Ensombl Advice Australia

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/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25112100-451900010.25 Client Care & Practice0.50 Technical CompetenceIn this episode, Brendon is joined again by Slava Platkov, Senior Investment Director and Vice President at Dimensional Fund Advisors. They explore the evolution from traditional active investing to systematic approaches, the sources of alpha, practical portfolio implementation, and robust evaluation strategies for delivering long-term client value.Slava Platkov LinkedIn: https://www.linkedin.com/in/slava-platkov-84564a1b/Systematically Evaluating Systematic Managers: https://www.dimensional.com/au-en/insights/systematically-evaluating-systematic-managersFor more information on Dimensional reach out to our team or visit our website: https://ensombl.com/go/20251126General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25112100-473200010.25 Client Care & Practice0.50 Professionalism & EthicsIn this final instalment, Brendon speaks to Paul Turner, Head of Advisor Group, Australia and Vice President at Dimensional Fund Advisors, and Amber Murrell, Private Wealth Adviser at Shadforth Financial Group. They discuss the significance, development, and long-term value of having a well-defined, evidence-based investment philosophy for advice firms and their clients.Paul Turner LinkedIn: https://www.linkedin.com/in/pturnersydney/Amber Murrell LinkedIn: https://www.linkedin.com/in/amber-murrell/Shadforth Financial Group Website: https://www.sfg.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/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25112323-521600010.25 Client Care & Practice0.50 Technical CompetenceIn this episode, Rocksy speaks with Prashant Nagarajan, Co-founder, Financial Adviser and Mortgage Adviser at Finnacle. They discuss his professional journey, the growth and structure of his financial planning and mortgage broking business, remote team management, tech and client strategies, and his vision for the future of advice.Prashant Nagarajan LinkedIn: https://www.linkedin.com/in/prashant-nagarajan/Finnacle Website: https://www.finnacle.com.au/Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20251125General Disclaimer – https://www.ensombl.com/disclaimer/

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 0.25 CPD here: https://quiz.ensombl.com/ENSO-25110221-29010001 0.25 Client Care & Practice In this episode, Neil is joined by Daniel Shrimski Managing Director at Vanguard Australia. They discuss the findings from Vanguard Australia's Retirement Report, highlighting low rates of retirement planning, significant gaps in financial literacy, shifting retirement ages, and five key actions to improve Australians' retirement outcomes. How Australia Retires: https://www.vanguard.com.au/super/learn/super-insights/how-australia-retires Neil Rogan LinkedIn: https://www.linkedin.com/in/roganneil/ Russell Investments Website: https://russellinvestments.com/ Daniel Shrimski LinkedIn: https://www.linkedin.com/in/vanguarddanielshrimski/ Vanguard Website: https://www.vanguard.com.au/ General Disclaimer – https://www.ensombl.com/disclaimer/