Ensombl Advice Australia

Earn 0.50 CPD here: https://quiz.ensombl.com/ENSO-25110500-57320001 0.25 Client Care & Practice 0.25 Technical CompetenceNathaniel 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/20251106General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-26031900-270800010.75 Client Care & Practice0.25 Technical CompetenceThis 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/20251104General 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-26032500-314700010.25 Client Care & Practice 0.25 Professionalism and EthicsKirra 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/20251030General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 1.0 CPD here: https://quiz.cpdcheck.com/ENSO-26031822-412300010.25 Client Care & Practice 0.50 Regulatory Compliance & Consumer Protection 0.25 Technical CompetenceIn 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/20251028General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-0043-151020250.50 Client Care & Practice0.25 Technical CompetenceScott 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/20251023General 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 & EthicsThis 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/20251021General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-0050-16102025 0.25 Client Care & Practice 0.50 Technical Competence As markets adjust to shifting valuations, easing volatility, and the rapid rise of AI, James Whelan is joined by Vern du Preez (Orbis Investments) and Daniel Kelly (Viola Private Wealth) for the latest Quarterly Market Update. Together, they unpack what's been driving markets - from gold's resurgence and concentration risk to the opportunities emerging in small caps, biotech, and private markets. With a focus on diversification, geographic balance, and managing risk in uncertain times, this episode helps advisers cut through the noise, position portfolios for resilience, and guide clients with confidence through the next phase of the cycle. Vern du Preez LinkedIn: https://www.linkedin.com/in/wernerdupreez/ Daniel Kelly LinkedIn: https://www.linkedin.com/in/daniel-kelly-cfa-b699b962/ Viola Private Wealth Website: https://www.violaprivatewealth.com.au/ Orbis Investments Disclaimer: https://ensombl.com/orbisdisclaimer/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/ Prepare your clients for a new investing dawn. Discover more: https://ensombl.com/go/20251020 General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here 0.25 Client Care & Practice 0.25 Professionalism & Ethics 0.25 Technical CompetenceNathan Fradley is an Independent Specialist Financial Adviser. He and James discuss his evolving business model, focusing on project-based client engagements, marketing strategies, and the lessons he learned over the past 18 months.Nathan Fradley LinkedIn: https://www.linkedin.com/in/nathanfradley/ Nathan Fradley Website: https://www.nathanfradley.com.au/ Challenge the Standard in Financial Advice Podcast: https://podcasts.apple.com/au/podcast/challenge-the-standard-in-financial-advice/id1725733771Discover U Ethical's adviser solutions at https://ensombl.com/go/20251016General Disclaimer – https://www.ensombl.com/disclaimer/

In this episode, Rocksy speaks with Paul Benson, Practice Principal and Financial Planner at Guidance Financial Services. They discuss his career in financial planning, the growth and philosophy of his business, the role of technology and media in client engagement, and his approach to evolving both his team and client base. Paul Benson LinkedIn: https://www.linkedin.com/in/paulbensonaustralia/ Guidance Financial Services Website: https://guidancefs.com.au/ Double Happiness Website: https://www.double-happiness.com.au/ New Gold Mountain Website: https://www.newgoldmountain.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20251014 To get CPD points for this episode, click here: https://quiz.ensombl.com/ENSO-0222-13102025 General Disclaimer – https://www.ensombl.com/disclaimer/