Ensombl Advice Australia

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/