Ensombl Advice Australia

Earn 0.50 CPD here: https://quiz.ensombl.com/ENSO-25112001-424600010.25 Client Care & Practice0.25 Technical CompetenceIn this week's episode, Pat speaks with Shaye Marx, General Manager of Operations at Kofkin Bond & Co. They explore how a client-first financial firm leverages technology, automation, and AI tools to streamline operations, enhance compliance, and put client needs at the center of their services.Shaye Marx LinkedIn: https://www.linkedin.com/in/shaye-marx-08a8431b4/Kofkin Bond & Co Website: https://kofkinbond.com.au/A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20251121General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25111900-214500010.25 Tax (Financial) Advice0.50 Technical CompetenceJoel is an Associate Director at Ally Wealth Management. He and James discuss Ally Wealth’s tailored advice for Australian expats, the challenges and strategies of managing clients with international assets, and the company’s approach to global financial planning and compliance.Joel Kerin LinkedIn: https://www.linkedin.com/in/joelkerin/Ally Wealth Management Website: https://allywealth.com.au/Help us make a difference for Australians in need today. Visit Future2 Foundation to find out more: https://ensombl.com/go/20251120General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25111622-155700010.50 Client Care & Practice0.25 Technical CompetenceThis week, Rocksy is joined by Natallia Smith, Founder and Principal Financial Adviser at TruWealth Advice. They discuss her journey from growing up in Belarus to founding and growing TruWealth Advice in Melbourne, and her focus on providing holistic financial guidance and emotional support to women, especially those experiencing major life changes, while building a specialised, client-centered practice and team.Natallia Smith LinkedIn: https://www.linkedin.com/in/natalliasmith/TruWealth Advice Website: Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20251118General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.25 CPD here: https://quiz.ensombl.com/ENSO-25111321-230300010.25 GeneralIn this episode, Neil is joined by Alex Zaika, Chief Executive Officer at Global X Australia. They explore the recent surge in demand for gold and gold ETFs in Australia, the fundamentals and investor trends driving this growth, and they compare the performance of gold ETFs to other standout Global X funds.Neil Rogan LinkedIn: https://www.linkedin.com/in/roganneil/Russell Investments Website: https://russellinvestments.com/Alex Zaika LinkedIn: https://www.linkedin.com/in/alex-zaika-caia-a1a85612/Global X Australia Website: https://www.globalxetfs.com.au/General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25111223-05530001 0.25 Client Care & Practice 0.50 Technical Competence This week, Pat is joined by Mark Papendieck, Chief Commercial Officer at DASH Technology Group. They explore how AI, rapid prototyping, and open architecture are transforming advice platforms, empowering planners to create customised solutions while strategically balancing automation, augmentation, and the essential human element. Mark Papendieck LinkedIn: https://www.linkedin.com/in/markpapendieck/ DASH Website: https://dash.com.au/ A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20251114 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25111200-58350001 0.25 Client Care & Practice 0.50 Technical Competence Alex is the Owner of Future Financial Services. He and James discuss the history, client-focused approach, operational strategies, and efficient use of technology at Future Financial Services, providing insights and advice on scalable advice practices. Alex McKenzie LinkedIn: https://www.linkedin.com/in/alex-mckenzie-a288237/ Future Financial Services Website: https://futurefinancialservices.com.au/ Discover U Ethical's adviser solutions at https://ensombl.com/go/20251113 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-25110921-41190001 0.25 Professionalism and Ethics 0.75 Regulatory Compliance & Consumer Protection This week, Rocksy speaks with Keith Cullen, Founder and Managing Director at WT Financial Group. They discuss his entrepreneurial journey, leadership in WT Financial Group, innovative approaches to compliance and adviser support, and strategies for scaling high-performing advice practices in a changing regulatory landscape. Keith Cullen LinkedIn: https://www.linkedin.com/in/keith-cullen-890b233/ WT Financial Group Website: https://www.wtfglimited.com/ Explore the road less travelled at https://ensombl.com/go/20251111 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-25110422-30340001 0.25 Client Care & Practice 0.75 Technical Competence In this episode, Pat speaks with Stefan D'Alessandro, Founder of subfocus.ai. They explore the rapid advances in AI and voice technologies, their integration into business processes, the creation of centralised AI dashboards, and the evolving importance of responsible, efficient, and strategic use of AI tools for improving productivity, security, and workforce roles. Stefan D'Alessandro LinkedIn: https://www.linkedin.com/in/stefandalla/ subfocus.ai Website: https://subfocus.ai/ A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20251107 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.50 CPD here: https://quiz.ensombl.com/ENSO-25110500-57320001 0.25 Client Care & Practice 0.25 Technical Competence Nathaniel is a Financial Adviser at First Financial. He and James discuss his career progression from university through various roles in financial advice, the challenges and learnings along the way, and his ongoing personal and professional development at First Financial. Nathaniel Johnston LinkedIn: https://www.linkedin.com/in/nathaniel-johnston-7a2347144/ First Financial Website: https://firstfinancial.com.au/ Discover U Ethical's adviser solutions at https://ensombl.com/go/20251106 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-25110221-59400001 0.75 Client Care & Practice 0.25 Technical Competence This week, Rocksy speaks with Peter Monahan, CEO at EJM Advice. They discuss EJM Advice's journey through succession planning, acquisitions, business integration, operational reforms, and the adoption of AI to drive growth, profitability, and a client-focused culture in advice. Peter Monahan LinkedIn: https://www.linkedin.com/in/peter-monahan-51b84813/ EJM Advice Website: https://www.ejmadvice.com.au/ Peter's Last Engine Room Podcast: https://ensombl.com/podcasts/engine5/ Scaling Up: https://scalingup.com/book/ Aspiriant Wealth Management: https://aspiriant.com/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20251104 General Disclaimer – https://www.ensombl.com/disclaimer/