Ensombl Advice Australia

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25112100-473200010.25 Client Care & Practice0.50 Professionalism & EthicsIn 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/20251126General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25112323-521600010.25 Client Care & Practice0.50 Technical CompetenceIn 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/20251125General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.50 CPD here: https://quiz.cpdcheck.com/ENSO-26032500-223100010.25 Client Care & Practice0.25 Technical CompetenceIn 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/20251121General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25111900-214500010.25 Tax (Financial) Advice0.50 Technical CompetenceJoel 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/20251120General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25111622-155700010.50 Client Care & Practice0.25 Technical CompetenceThis 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/20251118General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.25 CPD here: https://quiz.ensombl.com/ENSO-25111321-230300010.25 GeneralIn 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 CompetenceThis 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/20251114General 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 CompetenceAlex 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/20251113General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-25110921-411900010.25 Professionalism and Ethics0.75 Regulatory Compliance & Consumer ProtectionThis 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/20251111General 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 CompetenceIn 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/20251107General Disclaimer – https://www.ensombl.com/disclaimer/