Ensombl Advice Australia

This week, James is joined by Marlon Disanayake, a former financial adviser turned consultant at Capgemini. They discuss the evolution of advice, the challenges of digital transformation, and the importance of maintaining authentic client relationships in an increasingly technology-driven industry. Marlon Disanayake LinkedIn: https://www.linkedin.com/in/marlon-disanayake-14177316a/ Capgemini Inven...

In this episode, Rocksy speaks with Warrick Hanley, Principal Adviser at Fitzpatricks Advice Partners. Warrick shares his journey of building a successful multi-state financial planning practice focused on business owners, team development, client relationships, and a collaborative approach to professional growth. Warrick Hanley LinkedIn: https://www.linkedin.com/in/warrickhanley/ Fitzpatricks Web...

This week, Pat is joined by Cody Harmon and Nat Daley from Cruz Technology. They discuss how Cruz aims to revolutionise financial advice through innovative technologies like AI, open banking, and ID verification, with the goal of reducing administrative burdens and empowering advisers to focus on client relationships. Cody Harmon LinkedIn: https://www.linkedin.com/in/codyharmon/ Nat Daley LinkedIn...

Paul is the Director, Wealth and Tax (Financial) Adviser, and Finance Broker at SA Wealth Group. He shares his journey from a part-time bank teller to building SA Wealth, a multi-disciplinary financial services firm that expanded from financial planning to broking, accounting, and property services by continuously solving client problems and seeking innovative ways to add value. Paul Katranis Link...

In this episode, Kieran Berry from River X shares how he built a fast-growing wealth business by leaning into alternatives. From private credit to venture capital, he explains how advisers can access these assets, assess risk, and structure portfolios with long-term goals in mind. With a sharp lens on liquidity, due diligence, and client suitability, this is a hands-on guide for advisers looking t...

Advising multi-generational farming families has shaped adviser Angus Stevenson's distinctive approach to private equity. In this episode, he explains to host James Whelan how illiquidity can be a feature — not a flaw — in the right portfolios, and outlines how his clients use PE to build intergenerational wealth. Expect insights into deal structures, exit planning, diversification within private...

Brendon Vade from Lorica Partners joins Clayton to explore how alternative investments fit within an evidence-based investment philosophy. From the diversification case for private markets to the regulatory challenges of crypto, the episode unpacks what advisers need to know as more clients independently head down the crypto and private market paths. Brendon also shares his personal journey from c...

With ASIC flagging increased scrutiny of private markets, and some researchers putting the sector on watch, this episode goes under the hood to explore the opportunities and challenges in this burgeoning area. Host James Whelan is joined by Louis Christopher (SQM) and Scott Morgan (Head of real estate credit at Remara) for a balanced discussion on opacity, liquidity, return expectations, and marke...

In this week's episode, Rocksy speaks with Jay Burke and Aimee Lucas from Burke Britton Financial Partners. They discuss their focus on team development, technology integration, client relationships, and preparing for future growth through potential mergers and acquisitions while maintaining a clear vision and mission. Jay Burke LinkedIn: https://www.linkedin.com/in/jayburkeeoe/ Aimee Lucas Linked...

In this episode, Pat talks with Anthony Lyon, Founder at iComply2. They discuss iComply2's SARA, an AI-powered SOA Review Assistant that helps advisers pre-vet their advice documents by using advanced vector indexing and compliance checks, with the goal of reducing human error while maintaining essential human oversight. Anthony Lyon LinkedIn: https://www.linkedin.com/in/anthony-lyon-2463446a/ SAR...

Mo is the Principal Adviser at My Wealth Choice. Mo specialises in tech professionals, and he and James discuss his unique approach to financial planning that focuses on providing clients with more life choices by understanding their specific challenges, leveraging technology, and offering personalised strategies to manage complex financial situations. Mo Shouman LinkedIn: https://www.linkedin.com...

In this episode, Rocksy is joined by Karthik Ganapathy, Co-Founder and Senior Financial Adviser at Nova Wealth Advisers. They discuss his journey from hospitality in India to financial planning in Australia, his career transition, client engagement strategies, the role of technology and AI, and the importance of authentic storytelling, team building, and clear communication in shaping the future o...

This week, Pat talks with Dr. Paul Moran, CEO and Founder of iFactFind. They discuss how iFactFind can help advisers capture comprehensive client data, streamline SOA generation using AI, and aims to revolutionise how financial advice is delivered and managed across Australia and Ireland. Dr. Paul Moran LinkedIn: https://www.linkedin.com/in/dr-paul-moran-cfp%C2%AE-9aa22117/ iFactFind Website: http...

In this episode, James is joined by Nick Donnelly, Financial Adviser at Plenary Wealth, and MaryAnn de Mestre, Principal at M de Mestre Lawyers. They discuss elder abuse, estate planning, and family dynamics, and the complex challenges faced by advisers and lawyers when helping older individuals protect their assets and navigate intergenerational relationships. Nick Donnelly LinkedIn: https://www....

In this installment, Sacha talks with James Wartho, CEO of FinTalkr, and Andrew Wootton, General Manager at FYG Planners. They explore selecting an AI provider, and how AI tools can help financial advisers improve efficiency, standardise processes, and enhance client engagement by automating tasks like file notes while maintaining data security and quality. James Wartho LinkedIn: https://www.linke...

In this episode, Sacha is joined by Jason Fowler, Principal of Fowler's Group and Director of FYG Planners. They discuss implementing AI in your advice practice, including note-taking, focusing on efficiency gains, client communication, and the strategic benefits of leveraging voice recording technology to improve business processes and client interactions. Jason Fowler LinkedIn: https://www.linke...

In this final episode, Sacha speaks with Ashley Jones, CEO of Razilio, and James Wartho, CEO of FinTalkr. They discuss the critical security considerations for advisers when implementing AI tools, the importance of data protection, Australian hosting, client privacy, and choosing enterprise-grade AI solutions that prioritise security and compliance. Ashley Jones LinkedIn: https://www.linkedin.com/...

This week, Rocksy is joined by Leigh Fernando and Daniel Zaffino from BlueRock. They discuss how BlueRock has grown from an accounting practice to a 300-person organisation with multiple divisions, focusing on holistic client service, organic talent development, and a culture of collaboration and continuous improvement. Leigh Fernando LinkedIn: https://www.linkedin.com/in/leighfernando/ Daniel Zaf...

In this episode, Pat is joined by Anisul Islam, Founding Director at Planimate. They discuss the creation of Planimate, an innovative solution that transforms traditional, lengthy SOAs into engaging, compliant animated videos that save time and money for advisers while improving client understanding and communication. Planimate Website: https://planimate.com.au/ Anisul Islam LinkedIn: https://www....

Paul is Senior Financial Planner at Heath & Finance Integrated. Paul's practice specialises in providing complex financial advice for individuals with disabilities, personal injury compensation, and intergenerational wealth transfer, focusing on navigating legal frameworks to optimise financial outcomes and support clients' long-term needs. Paul Conte LinkedIn: https://www.linkedin.com/in/paul-con...

In this episode, Andrew is joined by Rob Jones and Richard Abbey from Peloton Partners. They discusses their approach to transforming financial planning practices through evidence-based pricing strategies that help advisers better understand and communicate their value to clients. Rob Jones LinkedIn: https://www.linkedin.com/in/rob-jones-b473994/ Richard Abbey LinkedIn: https://www.linkedin.com/in...

In this quarterly market update, host James Whelan is joined by Eric Marais (Orbis Investments) and Daniel Kelly (Viola Private Wealth) to explore how advisers can navigate growing market uncertainty. From the return of tariffs to a Federal election, from stretched valuations to geopolitical tensions, the episode breaks down what matters—and what doesn't. Hear how diversification, contrarian think...

This week Pat talks with Yasmin Weston, Head of Operations at Capital Partners. She discusses how to leverage tech like Power Automate and Copilot to transform data management, improve operational efficiency, and drive data-driven decision-making in your advice practice. Yasmin Weston LinkedIn: https://www.linkedin.com/in/yasmin-weston-7b061a13a/ Capital Partners Website: https://capital-partners....

Chris is the Co-Founder and Owner at alcove. He and James discuss alcove's evolution from financial advice to strategic property decision support, as well as market trends, client engagement strategies, and the importance of trust-building through content and partnerships. Chris Bates LinkedIn: https://www.linkedin.com/in/christopherbates/ alcove Website: https://www.alcove.com.au/ To learn more a...

Real estate debt is emerging as a powerful alternative asset class, and in this must-listen episode, investment experts Nick Raphaely from AltX Financial Group and Morningstar's Bianca Rose join host James Whelan to break down how real estate debt fits into portfolios, the liquidity premium, and its risk-return profile. Their wide-raging discussion explores why private real estate debt is gaining...