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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: Page 5
Sep 6, 2023

Maks is a Financial Advisor at CBD Advisory. He and James chat about transitioning into advice, bridging the gap between finance and accounting, and becoming a better financial advisor. 

Maks Mashkivskyy LinkedIn: https://www.linkedin.com/in/maks-mashkivskyy-281937108/
CBD Advisory Website: https://www.cbdadvisory.com.au/

To learn more about the MLC Life Insurance Adviser Portal, visit https://ensombl.com/go/20230907

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Aug 31, 2023

In this episode, Peita is joined by Patrick Flynn, Founder of Simply Advice Websites and Director of Simply Kaizen. They discuss the tension between automation and client experience, the pros and cons of the various tech tools that advisors are currently using, and how to get better outcomes to suit your practice.

Pat Flynn's Website: https://patrickflynn.info/    
Pat Flynn Linkedin: https://www.linkedin.com/in/patrickjamesflynn/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/
Leave a voice message for Peita: https://www.speakpipe.com/PeitaD

A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230901

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Aug 30, 2023

Jeffrey is a Senior Financial Advisor at Grimsey Wealth. He sits down with James to talk about specialising in medical professionals, the challenges of dealing with clients who are already self-directed, and the tech-stack they use.

Jeffrey Bonnici LinkedIn: https://www.linkedin.com/in/jeffrey-bonnici-5322203a/
Grimsey Wealth Website: https://www.grimsey.com.au/

To learn more about the MLC Life Insurance Adviser Portal, visit https://ensombl.com/go/20230831

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Aug 27, 2023

This week we cover the Jackson Hole Economic Symposium, Global PMI data, Australian and New Zealand reporting season, Iress, IDP Education, Coles, EBOS, Auckland Airport, and Precinct properties.

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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Aug 24, 2023

This week, Peita talks with Scott Miller, CEO and Co-Founder at Asendium, as well as Bryan Leibbrandt and Leigh Frost. They bring us up to date on some of the new features and enhancements that have shaped Asendium over the last year.

Asendium Website: https://www.asendium.com/      
Scott Miller LinkedIn: https://www.linkedin.com/in/scottbradleymiller/   
Original Asendium episode: https://ensombl.com/podcasts/advicetech24/
Curiosity Corner (Career Roast): https://6figr.com/career-roast     
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ 

A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230825

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Aug 23, 2023

Michael is a Business Coach and the Founder of Human to Human. He talks to James about how he got into the advice industry, how the engagement process works with clients, what makes for a good development plan, and how to bring more structure to your business.

Michael Back LinkedIn: https://www.linkedin.com/in/michaeljback/
Human to Human Website: https://humantohuman.com.au/
Realise Program: https://humantohuman.com.au/realise/

Discover intelliflo for yourself by visiting https://ensombl.com/go/20230824

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Aug 22, 2023

In this first installment, Brendon speaks with Jacqueline Fernley, Chief Investment Officer at Mason Stevens, and Andrew Height, Managing Director at Height Capital. They discuss the steps an adviser must undertake in order to form their investment committee, which parts they can execute themselves, and when to seek external expertise to set the committee up for success.

Jacqueline Fernley LinkedIn: https://www.linkedin.com/in/jacqueline-fernley-cfa-cew-member-gaicd-2a8845b/
Mason Stevens Website: https://masonstevens.com.au/

Andrew Height LinkedIn: https://www.linkedin.com/in/andrew-height-816ab62b/
Height Capital Website: https://heightcapital.com.au/

To learn more about Mason Stevens Outsourced CIO capabilities, contact us: https://masonstevens.com.au/get-in-touch/

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Aug 22, 2023

Alex is a Partner at Moran Partners Financial Planning. He joins Brendon to talk about how advisers can implement their newly formed investment committees into their practice and advice process.

Alex Hont LinkedIn: https://www.linkedin.com/in/alex-hont/
Moran Partners Website: https://www.moranfp.com.au/

To learn more about Mason Stevens Outsourced CIO capabilities, contact us: https://masonstevens.com.au/get-in-touch/

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Aug 22, 2023

Greg is a Director and Independent Adviser at Allied Wealth. He and Brendon chat about the benefits advisers have experienced from having an investment committee and outline some of the challenges they have faced throughout their journey.

Greg Barter LinkedIn: https://www.linkedin.com/in/greg-barter-6b5b4645
Allied Wealth Website: https://www.alliedwealth.com.au/

To learn more about Mason Stevens Outsourced CIO capabilities, contact us: https://masonstevens.com.au/get-in-touch/

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Aug 22, 2023

In this final episode, Brendon is joined once again by Jacqueline Fernley from Mason Stevens, and Gareth de Maid, Investment Director at BlueRock. They talk over the benefits of utilising an outsourced CIO and how by bringing in external expertise, the committee is able to take advantage of different investment perspectives and give advisers in the business their time back.

Jacqueline Fernley LinkedIn: https://www.linkedin.com/in/jacqueline-fernley-cfa-cew-member-gaicd-2a8845b/
Mason Stevens Website: https://masonstevens.com.au/

Gareth de Maid LinkedIn: https://www.linkedin.com/in/gareth-de-maid-834b93106/
BlueRock Website: https://www.bluerock.com.au/

To learn more about Mason Stevens Outsourced CIO capabilities, contact us: https://masonstevens.com.au/get-in-touch/

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Aug 20, 2023

This week we cover the RBA cash rate decision, Australian employment data, the RBNZ’s interest rate decision, US July FOMC minutes, Walmart, Carsales, Seek, and Contact Energy.

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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Aug 17, 2023

In this episode, Peita is joined by Bianca Hartge-Hazelman, CEO at Financy. They discuss the Financy Impacter app, and how it can be used to increase business productivity, employee wellness and retention, and ensure diversity and inclusion.

Impacter Website: https://financy.com.au/impacter/
Bianca Hartge-Hazelman LinkedIn: https://www.linkedin.com/in/biancahhfinancy        
Curiosity Corner (Futurepedia): https://www.futurepedia.io/      
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ 

A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230818

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Aug 16, 2023

Steve is the Managing Director at Link Wealth Group. He and James talk about how his business went from just himself to now a team of about fifty, the adviser training academy they have built, and their social media marketing activities.

Steve Sloane LinkedIn: https://www.linkedin.com/in/stevesloanefinadviser/
Link Wealth Group Website: https://www.linkwealth.com.au/

Discover intelliflo for yourself by visiting https://ensombl.com/go/20230817

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Aug 14, 2023

Gil is the Managing Director at RI Newcastle & Lower Hunter and Estate Planning For Life. He and Andrew chat about the genesis of his business, where the advice industry is going in the future, and why he decided to write his book on estate planning.

Gil Gordon LinkedIn: https://www.linkedin.com/in/gordongil/
RI Advice Website: https://rilowerhunter.com.au/
Estate Planning For Life Website: https://estateplanningforlife.com.au/
"The Bugger Went and Died on Me" Book: https://www.rilowerhunter.com.au/_medias/19e875e4-3842-425a-b718-8237e3f46080/the+bugger+went+and+died-eBook.pdf

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230815

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Aug 13, 2023

This week we cover US CPI data, Australian Reporting Season, Estia Health and Bain Capital, Invocare and TPG Private Equity.

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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Aug 10, 2023

In this episode, Peita reflects on the podcast journey so far and shares some of the biggest advicetech insights she's picked up along the way.

You can send your AdviceTech questions and feedback to: https://www.speakpipe.com/PeitaD
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/

A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230811

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Aug 9, 2023

In this episode James chats with Jonathan Mannion, Senior Financial Adviser and Founder at Sandringham Wealth. They discuss his advice process and how he's managed to structure a sustainable one-advisor business.

Jonathan Mannion LinkedIn: https://www.linkedin.com/in/jonathonmannion/
Sandringham Wealth Website: https://www.sandringhamwealth.com.au/

Discover intelliflo for yourself by visiting https://ensombl.com/go/20230810

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Aug 6, 2023

This week we cover China dropping the Barley tariffs, the US Core PCE Index, the Michigan Consumer Sentiment survey, ISM manufacturing data, Suncorp, RMD, and TPG telecom.

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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Aug 3, 2023

In this episode, Peita chats with Mark Akeroyd, Head of Product at Lumiant. They take a deep dive into the features of the advice and client engagement platform, where it fits in an advisor's tech stack, and the power of a scalable experience.

Lumiant Website: https://www.lumiant.io/
Mark Akeroyd LinkedIn: https://www.linkedin.com/in/markakeroyd/ 
Curiosity Corner (AI Playground): https://sdk.vercel.ai/
Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/

A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230804

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Aug 2, 2023

Daniel is a Financial Advisor at Tribeca Financial. He and James talk about the journey he took when transitioning from South Africa to Australia as a financial advisor.

Daniel Nel LinkedIn: https://www.linkedin.com/in/danielnel/
Tribeca Financial Website: https://www.tribecafinancial.com.au/

Discover intelliflo for yourself by visiting https://ensombl.com/go/20230803

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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/

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230801

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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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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/ 

A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230728

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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/

Discover intelliflo for yourself by visiting https://ensombl.com/go/20230727

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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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