XY Adviser

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/

This week, Pat is joined by Greta Menzies, Founder and CEO at My Databoss. They discuss how My Databoss is helping businesses of all sizes, from large enterprises to SMEs, automate compliance, streamline onboarding and build digital trust with their clients without sacrificing on user experience. Greta Menzies LinkedIn: https://www.linkedin.com/in/greta-menzies-ba1b4338/ My Databoss Website: https://mydataboss.com/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of client data awaits you at Netwealth: https://ensombl.com/go/20250530 Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/

This week, Clayton is joined by Naz Pochynok and Julien Renard from ASO Wealth. They discuss their journey as self-licensed advisers, focusing on their evolving approach to client advice, property investment strategies, technological challenges, and the importance of building trust and genuine relationships in the financial services industry. Naz Pochynok LinkedIn: https://www.linkedin.com/in/nazar-pochynok-45739536/  Julien Renard LinkedIn: https://www.linkedin.com/in/julien-renard-604a65114/  ASO Wealth Website: https://asowealth.au/ To learn more about how partnering with Aware Super can support you and your clients, follow us on LinkedIn or visit https://ensombl.com/go/20250529 Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/

In this episode, Pat is joined by Ray Tubman, CEO of HeirWealth. He describes how he created HeirWealth as a comprehensive digital platform to help families manage, track, and share their wealth across generations, with innovative features like AI-powered document processing, granular privacy controls, and a focus on both monetary and sentimental assets. Ray Tubman LinkedIn: https://www.linkedin.com/in/ray-tubman-550aab6/ HeirWealth Website: https://www.heirwealth.com/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of client data awaits you at Netwealth: https://ensombl.com/go/20250523 Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/

Nicola is the Managing Principal and Founder at White Rabbit Advisory. She and James discuss her first two months launching White Rabbit Advisory, focusing on her strategic approach to advice for clients experiencing significant life changes, the challenges of starting a business, and her process of building a supportive team and efficient workflows. Nicola Beswick LinkedIn: https://www.linkedin.com/in/nicola-beswick-financialplanner/ White Rabbit Advisory Website: https://www.whiterabbitadvisory.com.au/ To learn more about how partnering with Aware Super can support you and your clients, follow us on LinkedIn or visit https://ensombl.com/go/20250522 Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/

In this first episode, Tanya is joined by Ryan Watson, Founder and CEO at Tribeca Financial. They discuss the importance of creating generational wealth through client-centric, emotionally intelligent financial advice that focuses on understanding clients' personal goals, building trust, and facilitating meaningful conversations about legacy and wealth transfer. Ryan Watson LinkedIn: https://www.linkedin.com/in/r-watson/ Tribeca Financial Website: https://www.tribecafinancial.com.au/ For more information, follow Generation Life on LinkedIn: https://ensombl.com/go/20250514 Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/

In this episode, Tanya speaks with Gianna Thomson, Principal Adviser at Thomson Wealth. They discuss the critical importance of comprehensive estate planning, and how advisers can help clients create generational wealth through facilitating detailed conversations, understanding family dynamics, and proactively addressing potential complexities in wealth transfer. Gianna Thomson LinkedIn: https://www.linkedin.com/in/giannathomson/ Thomson Wealth Website: https://www.thomsonwealth.com.au/ For more information, follow Generation Life on LinkedIn: https://ensombl.com/go/20250514 Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/

In this final episode, Tanya is joined by Felipe Araujo, Chief Executive Officer at Generation Life. They explore the complexities of generational wealth transfer in Australia, and the critical role of advisers in helping families navigate estate planning, tax efficiency, and the strategic use of investment bonds to preserve and grow wealth across generations. Felipe Araujo LinkedIn: https://www.linkedin.com/in/felipe-araujo-3952903a/ Not Tomorrow's Problem: https://genlife.com.au/not-tomorrows-problem For more information, follow Generation Life on LinkedIn: https://ensombl.com/go/20250514 Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/

In this episode, Pat is joined once again by Luke Modlmayr, Account Executive at Workato. They discuss the transformative potential of AI and automation across various business processes, highlighting how low-code integration platforms can streamline workflows, improve efficiency, and enable organisations to leverage emerging technologies like agentic AI to solve complex business challenges. Luke Modlmayr LinkedIn: https://www.linkedin.com/in/lmodlmayr/ Workato Website: https://www.workato.com/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of client data awaits you at Netwealth: https://ensombl.com/go/20250516 Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/

Daniel is a Business Development Manager at HeirWealth. He and James discuss how HeirWealth helps families centralise their financial assets, documents, and sentimental stories across generations, aiming to solve wealth transfer challenges and deepen adviser-client relationships through a comprehensive digital wealth management solution. Daniel Tubman LinkedIn: https://www.linkedin.com/in/daniel-tubman-2a190a193/ HeirWealth Website: https://www.heirwealth.com/ To learn more about how partnering with Aware Super can support you and your clients, follow us on LinkedIn or visit https://ensombl.com/go/20250515 Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/

This week, Pat speaks with Nick Downey, Technology Manager at Direct Wealth. Nick discusses Direct Wealth's strategic approach to technology and AI, focusing on building a custom file noting solution called Meeting Ally that aims to improve efficiency and capacity for advisers by creating an intelligent "ally" that streamlines the advice production process. Nick Downey LinkedIn: https://www.linkedin.com/in/nick-downey-53279559/ Direct Wealth Website: https://directwealth.com.au/ A world of client data awaits you at Netwealth: https://ensombl.com/go/20250509 Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/

Trish is a Financial Adviser - Insurance Specialist at Hayes & Co Insurance Services. She shares her journey from holistic advice to becoming an insurance-only adviser, her career transition, passion for helping clients, and future plans to potentially start her own practice. Trish Gregory LinkedIn: https://www.linkedin.com/in/trish-gregory-finance/ Hayes & Co Insurance Services Website: https://hcis.com.au/ Trish's Previous Episode: https://ensombl.com/podcasts/402/ To learn more about how partnering with Aware Super can support you and your clients, follow us on LinkedIn or visit https://ensombl.com/go/20250508 Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/

In this first episode, James is joined by Tyson Jonas, Managing Director at Jonas Wealth Management. They explore infrastructure investing, covering its definition, types, performance across market cycles, defensive qualities, risks, emerging areas like AI data centers, and its potential role in diversified investment portfolios as a stable, inflation-linked asset class. Tyson Jonas LinkedIn: https://www.linkedin.com/in/tyson-jonas-7b4387102/ Jonas Wealth Management Website: https://www.jonaswm.com/ To learn more about how partnering with Aware Super can support you and your clients, follow us on LinkedIn or visit https://ensombl.com/go/20250507 Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/ 

In this episode, James speaks with Simon Warner, Head of Portfolio Management at Aware Super. They discuss how infrastructure investing has evolved from traditional utilities to a diverse asset class spanning digital networks, renewable energy, and registries, offering stable long-term returns with varying risk profiles across different sectors and geographies. Simon Warner LinkedIn: https://www.linkedin.com/in/simonpwarner/ Aware Super Website: https://awareinvestments.aware.com.au/ To learn more about how partnering with Aware Super can support you and your clients, follow us on LinkedIn or visit https://ensombl.com/go/20250507 Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/ 

In this final episode, Tyson Jonas talks to Leong Tang, Partner and Financial Adviser at Callaghans Accountants. They talk about how infrastructure investments offer stable, inflation-linked returns across essential services like transportation, utilities, and digital networks, providing diversification and long-term growth potential in both domestic and international markets. Leong Tang LinkedIn: https://www.linkedin.com/in/chih-leong-tang-b393296a/ Callaghans Accountants Website: https://www.callaghans.com.au/ To learn more about how partnering with Aware Super can support you and your clients, follow us on LinkedIn or visit https://ensombl.com/go/20250507 Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/ 

In this episode, Rocksy is joined by Andrew Debono, Principal Adviser and Director at Peak Wealth Management. He shares his journey from a young financial planner in 2014 to building a successful practice targeting high-income professionals, focusing on comprehensive financial advice, strategic risk management, and continuous business evolution. Andrew Debono LinkedIn: https://www.linkedin.com/in/andrewdebono/ Peak Wealth Management Website: https://peakwm.com.au/ Rich Dad Poor Dad: https://www.richdad.com/ Response for Life Website: https://responseforlife.org.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20250506 Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/

In this episode, Pat speaks with Amy Hatch, Technology Delivery Manager at Oreana Partnerships. They discuss the evolution of advicetech stacks, and the shift from monolithic systems to modular, flexible approaches that leverage technology to improve client experiences, business efficiency, and overall practice performance. Amy Hatch LinkedIn: https://www.linkedin.com/in/amy-hatch-consultant/ Oreana Partnerships Website: https://oreanapartnerships.com.au/ Netwealth Innovation Toolkit: https://www.netwealth.com.au/web/insights/netwealth-innovation-toolkit/ A world of client data awaits you at Netwealth: https://ensombl.com/go/20250502 Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/

This week, James is joined by Marlon Disanayake, a former financial adviser turned consultant at Capgemini. They discuss the evolution of advice, the challenges of digital transformation, and the importance of maintaining authentic client relationships in an increasingly technology-driven industry. Marlon Disanayake LinkedIn: https://www.linkedin.com/in/marlon-disanayake-14177316a/ Capgemini Invent Website: https://www.capgemini.com/about-us/who-we-are/our-brands/capgemini-invent/ To learn more about how partnering with Aware Super can support you and your clients, follow us on LinkedIn or visit https://ensombl.com/go/20250501 Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/ 

In this episode, Rocksy speaks with Warrick Hanley, Principal Adviser at Fitzpatricks Advice Partners. Warrick shares his journey of building a successful multi-state financial planning practice focused on business owners, team development, client relationships, and a collaborative approach to professional growth. Warrick Hanley LinkedIn: https://www.linkedin.com/in/warrickhanley/ Fitzpatricks Website: https://fitz.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20250429 Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/

This week, Pat is joined by Cody Harmon and Nat Daley from Cruz Technology. They discuss how Cruz aims to revolutionise financial advice through innovative technologies like AI, open banking, and ID verification, with the goal of reducing administrative burdens and empowering advisers to focus on client relationships. Cody Harmon LinkedIn: https://www.linkedin.com/in/codyharmon/ Nat Daley LinkedIn: https://www.linkedin.com/in/nat-daley-1735b738/ Cruz Website: https://www.cruz.financial/ A world of client data awaits you at Netwealth: https://ensombl.com/go/20250425 Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/

Paul is the Director, Wealth and Tax (Financial) Adviser, and Finance Broker at SA Wealth Group. He shares his journey from a part-time bank teller to building SA Wealth, a multi-disciplinary financial services firm that expanded from financial planning to broking, accounting, and property services by continuously solving client problems and seeking innovative ways to add value. Paul Katranis LinkedIn: https://www.linkedin.com/in/paulkatranis/ SA Wealth Group Website: https://sawealthgroup.com.au/ To learn more about LivePreso, view our Solutions Showcase within the AdviceTech space of Ensombl: https://ensombl.com/go/20250424 Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/

In this episode, Kieran Berry from River X shares how he built a fast-growing wealth business by leaning into alternatives. From private credit to venture capital, he explains how advisers can access these assets, assess risk, and structure portfolios with long-term goals in mind. With a sharp lens on liquidity, due diligence, and client suitability, this is a hands-on guide for advisers looking to build out more resilient, diversified portfolios, while maintaining clear, ethical guardrails. Kieran Berry LinkedIn: https://www.linkedin.com/in/kieranberry/ River X Website: https://riverx.com.au/ Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/

Advising multi-generational farming families has shaped adviser Angus Stevenson's distinctive approach to private equity. In this episode, he explains to host James Whelan how illiquidity can be a feature — not a flaw — in the right portfolios, and outlines how his clients use PE to build intergenerational wealth. Expect insights into deal structures, exit planning, diversification within private equity, and a standout case study on a manufacturing business where clients became both investors and end-users. Angus Stevenson LinkedIn: https://www.linkedin.com/in/angus-stevenson/ Terrabella Wealth Website: https://terrabellawealth.com.au/ Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/

Brendon Vade from Lorica Partners joins Clayton to explore how alternative investments fit within an evidence-based investment philosophy. From the diversification case for private markets to the regulatory challenges of crypto, the episode unpacks what advisers need to know as more clients independently head down the crypto and private market paths. Brendon also shares his personal journey from crypto sceptic to informed observer — offering a pragmatic framework for engaging with this still-maturing space. Brendon Vade LinkedIn: https://www.linkedin.com/in/brendonvade/ Lorica Partners Website: https://loricapartners.com.au/ Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/

With ASIC flagging increased scrutiny of private markets, and some researchers putting the sector on watch, this episode goes under the hood to explore the opportunities and challenges in this burgeoning area. Host James Whelan is joined by Louis Christopher (SQM) and Scott Morgan (Head of real estate credit at Remara) for a balanced discussion on opacity, liquidity, return expectations, and market demand in the growing private credit sector. It's a timely look at how advisers can play in this space safely — and the red flags to watch out for. Scott Morgan LinkedIn: https://www.linkedin.com/in/scott-morgan-a1064348/ Remara Website: https://remara.com/ Louis Christopher LinkedIn: https://www.linkedin.com/in/louischristopher/ SQM Research Website: https://sqmresearch.com.au/ Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/

In this week's episode, Rocksy speaks with Jay Burke and Aimee Lucas from Burke Britton Financial Partners. They discuss their focus on team development, technology integration, client relationships, and preparing for future growth through potential mergers and acquisitions while maintaining a clear vision and mission. Jay Burke LinkedIn: https://www.linkedin.com/in/jayburkeeoe/ Aimee Lucas LinkedIn: https://www.linkedin.com/in/aimee-lucas-baa457153/ Burke Britton Financial Partners Website: https://bbfp.com.au/ Fine Answers Podcast: https://podcasts.apple.com/au/podcast/fine-answers/id1611992633 Professor Groysberg – Harvard: https://www.hbs.edu/faculty/Pages/profile.aspx?facId=10650 Prova Website: http://prova.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20250422 Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/

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/

Paul is Senior Financial Planner at Heath & Finance Integrated. Paul's practice specialises in providing complex financial advice for individuals with disabilities, personal injury compensation, and intergenerational wealth transfer, focusing on navigating legal frameworks to optimise financial outcomes and support clients' long-term needs. Paul Conte LinkedIn: https://www.linkedin.com/in/paul-conte-b4724851/ Heath & Finance Integrated Website: https://healthfinance.com.au/ To learn more about LivePreso, view our Solutions Showcase within the AdviceTech space of Ensombl: https://ensombl.com/go/20250403 Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/

In this episode, Andrew is joined by Rob Jones and Richard Abbey from Peloton Partners. They discusses their approach to transforming financial planning practices through evidence-based pricing strategies that help advisers better understand and communicate their value to clients. Rob Jones LinkedIn: https://www.linkedin.com/in/rob-jones-b473994/ Richard Abbey LinkedIn: https://www.linkedin.com/in/abbeyrichard/ Peloton Partners Website: https://www.pelotonpartners.com.au/ Peloton Snapshot: https://www.pelotonpartners.com.au/peloton-snapshot/ Brenton Miegel Podcast Episode: https://ensombl.com/podcasts/engine50/ Daniel Harris Podcast Episode: https://ensombl.com/podcasts/engine53/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20250401 Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/

In this quarterly market update, host James Whelan is joined by Eric Marais (Orbis Investments) and Daniel Kelly (Viola Private Wealth) to explore how advisers can navigate growing market uncertainty. From the return of tariffs to a Federal election, from stretched valuations to geopolitical tensions, the episode breaks down what matters—and what doesn't. Hear how diversification, contrarian thinking, and a focus on fundamentals can help clients stay the course. Whether it's emerging markets, infrastructure, or currency plays, this episode is packed with strategies to help advisers lead with confidence, and have stronger client conversations in unpredictable times. Eric Marais LinkedIn: https://www.linkedin.com/in/eric-marais/ 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/20250331/ Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/

This week Pat talks with Yasmin Weston, Head of Operations at Capital Partners. She discusses how to leverage tech like Power Automate and Copilot to transform data management, improve operational efficiency, and drive data-driven decision-making in your advice practice. Yasmin Weston LinkedIn: https://www.linkedin.com/in/yasmin-weston-7b061a13a/ Capital Partners Website: https://capital-partners.com.au/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of client engagement awaits you at Netwealth: https://ensombl.com/go/20250328 Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/

Chris is the Co-Founder and Owner at alcove. He and James discuss alcove's evolution from financial advice to strategic property decision support, as well as market trends, client engagement strategies, and the importance of trust-building through content and partnerships. Chris Bates LinkedIn: https://www.linkedin.com/in/christopherbates/ alcove Website: https://www.alcove.com.au/ To learn more about LivePreso, view our Solutions Showcase within the AdviceTech space of Ensombl: https://ensombl.com/go/20250320 Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/

Real estate debt is emerging as a powerful alternative asset class, and in this must-listen episode, investment experts Nick Raphaely from AltX premium, and its risk-return profile. Their wide-raging discussion explores why private real estate debt is gaining traction, the role it plays in portfolios, and the market conditions where it thrives. Bianca Rose LinkedIn: https://www.linkedin.com/in/bianca-rose/ Nick Raphaely LinkedIn: https://www.linkedin.com/in/nick-raphaely-283a3913/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/ Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20250324 For more information on AltX please reach out to our team or follow us on LinkedIn. https://ensombl.com/go/2-20250324 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

This week, Pat speaks with Andrew Prior, Digital Solutions Manager at Zurich Insurance. They discuss the challenges faced by advisers, and how Zurich is leveraging technology to streamline processes and enhance client experiences. Andrew also touches on the future of technology in risk advice and the importance of integration with adviser workflows. Andrew Prior LinkedIn: https://www.linkedin.com/in/andrew-prior-112560a0/ The Adviser Portal: https://advisers.zurich.com.au/resources/adviser-portal Zurich Website: https://www.zurich.com.au/ A world of client engagement awaits you at Netwealth: https://ensombl.com/go/20250321 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

James discusses the growth of First Financial, his social media content strategy across platforms like TikTok and Instagram, and how the firm is managing client inquiries and scaling their advisory team by introducing new advisers and maintaining high service standards. James Wrigley LinkedIn: https://www.linkedin.com/in/james-wrigley/ TikTok: https://www.tiktok.com/@iamjameswrigley Instagram: https://www.instagram.com/iamjameswrigley/ First Financial Website: https://firstfinancial.com.au/ James' previous episode: https://ensombl.com/podcasts/434/ To learn more about LivePreso, view our Solutions Showcase within the AdviceTech space of Ensombl: https://ensombl.com/go/20250320 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

In this episode, Pat speaks with Brett Joffe, Co-Founder at Flux. Brett discusses how Flux offers educational content, gamification, and open banking features to help young adults and emerging affluent individuals manage their finances. Brett Joffe LinkedIn: https://www.linkedin.com/in/brettjoffe/ Flux Website: https://www.flux.finance/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of client engagement awaits you at Netwealth: https://ensombl.com/go/20250314 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/