Ensombl Advice Australia

Luke is the Director and Financial Adviser at Advice Loop. He and James discuss his journey from a dissatisfied corporate employee to building his practice, Advice Loop, focusing on organic growth, client-centric strategies, and continuous learning while navigating the challenges of the financial services industry. Luke Dean LinkedIn: https://www.linkedin.com/in/ljdean/ Advice Loop Website: https:...

Just as markets rebound, flaring geopolitical tensions once again set investors on edge, and in this Quarterly Market Update, host James Whelan is joined by Vern Du Preez (Orbis Investments) and Viola Private Wealth CIO Daniel Kelly to what's been driving markets, and how portfolios are positioned to weather increased uncertainty. Through the lens of separating short-term noise from long-term conv...

In this episode, Pat is joined by Paul Feeney, Founder of Otivo. Paul returns to the AdviceTech Podcast to discuss how Otivo aims to make personalised, actionable advice accessible to all Australians through innovative technology, AI-powered tools, and partnerships with financial institutions, helping to close the advice gap by providing affordable, compliant guidance. Otivo Website: https://www.o...

Chris is the Founder And Financial Planner at Glasshouse Wealth. He and James discuss his move from Victoria to Queensland, launching Glasshouse Wealth with a focus on white-collar professionals, using internally geared managed funds, and navigating the challenges and opportunities in advice while balancing personal and professional growth. Chris Carlin LinkedIn: https://www.linkedin.com/in/chrisc...

In this episode, Rocksy is joined by Nathan Jacobsen, Chief Executive Officer at VBP. He shares his journey from military leadership to becoming CEO of VBP, and discusses the importance of technology, outsourcing, and innovation in transforming advice practices. Nathan Jacobsen LinkedIn: https://www.linkedin.com/in/jacobsennathan/ VBP Website: https://www.vbp.au/ Automation Anywhere Website: https...

This week, Pat is joined by Nick Topham, Founder of ProductRex. They discuss the platform's latest innovations, new features and benefits, the SMA Reporting Standard, AI integration, and a commitment to solving real problems for advisers by creating user-first, time-saving solutions. Nick Topham LinkedIn: https://www.linkedin.com/in/nicktopham/ ProductRex Website: https://www.productrex.com.au/ Pa...

John is the Founder and Strategic Wealth Adviser at Thriving Wealth. John recently won FAAA Adviser of the Year, and he and James discuss his journey with Thriving Wealth, his strategic approach to advice, the rigorous award application process, and his focus on mentoring and developing his team to become top advisers. Thriving Wealth Website: https://www.thrivingwealth.com.au/ John Cachia LinkedI...

This week, Pat speaks with Stuart Riddle, Co-Founder of Claras.ai. They discuss how Claris.ai has evolved from a simple file note tool to a comprehensive workflow engine that helps advisers streamline their practice, improve client experiences, and reclaim their weekends through advanced AI-powered document generation, meeting preparation, and integration capabilities. Stuart Riddle LinkedIn: http...

Felipe is the Chief Executive Officer at Generation Life. He and James discuss the tax advantages, flexibility, and strategic uses of investment bonds across different client demographics, and how they can complement superannuation and provide effective wealth transfer and estate planning solutions. Felipe Araujo LinkedIn: https://www.linkedin.com/in/felipe-araujo-3952903a/ Generation Life Website...

This week, Pat is joined by Greta Menzies, Founder and CEO at My Databoss. They discuss how My Databoss is helping businesses of all sizes, from large enterprises to SMEs, automate compliance, streamline onboarding and build digital trust with their clients without sacrificing on user experience. Greta Menzies LinkedIn: https://www.linkedin.com/in/greta-menzies-ba1b4338/ My Databoss Website: https...

This week, Clayton is joined by Naz Pochynok and Julien Renard from ASO Wealth. They discuss their journey as self-licensed advisers, focusing on their evolving approach to client advice, property investment strategies, technological challenges, and the importance of building trust and genuine relationships in the financial services industry. Naz Pochynok LinkedIn: https://www.linkedin.com/in/naza...

In this episode, Pat is joined by Ray Tubman, CEO of HeirWealth. He describes how he created HeirWealth as a comprehensive digital platform to help families manage, track, and share their wealth across generations, with innovative features like AI-powered document processing, granular privacy controls, and a focus on both monetary and sentimental assets. Ray Tubman LinkedIn: https://www.linkedin.c...

Nicola is the Managing Principal and Founder at White Rabbit Advisory. She and James discuss her first two months launching White Rabbit Advisory, focusing on her strategic approach to advice for clients experiencing significant life changes, the challenges of starting a business, and her process of building a supportive team and efficient workflows. Nicola Beswick LinkedIn: https://www.linkedin.c...

In this first episode, Tanya is joined by Ryan Watson, Founder and CEO at Tribeca Financial. They discuss the importance of creating generational wealth through client-centric, emotionally intelligent financial advice that focuses on understanding clients' personal goals, building trust, and facilitating meaningful conversations about legacy and wealth transfer. Ryan Watson LinkedIn: https://www.l...

In this episode, Tanya speaks with Gianna Thomson, Principal Adviser at Thomson Wealth. They discuss the critical importance of comprehensive estate planning, and how advisers can help clients create generational wealth through facilitating detailed conversations, understanding family dynamics, and proactively addressing potential complexities in wealth transfer. Gianna Thomson LinkedIn: https://w...

In this final episode, Tanya is joined by Felipe Araujo, Chief Executive Officer at Generation Life. They explore the complexities of generational wealth transfer in Australia, and the critical role of advisers in helping families navigate estate planning, tax efficiency, and the strategic use of investment bonds to preserve and grow wealth across generations. Felipe Araujo LinkedIn: https://www.l...

In this episode, Pat is joined once again by Luke Modlmayr, Account Executive at Workato. They discuss the transformative potential of AI and automation across various business processes, highlighting how low-code integration platforms can streamline workflows, improve efficiency, and enable organisations to leverage emerging technologies like agentic AI to solve complex business challenges. Luke...

Daniel is a Business Development Manager at HeirWealth. He and James discuss how HeirWealth helps families centralise their financial assets, documents, and sentimental stories across generations, aiming to solve wealth transfer challenges and deepen adviser-client relationships through a comprehensive digital wealth management solution. Daniel Tubman LinkedIn: https://www.linkedin.com/in/daniel-t...

This week, Pat speaks with Nick Downey, Technology Manager at Direct Wealth. Nick discusses Direct Wealth's strategic approach to technology and AI, focusing on building a custom file noting solution called Meeting Ally that aims to improve efficiency and capacity for advisers by creating an intelligent "ally" that streamlines the advice production process. Nick Downey LinkedIn: https://www.linked...

Trish is a Financial Adviser - Insurance Specialist at Hayes & Co Insurance Services. She shares her journey from holistic advice to becoming an insurance-only adviser, her career transition, passion for helping clients, and future plans to potentially start her own practice. Trish Gregory LinkedIn: https://www.linkedin.com/in/trish-gregory-finance/ Hayes & Co Insurance Services Website: https://h...

In this first episode, James is joined by Tyson Jonas, Managing Director at Jonas Wealth Management. They explore infrastructure investing, covering its definition, types, performance across market cycles, defensive qualities, risks, emerging areas like AI data centers, and its potential role in diversified investment portfolios as a stable, inflation-linked asset class. Tyson Jonas LinkedIn: http...

In this episode, James speaks with Simon Warner, Head of Portfolio Management at Aware Super. They discuss how infrastructure investing has evolved from traditional utilities to a diverse asset class spanning digital networks, renewable energy, and registries, offering stable long-term returns with varying risk profiles across different sectors and geographies. Simon Warner LinkedIn: https://www.l...

In this final episode, Tyson Jonas talks to Leong Tang, Partner and Financial Adviser at Callaghans Accountants. They talk about how infrastructure investments offer stable, inflation-linked returns across essential services like transportation, utilities, and digital networks, providing diversification and long-term growth potential in both domestic and international markets. Leong Tang LinkedIn:...

In this episode, Rocksy is joined by Andrew Debono, Principal Adviser and Director at Peak Wealth Management. He shares his journey from a young financial planner in 2014 to building a successful practice targeting high-income professionals, focusing on comprehensive financial advice, strategic risk management, and continuous business evolution. Andrew Debono LinkedIn: https://www.linkedin.com/in/...

In this episode, Pat speaks with Amy Hatch, Technology Delivery Manager at Oreana Partnerships. They discuss the evolution of advicetech stacks, and the shift from monolithic systems to modular, flexible approaches that leverage technology to improve client experiences, business efficiency, and overall practice performance. Amy Hatch LinkedIn: https://www.linkedin.com/in/amy-hatch-consultant/ Orea...