XY Adviser

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25120223-22240001 0.25 Technical Competence 0.25 Client Care and Practice 0.25 Professionalism and Ethics Matt is the Managing Director at Rising Tide Financial Services. He and James discuss his transition from adviser to managing director at Rising Tide, the business's journey toward holistic advice, team development, client handovers, and ongoing plans for strengthening their specialised services. Matt Hale LinkedIn: https://www.linkedin.com/in/matthalert/ Rising Tide Website: https://risingtidefinancial.com.au/ Help us make a difference for Australians in need today. Visit Future2 Foundation to find out more: https://ensombl.com/go/20251204 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.25 CPD here: https://quiz.ensombl.com/ENSO-25112722-17460001 0.25 Client Care and Practice In this episode, Neil is joined by Alexander Cousley and Samantha Foster from Russell Investments. They discuss their new Private Market Managed Account for retail investors, its portfolio construction, manager selection, liquidity features, and upcoming platform launch in Australia. Neil Rogan LinkedIn: https://www.linkedin.com/in/roganneil/ Alexander Cousley LinkedIn: https://www.linkedin.com/in/alexander-cousley-cfa-a10b81109/ Samantha Foster LinkedIn: https://www.linkedin.com/in/samanthafoster/ Russell Investments Website: https://russellinvestments.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25112623-46520001 0.50 Client Care & Practice 0.25 Technical Competence This week, Pat speaks with Allan Whatmore, Founder and CEO at GSA. He discusses how GSA uses AI-driven systems and tailored content to automate, nurture, and optimise client acquisition for advisers and professional services firms. Allan Whatmore LinkedIn: https://www.linkedin.com/in/allanwhatmore/ GSA Website: https://www.growthstudioagency.com/ A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20251128 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.50 CPD here: https://quiz.ensombl.com/ENSO-25112523-24230001 0.25 Client Care and Practice 0.25 Professionalism and Ethics Paul is a Financial Adviser at First Financial. He reflects on his career progression from aspiring adviser to part-owner at First Financial, the evolution of client relationships, mentorship, and professional development within both small and large practices. Paul Cupic LinkedIn: https://www.linkedin.com/in/paul-cupic-a86054127 First Financial Website: https://firstfinancial.com.au/ Help us make a difference for Australians in need today. Visit Future2 Foundation to find out more: https://ensombl.com/go/20251127 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25112100-42360001 0.25 Client Care & Practice 0.50 Technical Competence In this first episode, Brendon Vade speaks with Slava Platkov, Senior Investment Director and Vice President at Dimensional Fund Advisors, and David Price, Founding Director and Owner at Strategy First Financial Planning. They discuss the importance of maintaining a disciplined, systematic investment philosophy and strong client relationships to navigate changing markets and avoid common pitfalls. Slava Platkov LinkedIn: https://www.linkedin.com/in/slava-platkov-84564a1b/ David Price LinkedIn: https://www.linkedin.com/in/david-price-031a752/ Strategy First Website: https://www.strategyfirst.com.au/ For more information on Dimensional reach out to our team or visit our website: https://ensombl.com/go/20251126 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25112100-45190001 0.25 Client Care & Practice 0.50 Technical Competence In this episode, Brendon is joined again by Slava Platkov, Senior Investment Director and Vice President at Dimensional Fund Advisors. They explore the evolution from traditional active investing to systematic approaches, the sources of alpha, practical portfolio implementation, and robust evaluation strategies for delivering long-term client value. Slava Platkov LinkedIn: https://www.linkedin.com/in/slava-platkov-84564a1b/ Systematically Evaluating Systematic Managers: https://www.dimensional.com/au-en/insights/systematically-evaluating-systematic-managers For more information on Dimensional reach out to our team or visit our website: https://ensombl.com/go/20251126 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25112100-47320001 0.25 Client Care & Practice 0.50 Professionalism & Ethics In this final instalment, Brendon speaks to Paul Turner, Head of Advisor Group, Australia and Vice President at Dimensional Fund Advisors, and Amber Murrell, Private Wealth Adviser at Shadforth Financial Group. They discuss the significance, development, and long-term value of having a well-defined, evidence-based investment philosophy for advice firms and their clients. Paul Turner LinkedIn: https://www.linkedin.com/in/pturnersydney/ Amber Murrell LinkedIn: https://www.linkedin.com/in/amber-murrell/ Shadforth Financial Group Website: https://www.sfg.com.au/ For more information on Dimensional reach out to our team or visit our website: https://ensombl.com/go/20251126 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25112323-52160001 0.25 Client Care & Practice 0.50 Technical Competence In this episode, Rocksy speaks with Prashant Nagarajan, Co-founder, Financial Adviser and Mortgage Adviser at Finnacle. They discuss his professional journey, the growth and structure of his financial planning and mortgage broking business, remote team management, tech and client strategies, and his vision for the future of advice. Prashant Nagarajan LinkedIn: https://www.linkedin.com/in/prashant-nagarajan/ Finnacle Website: https://www.finnacle.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20251125 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.50 CPD here: https://quiz.ensombl.com/ENSO-25112001-42460001 0.25 Client Care & Practice 0.25 Technical Competence In this week's episode, Pat speaks with Shaye Marx, General Manager of Operations at Kofkin Bond & Co. They explore how a client-first financial firm leverages technology, automation, and AI tools to streamline operations, enhance compliance, and put client needs at the center of their services. Shaye Marx LinkedIn: https://www.linkedin.com/in/shaye-marx-08a8431b4/ Kofkin Bond & Co Website: https://kofkinbond.com.au/ A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20251121 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25111900-21450001 0.25 Tax (Financial) Advice 0.50 Technical Competence Joel is an Associate Director at Ally Wealth Management. He and James discuss Ally Wealth's tailored advice for Australian expats, the challenges and strategies of managing clients with international assets, and the company's approach to global financial planning and compliance. Joel Kerin LinkedIn: https://www.linkedin.com/in/joelkerin/ Ally Wealth Management Website: https://allywealth.com.au/ Help us make a difference for Australians in need today. Visit Future2 Foundation to find out more: https://ensombl.com/go/20251120 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25111622-15570001 0.50 Client Care & Practice 0.25 Technical Competence This week, Rocksy is joined by Natallia Smith, Founder and Principal Financial Adviser at TruWealth Advice. They discuss her journey from growing up in Belarus to founding and growing TruWealth Advice in Melbourne, and her focus on providing holistic financial guidance and emotional support to women, especially those experiencing major life changes, while building a specialised, client-centered practice and team. Natallia Smith LinkedIn: https://www.linkedin.com/in/natalliasmith/ TruWealth Advice Website: Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20251118 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.25 CPD here: https://quiz.ensombl.com/ENSO-25111321-23030001 0.25 General In this episode, Neil is joined by Alex Zaika, Chief Executive Officer at Global X Australia. They explore the recent surge in demand for gold and gold ETFs in Australia, the fundamentals and investor trends driving this growth, and they compare the performance of gold ETFs to other standout Global X funds. Neil Rogan LinkedIn: https://www.linkedin.com/in/roganneil/ Russell Investments Website: https://russellinvestments.com/ Alex Zaika LinkedIn: https://www.linkedin.com/in/alex-zaika-caia-a1a85612/ Global X Australia Website: https://www.globalxetfs.com.au/ General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25111223-05530001 0.25 Client Care & Practice 0.50 Technical Competence This week, Pat is joined by Mark Papendieck, Chief Commercial Officer at DASH Technology Group. They explore how AI, rapid prototyping, and open architecture are transforming advice platforms, empowering planners to create customised solutions while strategically balancing automation, augmentation, and the essential human element. Mark Papendieck LinkedIn: https://www.linkedin.com/in/markpapendieck/ DASH Website: https://dash.com.au/ A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20251114 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25111200-58350001 0.25 Client Care & Practice 0.50 Technical Competence Alex is the Owner of Future Financial Services. He and James discuss the history, client-focused approach, operational strategies, and efficient use of technology at Future Financial Services, providing insights and advice on scalable advice practices. Alex McKenzie LinkedIn: https://www.linkedin.com/in/alex-mckenzie-a288237/ Future Financial Services Website: https://futurefinancialservices.com.au/ Discover U Ethical's adviser solutions at https://ensombl.com/go/20251113 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-25110921-41190001 0.25 Professionalism and Ethics 0.75 Regulatory Compliance & Consumer Protection This week, Rocksy speaks with Keith Cullen, Founder and Managing Director at WT Financial Group. They discuss his entrepreneurial journey, leadership in WT Financial Group, innovative approaches to compliance and adviser support, and strategies for scaling high-performing advice practices in a changing regulatory landscape. Keith Cullen LinkedIn: https://www.linkedin.com/in/keith-cullen-890b233/ WT Financial Group Website: https://www.wtfglimited.com/ Explore the road less travelled at https://ensombl.com/go/20251111 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-25110422-30340001 0.25 Client Care & Practice 0.75 Technical Competence In this episode, Pat speaks with Stefan D'Alessandro, Founder of subfocus.ai. They explore the rapid advances in AI and voice technologies, their integration into business processes, the creation of centralised AI dashboards, and the evolving importance of responsible, efficient, and strategic use of AI tools for improving productivity, security, and workforce roles. Stefan D'Alessandro LinkedIn: https://www.linkedin.com/in/stefandalla/ subfocus.ai Website: https://subfocus.ai/ A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20251107 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.50 CPD here: https://quiz.ensombl.com/ENSO-25110500-57320001 0.25 Client Care & Practice 0.25 Technical Competence Nathaniel is a Financial Adviser at First Financial. He and James discuss his career progression from university through various roles in financial advice, the challenges and learnings along the way, and his ongoing personal and professional development at First Financial. Nathaniel Johnston LinkedIn: https://www.linkedin.com/in/nathaniel-johnston-7a2347144/ First Financial Website: https://firstfinancial.com.au/ Discover U Ethical's adviser solutions at https://ensombl.com/go/20251106 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-25110221-59400001 0.75 Client Care & Practice 0.25 Technical Competence This week, Rocksy speaks with Peter Monahan, CEO at EJM Advice. They discuss EJM Advice's journey through succession planning, acquisitions, business integration, operational reforms, and the adoption of AI to drive growth, profitability, and a client-focused culture in advice. Peter Monahan LinkedIn: https://www.linkedin.com/in/peter-monahan-51b84813/ EJM Advice Website: https://www.ejmadvice.com.au/ Peter's Last Engine Room Podcast: https://ensombl.com/podcasts/engine5/ Scaling Up: https://scalingup.com/book/ Aspiriant Wealth Management: https://aspiriant.com/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20251104 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.25 CPD here: https://quiz.ensombl.com/ENSO-25110221-29010001 0.25 Client Care & Practice In this episode, Neil is joined by Daniel Shrimski Managing Director at Vanguard Australia. They discuss the findings from Vanguard Australia's Retirement Report, highlighting low rates of retirement planning, significant gaps in financial literacy, shifting retirement ages, and five key actions to improve Australians' retirement outcomes. How Australia Retires: https://www.vanguard.com.au/super/learn/super-insights/how-australia-retires Neil Rogan LinkedIn: https://www.linkedin.com/in/roganneil/ Russell Investments Website: https://russellinvestments.com/ Daniel Shrimski LinkedIn: https://www.linkedin.com/in/vanguarddanielshrimski/ Vanguard Website: https://www.vanguard.com.au/ General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.50 CPD here: https://quiz.ensombl.com/ENSO-25102900-24310001 0.25 Client Care & Practice 0.25 Professionalism and Ethics Kirra is a Wealth Adviser at Bravium. She shares her journey from radiation therapy to becoming an adviser at Bravium, her commitment to transparent client service and specialisation in defense clients, her industry advocacy and pro bono work, and the importance of aligning personal values with her professional path. Kirra Sharrock LinkedIn: https://www.linkedin.com/in/kirrasharrock/ Bravium Website: https://www.bravium.com.au/ Discover U Ethical's adviser solutions at https://ensombl.com/go/20251030 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-25102705-29590001 0.25 Client Care & Practice 0.50 Regulatory Compliance & Consumer Protection 0.25 Technical Competence In this episode, Rocksy is joined by Eugene Ardino, CEO of Lifespan Financial Planning. They discuss the company's family business roots, growth, culture, succession, technology choices, and strategies for supporting advisers and sustaining success in the evolving advice industry. Eugene Ardino LinkedIn: https://www.linkedin.com/in/eugene-ardino-a209b313/ Lifespan Financial Planning Website: https://lifespanfp.com.au/ Explore the road less travelled at https://ensombl.com/go/20251028 General Disclaimer – https://www.ensombl.com/disclaimer/

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 practical strategies for planners and investors seeking to optimise property investment outcomes. Scott Aggett LinkedIn: https://www.linkedin.com/in/scottaggett/ Scott Aggett Website: https://scottaggett.com/ Green Shoots Property Website: https://greenshootsproperty.com/ Discover U Ethical's adviser solutions at https://ensombl.com/go/20251023 To get CPD points for this episode, click here: https://quiz.ensombl.com/ENSO-0043-15102025 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-0329-15102025 0.50 Client Care & Practice 0.25 Regulatory Compliance & Consumer Protection 0.25 Professionalism & Ethics This week, Rocksy is joined by Adam Carmody and Emma Schmidt from Finwell Group. They discuss the Finwell Group journey, business model, client engagement strategies, technology adoption, and their future vision for scaling high-quality advice to a broader market. Adam Carmody LinkedIn: https://www.linkedin.com/in/adam-carmody-2a877542/ Emma Schmidt LinkedIn: https://www.linkedin.com/in/emma-schmidt-a887121b8/ Finwell Group Website: https://finwellgroup.com.au/ AFSL Compliance Website: https://afslcompliance.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20251021 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-0050-16102025 0.25 Client Care & Practice 0.50 Technical Competence As markets adjust to shifting valuations, easing volatility, and the rapid rise of AI, James Whelan is joined by Vern du Preez (Orbis Investments) and Daniel Kelly (Viola Private Wealth) for the latest Quarterly Market Update. Together, they unpack what's been driving markets - from gold's resurgence and concentration risk to the opportunities emerging in small caps, biotech, and private markets. With a focus on diversification, geographic balance, and managing risk in uncertain times, this episode helps advisers cut through the noise, position portfolios for resilience, and guide clients with confidence through the next phase of the cycle. 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/20251020 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here 0.25 Client Care & Practice 0.25 Professionalism & Ethics 0.25 Technical Competence Nathan Fradley is an Independent Specialist Financial Adviser. He and James discuss his evolving business model, focusing on project-based client engagements, marketing strategies, and the lessons he learned over the past 18 months. Nathan Fradley LinkedIn: https://www.linkedin.com/in/nathanfradley/ Nathan Fradley Website: https://www.nathanfradley.com.au/ Challenge the Standard in Financial Advice Podcast: https://podcasts.apple.com/au/podcast/challenge-the-standard-in-financial-advice/id1725733771 Discover U Ethical's adviser solutions at https://ensombl.com/go/20251016 General Disclaimer – https://www.ensombl.com/disclaimer/

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 business, the role of technology and media in client engagement, and his approach to evolving both his team and client base. Paul Benson LinkedIn: https://www.linkedin.com/in/paulbensonaustralia/ Guidance Financial Services Website: https://guidancefs.com.au/ Double Happiness Website: https://www.double-happiness.com.au/ New Gold Mountain Website: https://www.newgoldmountain.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20251014 To get CPD points for this episode, click here: https://quiz.ensombl.com/ENSO-0222-13102025 General Disclaimer – https://www.ensombl.com/disclaimer/

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, while prioritising culture and adviser success. Keith Marshall LinkedIn: https://www.linkedin.com/in/keithdmarshall/ Mario Finocchiaro LinkedIn: https://www.linkedin.com/in/mario-finocchiaro-439b2a4a/ AMAFA Website: https://amafa.com.au/ Explore the road less travelled at https://ensombl.com/go/20251013 To get CPD points for this episode, click here: https://quiz.ensombl.com/ENSO-0219-13102025 General Disclaimer – https://www.ensombl.com/disclaimer/

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 tools, and workflow optimisations to enhance efficiency and client experience. Charmaine Hall LinkedIn: https://www.linkedin.com/in/charmaine-hall-551225b1/ Unbound Financial Website: https://unboundfinancial.com.au/ Charmaine's Post on Automation: https://app.ensombl.com/posts/89913555 A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20251010 General Disclaimer – https://www.ensombl.com/disclaimer/

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, and lessons he learned along the way. Joel Perryman LinkedIn: https://www.linkedin.com/in/joel-perryman-116870a7/ Integritas Wealth Advisers Website: https://www.integritaswealth.com.au/ Discover U Ethical's adviser solutions at https://ensombl.com/go/20251009 General Disclaimer – https://www.ensombl.com/disclaimer/

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 client outcomes of innovative retirement income streams (IRIS) in providing greater certainty and flexibility for retirees. Sue Morris LinkedIn: https://www.linkedin.com/in/sue-morris-29411546/ Hyland Financial Planning Website: https://www.hylandfp.com.au/ Ben Hillier LinkedIn: https://www.linkedin.com/in/ben-hillier-au/ Find out more about North, the leaders in retirement innovation. https://ensombl.com/go/20251008 General Disclaimer – https://www.ensombl.com/disclaimer/ 

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 income streams (IRIS products) can be layered and modeled to maximise retirement confidence, age pension benefits, estate outcomes for clients, and how advisers can put these into practice today. Marcus Larcombe LinkedIn: https://www.linkedin.com/in/marcus-larcombe-09838975/ Apex Advice Website: https://apexadvice.com.au/ Kiru Anantharaj LinkedIn: https://www.linkedin.com/in/kiru-anantharaj-20ba513a/ Find out more about North, the leaders in retirement innovation. https://ensombl.com/go/20251008 General Disclaimer – https://www.ensombl.com/disclaimer/ 

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) can help retirees manage financial and emotional risks, maximise income, and confidently transition into a fulfilling retirement. Alex Berlee LinkedIn: https://www.linkedin.com/in/alexberlee/ AGS Financial Group Website: https://agsfinancialgroup.com.au/ Ben Hillier LinkedIn: https://www.linkedin.com/in/ben-hillier-au/ Find out more about North, the leaders in retirement innovation. https://ensombl.com/go/20251008 General Disclaimer – https://www.ensombl.com/disclaimer/ 

This week, Rocksy is joined by Kris Chapman, Senior Financial Adviser at McQueen Group. They discuss his career path, the growth and structure of the McQueen Group, their approach to client service, technology adoption, team culture, and the evolving landscape of advice in Australia. Kris Chapman LinkedIn: https://www.linkedin.com/in/kris-chapman-12382a43/ McQueen Group Website: https://www.mcqueengroup.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20251007 General Disclaimer – https://www.ensombl.com/disclaimer/

In this episode, Pat is joined by George Haramis, Co-Founder and CEO at moneyGPS. They discuss moneyGPS's advancements in digital advice, including AI integration, new product offerings, platform scalability, and the transformative impact of tech on the advice and accounting industries. George Haramis LinkedIn: https://www.linkedin.com/in/georgeharamis/ moneyGPS Website: https://moneygps.com.au/ A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20251003 General Disclaimer – https://www.ensombl.com/disclaimer/

Recorded live at the Ensombl Retirement Exchange, James speaks with a number of attendees on their "aha moments" from the event, and their take on innovative retirement planning strategies, evolving client needs, and practical approaches to engaging different generations. James Wrigley LinkedIn: https://www.linkedin.com/in/james-wrigley/ Discover U Ethical's adviser solutions at https://ensombl.com/go/20251002 General Disclaimer – https://www.ensombl.com/disclaimer/

In this first episode, Rocksy is joined by Brooke Hooton, Group Executive for AFSL's and Equity Holder at Advice Evolution. They explore Advice Evolution's adviser-focused, flexible licensee model, its growth, support systems, and Brooke's personal journey and leadership philosophy. Brooke Hooton LinkedIn: https://www.linkedin.com/in/brooke-hooton-280ab91a1/ Advice Evolution Website: https://www.adviceevolution.com.au/ Explore the road less travelled at https://ensombl.com/go/20251001 General Disclaimer – https://www.ensombl.com/disclaimer/

This week, Rocksy speaks with Sebastian Mazza, Director at Wealth Depot. He shares his journey from family business roots to building Wealth Depot, discussing his approach to planning, team development, client relationships, and the evolving landscape of the advice industry. Sebastian Mazza LinkedIn: https://www.linkedin.com/in/sebastianmazzaca/ Wealth Depot Website: https://wealthdepot.com.au/ Hunter Green Website: https://www.huntergreen.com.au/ Character Builders: https://www.characterbuilders.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20250930 General Disclaimer – https://www.ensombl.com/disclaimer/

This week, Pat speaks with Daniel Donovan, Head of Operations at Verse Wealth. They discuss Verse Wealth's rapid growth, operational improvements, tech stack choices, automation initiatives, and strategic lessons learned in building a scalable, client-focused financial services business. Daniel Donovan LinkedIn: https://www.linkedin.com/in/danieldonovan09/ Verse Wealth Website: https://www.versewealth.com.au/ A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20250926 General Disclaimer – https://www.ensombl.com/disclaimer/

Michelle is the Principal Wealth Adviser of The Wealth Designers. She and James discuss The Wealth Designers' innovative use of AI and technology to streamline client engagement, documentation, and advisory processes for a diverse client base. Michelle Flanagan LinkedIn: https://www.linkedin.com/in/michelle-flanagan-42b14413/ The Wealth Designers Website: https://twd.com.au/ To learn more about Fidelity, visit their website at https://ensombl.com/go/20250925 Consider the PDS and TMD available at Fidelity.com.au and whether Fidelity products are suitable for you. FIL Responsible Entity (Australia) Limited ABN 33 148 059 009 AFSL 409340. General Disclaimer – https://www.ensombl.com/disclaimer/

This week, Rocksy is joined by Morgan Hayward, Director Of Financial Planning at LumeWealth. They discuss her journey in financial planning, her client-focused business approach, the challenges and rewards of advising business owners and vulnerable clients, and her vision for building a values-driven, boutique practice. Morgan Hayward LinkedIn: https://www.linkedin.com/in/morganrhayward/ LumeWealth Website: https://lumewealth.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20250923 General Disclaimer – https://www.ensombl.com/disclaimer/

U Ethical's Jon Fernie joins host James Whelan to unpack the new age of ethical investing. As client demand for values-aligned portfolios grows, they emphasize the importance of transparency, authenticity, and independent verification to avoid greenwashing. They explore the role of negative screens, positive tilts, and stewardship in building credible strategies, as well as surprising sectors—like mining and data centers—that can support the energy transition. With biodiversity and community impact emerging as key themes, Fernie shows how ethical investing can deliver competitive returns while driving meaningful environmental and social outcomes. Jon Fernie LinkedIn: https://www.linkedin.com/in/jon-fernie-12128118/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/ Discover U Ethical's adviser solutions at https://ensombl.com/go/20250922 General Disclaimer – https://www.ensombl.com/disclaimer/

This week, Pat is joined by Shak Lala and Hardy Michel from Marloo. They discuss how they built Marloo as an innovative, adviser-focused AI note-taking and document generation platform, their customer-centric approach, and their vision for transforming the advice tech industry. Shak Lala LinkedIn: https://www.linkedin.com/in/shakeel-lala/ Hardy Michel LinkedIn: https://www.linkedin.com/in/hardymichel/ Marloo Website: https://www.gomarloo.com/ A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20250919 General Disclaimer – https://www.ensombl.com/disclaimer/

David is a Financial Adviser at First Financial, Melbourne. He and James discuss his career journey, international experiences, and current role as an adviser at First Financial, along with the variety of clients he now serves. David Jackson Profile: https://www.linkedin.com/in/david-jackson-174b6643/ First Financial Website: https://firstfinancial.com.au/ To learn more about Fidelity, visit their website at https://ensombl.com/go/20250918 Consider the PDS and TMD available at Fidelity.com.au and whether Fidelity products are suitable for you. FIL Responsible Entity (Australia) Limited ABN 33 148 059 009 AFSL 409340. General Disclaimer – https://www.ensombl.com/disclaimer/

In this episode, Peita talks with Ben Marshan and Naomi Holmes. They discuss how advisers can better support clients by shifting retirement planning beyond finances to address the emotional, identity, and lifestyle transitions that define a fulfilling retirement. Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Caboodle Financial Services Website: https://www.caboodlefs.com.au/ Naomi Holmes LinkedIn: https://www.linkedin.com/in/naomiholmes/ Her Money Matters Website: https://www.hermoneymatters.com.au/ Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/ Marshan Consulting Website: https://www.marshan.co/ To learn more about delivering retirement certainty for your clients, visit https://ensombl.com/go/20250917 General Disclaimer – https://www.ensombl.com/disclaimer/ 

In this installment, Peita is joined once again by Ben Marshan and Naomi Holmes. They discuss how advisers can move beyond technical compliance to deliver deeper value by focusing on emotional connection, client experience, and transformative retirement planning. Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Caboodle Financial Services Website: https://www.caboodlefs.com.au/ Naomi Holmes LinkedIn: https://www.linkedin.com/in/naomiholmes/ Her Money Matters Website: https://www.hermoneymatters.com.au/ Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/ Marshan Consulting Website: https://www.marshan.co/ To learn more about delivering retirement certainty for your clients, visit https://ensombl.com/go/20250917 General Disclaimer – https://www.ensombl.com/disclaimer/ 

This week, Rocksy speaks with someone who's no stranger to Ensombl, Ben Nash, Founder and Financial Adviser at Pivot Wealth. Ben discusses the growth, operational strategies, technology adoption, and team culture that have driven Pivot Wealth's success in delivering high-value advice to clients. Ben Nash LinkedIn: https://www.linkedin.com/in/benjaminjnash/ Pivot Wealth Website: https://pivotwealth.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20250916 General Disclaimer – https://www.ensombl.com/disclaimer/

In this episode, Pat is joined by Joel McWilliam, Co-Founder at Atom Automation. They discuss how AI and automation are transforming advice practices, and the shift from basic adoption to integrated, custom workflow solutions that enhance efficiency without disrupting existing processes. Joel McWilliam LinkedIn: https://www.linkedin.com/in/joel-mcwilliam-119a5231b/ Atom Automation Website: https://atomautomation.ai/ A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20250912 General Disclaimer – https://www.ensombl.com/disclaimer/

Simon is a Financial Planner and Adviser at Providence Advisory Group. He and James discuss his career journey, the family-run Providence Advisory Group, and Simon's "TING" investment newsletter project, which tracks and ranks investment newsletters to help investors make informed choices. Simon Shepherd LinkedIn: https://www.linkedin.com/in/simon-shepherd-618b793b/ Providence Advisory Group Website: https://www.providencegroup.com.au/ The Investment Newsletter Group Website: https://www.tinglive.com.au/ To learn more about Fidelity, visit their website at https://ensombl.com/go/20250911 Consider the PDS and TMD available at Fidelity.com.au and whether Fidelity products are suitable for you. FIL Responsible Entity (Australia) Limited ABN 33 148 059 009 AFSL 409340. General Disclaimer – https://www.ensombl.com/disclaimer/

In this episode, Rocksy is joined by Richard Burton and Steven Roberts from Oakmont Financial Group and BFD Financial Planning. They discuss the growth and structure of their practices, while sharing insights on planning, insurance specialisation, and industry challenges. Richard Burton LinkedIn: https://www.linkedin.com/in/richard-burton-aa87a416/ Steven Roberts LinkedIn: https://www.linkedin.com/in/stevenandrewroberts/ Oakmont Financial Group Website: https://www.oakmontfinancial.com.au/ BDF Financial Planning Website: https://www.bfdfinancialplanning.com/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20250909 General Disclaimer – https://www.ensombl.com/disclaimer/

This week, Pat speaks with Jordan Vickery, Co-Founder at Vinyl. They discuss the development, features, integrations, and future roadmap of Vinyl, an AI meeting assistant designed for accountants and bookkeepers, and its impact on workflow automation, client engagement, and data security. Jordan Vickery LinkedIn: https://www.linkedin.com/in/jordanvickery28/ Vinyl Website: https://www.usevinyl.com/ A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20250905 General Disclaimer – https://www.ensombl.com/disclaimer/

Aayush is a Financial Adviser at Frost Financial Planning. He and James discuss his journey from international student to adviser in Darwin, his experiences as a migrant, his professional growth, community engagement, and innovative financial literacy initiatives. Aayush Sharma LinkedIn: https://www.linkedin.com/in/aayush-sharma-fp/ Frost Financial Planning Website: https://www.frostfp.com.au/ To learn more about Fidelity, visit their website at https://ensombl.com/go/20250904 Consider the PDS and TMD available at Fidelity.com.au and whether Fidelity products are suitable for you. FIL Responsible Entity (Australia) Limited ABN 33 148 059 009 AFSL 409340. General Disclaimer – https://www.ensombl.com/disclaimer/