Ensombl Advice Australia

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-26022223-395700010.25 Technical Competence0.25 Client Care and Practice0.25 Regulatory Compliance & Consumer Protection0.25 Professionalism and EthicsIn this episode, Rocksy speaks with Jonathan Christie, Managing Director at Oreana Partnerships. They explore how Oreana Partnerships has evolved as a specialist, technology‑led, advice‑focused licensee and capital partner, which supports mature, predominantly pre‑retiree/retiree advice practices with governance, AI-enabled efficiency, succession and growth/acquisition strategies while maintaining a tightly curated, profitable national network.Jonathan Christie LinkedIn: https://www.linkedin.com/in/jonathan-christie-a8807561/Oreana Partnerships Website: https://oreanapartnerships.com.au/Explore the road less travelled at https://ensombl.com/go/20260224General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26021923-482200010.25 Client Care & Practice0.25 Technical Competence0.25 Professionalism and EthicsThis week, Ben speaks with Sam Perera, Director at Perera Crowther Financial Services. They unpack how advisers can build a thriving, client‑centric life insurance business - covering mentoring, mental health, underwriting realities, and why now is a prime time to re‑embrace risk advice in Australia.Sam Perera LinkedIn: https://www.linkedin.com/in/sam-perera-34a338b/Perera Crowther Website: https://www.pereracrowther.com.au/Ben Donald LinkedIn: https://www.linkedin.com/in/ben-donald-a0363b78/Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20260223General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-26021804-404200010.25 Technical Competence0.25 Professionalism and Ethics0.25 Regulatory Compliance and Consumer Protection0.25 Client Care and PracticeThis week, Pat speaks with Aaron Breed, Product, Automation and Implementation Lead at rubica. They discuss how their shared “tell your story once” philosophy is driving the design of rubica’s API‑first, AI‑ready CRM and operations platform - using custom forms, entity maps, and deep integrations (e.g. Teams, Microsoft, Salesforce) to unify client data, automate workflows, and deliver scalable, high‑quality advice experiences.Aaron Breed LinkedIn: https://www.linkedin.com/in/aaron-breed/rubica Website: https://rubica.au/Aaron's previous episode: https://ensombl.com/podcasts/advicetech110/Between Meetings with Matt Heine – Discover a podcast for wealth professionals: https://ensombl.com/go/20260220General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.50 CPD here: https://quiz.ensombl.com/ENSO-26021723-164500010.25 Technical Competence0.25 Tax (Financial) AdviceKieran is a Senior Financial Adviser at Financial Foundations Australia. He shares his role and how he contributes to a retirement-focused advice business at Financial Foundations Australia and consistently uses daily short-form social media videos (mainly on Facebook, Instagram, and TikTok) to educate pre-retirees, generate new client inquiries, and support his long-term career and business goals.Kieran Menzie LinkedIn: https://www.linkedin.com/in/kieranmenzie/Financial Foundations Website: https://www.financialfoundations.com.au/Instagram: https://www.instagram.com/kieranmenziefinance/For a simpler, faster way to write risk visit https://ensombl.com/go/20260219General Disclaimer – https://www.ensombl.com/disclaimer/

In this episode, Neil speaks with Dan Miles, Managing Director and Co-Chief Investment Officer at Innova Asset Management. They discuss how investors in 2025 and into 2026 can find value and diversification opportunities beyond the Magnificent Seven - such as South Korea, Europe, Japan, and selective exposure to gold and silver - while maintaining a sensible, globally diversified equity allocation.Neil Rogan LinkedIn: https://www.linkedin.com/in/roganneil/Russell Investments Website: https://russellinvestments.com/Dan Miles LinkedIn: https://www.linkedin.com/in/dan-miles-b264358a/Innova Asset Management Website: https://innovaam.com.au/General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-26021522-541700010.25 Technical Competence0.25 Client Care and Practice0.25 Regulatory Compliance & Consumer Protection0.25 Tax (Financial) AdviceThis week, Rocksy is joined by Rob Coyte, CEO of Shartru Wealth Management. They explore his career journey, the origins and philosophy of Shartru Wealth as a licensee, how their “Shartru Way” best‑of‑breed model, technology, and back‑office support help small advice firms run profitable, client‑centric businesses.Rob Coyte LinkedIn: https://www.linkedin.com/in/robcoyte/Shartru Wealth Website: https://www.shartruwealth.com.au/Explore the road less travelled at https://ensombl.com/go/20260217General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26021300-330200010.25 Client Care & Practice0.25 Technical Competence0.25 Tax (Financial) AdviceAs access to private markets expands beyond institutions, host Kieran Berry is joined by Adam Myers, Executive Director at Pengana Capital, to demystify private equity and its role in modern portfolios. They explore how PE works - from venture and growth to buyouts - along with the realities of capital calls, liquidity constraints, and the importance of manager selection and diversification. With allocations rising among endowments and family offices, this episode helps advisers and sophisticated investors understand when private equity makes sense - and the trade-offs required to capture its long-term return potential.Adam Myers LinkedIn: https://www.linkedin.com/in/adam-myers-7591751/Kieran Berry LinkedIn: https://www.linkedin.com/in/kieranberry/For investors seeking exposure to some of the world’s leading private companies via a single ASX trade, learn more at https://ensombl.com/go/20260216Pengana Disclaimer - https://ensombl.com/penganadisclaimer/General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-26021201-152700010.25 Technical Competence0.25 Professionalism and Ethics0.25 Regulatory Compliance and Consumer Protection0.25 Client Care and PracticeIn this week's episode, Pat speaks with Clinton Cunningham, CEO at AdviseWell. They discuss how AI is rapidly evolving from simple file-note tools into agentic, end‑to‑end “intelligence layers” that orchestrate advice workflows across tech stacks, what large US/UK firms are doing, and how advisers can practically experiment with and adopt these tools in 2026.Clinton Cunningham LinkedIn: https://www.linkedin.com/in/clintoncunningham/AdviseWell Website: https://www.advisewell.co/Previous Episode: https://ensombl.com/podcasts/advicetech111/Between Meetings with Matt Heine – Discover a podcast for wealth professionals: https://ensombl.com/go/20260213General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26021004-092700010.25 Technical Competence0.25 Client Care and Practice0.25 Regulatory Compliance and Consumer ProtectionCathy is a Financial Adviser at Pollock Financial Planning. She and James discuss her career change from medical indemnity BDM to financial advice, her education journey and COVID-era licensing challenges, and her current role at Pollock Financial working within a shared-client, retiree-focused advice model that emphasises collaboration and current tech to support scalable, consistent client service.Cathy Kayess LinkedIn: https://www.linkedin.com/in/cathykayess/Pollock Financial Planning Website: https://www.pollockfinancialplanning.com.au/For a simpler, faster way to write risk visit https://ensombl.com/go/20260212General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-26020823-360200010.25 Technical Competence0.25 Client Care and Practice0.25 Regulatory Compliance & Consumer Protection0.25 Professionalism and EthicsIn this episode, Rocksy is joined by Sam El Shammaa, CEO & Managing Director at Finchley & Kent. He discusses his personal and professional journey, the deliberate, values-led growth and service model of Finchley & Kent, and his optimistic outlook on the future of financial advice and adviser communities.Sam El Shammaa LinkedIn: https://www.linkedin.com/in/yselshammaa/Finchley and Kent Website: https://www.finchleyandkent.com.au/Marloo Website: https://www.gomarloo.com/auExplore the road less travelled at https://ensombl.com/go/20260210General Disclaimer – https://www.ensombl.com/disclaimer/