Ensombl Advice Australia

This week, Pat speaks with Alan FitzGerald, Founder & Fractional CTO at Practice Connections. They discuss the critical importance of strategic technology adoption, data management, and AI integration to help advice practices improve client experiences, staff productivity, and overall business performance. Alan FitzGerald LinkedIn: https://www.linkedin.com/in/arfitzgerald/ Practice Connections Website: https://www.practiceconnections.com.au/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of community awaits you at Netwealth: https://ensombl.com/go/20250627 Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/

Luke is the Director and Financial Adviser at Advice Loop. He and James discuss his journey from a dissatisfied corporate employee to building his practice, Advice Loop, focusing on organic growth, client-centric strategies, and continuous learning while navigating the challenges of the financial services industry. Luke Dean LinkedIn: https://www.linkedin.com/in/ljdean/ Advice Loop Website: https://adviceloop.com.au/ To learn more about Paradino & Athena, view our Solutions Showcase on Ensombl here: https://app.ensombl.com/posts/solutions-showcase-paradino Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/

Just as markets rebound, flaring geopolitical tensions once again set investors on edge, and in this Quarterly Market Update, host James Whelan is joined by Vern Du Preez (Orbis Investments) and Viola Private Wealth CIO Daniel Kelly to what's been driving markets, and how portfolios are positioned to weather increased uncertainty. Through the lens of separating short-term noise from long-term conviction, our team shares insights on managing downside risk, where they see selective opportunities, and how advisers should frame client conversations. Whether you're calming clients through market drawdowns or reinforcing the merits of your strategy, this episode helps advisers lead with clarity, confidence, and the discipline clients are looking for in unpredictable times. Vern du Preez LinkedIn: https://www.linkedin.com/in/wernerdupreez/ Daniel Kelly LinkedIn: https://www.linkedin.com/in/daniel-kelly-cfa-b699b962/ Viola Private Wealth Website: https://www.violaprivatewealth.com.au/ Orbis Investments Disclaimer: https://ensombl.com/orbisdisclaimer/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/ Prepare your clients for a new investing dawn. Discover more: https://ensombl.com/go/20250623/ Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/

In this episode, Pat is joined by Paul Feeney, Founder of Otivo. Paul returns to the AdviceTech Podcast to discuss how Otivo aims to make personalised, actionable advice accessible to all Australians through innovative technology, AI-powered tools, and partnerships with financial institutions, helping to close the advice gap by providing affordable, compliant guidance. Otivo Website: https://www.otivo.com/ Paul Feeney LinkedIn: https://www.linkedin.com/in/paul-feeney-0803031 Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of community awaits you at Netwealth: https://ensombl.com/go/20250620 Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/

Chris is the Founder And Financial Planner at Glasshouse Wealth. He and James discuss his move from Victoria to Queensland, launching Glasshouse Wealth with a focus on white-collar professionals, using internally geared managed funds, and navigating the challenges and opportunities in advice while balancing personal and professional growth. Chris Carlin LinkedIn: https://www.linkedin.com/in/chriscarlinfp/ Glasshouse Wealth Website: https://www.glasshousewealth.com.au/ To learn more about Paradino & Athena, view our Solutions Showcase on Ensombl here: https://app.ensombl.com/posts/solutions-showcase-paradino Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/

In this episode, Rocksy is joined by Nathan Jacobsen, Chief Executive Officer at VBP. He shares his journey from military leadership to becoming CEO of VBP, and discusses the importance of technology, outsourcing, and innovation in transforming advice practices. Nathan Jacobsen LinkedIn: https://www.linkedin.com/in/jacobsennathan/ VBP Website: https://www.vbp.au/ Automation Anywhere Website: https://www.automationanywhere.com/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20250617 Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/

This week, Pat is joined by Nick Topham, Founder of ProductRex. They discuss the platform's latest innovations, new features and benefits, the SMA Reporting Standard, AI integration, and a commitment to solving real problems for advisers by creating user-first, time-saving solutions. Nick Topham LinkedIn: https://www.linkedin.com/in/nicktopham/ ProductRex Website: https://www.productrex.com.au/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of community awaits you at Netwealth: https://ensombl.com/go/20250613 Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/

John is the Founder and Strategic Wealth Adviser at Thriving Wealth. John recently won FAAA Adviser of the Year, and he and James discuss his journey with Thriving Wealth, his strategic approach to advice, the rigorous award application process, and his focus on mentoring and developing his team to become top advisers. Thriving Wealth Website: https://www.thrivingwealth.com.au/ John Cachia LinkedIn: https://www.linkedin.com/in/johncachia-moneywealthadviser/ Cash Talk Podcast: https://podcasts.apple.com/au/podcast/cash-talk/id1588800107 To learn more about Paradino & Athena, view our Solutions Showcase on Ensombl here: https://app.ensombl.com/posts/solutions-showcase-paradino Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/

This week, Pat speaks with Stuart Riddle, Co-Founder of Claras.ai. They discuss how Claris.ai has evolved from a simple file note tool to a comprehensive workflow engine that helps advisers streamline their practice, improve client experiences, and reclaim their weekends through advanced AI-powered document generation, meeting preparation, and integration capabilities. Stuart Riddle LinkedIn: https://www.linkedin.com/in/stuartriddle/ Knkt Interactive Website: https://www.knkt.com.au/ Claras Website: https://claras.ai/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of community awaits you at Netwealth: https://ensombl.com/go/20250606 Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/

Felipe is the Chief Executive Officer at Generation Life. He and James discuss the tax advantages, flexibility, and strategic uses of investment bonds across different client demographics, and how they can complement superannuation and provide effective wealth transfer and estate planning solutions. Felipe Araujo LinkedIn: https://www.linkedin.com/in/felipe-araujo-3952903a/ Generation Life Website: https://genlife.com.au/ To learn more about Paradino & Athena, view our Solutions Showcase on Ensombl here: https://app.ensombl.com/posts/solutions-showcase-paradino Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/