Ensombl Advice Australia – Details, episodes & analysis

This week, Pat is joined by Ensombl's own Clayton Daniel. They discuss how Ensombl's CPD platform aims to transform the inefficient and laborious CPD process by leveraging AI and automation to streamline content accreditation, compliance reporting, and professional development for advisers.

Clayton Daniel LinkedIn: https://www.linkedin.com/in/claytondaniel1
Ensombl CPD: https://ensombl.com/cpd/

A world of opportunity awaits you at Netwealth: https://ensombl.com/go/20250228

Join the Ensombl platform:
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General Disclaimer – https://www.ensombl.com/disclaimer/

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 opportunities she faces in building her business and making a difference.

Lisa Voysey LinkedIn: https://www.linkedin.com/in/lisa-voysey-4b591b25/
Roberts Financial Foundation Website: https://www.robertsfinancialfoundation.com.au/

Visit Sharesight for more information on how they can support your practice: https://ensombl.com/go/20250227

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

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 roadmap, with a focus on its comprehensive investment reporting and analytics platform.

Jessica Goodall LinkedIn: https://www.linkedin.com/in/jessica-goodall-04055060/
Doug Morris LinkedIn: https://www.linkedin.com/in/morrisdouglas/
Sharesight Website: https://www.sharesight.com/au/
Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

A world of efficiency awaits you at Netwealth: https://ensombl.com/go/20250124

Join the Ensombl platform:
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General Disclaimer – https://www.ensombl.com/disclaimer/

Ryan is the Director at Three Kings Wealth Management. Ryan also has a number of ventures outside of Three Kings, including an offshoring company, a coffee brand, and other lifestyle businesses. He chats about his experiences in building his practice while maintaining a blunt approach, focusing on the importance of understanding the client's situation and providing realistic advice tailored to their needs.

Ryan King LinkedIn: https://www.linkedin.com/in/ryan-king-finance/
Three Kings Website: https://www.threekings.com.au/

Register for the All Licensee PD Day on November 26th at https://ensombl.com/ALPD/

Join the Ensombl platform:
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Google Play: http://www.ensombl.com/google
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General Disclaimer – https://www.ensombl.com/disclaimer/

Mark is the Founder of Avondale Wealth Management. He and Andrew explore his journey from his accidental entry into financial planning to building a successful practice focused on client experience, global team management, and sustainable growth.

Avondale Wealth Website: https://www.avondalewealth.com.au/
Fortnum: https://fortnum.com.au/

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240716

Join the Ensombl platform:
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General Disclaimer – https://www.ensombl.com/disclaimer/

This week, Pat is joined by Alex Gassner, General Manager at Scale Up Paraplanning. They talk about how Scale Up Paraplanning is using AI and technology to automate and streamline back office processes for financial planning businesses, including outsourced paraplanning, workflow optimisation, and the development of their own AI solution "Paradino".

Alex Gassner LinkedIn: https://www.linkedin.com/in/alex-775gj6h/
Scale Up Paraplanning Website: https://scaleupparaplanning.com.au/
Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

A world of engagement awaits you at Netwealth: https://ensombl.com/go/20240712

Join the Ensombl platform:
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Desktop: https://www.ensombl.com/

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

Luke is the Director and a Private Client Adviser at UNICA Wealth. He and Andrew chat about how he grew UNICA Wealth by focusing on specialisation, client service, team culture, and developing talented staff through clear career progression.

Luke Roberts LinkedIn: https://www.linkedin.com/in/luke-roberts-1a0a0132/
UNICA Wealth Website: https://unicawealth.com.au/
Filenote.ai Website: https://www.filenote.ai/

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240709

Join the Ensombl platform:
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Google Play: http://www.ensombl.com/google
Desktop: https://www.ensombl.com/

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

This week, Pat talks with Oli Bridge, Head of Marketing at Bonjoro. They chat about how Bonjoro can help businesses build relationships with clients through personalised video messages and testimonials integrated into workflows and CRMs.

Oli Bridge LinkedIn: https://www.linkedin.com/in/olibridge/
Bonjoro Website: https://www.bonjoro.com/
Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

A world of engagement awaits you at Netwealth: https://ensombl.com/go/20240705

Join the Ensombl platform:
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Google Play: http://www.ensombl.com/google
Desktop: https://www.ensombl.com/

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

Rachael is an Associate Adviser at Tribeca Financial. She and James discuss her career transition from financial advising in the UK to working through her professional year in Australia at Tribeca. They also cover the differences in industry culture, the importance of exposure to client meetings for professional development, and understanding clients' motivations beyond finances.

Rachael Holder LinkedIn: https://www.linkedin.com/in/rachaelholder09/
Tribeca Financial Website: https://www.tribecafinancial.com.au/

Register for the All Licensee PD Day on November 26th at ensombl.com/ALPD

Join the Ensombl platform:
App Store: http://www.ensombl.com/apple
Google Play: http://www.ensombl.com/google
Desktop: https://www.ensombl.com/

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

Jonathan is the Managing Director at Collins SBA. He and Andrew talk about the importance of personal growth, tailored solutions, and prioritising clients' needs, the challenges of integrating financial planning and accounting, and the future of advice in Australia.

Jonathan Elliot LinkedIn: https://www.linkedin.com/in/jonathanelliotcfp/
Collins SBA Website: https://www.collinssba.com.au/
PRISM: https://public.prismbrainmapping.com/
Peloton Partners: https://www.pelotonpartners.com.au/
Workato: https://www.workato.com/

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240702

Join the Ensombl platform:
App Store: http://www.ensombl.com/apple
Google Play: http://www.ensombl.com/google
Desktop: https://www.ensombl.com/

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