Ensombl Advice Australia

This week we cover Australian employment data, the Westpac consumer confidence index, the Bank of Japan, US PPI data, JB Hi-Fi, Viva, Ampol, Fisher and Paykel Healthcare, and Netwealth, PPS and HUB 24's quarterly flow results. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

This week, Peita is joined by Andrew Whelan, Chief Executive Officer at Dash Technology Group. They take a deep dive into the DASH platform and how it can be utilised to solve the biggest problems in your advice process. Dash Website: https://dash.com.au/ Andrew Whelan LinkedIn: https://www.linkedin.com/in/andrew-whelan-72270a3/ Curiosity Corner (Airgram) website: https://www.airgram.io/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ A world of opportunity awaits you at https://netwealth.com.au/woo Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Cara is a Principal Wealth Adviser at The Wealth Designers. She and Ben talk through her advice journey, the biggest challenges along the way, and how to get the most out of your support team. Cara Graham LinkedIn: https://www.linkedin.com/in/caragraham1/ The Wealth Designers Website: https://twd.com.au/ A world of opportunity awaits you at https://netwealth.com.au/woo Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

This week we cover the US December CPI print, the Australian November CPI data, retail sales data, IAG, and Origin. This market highlight is proudly brought to you by Milford https://milfordasset.com.au/ Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

This week, Peita chats with Nathan Fradley, Director at Ethos Australia. They deep dive into the Ethos ESG tool and discuss how it can be integrated into your advice business to assist with ethical investing for clients and reflect your philosophy and values as a practice. Ethos ESG Website: https://www.ethosesg.com/ Nathan Fradley LinkedIn: https://www.linkedin.com/in/nathan-fradley-fchfp-88a8502a Curiosity Corner (Forest) website: https://www.forestapp.cc/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Justin is the Managing Director at Sentinel Wealth. He and Jess talk about his approach to getting to know his clients, what questions to ask, and how this information can be leveraged in the advice process. Justin Hooper LinkedIn: https://www.linkedin.com/in/justinhooper1/ Sentinel Wealth Website: https://sentinelwealth.com.au/ For more information on DASH, reach out to our team or follow us on LinkedIn. https://dash.com.au/ Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Recorded at the 2022 FPA Professionals Congress, Danni, Fraser and Clayton sit down with different speakers and attendees to discuss their insights on the current state of advice and where it's headed in the future. Adam Crabbe Risk Strategy Specialist at Zurich Adam Crabbe LinkedIn: https://www.linkedin.com/in/adamcrabbe/ Zurich Website: https://www.zurich.com.au/ Kathryn Orman Senior Financial Planner/Coy Director at Goals & Dreams Financial Planning Kathryn LinkedIn: https://www.linkedin.com/in/kath-orman-30387569/ Goals & Dreams Financial Planning Website: https://goalsanddreams.com.au/ Peter Worn Joint-Managing Director at Finura Group Peter Worn LinkedIn: https://www.linkedin.com/in/peterworn/ Finura Group: https://finuragroup.com/ Kathryn Creasy Wealth Adviser and Principal at Capital Partners Kathryn Creasy LinkedIn: https://www.linkedin.com/in/kathryn-creasy/ Capital Partners Website: https://capital-partners.com.au/ Charmaine Lamprecht Chief Operating Officer and Principal at Capital Partners Charmaine Lamprecht LinkedIn: https://www.linkedin.com/in/charmaine-lamprecht/ Capital Partners Website: https://capital-partners.com.au/ Fraser Jack Founder of The Cyber Collective Fraser Jack LinkedIn: https://www.linkedin.com/in/fraserjack123/ The Cyber Collective Website: https://www.thecybercollective.com.au/ Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Recorded at the 2022 FPA Professionals Congress, Danni, Fraser and Clayton sit down with different speakers and attendees to discuss their insights on the current state of advice and where it's headed in the future. Michelle Levy Partner at Allens Michelle Levy Profile: https://www.allens.com.au/people/l/michelle-levy/ Allens Website: https://www.allens.com.au/ Sarah Abood CEO at the Financial Planning Association of Australia Sarah Abood LinkedIn: https://www.linkedin.com/in/sarah-abood-253933b/ Financial Planning Association of Australia Website: https://fpa.com.au/ Corey Wastle CEO at Verse Wealth Corey Wastle LinkedIn: https://www.linkedin.com/in/coreywastle/ Verse Wealth Website: https://www.versewealth.com.au/ Nicolette Boele Expert Adviser at the Smart Energy Council, and Shadow Representative for Bradfield Nicolette Boele LinkedIn: https://www.linkedin.com/in/nicolette-boele/ Nicolette Boele Website: https://www.nicoletteboele.com.au/ Jason Andriessen Consulting Partner at MYMAVINS, and Co-Founder and Chair at Catalpa Jason Andriessen LinkedIn: https://www.linkedin.com/in/jasonandriessen/ MYMAVINS Website: https://www.mymavins.com.au/ Melanie Drago Melanie Drago Founder of Tanngo, and Senior Consultant at Tangelo Advice Consulting LinkedIn: https://www.linkedin.com/in/melanie-drago-0046a6b/ Tanngo Website: https://tanngo.com.au/ Tangelo Advice Consulting Website: https://www.tangeloconsulting.com.au/ David Sharpe Certified Financial Planner and Director at Globe Financial Planning David Sharpe LinkedIn: https://www.linkedin.com/in/davidsharpecfp/ Globe Financial Planning Website: https://www.globefp.com.au/ Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Recorded at the 2022 FPA Professionals Congress, Danni, Fraser and Clayton sit down with different speakers and attendees to discuss their insights on the current state of advice and where it's headed in the future. Matt Jones Co-Founder and Brand Director at Four Pillars Gin Matt Jones LinkedIn: https://www.linkedin.com/in/matt-jones-433a1bb/ Four Pillars Gin Website: https://www.fourpillarsgin.com/ Dr. Paul Moran CEO and Founder of iFactFind Dr. Paul Moran LinkedIn: https://www.linkedin.com/in/dr-paul-moran-cfp%C2%AE-ssa%E2%84%A2-9aa22117/ iFactFind Website: https://ifactfind.com.au/ Ben Marshan General Manager of Policy and Advocacy the Financial Planning Association of Australia Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/ Financial Planning Association of Australia Website: https://fpa.com.au/ William Johns CEO and Founder of Health & Finance Integrated, and Founder of ClaimRight William Johns LinkedIn: https://www.linkedin.com/in/williamjohns1/ Health & Finance Integrated Website: https://healthfinance.com.au ClaimRight Website: https://www.claimright.com.au/ Hon. Bernie Ripoll Chairman and Director at Otivo, Executive Chair at Utilitas Group Hon. Bernie Ripoll LinkedIn: https://www.linkedin.com/in/bernieripoll/ Otivo Website: https://www.otivo.com/ Utilitas Website: https://utilitas.com.au/ Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/

Recorded at the 2022 FPA Professionals Congress, Danni, Fraser and Clayton sit down with different speakers and attendees to discuss their insights on the current state of advice and where it's headed in the future. Brett Wright Founder of LifeBid Brett Wright LinkedIn: https://www.linkedin.com/in/brett-wright-a9461430/ LifeBid Website: https://lifebid.com.au/ Cameron Peck Director at Safeguard Life Cameron Peck LinkedIn: https://www.linkedin.com/in/cameronpeck1/ Safeguard Life Website: https://www.safeguardlife.com.au/ Kerry Darton Founder of Clarity Financial Advice Kerry Darton LinkedIn: https://www.linkedin.com/in/kerry-darton-aged-care-professional-b43a4320/ Clarity Financial Advice Website: https://cfadvice.com.au/ Jason Burley Senior Financial Planner at Burley Aged Care Advice Jason Burley LinkedIn: https://www.linkedin.com/in/burleyagedcareadvice/ Burley Aged Care Advice Website: https://burleyagedcareadvice.com.au/ Assyat David Director at Aged Care Steps Assyat David LinkedIn: https://www.linkedin.com/in/assyat-david-16b9968/ Aged Care Steps Website: https://agedcaresteps.com.au/ Nick Eatock CEO at intelliflo Nick Eatock LinkedIn: https://www.linkedin.com/in/nickeatock/ intelliflo Website: https://www.intelliflo.com/au Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/