Ensombl Advice Australia

This week, Pat speaks with Rohan Berry, Head of Xeppo. They discuss Xeppo's core capabilities in aggregating and harmonising data from various systems, enabling better reporting and client insights. Rohan Berry LinkedIn: https://www.linkedin.com/in/rohan-berry-a4098225/ Xeppo Website: https://xeppo.com.au/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of efficiency awaits you at Netwealth: https://ensombl.com/go/20250131 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

Jane is a Partner and Principal Adviser at Minchin Moore Private Wealth Advisers. She and Clayton discuss her diverse career journey in financial planning, the challenges and lessons she has learned, her advice for aspiring advisers, the importance of professional development and education, and the future of the financial planning industry, particularly in regards to attracting and retaining female talent. Jane Hopkins LinkedIn: https://www.linkedin.com/in/jane-hopkins-a9106349/ Minchin Moore Website: https://minchinmoore.com.au/ Visit Sharesight for more information on how they can support your practice.: https://ensombl.com/go/20250130 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

In this episode, Patrick is joined by Jessica Goodall and Doug Morris from Sharesight. They cover Sharesight's origins, features, use cases for investors and advisers, data capabilities, and future roadmap, with a focus on its comprehensive investment reporting and analytics platform. Jessica Goodall LinkedIn: https://www.linkedin.com/in/jessica-goodall-04055060/ Doug Morris LinkedIn: https://www.linkedin.com/in/morrisdouglas/ Sharesight Website: https://www.sharesight.com/au/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of efficiency awaits you at Netwealth: https://ensombl.com/go/20250124 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

Manisha is a Financial Adviser at Ultimum Financial. She and James discuss her journey from Kenya to Australia, her commitment to continuous learning and personal growth, and her holistic approach to client engagement that goes beyond just technical advice. Manisha Bhudia LinkedIn: https://www.linkedin.com/in/manishabhudia/ Ultimum Financial Website: https://ultimumfinancial.com/ moneyGPS. Discover the digital advice platform that will future proof your business: https://ensombl.com/go/20250123 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

Mike Way, a seasoned expert in financial services and now with AMP’s North business, dives into a wealth of insights. He discusses the critical importance of personality profiling and differentiation for advisors. Mike emphasizes transparency and collaboration as keys to business growth, highlighting how trust enhances the advisor-client relationship. He also explores the need for strategic clarity in navigating complex business landscapes and the role of non-monetary incentives in fostering motivation within teams.

In this episode, host James Whelan discusses the outlook for Australian equities with Christian Guerra of First Sentier Investors and Morningstar's Lachlan Holloway. With uncertainty over the domestic interest rate trajectory, and conflicting signals on the strength of the Australian economy, our experts look forward and share their insights on navigating a local market which is overpriced, but in which pockets of value can still be found. From tech to tariffs, from mining to healthcare, everything goes under the spotlight. Lochlan Holloway LinkedIn: https://www.linkedin.com/in/lochlan-halloway/ Chrisitan Guerra LinkedIn: https://www.linkedin.com/in/christian-guerra-9361872/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/ Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20241216 First Sentier Investors. Learn more about Australia's high-quality growing companies at https://ensombl.com/go/2-20241216 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

In this episode, Pat speaks with Dylan O'Brien, Founder at BePrepared, a digital safe custody solution for managing clients' digital assets and estate planning. They discuss the platform's features, security, business opportunities, and the role of AI in enhancing client engagement and business efficiency. Dylan O'Brien LinkedIn: https://www.linkedin.com/in/dylannobrien/ BePrepared Website: https://www.bepreparedapp.com/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of efficiency awaits you at Netwealth: https://ensombl.com/go/20241213 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

In this week's episode, Clayton is joined by Chief Opposition Whip Bert van Manen. They discuss his bill aimed at simplifying the financial advice process, addressing the inefficiencies and high costs caused by excessive regulation, and what advisors can do to show support. Bert van Manen LinkedIn: https://www.linkedin.com/in/bert-van-manen-mp-a2a07115/ Bert van Manen Website: https://www.bertvanmanen.com.au/ LNP Profile: https://www.liberal.org.au/team/bert-van-manen moneyGPS. Discover the digital advice platform that will future proof your business: https://ensombl.com/go/20241212 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

Matt is the Managing Director at Rising Tide Financial Services. He and Rocksy discuss how he built his practice, the impact of the GFC, the evolution of the business, the importance of team culture and governance, and his views on the future of financial advice. Matt Hale LinkedIn: https://www.linkedin.com/in/matthalert/ Rising Tide Website: https://risingtidefinancial.com.au/ Tribal Habits Website: https://tribalhabits.com/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/1-20241210/ Partner with Pallas for investment solutions tailored to your clients' portfolio needs: https://ensombl.com/go/2-20241210/ Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

Dipal Khatri and Aron Satchell, co-founders of Finura Group, dive into their innovative tool, Advice Designer, designed for wealth tech strategy. They discuss the integration of AI in financial advisory, addressing key challenges and opportunities. Cybersecurity is pivotal, with their journey toward achieving ISO 27001 certification highlighted. The duo also explores how modern tech enhances client engagement and transforms traditional advice practices into streamlined, efficient processes. Get ready for a peek into the future of advice delivery!