Ensombl Advice Australia

Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26061903-06260001 0.25 Client Care & Practice 0.50 Technical Competence Artificial Intelligence has created enormous wealth for investors—but history suggests that periods of technological disruption can also be fertile ground for misplaced expectations and overlooked opportunities. In this episode, host James Whelan is joined by Povilas Dapkevicius from Orbis Investments to explore where value can still be found amid the AI boom. From semiconductor infrastructure and cloud computing to a biotech sector emerging from a prolonged downturn, the discussion highlights opportunities where market sentiment and long-term fundamentals have diverged. With valuations stretched across parts of the technology sector, this episode offers advisers a practical framework for separating excitement from opportunity and identifying businesses that can thrive long after today's market narratives have faded. Povilas Dapkevicius LinkedIn: https://www.linkedin.com/in/povilas-dapkevicius-25b5967/ 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: General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26060501-47040001 0.25 Regulatory Compliance and Consumer Protection 0.25 Client Care & Practice 0.25 Technical Competence As geopolitical tensions, higher oil prices, and persistent inflation reshape the economic outlook, host Amie Baker is joined by Diana Mousina (North) and Estelle Liu (North) to explore what it means for investors and retirees. They unpack the market impact of the renewed Gulf conflict, the challenges facing central banks, and why inflation remains stubbornly high in Australia. The conversation then turns to retirement, examining the fear of running out of money, the tendency for retirees to underspend, and how advisers can help clients stay invested with confidence. With insights on portfolio construction, lifetime income solutions, and balancing growth with security, this episode offers practical guidance for navigating an increasingly uncertain retirement landscape. Diana Mousina LinkedIn: https://www.linkedin.com/in/diana-mousina-5a22442b/ Estelle Liu LinkedIn: https://www.linkedin.com/in/estelleliu/ Amie Baker LinkedIn: https://www.linkedin.com/in/amie-baker-10975828/ Grow with North. https://ensombl.com/go/20260608-2/ General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 1.25 CPD here: https://quiz.ensombl.com/CPDC-26052600-21380001 0.50 Client Care & Practice 0.50 Technical Competence 0.25 Regulatory Compliance and Consumer Protection In this episode, Peita Diamantidis is joined by Gavin Lamb, Director and Head of Financial Planning at Navigate Advisors. They unpack the realities of intergenerational advice - from family dynamics, estate planning and succession for businesses and farms, to pricing, processes, and practical frameworks firms can use to help families become long-term custodians of their wealth and values. Gavin Lamb LinkedIn: https://www.linkedin.com/in/gavin-lamb-9a6bb38b/ Navigate Advisors Website: https://navigateadvisors.com.au/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ To find out how Generation Life’s investment bonds can help you transfer your clients’ wealth with clarity, control and confidence please visit: https://ensombl.com/go/20260527-2/ General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 1.25 CPD here: https://quiz.ensombl.com/CPDC-26052600-33590001 0.50 Client Care & Practice 0.50 Technical Competence 0.25 Professionalism and Ethics In this final episode, Peita and Joe Stephan from Stephan Independent Advisory dive into how to design and deliver truly intergenerational advice - blending family dynamics, emotional coaching, and smart use of AI to better serve business-owning families across generations. Joe Stephan LinkedIn: https://www.linkedin.com/in/josephstephancfp/ Stephan Independent Advisory Website: https://siadvisory.com.au/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ To find out how Generation Life’s investment bonds can help you transfer your clients’ wealth with clarity, control and confidence please visit: https://ensombl.com/go/20260527-2/ General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 1.25 CPD here: https://quiz.ensombl.com/CPDC-26052405-30060001 0.50 Client Care & Practice 0.50 Technical Competence 0.25 Professionalism and Ethics This week, Rocksy speaks with Kane Leersen from Regional Prosperity. They explore his journey from shearer’s son to regional financial advice leader, unpacking how he builds a values‑driven, community‑focused firm that invests heavily in people, technology, and long‑term legacy. Kane Leersen LinkedIn: https://www.linkedin.com/in/kane-leersen-7a9011b7/ Regional Prosperity Website: https://regionalprosperity.au/ Unreasonable Hospitality: https://www.unreasonablehospitality.com/books General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 1.0 CPD here: https://quiz.ensombl.com/CPDC-26051801-36300001 0.25 Technical Competence 0.25 Client Care and Practice 0.25 Regulatory Compliance & Consumer Protection 0.25 Professionalism and Ethics In this episode, Rocksy speaks with Craig Kouimanis, Head of Paragem. They unpack how Count helps advice firms grow through licensing support, M&A and equity partnerships, technology and client engagement frameworks, succession planning, and practice management disciplines - all while balancing governance, profitability, and high‑quality client service. Craig Kouimanis LinkedIn: https://www.linkedin.com/in/craig-kouimanis-a6815531/ Count Website: https://www.count.au/ Paragem Website: https://paragem.com.au/ UncommonCents Podcast: https://podcasts.apple.com/au/podcast/uncommoncents/id1823576529 Explore the road less travelled at https://ensombl.com/go/20260519-2/ General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 1.0 CPD here: https://quiz.ensombl.com/CPDC-26051100-30200001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection 0.25 Professionalism and Ethics In this episode, Rocksy is joined by Stuart Jones, Managing Director, Senior Financial Planner and Mortgage Broker at Michael Roach Financial Solutions. They discuss his journey from accounting to advice, how the firm evolved from low-cost super and insurance consolidation into a growing, tech-enabled financial planning and mortgage broking business, and the practical realities of pricing, team structure (including offshore support), client relationships, and preparing the practice for sustainable future growth. Stuart Jones LinkedIn: https://www.linkedin.com/in/stuart-jones-872ba334/ Michael Roach Financial Solutions Website: https://michaelroach.com.au/ General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26050503-24490001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Tax (Financial) Advice Vince Scully is joined by Generation Life CEO Felipe Araujo and Michael Bova from Family Wealth Advisory. They discuss how regulatory change, tax-effective structures like investment bonds, and thoughtful intergenerational planning can help advisers build client confidence and trust in an uncertain advice environment. Michael Bova LinkedIn: https://www.linkedin.com/in/michael-colin-bova/ Family Wealth Advisory Website: https://www.familywealthadvisory.com.au/ Felipe Araujo LinkedIn: https://www.linkedin.com/in/felipe-araujo-3952903a/ Vince Scully LinkedIn: https://www.linkedin.com/in/vincescully/ To download your copy of Generation Life’s new research report discussed in this Podcast please visit: https://ensombl.com/go/20260506-2/ General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 1.0 CPD here: https://quiz.ensombl.com/CPDC-26042703-18450001 0.50 Client Care & Practice 0.50 Technical Competence This week, Rocksy is joined by Billy Amiridis, Managing Director, Co-Founder and Financial Adviser at 360 Financial Strategists. They discuss the origins, structure, and growth strategy of his firm, including its combined advice–mortgage model, associate adviser career pathway, use of offshore support, investment approach, and long-term client growth targets. Billy Amiridis LinkedIn: https://www.linkedin.com/in/billy-amiridis-financial-adviser-australia-investment-advice-melbourne/ 360 Financial Strategists Website: https://360fs.com.au 360 Money Matters Podcast: https://podcasts.apple.com/au/podcast/360-money-matters/id1579818812 Scott Weeks: https://www.linkedin.com/in/weeksscott/ General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26041923-49580001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Professionalism and Ethics In this episode, Rocksy sits down with Mathew Cassidy, Managing Director at Partners Wealth Group. They discuss Mathew’s journey from chartered accounting to building a $6B accountant‑aligned wealth management firm, the evolution of their joint venture model and multi-service offering, how they’ve used acquisitions, AI, and offshore support to scale, their innovative staff equity program, and what the future holds for sophisticated financial advice in an AI-enabled world. Mathew Cassidy LinkedIn: https://www.linkedin.com/in/mathewcassidy/ Partners Wealth Group Website: https://www.pwg.com.au/ General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26041601-47180001 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection 0.25 Client Care and Practice This week, Pat speaks with Colin Jowell, Founder at BillWill. They discuss how BillWill, founded from Colin’s personal experience with his father’s estate, helps advisers bridge the gap between wills and clients’ real lives by providing a white‑label, tech-enabled estate planning and legacy service that leverages open banking, strong security, and emerging AI tools to better support families before and after death. Colin Jowell LinkedIn: https://www.linkedin.com/in/colinjowell/ BillWill Website: https://billwill.com.au/ Discover a world of client engagement: https://ensombl.com/go/20260417-2/ General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26041001-14430001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection In this episode, Sacha is joined by Sacha Burchgart, Founder and Managing Director at Burcheart, and Vincent Holland, Co-Founder at Plutosoft. They discuss how advice firms should move beyond the “all-in-one vs tech stack” debate by using a single core advice/CRM platform as the engine of the business, supported by targeted integrations, strong data integrity, and thoughtful change management driven by the team. Sacha Burchgart LinkedIn: https://www.linkedin.com/in/sacha-burchgart-42587939/ Burcheart Website: https://www.burcheart.com.au/ Vincent Holland LinkedIn: https://www.linkedin.com/in/vincent-holland-6b50ab62/ To see how Plutosoft can transform your practice, book a demo: https://ensombl.com/go/20260415-2/ General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26040923-30460001 0.25 Regulatory Compliance and Consumer Protection 0.25 Client Care & Practice 0.25 Technical Competence As portfolios become increasingly concentrated beneath the surface, host James Whelan is joined by Eric Marais (Orbis Investments) to challenge what genuine diversification really means. They unpack how passive indices and many active funds are heavily exposed to US mega-cap, tech-driven growth themes, creating hidden risks if leadership shifts. Drawing on history and current valuation extremes, the discussion highlights opportunities beyond the obvious—including mid-caps, healthcare, and international markets—while stressing diversification across style, geography, and currency. With a focus on preparation over prediction, this episode helps advisers build portfolios resilient to a wider range of outcomes. Eric Marais LinkedIn: https://www.linkedin.com/in/eric-marais/ Rethinking Genuine Diversification Whitepaper: https://lnkd.in/emQtYVhe 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/20260413-2/ General Disclaimer – https://www.ensombl.com/disclaimer/