AdviceTech Podcast #128 - Oreana Partnerships
Ensombl Advice Australia
In this episode, Pat speaks with Amy Hatch, Technology Delivery Manager at Oreana Partnerships. They discuss the evolution of advicetech stacks, and the shift from monolithic systems to modular, flexible approaches that leverage technology to improve client experiences, business efficiency, and overall practice performance. Amy Hatch LinkedIn: https://www.linkedin.com/in/amy-hatch-consultant/ Oreana Partnerships Website: https://oreanapartnerships.com.au/ Netwealth Innovation Toolkit: https://www.netwealth.com.au/web/insights/netwealth-innovation-toolkit/ A world of client data awaits you at...
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#489 Marlon Disanayake
Ensombl Advice Australia
This week, James is joined by Marlon Disanayake, a former financial adviser turned consultant at Capgemini. They discuss the evolution of advice, the challenges of digital transformation, and the importance of maintaining authentic client relationships in an increasingly technology-driven industry. Marlon Disanayake LinkedIn: https://www.linkedin.com/in/marlon-disanayake-14177316a/ Capgemini Invent Website: https://www.capgemini.com/about-us/who-we-are/our-brands/capgemini-invent/ To learn more about how partnering with Aware Super can support you and your clients, follow us on LinkedIn or...
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Engine Room Podcast #65 - Warrick Hanley
Ensombl Advice Australia
In this episode, Rocksy speaks with Warrick Hanley, Principal Adviser at Fitzpatricks Advice Partners. Warrick shares his journey of building a successful multi-state financial planning practice focused on business owners, team development, client relationships, and a collaborative approach to professional growth. Warrick Hanley LinkedIn: https://www.linkedin.com/in/warrickhanley/ Fitzpatricks Website: https://fitz.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20250429 Recognise real-world learning as CPD: https://ensombl.com/cpd/ General...
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AdviceTech Podcast #127 - Cruz
Ensombl Advice Australia
This week, Pat is joined by Cody Harmon and Nat Daley from Cruz Technology. They discuss how Cruz aims to revolutionise financial advice through innovative technologies like AI, open banking, and ID verification, with the goal of reducing administrative burdens and empowering advisers to focus on client relationships. Cody Harmon LinkedIn: https://www.linkedin.com/in/codyharmon/ Nat Daley LinkedIn: https://www.linkedin.com/in/nat-daley-1735b738/ Cruz Website: https://www.cruz.financial/ A world of client data awaits you at Netwealth: https://ensombl.com/go/20250425 Recognise real-world...
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#488 Paul Katranis
Ensombl Advice Australia
Paul is the Director, Wealth and Tax (Financial) Adviser, and Finance Broker at SA Wealth Group. He shares his journey from a part-time bank teller to building SA Wealth, a multi-disciplinary financial services firm that expanded from financial planning to broking, accounting, and property services by continuously solving client problems and seeking innovative ways to add value. Paul Katranis LinkedIn: https://www.linkedin.com/in/paulkatranis/ SA Wealth Group Website: https://sawealthgroup.com.au/ To learn more about LivePreso, view our Solutions Showcase within the AdviceTech space of...
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Alternative Investment Insights #1
Ensombl Advice Australia
In this episode, Kieran Berry from River X shares how he built a fast-growing wealth business by leaning into alternatives. From private credit to venture capital, he explains how advisers can access these assets, assess risk, and structure portfolios with long-term goals in mind. With a sharp lens on liquidity, due diligence, and client suitability, this is a hands-on guide for advisers looking to build out more resilient, diversified portfolios, while maintaining clear, ethical guardrails. Kieran Berry LinkedIn: https://www.linkedin.com/in/kieranberry/ River X Website: https://riverx.com.au/...
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Alternative Investment Insights #2
Ensombl Advice Australia
Advising multi-generational farming families has shaped adviser Angus Stevenson’s distinctive approach to private equity. In this episode, he explains to host James Whelan how illiquidity can be a feature — not a flaw — in the right portfolios, and outlines how his clients use PE to build intergenerational wealth. Expect insights into deal structures, exit planning, diversification within private equity, and a standout case study on a manufacturing business where clients became both investors and end-users. Angus Stevenson LinkedIn: https://www.linkedin.com/in/angus-stevenson/ Terrabella...
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Alternative Investment Insights #3
Ensombl Advice Australia
Brendon Vade from Lorica Partners joins Clayton to explore how alternative investments fit within an evidence-based investment philosophy. From the diversification case for private markets to the regulatory challenges of crypto, the episode unpacks what advisers need to know as more clients independently head down the crypto and private market paths. Brendon also shares his personal journey from crypto sceptic to informed observer — offering a pragmatic framework for engaging with this still-maturing space. Brendon Vade LinkedIn: https://www.linkedin.com/in/brendonvade/ Lorica Partners...
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Alternative Investment Insights #4
Ensombl Advice Australia
With ASIC flagging increased scrutiny of private markets, and some researchers putting the sector on watch, this episode goes under the hood to explore the opportunities and challenges in this burgeoning area. Host James Whelan is joined by Louis Christopher (SQM) and Scott Morgan (Head of real estate credit at Remara) for a balanced discussion on opacity, liquidity, return expectations, and market demand in the growing private credit sector. It’s a timely look at how advisers can play in this space safely — and the red flags to watch out for. Scott Morgan LinkedIn:...
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Engine Room Podcast #64 - Jay Burke and Aimee Lucas
Ensombl Advice Australia
In this week's episode, Rocksy speaks with Jay Burke and Aimee Lucas from Burke Britton Financial Partners. They discuss their focus on team development, technology integration, client relationships, and preparing for future growth through potential mergers and acquisitions while maintaining a clear vision and mission. Jay Burke LinkedIn: https://www.linkedin.com/in/jayburkeeoe/ Aimee Lucas LinkedIn: https://www.linkedin.com/in/aimee-lucas-baa457153/ Burke Britton Financial Partners Website: https://bbfp.com.au/ Fine Answers Podcast:...
info_outlineIn this episode, James is joined by Nick Donnelly, Financial Adviser at Plenary Wealth, and MaryAnn de Mestre, Principal at M de Mestre Lawyers. They discuss elder abuse, estate planning, and family dynamics, and the complex challenges faced by advisers and lawyers when helping older individuals protect their assets and navigate intergenerational relationships.
Nick Donnelly LinkedIn: https://www.linkedin.com/in/nick-donnelly-52a2b957/
Plenary Wealth Website: https://plenarywealth.com.au/
MaryAnn de Mestre LinkedIn: https://www.linkedin.com/in/maryann-de-mestre-tep-77635226a/
M De Mestre Lawyers Website: https://mdemestrelawyers.com.au/
To learn more about LivePreso, view our Solutions Showcase within the AdviceTech space of Ensombl: https://ensombl.com/go/20250410
Recognise real-world learning as CPD: https://ensombl.com/cpd/
General Disclaimer – https://www.ensombl.com/disclaimer/