Ensombl Advice Australia

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...

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...

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...

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 clie...

Earn 0.50 CPD here: https://quiz.cpdcheck.com/ENSO-26032500-22310001 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...

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...

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 emot...

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...

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25111223-05530001 0.25 Client Care & Practice 0.50 Technical Competence This week, Pat is joined by Mark Papendieck, Chief Commercial Officer at DASH Technology Group. They explore how AI, rapid prototyping, and open architecture are transforming advice platforms, empowering planners to create customised solutions while strategically balancing auto...

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25111200-58350001 0.25 Client Care & Practice 0.50 Technical Competence Alex is the Owner of Future Financial Services. He and James discuss the history, client-focused approach, operational strategies, and efficient use of technology at Future Financial Services, providing insights and advice on scalable advice practices. Alex McKenzie LinkedIn: h...

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-25110921-41190001 0.25 Professionalism and Ethics 0.75 Regulatory Compliance & Consumer Protection This week, Rocksy speaks with Keith Cullen, Founder and Managing Director at WT Financial Group. They discuss his entrepreneurial journey, leadership in WT Financial Group, innovative approaches to compliance and adviser support, and strategies for sca...

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-25110422-30340001 0.25 Client Care & Practice 0.75 Technical Competence In this episode, Pat speaks with Stefan D'Alessandro, Founder of subfocus.ai. They explore the rapid advances in AI and voice technologies, their integration into business processes, the creation of centralised AI dashboards, and the evolving importance of responsible, efficient...

Earn 0.50 CPD here: https://quiz.ensombl.com/ENSO-25110500-57320001 0.25 Client Care & Practice 0.25 Technical Competence Nathaniel is a Financial Adviser at First Financial. He and James discuss his career progression from university through various roles in financial advice, the challenges and learnings along the way, and his ongoing personal and professional development at First Financial. Nath...

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-26031900-27080001 0.75 Client Care & Practice 0.25 Technical Competence This week, Rocksy speaks with Peter Monahan, CEO at EJM Advice. They discuss EJM Advice's journey through succession planning, acquisitions, business integration, operational reforms, and the adoption of AI to drive growth, profitability, and a client-focused culture in advice....

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 impr...

Earn 0.50 CPD here: https://quiz.ensombl.com/ENSO-26032500-31470001 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 aligni...

Earn 1.0 CPD here: https://quiz.cpdcheck.com/ENSO-26031822-41230001 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...

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-0043-15102025 0.50 Client Care & Practice 0.25 Technical Competence 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 in...

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-q...

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 - fro...

Earn 0.75 CPD here 0.25 Client Care & Practice 0.25 Professionalism & Ethics 0.25 Technical Competence Nathan Fradley is an Independent Specialist Financial Adviser. He and James discuss his evolving business model, focusing on project-based client engagements, marketing strategies, and the lessons he learned over the past 18 months. Nathan Fradley LinkedIn: https://www.linkedin.com/in/nathanfradl...

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/ Gu...

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-finocchia...

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://unboundfinancia...

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...