Ensombl Advice Australia

Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26040923-30460001 0.25 Regulatory Compliance and Consumer Protection 0.25 Client Care & Practice 0.25 Technical Competence As portfolios become increasingly concentrated beneath the surface, host James Whelan is joined by Eric Marais (Orbis Investments) to challenge what genuine diversification really means. They unpack how passive indices and many...

Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26040901-32320001 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection 0.25 Client Care and Practice In this episode, Patrick speaks with Daniel Donovan, Founder at Alpine Advisory. They discuss how practices can more effectively scale and improve client experience by first fixing and mapping their processes, then applying a...

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26032704-24130001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection In this first episode, Tanya is joined by Terry Dillon, Chief Executive Officer for Shadforth, and Ashton Jones, Director of Customer Innovation at MLC. They discuss how Innovative Retirement Income Solutions (IRIS) and related...

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26032704-32100001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Professionalism and Ethics Tanya speaks with Renee Diver and Amber McGhie from Firefly Financial, and Erica Malliotis, Retirement Specialist at MLC Expand. They discuss how advisers can better explain and use IRIS lifetime income products - alongside account-based pensions...

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26033103-18270001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection In this instalment, Tanya speaks with Harry Flaskas, Practice Principal at Atlas Wealth Advisory, and Ashton Jones, Director of Customer Innovation at MLC. They discuss how advisers can use retirement income philosophies, incom...

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-26032923-13100001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Professionalism and Ethics 0.25 Regulatory Compliance and Consumer Protection In this episode, Rocksy speaks with Justin O'Donoghue, Head of Advice Operations and Excellence at Ironbark. They discuss regional advice, outsourcing and offshore teams, technology and AI enablem...

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26032700-17180001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection In this episode, Ben speaks with Paul Milbourne, Business Protection and Life Insurance Specialist at Milbourne Insurance Solutions. They discuss how and why he left a large firm to build a profitable, referral-driven, risk-onl...

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26032602-23060001 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection 0.25 Client Care and Practice This week, Pat is joined by Mark Zaglas, CEO and Director at Encore Advisory Group. They explore how leadership, operating models, and AI-driven technology are reshaping advice firms through the “Big Six” trends for 2026, cov...

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-26032223-39010001 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 is joined by Matt Lawler, CEO of Akumin. They discuss his journey from growing up around advice to leading Akumin’s spin-out from AMP, industry reforms, growth and efficien...

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26032000-04430001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection This week, Ben is joined by Mitch Ramsbotham, Head of Growth and Strategy at Coastal Advisory Australia. They discuss how Coastal Advisory Australia has built a fast‑growing, multi‑disciplinary financial advice business with a...

Earn 0.50 CPD here: https://quiz.ensombl.com/ENSO-26031722-58400001 0.25 Technical Competence 0.25 Client Care and Practice Jesse is the Retirement Engagement Leader and Senior Product Owner at Aware Super. He and James discuss the key insights from Aware Super’s retirement study, exploring why many Australians struggle to look forward to and plan for retirement, how uncertainty and life events sh...

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-26031600-00560001 0.50 Client Care & Practice 0.25 Technical Competence 0.25 Professionalism and Ethics In this episode, Rocksy speaks with Ryan Watson, CEO and founder of Tribeca Financial. They discuss his personal journey into advice and the building of Tribeca Financial, its client-centric philosophy, “tribe” culture, four-day workweek, diamond...

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26031304-04190001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection In this episode, Ben speaks with Jake Reus, CEO and Head of Financial Advice at Bob Reus & Co. They discuss how a multi-service financial advice firm can embed life insurance into holistic client relationships, using structured...

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26031202-02180001 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection 0.25 Client Care and Practice In this episode, Pat speaks with Eloise Somerford and Julia Vojkovic from 3Lines. They explore how 3Lines Group’s AI-driven compliance tools -particularly their “Regi” suite (chat, reviews, and vets) - are evolving to help AF...

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-26030823-50550001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Professionalism and Ethics 0.25 Regulatory Compliance and Consumer Protection This week, Rocksy is joined by Alex McMillan, Managing Director at Seedli. They discuss the origins and philosophy of his firm, its focus on young wealth accumulators, tech stack and corporate gro...

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26030523-03540001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection In this episode, Ben talks with Aaron Zol, Head of Business and Insurance Advice Growth at Entireti. They discuss his fifteen year journey across major institutions and licensees and his new role building Entireti Life’s insura...

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26030401-16280001 0.25 Technical Competence 0.25 Client Care and Practice 0.25 Professionalism and Ethics Izzy is the co-founder of Henry Advisory, a newly launched advice firm focused on “High Earners, Not Rich Yet” (HENRYs). He and James discuss why he left a high-performing career advising ultra-high-net-worth clients to build a business serving...

In this episode, Neil Rogan speaks with Alex Cousley from Russell Investments. They discuss recent geopolitical tensions involving Israel, the US, and Iran, their impact on oil prices, the current earnings season, and implications for investors. Neil Rogan LinkedIn: https://www.linkedin.com/in/roganneil/ Alexander Cousley LinkedIn: https://www.linkedin.com/in/alexander-cousley-cfa-a10b81109/ Russe...

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-26011822-35250001 0.50 Client Care & Practice 0.25 Technical Competence 0.25 Tax (Financial) Advice In this episode, Rocksy is joined by Angus Taylor, Founder of Sheffield Financial Group and Senior Financial Planner. They discuss his unique journey into financial planning, the growth and operations of Sheffield Financial, client-focused solutions,...

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26022622-56460001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection As elevated valuations and index concentration challenge traditional portfolios, Daniel Kelly is joined by Chris Hestelow (Allan Gray) to explore the firm’s contrarian, long-term investment philosophy. They unpack a high-convic...

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26022601-28380001 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection 0.25 Client Care and Practice This week, Pat is joined by Andrew Gardner and Eric Tetik from RetireMap. They discuss how RetireMap has evolved into a modern, highly integrated, AI-enabled financial modeling tool with a growing support-focused team, aiming...

Earn 0.50 CPD here: https://quiz.ensombl.com/ENSO-26022402-34340001 0.25 Technical Competence 0.25 Client Care and Practice Recorded live at the Ensombl Retirement Xchange in Melbourne, James asks attendees what their “aha moments” from the event were, and gets their insights on improving human-centered advice, the client review processes, and intergenerational retirement planning, while exploring...

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-26022223-39570001 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 Jonathan Christie, Managing Director at Oreana Partnerships. They explore how Oreana Partnerships has evolved as a specialist, technology‑led, advice‑focused li...

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26021923-48220001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Professionalism and Ethics This week, Ben speaks with Sam Perera, Director at Perera Crowther Financial Services. They unpack how advisers can build a thriving, client‑centric life insurance business - covering mentoring, mental health, underwriting realities, and why now...

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-26021804-40420001 0.25 Technical Competence 0.25 Professionalism and Ethics 0.25 Regulatory Compliance and Consumer Protection 0.25 Client Care and Practice This week, Pat speaks with Aaron Breed, Product, Automation and Implementation Lead at rubica. They discuss how their shared “tell your story once” philosophy is driving the design of rubica’s A...