Ensombl Advice Australia

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Professional network for financial advisers https://ensombl.com/DISCLAIMER: The Ensombl podcast and all content contained on Ensombl is limited to factual information and does not constitute legal, financial or other professional advice. Ensombl does not hold an AFS licence and does not provide any financial services. Nothing on this podcast should be interpreted as financial advice. Before making any investment decision, Ensombl …

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Episodioak

Reimagining Retirement: Advice, Conversations, Outcomes #3

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26033103-18270001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection In this instalment, Tanya speaks with Harry Flaskas, Practice Principal at …

Mar 31, 2026 · 42m
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Engine Room Podcast #84 - Justin O'Donoghue

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-26032923-13100001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Professionalism and Ethics 0.25 Regulatory Compliance and Consumer Protection In this episode, Rocksy speaks with Justin …

Mar 30, 2026 · 1h 0m
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Insurance Podcast #6 - Paul Milbourne

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26032700-17180001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection In this episode, Ben speaks with Paul Milbourne, Business Protection and …

Mar 29, 2026 · 42m
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AdviceTech Podcast #165 - Encore Advisory

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26032602-23060001 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection 0.25 Client Care and Practice This week, Pat is joined by Mark Zaglas, CEO and Director …

Mar 26, 2026 · 51m
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Licensee Podcast Series #9 - Akumin

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-26032223-39010001 0.25 Technical Competence 0.25 Client Care and Practice 0.25 Regulatory Compliance & Consumer Protection 0.25 Professionalism and Ethics In this episode, Rocksy is joined by …

Mar 23, 2026 · 1h 4m
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Insurance Podcast #5 - Mitch Ramsbotham

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26032000-04430001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection This week, Ben is joined by Mitch Ramsbotham, Head of Growth …

Mar 22, 2026 · 43m
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#526 Jesse Oey

Earn 0.50 CPD here: https://quiz.ensombl.com/ENSO-26031722-58400001 0.25 Technical Competence 0.25 Client Care and Practice Jesse is the Retirement Engagement Leader and Senior Product Owner at Aware Super. He and James discuss …

Mar 18, 2026 · 36m
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Engine Room Podcast #83 - Ryan Watson

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-26031600-00560001 0.50 Client Care & Practice 0.25 Technical Competence 0.25 Professionalism and Ethics In this episode, Rocksy speaks with Ryan Watson, CEO and founder of Tribeca …

Mar 16, 2026 · 1h 5m
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Insurance Podcast #4 - Jake Reus

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26031304-04190001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection In this episode, Ben speaks with Jake Reus, CEO and Head …

Mar 15, 2026 · 42m
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AdviceTech Podcast #164 - Regi

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26031202-02180001 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection 0.25 Client Care and Practice In this episode, Pat speaks with Eloise Somerford and Julia Vojkovic …

Mar 12, 2026 · 42m
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Engine Room Podcast #82 - Alex McMillan

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-26030823-50550001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Professionalism and Ethics 0.25 Regulatory Compliance and Consumer Protection This week, Rocksy is joined by Alex …

Mar 09, 2026 · 1h 6m
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Insurance Podcast #3 - Aaron Zol

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26030523-03540001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection In this episode, Ben talks with Aaron Zol, Head of Business …

Mar 08, 2026 · 38m
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#525 Izzy Tittor

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26030401-16280001 0.25 Technical Competence 0.25 Client Care and Practice 0.25 Professionalism and Ethics Izzy is the co-founder of Henry Advisory, a newly launched advice firm focused …

Mar 04, 2026 · 41m
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Investment Feed Insights #8

In this episode, Neil Rogan speaks with Alex Cousley from Russell Investments. They discuss recent geopolitical tensions involving Israel, the US, and Iran, their impact on oil prices, the current …

Mar 04, 2026 · 9m
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Engine Room Podcast #81 - Angus Taylor

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-26011822-35250001 0.50 Client Care & Practice 0.25 Technical Competence 0.25 Tax (Financial) Advice In this episode, Rocksy is joined by Angus Taylor, Founder of Sheffield Financial …

Mar 03, 2026 · 56m
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Investment Podcast #35 - Inside the Contrarian Playbook

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26022622-56460001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection As elevated valuations and index concentration challenge traditional portfolios, Daniel Kelly …

Mar 01, 2026 · 39m
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AdviceTech Podcast #163 - RetireMap Update

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26022601-28380001 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection 0.25 Client Care and Practice This week, Pat is joined by Andrew Gardner and Eric Tetik …

Feb 26, 2026 · 47m
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#524 Retirement Xchange Insights

Earn 0.50 CPD here: https://quiz.ensombl.com/ENSO-26022402-34340001 0.25 Technical Competence 0.25 Client Care and Practice Recorded live at the Ensombl Retirement Xchange in Melbourne, James asks attendees what their “aha moments” from …

Feb 25, 2026 · 24m
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AdviceTech Podcast #153 - Vibe Coding and the Future of AI in Advice

<p>Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25111223-05530001<br /> 0.25 Client Care & Practice<br /> 0.50 Technical Competence</p> <p>This week, Pat is joined by Mark Papendieck, Chief Commercial Officer at DASH Technology Group. …

Nov 13, 2025 · 52m
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#516 Alex McKenzie

<p>Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25111200-58350001<br /> 0.25 Client Care & Practice<br /> 0.50 Technical Competence</p> <p>Alex is the Owner of Future Financial Services. He and James discuss the history, client-focused …

Nov 12, 2025 · 45m
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Licensee Podcast Series #4 - WT Financial Group

<p>Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-25110921-41190001<br /> 0.25 Professionalism and Ethics<br /> 0.75 Regulatory Compliance & Consumer Protection</p> <p>This week, Rocksy speaks with Keith Cullen, Founder and Managing Director at WT …

Nov 10, 2025 · 1h 0m
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AdviceTech Podcast #152 - The Evolution of AI

<p>Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-25110422-30340001<br /> 0.25 Client Care & Practice<br /> 0.75 Technical Competence</p> <p>In this episode, Pat speaks with Stefan D'Alessandro, Founder of subfocus.ai. They explore the rapid …

Nov 06, 2025 · 55m
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#515 Nathaniel Johnston

<p>Earn 0.50 CPD here: https://quiz.ensombl.com/ENSO-25110500-57320001<br /> 0.25 Client Care & Practice<br /> 0.25 Technical Competence</p> <p>Nathaniel is a Financial Adviser at First Financial. He and James discuss his career progression …

Nov 05, 2025 · 32m
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Engine Room Podcast #78 - Peter Monahan

<p>Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-25110221-59400001<br /> 0.75 Client Care & Practice<br /> 0.25 Technical Competence</p> <p>This week, Rocksy speaks with Peter Monahan, CEO at EJM Advice. They discuss EJM Advice's …

Nov 03, 2025 · 48m
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Investment Feed Insights #3

<p>Earn 0.25 CPD here: https://quiz.ensombl.com/ENSO-25110221-29010001<br /> 0.25 Client Care & Practice</p> <p>In this episode, Neil is joined by Daniel Shrimski Managing Director at Vanguard Australia. They discuss the findings from …

Nov 02, 2025 · 16m
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#514 Kirra Sharrock

<p>Earn 0.50 CPD here: https://quiz.ensombl.com/ENSO-25102900-24310001<br /> 0.25 Client Care & Practice<br /> 0.25 Professionalism and Ethics</p> <p>Kirra is a Wealth Adviser at Bravium. She shares her journey from radiation therapy …

Oct 29, 2025 · 36m
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Licensee Podcast Series #3 - Lifespan Financial Planning

<p>Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-25102705-29590001<br /> 0.25 Client Care & Practice<br /> 0.50 Regulatory Compliance & Consumer Protection<br /> 0.25 Technical Competence</p> <p>In this episode, Rocksy is joined by Eugene …

Oct 27, 2025 · 1h 3m
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#513 Scott Aggett

<p>Scott is the Founder and Expert Negotiator at Green Shoots Property. He and Clayton discuss his journey in real estate, the development of his data-driven, transparent property negotiation services, and …

Oct 22, 2025 · 49m
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Engine Room Podcast #77 - Adam Carmody and Emma Schmidt

<p>Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-0329-15102025<br /> 0.50 Client Care & Practice<br /> 0.25 Regulatory Compliance & Consumer Protection<br /> 0.25 Professionalism & Ethics</p> <p>This week, Rocksy is joined by Adam …

Oct 20, 2025 · 1h 1m
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Investment Podcast #29 - Quarterly Update

<p>Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-0050-16102025<br /> 0.25 Client Care & Practice<br /> 0.50 Technical Competence</p> <p>As markets adjust to shifting valuations, easing volatility, and the rapid rise of AI, James …

Oct 19, 2025 · 50m
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#512 Nathan Fradley

<p><a href="https://quiz.ensombl.com/ENSO-0353-14102025">Earn 0.75 CPD here</a><br /> 0.25 Client Care & Practice<br /> 0.25 Professionalism & Ethics<br /> 0.25 Technical Competence</p> <p>Nathan Fradley is an Independent Specialist Financial Adviser. He and …

Oct 15, 2025 · 38m
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Engine Room Podcast #76 - Paul Benson

<p>In this episode, Rocksy speaks with Paul Benson, Practice Principal and Financial Planner at Guidance Financial Services. They discuss his career in financial planning, the growth and philosophy of his …

Oct 13, 2025 · 48m
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Licensee Podcast Series #2 - AMAFA

<p>In this episode, Rocksy is joined by Keith Marshall and Mario Finocchiaro from AMAFA. They discuss how AMAFA supports and grows advisory practices through community, tailored technology, and integrated services, …

Oct 12, 2025 · 59m
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AdviceTech Podcast #151 - Power Automate for Advisers

<p>In this episode, Pat speaks with Charmaine Hall, Director at Unbound Financial. They discuss how Charmaine has built and automated a modern financial advice tech stack using Power Automate, AI …

Oct 09, 2025 · 39m
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#511 Joel Perryman

<p>Joel is a Provisional Adviser at Integritas Wealth Advisers. He and James discuss his journey from gym owner and personal trainer to becoming a financial adviser, discussing the challenges, motivations, …

Oct 08, 2025 · 35m
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Lifetime Income Series #1

<p>In this episode, Naomi is joined by Sue Morris, Head of Strategic Advice at Hyland Financial Planning, and Ben Hillier, Director Retirement at AMP. They discuss the benefits, strategies, and …

Oct 07, 2025 · 44m
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Lifetime Income Series #2

<p>In episode two of the Lifetime Income Series, Naomi speaks with Marcus Larcombe, Financial Adviser at Apex Advice, and Kiru Anantharaj, Retirement Specialist at AMP. They discuss how innovative retirement …

Oct 07, 2025 · 45m
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Lifetime Income Series #3

<p>In this final installment, Naomi is joined by Alex Berlee, Director at AGS Financial Group, and Ben Hillier, Director Retirement at AMP. They explore how innovative retirement income streams (IRIS) …

Oct 07, 2025 · 37m
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