www.linkedin.com/in/kiru-anantharaj-20ba513a/

Find out more about North, the leaders in retirement innovation. https://ensombl.com/go/20251008

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

In this final installment, Naomi is joined by Alex Berlee, Director at AGS Financial Group, and Ben Hillier, Director Retirement at AMP. They explore how innovative retirement income streams (IRIS) can help retirees manage financial and emotional risks, maximise income, and confidently transition into a fulfilling retirement.

Alex Berlee LinkedIn: https://www.linkedin.com/in/alexberlee/
AGS Financial Group Website: https://agsfinancialgroup.com.au/
Ben Hillier LinkedIn: https://www.linkedin.com/in/ben-hillier-au/

Find out more about North, the leaders in retirement innovation. https://ensombl.com/go/20251008

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

This week, Rocksy is joined by Kris Chapman, Senior Financial Adviser at McQueen Group. They discuss his career path, the growth and structure of the McQueen Group, their approach to client service, technology adoption, team culture, and the evolving landscape of advice in Australia.

Kris Chapman LinkedIn: https://www.linkedin.com/in/kris-chapman-12382a43/
McQueen Group Website: https://www.mcqueengroup.com.au/

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20251007

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

In this episode, Pat is joined by George Haramis, Co-Founder and CEO at moneyGPS. They discuss moneyGPS's advancements in digital advice, including AI integration, new product offerings, platform scalability, and the transformative impact of tech on the advice and accounting industries.

George Haramis LinkedIn: https://www.linkedin.com/in/georgeharamis/
moneyGPS Website: https://moneygps.com.au/

A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20251003

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

Recorded live at the Ensombl Retirement Exchange, James speaks with a number of attendees on their "aha moments" from the event, and their take on innovative retirement planning strategies, evolving client needs, and practical approaches to engaging different generations.

James Wrigley LinkedIn: https://www.linkedin.com/in/james-wrigley/

Discover U Ethical's adviser solutions at https://ensombl.com/go/20251002

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

In this first episode, Rocksy is joined by Brooke Hooton, Group Executive for AFSL's and Equity Holder at Advice Evolution. They explore Advice Evolution's adviser-focused, flexible licensee model, its growth, support systems, and Brooke's personal journey and leadership philosophy.

Brooke Hooton LinkedIn: https://www.linkedin.com/in/brooke-hooton-280ab91a1/
Advice Evolution Website: https://www.adviceevolution.com.au/

Explore the road less travelled at https://ensombl.com/go/20251001

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

This week, Rocksy speaks with Sebastian Mazza, Director at Wealth Depot. He shares his journey from family business roots to building Wealth Depot, discussing his approach to planning, team development, client relationships, and the evolving landscape of the advice industry.

Sebastian Mazza LinkedIn: https://www.linkedin.com/in/sebastianmazzaca/
Wealth Depot Website: https://wealthdepot.com.au/
Hunter Green Website: https://www.huntergreen.com.au/
Character Builders: https://www.characterbuilders.com.au/

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20250930

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

This week, Pat speaks with Daniel Donovan, Head of Operations at Verse Wealth. They discuss Verse Wealth's rapid growth, operational improvements, tech stack choices, automation initiatives, and strategic lessons learned in building a scalable, client-focused financial services business.

Daniel Donovan LinkedIn: https://www.linkedin.com/in/danieldonovan09/
Verse Wealth Website: https://www.versewealth.com.au/

A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20250926

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

Michelle is the Principal Wealth Adviser of The Wealth Designers. She and James discuss The Wealth Designers' innovative use of AI and technology to streamline client engagement, documentation, and advisory processes for a diverse client base.

Michelle Flanagan LinkedIn: https://www.linkedin.com/in/michelle-flanagan-42b14413/
The Wealth Designers Website: https://twd.com.au/

To learn more about Fidelity, visit their website at https://ensombl.com/go/20250925

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.

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This week, Rocksy is joined by Morgan Hayward, Director Of Financial Planning at LumeWealth. They discuss her journey in financial planning, her client-focused business approach, the challenges and rewards of advising business owners and vulnerable clients, and her vision for building a values-driven, boutique practice.

Morgan Hayward LinkedIn: https://www.linkedin.com/in/morganrhayward/
LumeWealth Website: https://lumewealth.au/

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20250923

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

U Ethical's Jon Fernie joins host James Whelan to unpack the new age of ethical investing. As client demand for values-aligned portfolios grows, they emphasize the importance of transparency, authenticity, and independent verification to avoid greenwashing. They explore the role of negative screens, positive tilts, and stewardship in building credible strategies, as well as surprising sectors—like mining and data centers—that can support the energy transition. With biodiversity and community impact emerging as key themes, Fernie shows how ethical investing can deliver competitive returns while driving meaningful environmental and social outcomes.

Jon Fernie LinkedIn: https://www.linkedin.com/in/jon-fernie-12128118/
James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/

Discover U Ethical's adviser solutions at https://ensombl.com/go/20250922

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This week, Pat is joined by Shak Lala and Hardy Michel from Marloo. They discuss how they built Marloo as an innovative, adviser-focused AI note-taking and document generation platform, their customer-centric approach, and their vision for transforming the advice tech industry.

Shak Lala LinkedIn: https://www.linkedin.com/in/shakeel-lala/
Hardy Michel LinkedIn: https://www.linkedin.com/in/hardymichel/
Marloo Website: https://www.gomarloo.com/

A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20250919

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

David is a Financial Adviser at First Financial, Melbourne. He and James discuss his career journey, international experiences, and current role as an adviser at First Financial, along with the variety of clients he now serves.

David Jackson Profile: https://www.linkedin.com/in/david-jackson-174b6643/
First Financial Website: https://firstfinancial.com.au/

To learn more about Fidelity, visit their website at https://ensombl.com/go/20250918

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, Peita talks with Ben Marshan and Naomi Holmes. They discuss how advisers can better support clients by shifting retirement planning beyond finances to address the emotional, identity, and lifestyle transitions that define a fulfilling retirement.

Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
Caboodle Financial Services Website: https://www.caboodlefs.com.au/
Naomi Holmes LinkedIn: https://www.linkedin.com/in/naomiholmes/
Her Money Matters Website: https://www.hermoneymatters.com.au/
Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/
Marshan Consulting Website: https://www.marshan.co/

To learn more about delivering retirement certainty for your clients, visit https://ensombl.com/go/20250917

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

In this installment, Peita is joined once again by Ben Marshan and Naomi Holmes. They discuss how advisers can move beyond technical compliance to deliver deeper value by focusing on emotional connection, client experience, and transformative retirement planning.

Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
Caboodle Financial Services Website: https://www.caboodlefs.com.au/
Naomi Holmes LinkedIn: https://www.linkedin.com/in/naomiholmes/
Her Money Matters Website: https://www.hermoneymatters.com.au/
Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/
Marshan Consulting Website: https://www.marshan.co/

To learn more about delivering retirement certainty for your clients, visit https://ensombl.com/go/20250917

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