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Ensombl Advice Australia

Professional network for financial advisers https://ensombl.com/ DISCLAIMER: The Ensombl podcast and all content contained on Ensombl is limited to factual information and does not constitute legal, financial or other professional advice. Ensombl does not hold an AFS licence and does not provide any financial services. Nothing on this podcast should be interpreted as financial advice. Before making any investment decision, Ensombl recommends obtaining financial advice from a qualified financial adviser.
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Now displaying: 2022
Dec 15, 2022

This week, Peita chats with Nathan Fradley, Director at Ethos Australia. They deep dive into the Ethos ESG tool and discuss how it can be integrated into your advice business to assist with ethical investing for clients and reflect your philosophy and values as a practice.

Ethos ESG Website: https://www.ethosesg.com/  
Nathan Fradley LinkedIn: https://www.linkedin.com/in/nathan-fradley-fchfp-88a8502a   
Curiosity Corner (Forest) website: https://www.forestapp.cc/   
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ 

Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change

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Dec 14, 2022

Justin is the Managing Director at Sentinel Wealth. He and Jess talk about his approach to getting to know his clients, what questions to ask, and how this information can be leveraged in the advice process.

Justin Hooper LinkedIn: https://www.linkedin.com/in/justinhooper1/
Sentinel Wealth Website: https://sentinelwealth.com.au/

For more information on DASH, reach out to our team or follow us on LinkedIn. https://dash.com.au/

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Dec 13, 2022

Recorded at the 2022 FPA Professionals Congress, Danni, Fraser and Clayton sit down with different speakers and attendees to discuss their insights on the current state of advice and where it's headed in the future.

Adam Crabbe
Risk Strategy Specialist at Zurich
Adam Crabbe LinkedIn: https://www.linkedin.com/in/adamcrabbe/
Zurich Website: https://www.zurich.com.au/

Kathryn Orman
Senior Financial Planner/Coy Director at Goals & Dreams Financial Planning
Kathryn LinkedIn: https://www.linkedin.com/in/kath-orman-30387569/
Goals & Dreams Financial Planning Website: https://goalsanddreams.com.au/ 

Peter Worn
Joint-Managing Director at Finura Group
Peter Worn LinkedIn: https://www.linkedin.com/in/peterworn/
Finura Group: https://finuragroup.com/

Kathryn Creasy
Wealth Adviser and Principal at Capital Partners
Kathryn Creasy LinkedIn: https://www.linkedin.com/in/kathryn-creasy/
Capital Partners Website: https://capital-partners.com.au/

Charmaine Lamprecht
Chief Operating Officer and Principal at Capital Partners
Charmaine Lamprecht LinkedIn: https://www.linkedin.com/in/charmaine-lamprecht/
Capital Partners Website: https://capital-partners.com.au/

Fraser Jack
Founder of The Cyber Collective
Fraser Jack LinkedIn: https://www.linkedin.com/in/fraserjack123/
The Cyber Collective Website: https://www.thecybercollective.com.au/

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Dec 13, 2022

Recorded at the 2022 FPA Professionals Congress, Danni, Fraser and Clayton sit down with different speakers and attendees to discuss their insights on the current state of advice and where it's headed in the future.

Michelle Levy
Partner at Allens
Michelle Levy Profile: https://www.allens.com.au/people/l/michelle-levy/
Allens Website: https://www.allens.com.au/

Sarah Abood
CEO at the Financial Planning Association of Australia
Sarah Abood LinkedIn: https://www.linkedin.com/in/sarah-abood-253933b/
Financial Planning Association of Australia Website: https://fpa.com.au/

Corey Wastle
CEO at Verse Wealth
Corey Wastle LinkedIn: https://www.linkedin.com/in/coreywastle/
Verse Wealth Website: https://www.versewealth.com.au/

Nicolette Boele
Expert Adviser at the Smart Energy Council, and Shadow Representative for Bradfield
Nicolette Boele LinkedIn: https://www.linkedin.com/in/nicolette-boele/
Nicolette Boele Website: https://www.nicoletteboele.com.au/

Jason Andriessen
Consulting Partner at MYMAVINS, and Co-Founder and Chair at Catalpa
Jason Andriessen LinkedIn: https://www.linkedin.com/in/jasonandriessen/
MYMAVINS Website: https://www.mymavins.com.au/

Melanie Drago
Melanie Drago Founder of Tanngo, and Senior Consultant at Tangelo Advice Consulting
LinkedIn: https://www.linkedin.com/in/melanie-drago-0046a6b/
Tanngo Website: https://tanngo.com.au/
Tangelo Advice Consulting Website: https://www.tangeloconsulting.com.au/

David Sharpe
Certified Financial Planner and Director at Globe Financial Planning
David Sharpe LinkedIn: https://www.linkedin.com/in/davidsharpecfp/
Globe Financial Planning Website: https://www.globefp.com.au/

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Dec 13, 2022

Recorded at the 2022 FPA Professionals Congress, Danni, Fraser and Clayton sit down with different speakers and attendees to discuss their insights on the current state of advice and where it's headed in the future.

Matt Jones
Co-Founder and Brand Director at Four Pillars Gin
Matt Jones LinkedIn: https://www.linkedin.com/in/matt-jones-433a1bb/
Four Pillars Gin Website: https://www.fourpillarsgin.com/

Dr. Paul Moran
CEO and Founder of iFactFind
Dr. Paul Moran LinkedIn: https://www.linkedin.com/in/dr-paul-moran-cfp%C2%AE-ssa%E2%84%A2-9aa22117/
iFactFind Website: https://ifactfind.com.au/

Ben Marshan
General Manager of Policy and Advocacy the Financial Planning Association of Australia
Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/
Financial Planning Association of Australia Website: https://fpa.com.au/

William Johns
CEO and Founder of Health & Finance Integrated, and Founder of ClaimRight
William Johns LinkedIn: https://www.linkedin.com/in/williamjohns1/
Health & Finance Integrated Website: https://healthfinance.com.au
ClaimRight Website: https://www.claimright.com.au/

Hon. Bernie Ripoll
Chairman and Director at Otivo, Executive Chair at Utilitas Group
Hon. Bernie Ripoll LinkedIn: https://www.linkedin.com/in/bernieripoll/
Otivo Website: https://www.otivo.com/
Utilitas Website: https://utilitas.com.au/

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Dec 13, 2022

Recorded at the 2022 FPA Professionals Congress, Danni, Fraser and Clayton sit down with different speakers and attendees to discuss their insights on the current state of advice and where it's headed in the future.

Brett Wright
Founder of LifeBid
Brett Wright LinkedIn: https://www.linkedin.com/in/brett-wright-a9461430/
LifeBid Website: https://lifebid.com.au/

Cameron Peck
Director at Safeguard Life
Cameron Peck LinkedIn: https://www.linkedin.com/in/cameronpeck1/
Safeguard Life Website: https://www.safeguardlife.com.au/

Kerry Darton
Founder of Clarity Financial Advice
Kerry Darton LinkedIn: https://www.linkedin.com/in/kerry-darton-aged-care-professional-b43a4320/
Clarity Financial Advice Website: https://cfadvice.com.au/

Jason Burley
Senior Financial Planner at Burley Aged Care Advice
Jason Burley LinkedIn: https://www.linkedin.com/in/burleyagedcareadvice/
Burley Aged Care Advice Website: https://burleyagedcareadvice.com.au/

Assyat David
Director at Aged Care Steps
Assyat David LinkedIn: https://www.linkedin.com/in/assyat-david-16b9968/
Aged Care Steps Website: https://agedcaresteps.com.au/

Nick Eatock
CEO at intelliflo
Nick Eatock LinkedIn: https://www.linkedin.com/in/nickeatock/
intelliflo Website: https://www.intelliflo.com/au

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Dec 13, 2022

Recorded at the 2022 FPA Professionals Congress, Danni, Fraser and Clayton sit down with different speakers and attendees to discuss their insights on the current state of advice and where it's headed in the future.

Sarah Abood
CEO at the Financial Planning Association of Australia
Sarah Abood LinkedIn: https://www.linkedin.com/in/sarah-abood-253933b/
FPA Website: https://fpa.com.au/

Phil Anderson
Chief Executive Officer at Association of Financial Advisers
Phil Anderson LinkedIn: https://www.linkedin.com/in/philpaulanderson/
AFA Website: https://www.afa.asn.au/

Conrad Travers
Principal Consultant at Tangelo Advice Consulting
Conrad Travers LinkedIn: https://www.linkedin.com/in/conradtravers/
Tangelo Advice Consulting Website: https://www.tangeloconsulting.com.au/

Ben Donald
Managing Director at Austbrokers Life
Ben Donald LinkedIn: https://www.linkedin.com/in/ben-donald-a0363b78/
Austbrokers Life Website: https://www.austbrokerslife.com.au/

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Dec 12, 2022

Rebecca is a Senior Financial Planner at Rising Tide Financial Services. She joins Ben to chat about her advice journey, and the intangible benefits of financial advice and the importance of equity.

Rebecca Pritchard LinkedIn: https://www.linkedin.com/in/rebeccafpritchard/
Rebecca Pritchard Website: https://www.rebeccapritchard.com.au/
Rising Tide Financial Website: https://risingtidefinancial.com.au/

For more information on DASH, reach out to our team or follow us on LinkedIn. https://dash.com.au/

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Dec 11, 2022

This week we cover Australian GDP data, the RBA's cash rate raise, the US consumer credit report, UK November housing data, the US ISM Services print, Nitro Software, Healius, and Air New Zealand.

This market highlight is proudly brought to you by Milford https://milfordasset.com.au/

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Dec 8, 2022

In this episode, Peita is joined by Simon Betchley, Chief Executive Officer at Worksorted. They take a look at the features of the Worksorted system, and how it can be integrated into your advice practice to further drive efficiency through process automation.

Worksorted Website: https://worksorted.com/ 
Simon Betchley LinkedIn: https://www.linkedin.com/in/simonbetchley/ 
Curiosity Corner (Upcontent) website: https://www.upcontent.com/  
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ 

Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change

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Dec 7, 2022

Creina is the Marketing Manager at Hewison Private Wealth. She and Jess discuss building trust through content marketing, and how we can create robust marketing plans moving forward.

Creina Lister LinkedIn: https://www.linkedin.com/in/creina-lister-607a8256/
Hewison Private Wealth Website: https://www.hewison.com.au/

For more information on DASH, reach out to our team or follow us on LinkedIn. https://dash.com.au/

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Dec 5, 2022

Matt is the Managing Director at Rising Tide Financial. He and Ben chat about his journey as an adviser, how to build long-term team relationships, and his solution to approaching mortgage broking with clients without being distracting.

Matt Hale LinkedIn: https://www.linkedin.com/in/matthalert/
Rising Tide Financial Website: https://risingtidefinancial.com.au/

For more information on DASH, reach out to our team or follow us on LinkedIn. https://dash.com.au/

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Dec 4, 2022

This week we cover the Australian inflation print, the US Personal Consumption Expenditure index, the US ISM manufacturing PMI, Domino's Pizza, Collins Food, Smartpay, Fisher and Paykel Healthcare, and Gentrack.

This market highlight is proudly brought to you by Milford https://milfordasset.com.au/

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Dec 1, 2022

In this episode, Peita chats with Sasha Lincoln, Head of Product at Think Caddie. They deep dive into the Think Caddie platform and explore how advice practices can utilise it to manage team compliance and training.

Think Caddie Website: https://www.thinkcaddie.com
Sasha Lincoln LinkedIn: https://www.linkedin.com/in/sasha-lincoln-bb069b43/   
Curiosity Corner (Be Connected) website: https://beconnected.esafety.gov.au/  
Peita Diamantidis Linkedin: https://www.linkedin.com/in/peitamd/

Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change

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Nov 30, 2022

Tamar is an Organisational Psychologist and Executive Coach at Balkin Coaching. She and Jess discuss how we can practically cultivate great leadership skills, and how we can become better leaders in the year ahead.

Tamar Balkin LinkedIn: https://www.linkedin.com/in/tamarbalkin/
Balkin Coaching Website: https://www.balkincoaching.com.au/

For more information on DASH, reach out to our team or follow us on LinkedIn. https://dash.com.au/

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Nov 28, 2022

Vince is an Author, Founder and Chief Sherpa at Life Sherpa. He sits down with Ben to discuss his take on the rise of technology in advice, and how the term “financial literacy” can create shame around money.

Vince Scully XY: https://www1.xyadviser.com/members/2272378
Vince Scully LinkedIn: https://www.linkedin.com/in/vincescully/
Life Sherpa Website: https://lifesherpa.com.au/

Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/

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Nov 27, 2022

This week we cover the Reserve Bank of New Zealand, the US Federal Open Market Committee November minutes, Qantas, Virgin Money, Life360 and Polonovo.

This market highlight is proudly brought to you by Milford https://milfordasset.com.au/

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Nov 24, 2022

This week, Peita speaks with Paul Feeney, Founder of Otivo. They talk about the benefits of the Otivo app, and how practices can utilise it to nurture clients towards making well-informed financial decisions.

Otivo Website: https://www.otivo.com/
Paul Feeney LinkedIn: https://www.linkedin.com/in/paul-feeney-0803031  
Curiosity Corner (Book like a Boss) website: https://www.booklikeaboss.com/ 
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/

Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change

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Nov 23, 2022

Carlii is an International Speaker, Workshop Facilitator and a Personal Brand Expert. She and Jess talk about using your personal brand to create authenticity in your business and with your online presence.

Carlii Lyon LinkedIn: https://www.linkedin.com/in/carliilyon/
Carlii Lyon Website: https://carliilyon.com.au/

Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/

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Nov 21, 2022

When Morgan last appeared on the XY Podcast, she had just started as the Director of Financial Planning at Yield Advisory. This time, she joins Ben to chat about how the business has developed, and the importance of being adaptable and open to change.

Morgan Hayward XY: https://www1.xyadviser.com/members/2853291
Morgan Hayward LinkedIn: https://www.linkedin.com/in/morganrhayward/
Yield Advisory Website: https://yieldadvisory.com.au/

Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/

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Nov 20, 2022

This week we cover the US producer price index, the retail sales report, the New York federal household debt and credit report, Australian employment data, Pendal and Perpetual, BHP, and Aristocrat Leisure.

This market highlight is proudly brought to you by Milford https://milfordasset.com.au/

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Nov 17, 2022

This week, Peita is joined by Jacqui Henderson, Founder and CEO at Advice Intelligence. They take a deep dive into the features of the Advice Intelligence software, an end-to-end financial planning solution designed to create further advice innovations and inspire client engagement.

Advice Intelligence Website: https://www.adviceintelligence.com/
Jacqui Henderson LinkedIn: https://www.linkedin.com/in/jacqui-henderson1/ 
Curiosity Corner (Heroic Headshots) website: https://www.heroicheadshots.com/ 
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/

Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change

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Nov 16, 2022

Briony is a Motivational Keynote Speaker and author of "Life Is Tough But So Are You". She and Jess discuss how to help and comfort clients when they're given life-changing news, and what we can do better to support those in need.

Briony Benjamin LinkedIn: https://www.linkedin.com/in/briony-benjamin/
Briony Benjamin Website: https://www.brionybenjamin.com/

Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/

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Nov 14, 2022

Kristian is a Financial Adviser and Partner at Peak Wealth Management. He and Ben chat about how he approached building his team, and the importance of having an "engine room" and maintaining quality control.

Kristian Zuza LinkedIn: https://www.linkedin.com/in/kristianzuza/
Peak Wealth Management Website: https://peakwm.com.au/

Find out how HUB24 is empowering advisers to deliver better financial futures https://www.hub24.com.au/

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Nov 13, 2022

This week we cover the US inflation print, the University of Michigan consumer sentiment, the RBNZ’s Survey of Expectations, the NAB business confidence index, and the fall of FTX.

This market highlight is proudly brought to you by Milford https://milfordasset.com.au/

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