Ensombl Advice Australia

Earn 0.50 CPD here: https://quiz.ensombl.com/CPDC-26070700-42530001 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection In this episode, Ben speaks with Phil Anderson, General Manager - Policy, Advocacy and Standards at the FAAA. They discuss how the FAAA advocates for advisers within Australia’s complex regulatory and political environment, covering life insurance commiss...

Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26061903-06260001 0.25 Client Care & Practice 0.50 Technical Competence Artificial Intelligence has created enormous wealth for investors—but history suggests that periods of technological disruption can also be fertile ground for misplaced expectations and overlooked opportunities. In this episode, host James Whelan is joined by Povilas Dapkeviciu...

Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26061505-51110001 0.25 Regulatory Compliance and Consumer Protection 0.25 Client Care & Practice 0.25 Technical Competence As global investors reassess where future growth will come from, host Amie Baker is joined by Stanley Lu (Orbis Investments) to challenge conventional thinking on emerging markets. They explore how many investors remain anchore...

Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26060501-47040001 0.25 Regulatory Compliance and Consumer Protection 0.25 Client Care & Practice 0.25 Technical Competence As geopolitical tensions, higher oil prices, and persistent inflation reshape the economic outlook, host Amie Baker is joined by Diana Mousina (North) and Estelle Liu (North) to explore what it means for investors and retirees....

Earn 1.00 CPD here: https://quiz.ensombl.com/CPDC-26060107-14110001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection 0.25 Tax (Financial) Advice In this episode, Rocksy sits down with Karam Singh from EK Private Advisory. They discuss his journey from migrant paraplanner to global ultra‑high‑net‑worth adviser, cross‑border family office advic...

Earn 1.25 CPD here: https://quiz.ensombl.com/CPDC-26052600-21380001 0.50 Client Care & Practice 0.50 Technical Competence 0.25 Regulatory Compliance and Consumer Protection In this episode, Peita Diamantidis is joined by Gavin Lamb, Director and Head of Financial Planning at Navigate Advisors. They unpack the realities of intergenerational advice - from family dynamics, estate planning and success...

Earn 1.0 CPD here: https://quiz.ensombl.com/CPDC-26052600-27350001 0.50 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection In episode two, Peita speaks with Inbam Devadason, Actuary, Founder and Director of Precision Financial. He shares practical strategies for building intergenerational wealth - covering family dynamics, home visits, free investme...

Earn 1.25 CPD here: https://quiz.ensombl.com/CPDC-26052600-33590001 0.50 Client Care & Practice 0.50 Technical Competence 0.25 Professionalism and Ethics In this final episode, Peita and Joe Stephan from Stephan Independent Advisory dive into how to design and deliver truly intergenerational advice - blending family dynamics, emotional coaching, and smart use of AI to better serve business-owning...

Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26052501-15330001 0.25 Client Care & Practice 0.25 Professionalism and Ethics 0.25 Regulatory Compliance and Consumer Protection As investors face longer retirements and more complex market conditions, Ben Nash (Pivot Wealth) and Dan Miles (Innova Asset Management) join the conversation to explore compartmentalised investing and modern risk managem...

Earn 1.25 CPD here: https://quiz.ensombl.com/CPDC-26052405-30060001 0.50 Client Care & Practice 0.50 Technical Competence 0.25 Professionalism and Ethics This week, Rocksy speaks with Kane Leersen from Regional Prosperity. They explore his journey from shearer’s son to regional financial advice leader, unpacking how he builds a values‑driven, community‑focused firm that invests heavily in people,...

Earn 1.0 CPD here: https://quiz.ensombl.com/CPDC-26052000-02030001 0.25 Professionalism and Ethics 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection In this episode, Ben is joined by Niall McConville, Managing Director at Bombora Advice. They unpack how regulation, product design, mental health claims, and pricing pressures are reshaping the A...

Earn 1.0 CPD here: https://quiz.ensombl.com/CPDC-26051801-36300001 0.25 Technical Competence 0.25 Client Care and Practice 0.25 Regulatory Compliance & Consumer Protection 0.25 Professionalism and Ethics In this episode, Rocksy speaks with Craig Kouimanis, Head of Paragem. They unpack how Count helps advice firms grow through licensing support, M&A and equity partnerships, technology and client en...

Earn 0.25 CPD here: https://quiz.ensombl.com/CPDC-26051802-20490001 0.25 Technical Competence In this episode, Neil Rogan speaks with Alex Cousley from Russell Investments. Alex explains resilient global growth and strong US earnings, rising Australian recession risks, tepid but stable China, and political and energy headwinds in the UK and Europe. Neil Rogan LinkedIn: https://www.linkedin.com/in/...

Earn 1.0 CPD here: https://quiz.ensombl.com/CPDC-26051100-30200001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection 0.25 Professionalism and Ethics In this episode, Rocksy is joined by Stuart Jones, Managing Director, Senior Financial Planner and Mortgage Broker at Michael Roach Financial Solutions. They discuss his journey from accounting to...

Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26050503-19180001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Tax (Financial) Advice In this episode, Vince Scully and Tony Kofkin (Kofkin Bond & Co) explore how advisers can earn deeper client trust by combining clear education, thoughtful structuring and genuinely human relationships across business, wealth and intergenerational pl...

Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26050503-24490001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Tax (Financial) Advice Vince Scully is joined by Generation Life CEO Felipe Araujo and Michael Bova from Family Wealth Advisory. They discuss how regulatory change, tax-effective structures like investment bonds, and thoughtful intergenerational planning can help advisers...

Earn 1.0 CPD here: https://quiz.ensombl.com/CPDC-26050401-06290001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection 0.25 Professionalism and Ethics In this episode, Rocksy is joined by Kara Treeby and Sarah Leslie from Story Wealth. They share how they built and evolved Story Wealth and Ageing with Grace into a specialist, intergenerational a...

Earn 1.0 CPD here: https://quiz.ensombl.com/CPDC-26042703-18450001 0.50 Client Care & Practice 0.50 Technical Competence This week, Rocksy is joined by Billy Amiridis, Managing Director, Co-Founder and Financial Adviser at 360 Financial Strategists. They discuss the origins, structure, and growth strategy of his firm, including its combined advice–mortgage model, associate adviser career pathway,...

Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26042323-55000001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection In this episode, Ben is joined by Jack Standing, Group Head of Advice at WT Financial Group. They discuss WT’s growth from a single practice to a large advice network, and how it leverages scale, education, technology, and evol...

Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26041923-49580001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Professionalism and Ethics In this episode, Rocksy sits down with Mathew Cassidy, Managing Director at Partners Wealth Group. They discuss Mathew’s journey from chartered accounting to building a $6B accountant‑aligned wealth management firm, the evolution of their joint v...

Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26041623-54090001 0.25 Regulatory Compliance and Consumer Protection 0.25 Client Care & Practice 0.25 Technical Competence As longevity increases and retirement decisions grow more complex, host Amie Baker is joined by Ben Hillier (AMP North) and Liz Haile (Haile Financial) to explore new approaches to structuring income in retirement. They unpack...

Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26041601-47180001 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection 0.25 Client Care and Practice This week, Pat speaks with Colin Jowell, Founder at BillWill. They discuss how BillWill, founded from Colin’s personal experience with his father’s estate, helps advisers bridge the gap between wills and clients’ real lives b...

Earn 0.25 CPD here: https://quiz.ensombl.com/CPDC-26041506-25190001 0.25 Technical Competence Neil is joined by Alex Zaika, Chief Executive Officer at Global X Australia, as they discuss how Australian ETF investors responded to recent Middle East–driven volatility, highlighting strong net inflows, sector and regional rotations (including oil, defense, Australian and ex‑US equities), muted gold de...

Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26041001-14430001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection In this episode, Sacha is joined by Sacha Burchgart, Founder and Managing Director at Burcheart, and Vincent Holland, Co-Founder at Plutosoft. They discuss how advice firms should move beyond the “all-in-one vs tech stack” deba...

Earn 0.50 CPD here: https://quiz.ensombl.com/CPDC-26041001-15270001 0.25 Client Care & Practice 0.25 Technical Competence In this second instalment, Sacha speaks with Chloe Leow, Practice Manager at Byfields Wealth Management, and Leanne Bogoev, Head of Customer Success at Plutosoft. They share practical, psychologically-aware lessons and tips on deciding to switch, migrating to, and successfully...