Ensombl Advice Australia

In this episode, Pat talks with Anthony Lyon, Founder at iComply2. They discuss iComply2's SARA, an AI-powered SOA Review Assistant that helps advisers pre-vet their advice documents by using advanced vector indexing and compliance checks, with the goal of reducing human error while maintaining essential human oversight. Anthony Lyon LinkedIn: https://www.linkedin.com/in/anthony-lyon-2463446a/ SARA (iComply2): https://www.icomply2.com.au/sara Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of client data awaits you at Netwealth: https://ensombl.com/go/20250418 Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/

Mo is the Principal Adviser at My Wealth Choice. Mo specialises in tech professionals, and he and James discuss his unique approach to financial planning that focuses on providing clients with more life choices by understanding their specific challenges, leveraging technology, and offering personalised strategies to manage complex financial situations. Mo Shouman LinkedIn: https://www.linkedin.com/in/mshouman/ My Wealth Choice Website: https://www.mywealthchoice.com.au/ Wealth Bytes Podcast: https://podcasts.apple.com/au/podcast/wealth-bytes-podcast/id1801046929 To learn more about LivePreso, view our Solutions Showcase within the AdviceTech space of Ensombl: https://ensombl.com/go/20250417 Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/

In this episode, Rocksy is joined by Karthik Ganapathy, Co-Founder and Senior Financial Adviser at Nova Wealth Advisers. They discuss his journey from hospitality in India to financial planning in Australia, his career transition, client engagement strategies, the role of technology and AI, and the importance of authentic storytelling, team building, and clear communication in shaping the future of financial advice. Karthik Ganapathy LinkedIn: https://www.linkedin.com/in/karthikganapathys Nova Wealth Website: https://novawealth.com.au/ Alex Hormozi 4 Quadrants: https://hormozi.blog/cash-flow-consulting-alex-hormozi/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20250415 Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/

This week, Pat talks with Dr. Paul Moran, CEO and Founder of iFactFind. They discuss how iFactFind can help advisers capture comprehensive client data, streamline SOA generation using AI, and aims to revolutionise how financial advice is delivered and managed across Australia and Ireland. Dr. Paul Moran LinkedIn: https://www.linkedin.com/in/dr-paul-moran-cfp%C2%AE-9aa22117/ iFactFind Website: https://ifactfind.com.au/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of client data awaits you at Netwealth: https://ensombl.com/go/20250411 Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/

In this episode, James is joined by Nick Donnelly, Financial Adviser at Plenary Wealth, and MaryAnn de Mestre, Principal at M de Mestre Lawyers. They discuss elder abuse, estate planning, and family dynamics, and the complex challenges faced by advisers and lawyers when helping older individuals protect their assets and navigate intergenerational relationships. Nick Donnelly LinkedIn: https://www.linkedin.com/in/nick-donnelly-52a2b957/ Plenary Wealth Website: https://plenarywealth.com.au/ MaryAnn de Mestre LinkedIn: https://www.linkedin.com/in/maryann-de-mestre-tep-77635226a/ M De Mestre Lawyers Website: https://mdemestrelawyers.com.au/ To learn more about LivePreso, view our Solutions Showcase within the AdviceTech space of Ensombl: https://ensombl.com/go/20250410 Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/

In this installment, Sacha talks with James Wartho, CEO of FinTalkr, and Andrew Wootton, General Manager at FYG Planners. They explore selecting an AI provider, and how AI tools can help financial advisers improve efficiency, standardise processes, and enhance client engagement by automating tasks like file notes while maintaining data security and quality. James Wartho LinkedIn: https://www.linkedin.com/in/james-wartho-2b2a54/ FinTalkr Website: https://mytalkr.com/fintalkr Andrew Wootton LinkedIn: https://www.linkedin.com/in/andrew-wootton-836b4021/ FYG Planners Website: https://www.fygplanners.com.au/ To learn more about how Fintalkr can help your business view our Solutions Showcase, available in the AdviceTech feed of Ensombl: https://ensombl.com/go/20250409 Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/

In this episode, Sacha is joined by Jason Fowler, Principal of Fowler's Group and Director of FYG Planners. They discuss implementing AI in your advice practice, including note-taking, focusing on efficiency gains, client communication, and the strategic benefits of leveraging voice recording technology to improve business processes and client interactions. Jason Fowler LinkedIn: https://www.linkedin.com/in/jason-fowler-2852443b Fowler's Group Website: https://www.fowlersgroup.com.au/ FYG Planners Website: https://www.fygplanners.com.au/ To learn more about how Fintalkr can help your business view our Solutions Showcase, available in the AdviceTech feed of Ensombl: https://ensombl.com/go/20250409 Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/

In this final episode, Sacha speaks with Ashley Jones, CEO of Razilio, and James Wartho, CEO of FinTalkr. They discuss the critical security considerations for advisers when implementing AI tools, the importance of data protection, Australian hosting, client privacy, and choosing enterprise-grade AI solutions that prioritise security and compliance. Ashley Jones LinkedIn: https://www.linkedin.com/in/ashley-jones-3934421/ Razilio Website: https://www.razil.io/ James Wartho LinkedIn: https://www.linkedin.com/in/james-wartho-2b2a54/ FinTalkr Website: https://mytalkr.com/fintalkr To learn more about how Fintalkr can help your business view our Solutions Showcase, available in the AdviceTech feed of Ensombl: https://ensombl.com/go/20250409 Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/

This week, Rocksy is joined by Leigh Fernando and Daniel Zaffino from BlueRock. They discuss how BlueRock has grown from an accounting practice to a 300-person organisation with multiple divisions, focusing on holistic client service, organic talent development, and a culture of collaboration and continuous improvement. Leigh Fernando LinkedIn: https://www.linkedin.com/in/leighfernando/ Daniel Zaffino LinkedIn: https://www.linkedin.com/in/daniel-zaffino/ BlueRock Website: https://www.bluerock.com.au/ Life at BlueRock Video: https://vimeo.com/1073057694/28f170c7c1 Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20250408 Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/

In this episode, Pat is joined by Anisul Islam, Founding Director at Planimate. They discuss the creation of Planimate, an innovative solution that transforms traditional, lengthy SOAs into engaging, compliant animated videos that save time and money for advisers while improving client understanding and communication. Planimate Website: https://planimate.com.au/ Anisul Islam LinkedIn: https://www.linkedin.com/in/anisulislam/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of client engagement awaits you at Netwealth: https://ensombl.com/go/20250404 Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/