Ensombl Advice Australia

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25121122-271800010.50 Professionalism and Ethics0.25 Technical CompetenceThis week, Pat is joined by Steven Goh, Co-Founder at FAYBL. They discuss his experience in fintech and how FAYBL's agentic AI aims to transform advice workflows, improve efficiency, and enhance adviser-client relationships while maintaining the importance of human oversight.Steven Goh LinkedIn: https://www.linkedin.com/in/stevengoh/FAYBL Website: https://www.faybl.com/A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20251212General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25121000-360700010.25 Technical Competence0.50 Client Care and PracticeStuart is a Financial Adviser at Verse Wealth. He and James discuss Verse’s structured client experience, their use of tech, the firm’s team-based culture and growth, Stuart’s path from associate to adviser, and how he’s building his client base while shaping the next stage of his career.Stuart Ruddick LinkedIn: https://www.linkedin.com/in/stuartruddick/Verse Wealth Website: https://www.versewealth.com.au/Help us make a difference for Australians in need today. Visit Future2 Foundation to find out more: https://ensombl.com/go/20251211General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-25120723-443400010.25 Technical Competence0.25 Client Care and Practice0.50 Regulatory Compliance & Consumer ProtectionIn this episode, Rocksy is joined by Conaill Keniry, Managing Director, Responsible Manager at Cobalt Advisers. He shares his journey from starting his own license to building a community-focused, adaptable licensee that prioritises adviser support, culture, networking, and real-world business solutions in the evolving advice industry.Conaill Keniry LinkedIn: https://www.linkedin.com/in/conaill-keniry-b8022a14Cobalt Advisers Website: https://cobaltadvisers.com.au/Beryllium Advisers Website: https://berylliumadvisers.com.au/What If Advice Website: https://whatifadvice.com.au/The Adviser Games: https://www.theadvisergames.com.au/Explore the road less travelled at https://ensombl.com/go/20251209General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25120501-461500010.25 Client Care & Practice0.50 Technical CompetenceAs retirees face more complex income needs, host Amie Baker is joined by David Hutchison (AMP) and Kane Hansen (True North Lifestyle) to explore how advisers can build resilient, client-focused retirement portfolios. They break down risk profiling, income-stream design, and the shift toward managed accounts - highlighting North’s bespoke solutions and the role of defensive assets in managing sequencing risk. The conversation also covers lifetime products for Centrelink advantages and why early planning is essential for stronger retirement outcomes.Amie Baker LinkedIn: https://www.linkedin.com/in/amie-baker-10975828/David Hutchison LinkedIn: https://www.linkedin.com/in/davidkhutchison/Kane Hansen LinkedIn: https://www.linkedin.com/in/kanehansen/True North Lifestyle Website: https://www.truenorthlifestyle.com.au/Become a MyNorth Lifetime Master: https://www.northonline.com.au/adviser/insights/become-a-mynorth-lifetime-masterFind out more about North’s high-quality investment options: https://ensombl.com/go/20251208General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25120201-513900010.25 Client Care & Practice0.25 Professionalism and Ethics0.25 Technical CompetenceThis week, Pat is joined by Peter Worn, Joint-MD at Finura Group. They discuss Finura Group's evolution, practical AI applications in advicetech, the development and success of Advice Designer, strategic industry partnerships, and plans for future platform enhancements and integrations.Peter Worn LinkedIn: https://www.linkedin.com/in/peterworn/Finura Group Website: https://finuragroup.com/Advice Designer Website: https://www.advicedesigner.com/Disrupting the first reported AI-orchestrated cyber espionage campaign Article: https://www.anthropic.com/news/disrupting-AI-espionageThe WealthTech Insider Podcast: https://finuragroup.com/podcast/A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20251205General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25120223-222400010.25 Technical Competence0.25 Client Care and Practice0.25 Professionalism and EthicsMatt is the Managing Director at Rising Tide Financial Services. He and James discuss his transition from adviser to managing director at Rising Tide, the business's journey toward holistic advice, team development, client handovers, and ongoing plans for strengthening their specialised services.Matt Hale LinkedIn: https://www.linkedin.com/in/matthalert/Rising Tide Website: https://risingtidefinancial.com.au/Help us make a difference for Australians in need today. Visit Future2 Foundation to find out more: https://ensombl.com/go/20251204General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.25 CPD here: https://quiz.ensombl.com/ENSO-25112722-174600010.25 Client Care and PracticeIn this episode, Neil is joined by Alexander Cousley and Samantha Foster from Russell Investments. They discuss their new Private Market Managed Account for retail investors, its portfolio construction, manager selection, liquidity features, and upcoming platform launch in Australia.Neil Rogan LinkedIn: https://www.linkedin.com/in/roganneil/Alexander Cousley LinkedIn: https://www.linkedin.com/in/alexander-cousley-cfa-a10b81109/Samantha Foster LinkedIn: https://www.linkedin.com/in/samanthafoster/Russell Investments Website: https://russellinvestments.com/General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25112623-465200010.50 Client Care & Practice0.25 Technical CompetenceThis week, Pat speaks with Allan Whatmore, Founder and CEO at GSA. He discusses how GSA uses AI-driven systems and tailored content to automate, nurture, and optimise client acquisition for advisers and professional services firms.Allan Whatmore LinkedIn: https://www.linkedin.com/in/allanwhatmore/GSA Website: https://www.growthstudioagency.com/A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20251128General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.50 CPD here: https://quiz.ensombl.com/ENSO-25112523-242300010.25 Client Care and Practice0.25 Professionalism and EthicsPaul is a Financial Adviser at First Financial. He reflects on his career progression from aspiring adviser to part-owner at First Financial, the evolution of client relationships, mentorship, and professional development within both small and large practices.Paul Cupic LinkedIn: https://www.linkedin.com/in/paul-cupic-a86054127First Financial Website: https://firstfinancial.com.au/Help us make a difference for Australians in need today. Visit Future2 Foundation to find out more: https://ensombl.com/go/20251127General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25112100-423600010.25 Client Care & Practice0.50 Technical CompetenceIn this first episode, Brendon Vade speaks with Slava Platkov, Senior Investment Director and Vice President at Dimensional Fund Advisors, and David Price, Founding Director and Owner at Strategy First Financial Planning. They discuss the importance of maintaining a disciplined, systematic investment philosophy and strong client relationships to navigate changing markets and avoid common pitfalls.Slava Platkov LinkedIn: https://www.linkedin.com/in/slava-platkov-84564a1b/David Price LinkedIn: https://www.linkedin.com/in/david-price-031a752/Strategy First Website: https://www.strategyfirst.com.au/For more information on Dimensional reach out to our team or visit our website: https://ensombl.com/go/20251126General Disclaimer – https://www.ensombl.com/disclaimer/