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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: July, 2023
Engine Room Podcast #17 - Belinda Marley-Wallace 0
Jul 31, 2023

Belinda is the Head of Operations and Compliance at Evalesco Financial Services. She and Andrew look under the hood of Evalesco, including their focus on client experience, pod system, tech stack, and maximizing the performance of their team.

Belinda Marley-Wallace LinkedIn: https://www.linkedin.com/in/belindamarleywallace/
Evalesco Website: https://evalesco.com.au/
Encore Advisory Group Website: https://www.encoreadvisorygroup.com.au/
Performance Advisory Group Website: https://performanceadvisorygroup.com.au/
Barviacan Recruitment Website: http://www.barbicanrecruitment.com/

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31 JUL 2023 - Monday Market Highlights 0
Jul 30, 2023

This week we cover the US PCE price index, Australian CPI data, the Bank of Japan, Megaport, and Macquarie Bank.

This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597 and subscribe so you don’t miss any episodes.

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AdviceTech Podcast #45 - 3Lines 0
Jul 27, 2023

In this episode, Peita talks with Julia Vojkovic, Co-founder and Director at 3Lines. They discuss the various tools and features of the cloud based platform designed to simplify AFSL compliance, and finding the balance between commercial and compliance.

3Lines Website: https://3Lines.com.au/        
Julia Vojkovic LinkedIn: https://www.linkedin.com/in/julia-vojkovic-708563114/        
Curiosity Corner (folk): https://www.folk.app/     
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ 

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#407 Daniel Jackson and Jennifer Laing 0
Jul 26, 2023

This week, James chats with Daniel Jackson and Jennifer Laing from Modern You Financial Planners. They discuss the transition from the professional year into advice, and working remotely.

Daniel Jackson LinkedIn: https://www.linkedin.com/in/daniel-t-jackson-jp-a021a396/
Jennifer Laing LinkedIn: https://www.linkedin.com/in/jennifer-laing-92549b1a7
Modern You Financial Planners Website: https://www.modernyoufp.com/

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24 JUL 2023 - Monday Market Highlights 0
Jul 23, 2023

This week we cover US earnings, UK CPI data, the Australian labour market, New Zealand CPI data, Flight Centre, Ampol, Northern Star, and Vulcan Steel.

This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597 and subscribe so you don’t miss any episodes.

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AdviceTech Podcast #44 - Retiremap 0
Jul 20, 2023

This week, Peita is joined by Andrew Gardner, Founder and Director at Retiremap. They talk through the features and functions of Retiremap, and how it can be used by advisors to increase productivity and client engagement, and reduce overheads and data entry.

Retiremap Website: https://retiremap.com.au/
Andrew Gardner LinkedIn: https://www.linkedin.com/in/andrew-gardner-3097393/     
Curiosity Corner (Machined): https://machined.ai/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/

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#406 Dawn Thomas 0
Jul 19, 2023

Dawn is a Financial Adviser at The Wealth Designers. She and James discuss finding your voice in the advice industry, showing up and being yourself, and taking ownership of your success.

Dawn Thomas LinkedIn: https://www.linkedin.com/in/dawn-d-thomas/
The Wealth Designers Website: https://twd.com.au/
Your Money Story Podcast: https://podcasts.apple.com/au/podcast/your-money-story/id1555980141

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Engine Room Podcast #16 - Ben Nash 0
Jul 17, 2023

Ben is an author, Founder and Financial Advisor at Pivot Wealth. He joins Andrew to chat about starting Pivot Wealth, setting up the advice process for success, and what he's got planned for the future.

Ben Nash LinkedIn: https://www.linkedin.com/in/benjaminjnash/
Pivot Wealth: https://pivotwealth.com.au/
Mo Money Podcast: https://podcasts.apple.com/au/podcast/mo-money/id1504054172

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17 JUL 2023 - Monday Market Highlights 0
Jul 16, 2023

This week we cover Phillip Lowe stepping down as RBA Governor, US June inflation, the University of Michigan consumer sentiment, the NFIB business optimism index, UK employment data, the RBNZ interest rate decision, Viva Energy, Neuren pharmaceuticals, and Megaport.

This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597 and subscribe so you don’t miss any episodes.

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AdviceTech Podcast #43 - Scientiam 0
Jul 13, 2023

This week, Peita sits down with Nigel Baker, Founder at Scientiam. They discuss the online digital advice platform, what the learning path was, and how they can help advisors give their clients easier access to advice.

Scientiam Website: https://scientiam.com.au/      
Nigel Baker LinkedIn: https://www.linkedin.com/in/nigel-baker-b25662/       
Curiosity Corner (EarlyBird): https://earlybird.im/ 
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ 

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#405 Ellie Fordham 0
Jul 12, 2023

Ellie is a Financial Adviser at Verse Wealth. She and James discuss improving the client experience from the on-boarding process to the delivery of advice, and the challenges of achieving that while working remotely.

Ellie Fordham LinkedIn: https://www.linkedin.com/in/ellie-fordham/
Verse Wealth Website: https://www.versewealth.com.au/
FAAA Website: https://faaa.au/

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Engine Room Podcast #15 - Ben Donald and Sian Shaw 0
Jul 10, 2023

In this week's episode, Andrew is joined by Ben Donald and Sian Shaw from Austbrokers Life. They deep dive into the key efficiency in the business, how they've structured their practice, and how they grow and strengthen their team. 

Ben Donald LinkedIn: https://www.linkedin.com/in/ben-donald-a0363b78/
Sian Shaw LinkedIn: https://www.linkedin.com/in/sian-shaw-44358143/
Austbrokers Life Website: https://www.austbrokerslife.com.au/
Lifebid Website: https://lifebid.com.au/

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10 JUL 2023 - Monday Market Highlights 0
Jul 9, 2023

This week we cover RBA rates, US employment data, the ASX200, M&A activity, JLG, Suncorp, and Redox.

This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597 and subscribe so you don’t miss any episodes.

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AdviceTech Podcast #42 - Feature: Client Value Propositions 0
Jul 6, 2023

This week, Peita chats with Matt Heine, Managing Director at Netwealth. They discuss the standouts in the world of advicetech when it comes to the client value proposition.

Netwealth Website: https://www.netwealth.com.au/web/advisers/ 
Matt Heine LinkedIn: https://www.linkedin.com/in/mattheine/ 
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/

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#404 Ben Neilson 0
Jul 5, 2023

Ben is an advisor, researcher and Managing Partner at Neilson & Co Wealth, and he is currently working on a thesis that looks at the barriers to accessing financial advice. Ben and James discuss the findings of his research, and why advisors should be moving towards a model of self-development.

Ben Neilson LinkedIn: https://www.linkedin.com/in/ben-neilson-54883055/
Neilson & Co Wealth Website: https://www.neilsonwealth.com.au/

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Engine Room Podcast #14 - Unpacked 0
Jul 3, 2023

In this installment of the Engine Room Unpacked, Andrew and Dean revisit the next handful of episodes and highlight the standout elements that impressed them the most.

Pride Advice Website: https://prideadvice.com.au/
BBFP Website: https://www.bbfp.com.au/
Echelon Front Website: https://echelonfront.com/
Yarra Lane Website: https://www.yarralanegroup.com.au/
Absolute Wealth Advisers Website: https://www.absolute.sydney/
WealthShore Website: https://www.wealthshore.com.au/

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3 JUL 2023 - Monday Market Highlights 0
Jul 2, 2023

This week we cover Australian CPI data and retail sales, Collins Foods, Harvey Norman, Wallgreens, and Nike.

This podcast is moving to Milford’s new podcast channel OnTrack with Milford. Head over to https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597 and subscribe so you don’t miss any episodes.

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