Ensombl Advice Australia Podcast
1) AdviceTech Podcast #150 - moneyGPS Update
In this episode, Pat is joined by George Haramis, Co-Founder and CEO at moneyGPS. They discuss moneyGPS’s advancements in digital advice, including AI integration, new product offerings, platform scal...Show More
2) #510 Retirement Exchange Insights
Recorded live at the Ensombl Retirement Exchange, James speaks with a number of attendees on their "aha moments" from the event, and their take on innovative retirement planning strategies, evolving c...Show More
3) Licensee Podcast Series #1 - Advice Evolution
In this first episode, Rocksy is joined by Brooke Hooton, Group Executive for AFSL's and Equity Holder at Advice Evolution. They explore Advice Evolution’s adviser-focused, flexible licensee model, it...Show More
4) Engine Room Podcast #74 - Sebastian Mazza
This week, Rocksy speaks with Sebastian Mazza, Director at Wealth Depot. He shares his journey from family business roots to building Wealth Depot, discussing his approach to planning, team developmen...Show More
5) AdviceTech Podcast #149 - Balancing Growth & Innovation
This week, Pat speaks with Daniel Donovan, Head of Operations at Verse Wealth. They discuss Verse Wealth’s rapid growth, operational improvements, tech stack choices, automation initiatives, and strat...Show More
6) #509 Michelle Flanagan
Michelle is the Principal Wealth Adviser of The Wealth Designers. She and James discuss The Wealth Designers' innovative use of AI and technology to streamline client engagement, documentation, and ad...Show More
7) Engine Room Podcast #73 - Morgan Hayward
This week, Rocksy is joined by Morgan Hayward, Director Of Financial Planning at LumeWealth. They discuss her journey in financial planning, her client-focused business approach, the challenges and re...Show More
8) Investment Podcast #28 - New Age of Ethical Investing
U Ethical’s Jon Fernie joins host James Whelan to unpack the new age of ethical investing. As client demand for values-aligned portfolios grows, they emphasize the importance of transparency, authenti...Show More
9) AdviceTech Podcast #148 - Marloo
This week, Pat is joined by Shak Lala and Hardy Michel from Marloo. They discuss how they built Marloo as an innovative, adviser-focused AI note-taking and document generation platform, their customer...Show More
10) #508 David Jackson
David is a Financial Adviser at First Financial, Melbourne. He and James discuss his career journey, international experiences, and current role as an adviser at First Financial, along with the variet...Show More