Ensombl Advice Australia

Natasha is a Financial Planning Assistant at Vista Financial Group. She shares her journey from working in Sri Lanka to pursuing her professional year at Vista Financial Group, driven by her passion for helping clients achieve their financial goals.

Natasha Warnakula LinkedIn: https://www.linkedin.com/in/natasha-warnakula-a24454268/
Vista Financial Group Website: https://www.vistafinancial.com.au/

To learn more about Paradino & Ath...

This week, Pat is joined by Shehan Alwis and Tim Rogers from Adviceflo. They discuss how Adviceflo can transforms static advice documents into dynamic, interactive, and visually engaging presentations, making client communication more effective and accessible across various professional services.

Shehan Alwis LinkedIn: https://www.linkedin.com/in/shehanmarkalwis
Tim Rogers LinkedIn: https://www.linkedin.com/in/tim-rogers-23560119/
...

What if everything you thought about risk was wrong? In this episode of the Ensombl lnvestment podcast, host James Whelan is joined by Dan Miles from Innova Asset Management to challenge the old obsession with volatility and offer a sharper, goals-based view of risk as it relates to a client's lifestyle. Together, they flip the script on risk, diving into longevity, sequencing risk, flawed profiling tools, and where AI fits (and wh...

This week, Pat is joined by Natallia Smith, Founder of TruWealth Advice. They discuss her tech stack focused on serving single women over 50, using user-friendly tools like Microsoft Dynamics, Fin 365, Typeform, and AI technologies to create an efficient, empathetic client experience.

Natallia Smith LinkedIn: https://www.linkedin.com/in/natalliasmith/
TruWealth Advice Website: https://www.truwealthadvice.com.au/
Patrick Gardner Lin...

Hannah is an Associate Adviser at Stellar Wealth. She and James discuss her progress through the professional year, her role in client interactions, and her use of social media to educate and build her personal brand in the advice industry.

Hannah Elliott LinkedIn: https://www.linkedin.com/in/hannah-elliott-financialplanning/
Stellar Wealth Website: https://stellarwealth.com.au/

To learn more about Paradino & Athena, view our Solut...

In this timely investment update, Neil Rogan chats with Russell Investments' Alexander Cousley, exploring the latest global market developments — from Middle East tensions and their muted impact on oil prices, to shifting recession risks across the US, China, and Australia. Together they unpack how consumer behaviour, central bank policy, and macro data are shaping the outlook, with insights on interest rates, currencies, and housi...

This week, Pat speaks with Alan FitzGerald, Founder & Fractional CTO at Practice Connections. They discuss the critical importance of strategic technology adoption, data management, and AI integration to help advice practices improve client experiences, staff productivity, and overall business performance.

Alan FitzGerald LinkedIn: https://www.linkedin.com/in/arfitzgerald/
Practice Connections Website: https://www.practiceconnectio...

Luke is the Director and Financial Adviser at Advice Loop. He and James discuss his journey from a dissatisfied corporate employee to building his practice, Advice Loop, focusing on organic growth, client-centric strategies, and continuous learning while navigating the challenges of the financial services industry.

Luke Dean LinkedIn: https://www.linkedin.com/in/ljdean/
Advice Loop Website: https://adviceloop.com.au/

To learn more ...

Just as markets rebound, flaring geopolitical tensions once again set investors on edge, and in this Quarterly Market Update, host James Whelan is joined by Vern Du Preez (Orbis Investments) and Viola Private Wealth CIO Daniel Kelly to what’s been driving markets, and how portfolios are positioned to weather increased uncertainty. Through the lens of separating short-term noise from long-term conviction, our team shares insights on...

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: htt...

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:...

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/

Visi...

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...

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/john...

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/stuartriddl...

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 ...

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 ...

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...

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/
HeirWealt...