Ensombl Advice Australia

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Ensombl Advice Australia

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 recommends obtaining financial advice from a qualified financial adviser.

  1. Investment Podcast #21 - Australian Equities

    6 DAYS AGO

    Investment Podcast #21 - Australian Equities

    In this episode, host James Whelan discusses the outlook for Australian equities with Christian Guerra of First Sentier Investors and Morningstar’s Lachlan Holloway. With uncertainty over the domestic interest rate trajectory, and conflicting signals on the strength of the Australian economy, our experts look forward and share their insights on navigating a local market which is overpriced, but in which pockets of value can still be found. From tech to tariffs, from mining to healthcare,  everything goes under the spotlight. Lochlan Holloway LinkedIn: https://www.linkedin.com/in/lochlan-halloway/ Chrisitan Guerra LinkedIn: https://www.linkedin.com/in/christian-guerra-9361872/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/ Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20241216 First Sentier Investors. Learn more about Australia’s high-quality growing companies at https://ensombl.com/go/2-20241216 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/

    29 min
  2. AdviceTech Podcast #113 - BePrepared

    12 DEC

    AdviceTech Podcast #113 - BePrepared

    In this episode, Pat speaks with Dylan O'Brien, Founder at BePrepared, a digital safe custody solution for managing clients' digital assets and estate planning. They discuss the platform's features, security, business opportunities, and the role of AI in enhancing client engagement and business efficiency. Dylan O'Brien LinkedIn: https://www.linkedin.com/in/dylannobrien/ BePrepared Website: https://www.bepreparedapp.com/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of efficiency awaits you at Netwealth: https://ensombl.com/go/20241213 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/

    44 min
  3. #474 Bert van Manen

    11 DEC

    #474 Bert van Manen

    In this week's episode, Clayton is joined by Chief Opposition Whip Bert van Manen. They discuss his bill aimed at simplifying the financial advice process, addressing the inefficiencies and high costs caused by excessive regulation, and what advisors can do to show support. Bert van Manen LinkedIn: https://www.linkedin.com/in/bert-van-manen-mp-a2a07115/ Bert van Manen Website: https://www.bertvanmanen.com.au/ LNP Profile: https://www.liberal.org.au/team/bert-van-manen moneyGPS. Discover the digital advice platform that will future proof your business: https://ensombl.com/go/20241212 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/

    25 min
  4. Engine Room Podcast #58 - Matt Hale

    9 DEC

    Engine Room Podcast #58 - Matt Hale

    Matt is the Managing Director at Rising Tide Financial Services. He and Rocksy discuss how he built his practice, the impact of the GFC, the evolution of the business, the importance of team culture and governance, and his views on the future of financial advice. Matt Hale LinkedIn: https://www.linkedin.com/in/matthalert/ Rising Tide Website: https://risingtidefinancial.com.au/ Tribal Habits Website: https://tribalhabits.com/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/1-20241210/ Partner with Pallas for investment solutions tailored to your clients' portfolio needs: https://ensombl.com/go/2-20241210/ 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/

    1h 8m
  5. AdviceTech Podcast #112 - Advice Designer

    5 DEC

    AdviceTech Podcast #112 - Advice Designer

    In this episode, Pat is joined by Dipal Khatri and Aron Satchell from Advice Designer. They take a look at the all-in-one cloud platform, their approach to incorporating AI and ensuring cyber security and compliance, as well as the future roadmap and development plans for Advice Designer. Dipal Khatri LinkedIn: https://www.linkedin.com/in/dipalkhatri/ Aron Satchell LinkedIn: https://www.linkedin.com/in/aronsatchell/ Advice Designer Website: https://www.advicedesigner.com/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of efficiency awaits you at Netwealth: https://ensombl.com/go/20241206 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/

    38 min
  6. #473 Rob Goudie

    4 DEC

    #473 Rob Goudie

    Rob is a Senior Financial Advisor at Consortium Private Wealth. He and James discuss his approach to direct investment management, the challenges and benefits of this model, Consortium's marketing efforts, and Rob's insights on building a successful practice. Rob Goudie LinkedIn: https://www.linkedin.com/in/robert-goudie-16356430/ Consortium Private Wealth Website: https://www.consortiumpw.com.au/ For more information on how Sharesight can support your practice, visit https://ensombl.com/go/20241205 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/

    40 min
  7. Engine Room Podcast #57 - Adam Morse

    2 DEC

    Engine Room Podcast #57 - Adam Morse

    Adam is the Founder and Managing Director at QuarterFive Family Wealth. He and Rocksy explore his journey into financial planning, the importance of trust and relationships, holistic wealth management, leadership, and the evolving role of technology and community in enhancing client experiences and advice. Adam Morse LinkedIn: https://www.linkedin.com/in/amorse/ QuarterFive Website: https://www.quarterfive.com.au/ Bill Bachrach Website: https://billbachrach.com/ Dan Sutherland LinkedIn: https://www.linkedin.com/in/dan-sutherland-407284162/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/1-20241203/ Partner with Pallas for investment solutions tailored to your clients' portfolio needs: https://ensombl.com/go/2-20241203/ 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/

    1h 8m
  8. AdviceTech Podcast #111 - AdviseWell

    28 NOV

    AdviceTech Podcast #111 - AdviseWell

    This week, Pat is joined by Clinton Cunningham, CEO at AdviseWell. They take a look at AdviseWell, the AI-powered platform that aims to revolutionise financial advice practices by providing virtual back office staff to streamline the advice production process and unlock new capacity for wealth managers to better serve their clients. Clinton Cunningham LinkedIn: https://www.linkedin.com/in/clintoncunningham/ AdviseWell Website: https://www.advisewell.co/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/ A world of efficiency awaits you at Netwealth: https://ensombl.com/go/20241129 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/

    36 min
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4.6
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63 Ratings

About

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 recommends obtaining financial advice from a qualified financial adviser.

Information

  • Creator
    Ensombl
  • Years Active
    2017 - 2024
  • Episodes
    975
  • Rating
    Clean
  • Copyright
    © Copyright Ensombl
  • Show Website
    Ensombl Advice Australia

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