Investment Podcast #28 - New Age of Ethical Investing
Ensombl Advice Australia
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, authenticity, and independent verification to avoid greenwashing. They explore the role of negative screens, positive tilts, and stewardship in building credible strategies, as well as surprising sectors—like mining and data centers—that can support the energy transition. With biodiversity and community impact emerging as key themes, Fernie shows how ethical investing can deliver competitive returns...
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AdviceTech Podcast #148 - Marloo
Ensombl Advice Australia
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-centric approach, and their vision for transforming the advice tech industry. Shak Lala LinkedIn: https://www.linkedin.com/in/shakeel-lala/ Hardy Michel LinkedIn: https://www.linkedin.com/in/hardymichel/ Marloo Website: https://www.gomarloo.com/ A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20250919 General Disclaimer – https://www.ensombl.com/disclaimer/
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#508 David Jackson
Ensombl Advice Australia
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 variety of clients he now serves. David Jackson Profile: First Financial Website: https://firstfinancial.com.au/ To learn more about Fidelity, visit their website at https://ensombl.com/go/20250918 Consider the PDS and TMD available at Fidelity.com.au and whether Fidelity products are suitable for you. FIL Responsible Entity (Australia) Limited ABN 33 148 059 009 AFSL 409340. General Disclaimer...
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Retirement Experience Framework #1
Ensombl Advice Australia
In this episode, Peita talks with Ben Marshan and Naomi Holmes. They discuss how advisers can better support clients by shifting retirement planning beyond finances to address the emotional, identity, and lifestyle transitions that define a fulfilling retirement. Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Caboodle Financial Services Website: https://www.caboodlefs.com.au/ Naomi Holmes LinkedIn: https://www.linkedin.com/in/naomiholmes/ Her Money Matters Website: https://www.hermoneymatters.com.au/ Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/ Marshan...
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Retirement Experience Framework #2
Ensombl Advice Australia
In this installment, Peita is joined once again by Ben Marshan and Naomi Holmes. They discuss how advisers can move beyond technical compliance to deliver deeper value by focusing on emotional connection, client experience, and transformative retirement planning. Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Caboodle Financial Services Website: https://www.caboodlefs.com.au/ Naomi Holmes LinkedIn: https://www.linkedin.com/in/naomiholmes/ Her Money Matters Website: https://www.hermoneymatters.com.au/ Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/ Marshan...
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Engine Room Podcast #72 - Ben Nash
Ensombl Advice Australia
This week, Rocksy speaks with someone who's no stranger to Ensombl, Ben Nash, Founder and Financial Adviser at Pivot Wealth. Ben discusses the growth, operational strategies, technology adoption, and team culture that have driven Pivot Wealth’s success in delivering high-value advice to clients. Ben Nash LinkedIn: https://www.linkedin.com/in/benjaminjnash/ Pivot Wealth Website: https://pivotwealth.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20250916 General Disclaimer – https://www.ensombl.com/disclaimer/
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AdviceTech Podcast #147 - Atom Automation
Ensombl Advice Australia
In this episode, Pat is joined by Joel McWilliam, Co-Founder at Atom Automation. They discuss how AI and automation are transforming advice practices, and the shift from basic adoption to integrated, custom workflow solutions that enhance efficiency without disrupting existing processes. Joel McWilliam LinkedIn: https://www.linkedin.com/in/joel-mcwilliam-119a5231b/ Atom Automation Website: https://atomautomation.ai/ A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20250912 General Disclaimer – https://www.ensombl.com/disclaimer/
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#507 Simon Shepherd
Ensombl Advice Australia
Simon is a Financial Planner and Adviser at Providence Advisory Group. He and James discuss his career journey, the family-run Providence Advisory Group, and Simon’s "TING" investment newsletter project, which tracks and ranks investment newsletters to help investors make informed choices. Simon Shepherd LinkedIn: https://www.linkedin.com/in/simon-shepherd-618b793b/ Providence Advisory Group Website: https://www.providencegroup.com.au/ The Investment Newsletter Group Website: https://www.tinglive.com.au/ To learn more about Fidelity, visit their website at https://ensombl.com/go/20250911...
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Engine Room Podcast #71 - Richard Burton and Steven Roberts
Ensombl Advice Australia
In this episode, Rocksy is joined by Richard Burton and Steven Roberts from Oakmont Financial Group and BFD Financial Planning. They discuss the growth and structure of their practices, while sharing insights on planning, insurance specialisation, and industry challenges. Richard Burton LinkedIn: https://www.linkedin.com/in/richard-burton-aa87a416/ Steven Roberts LinkedIn: https://www.linkedin.com/in/stevenandrewroberts/ Oakmont Financial Group Website: https://www.oakmontfinancial.com.au/ BDF Financial Planning Website: https://www.bfdfinancialplanning.com/ Visit The Adviser Portal and...
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AdviceTech Podcast #146 - Vinyl
Ensombl Advice Australia
This week, Pat speaks with Jordan Vickery, Co-Founder at Vinyl. They discuss the development, features, integrations, and future roadmap of Vinyl, an AI meeting assistant designed for accountants and bookkeepers, and its impact on workflow automation, client engagement, and data security. Jordan Vickery LinkedIn: https://www.linkedin.com/in/jordanvickery28/ Vinyl Website: https://www.usevinyl.com/ A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20250905 General Disclaimer – https://www.ensombl.com/disclaimer/
info_outlineJoel is CEO and Head of Enterprise Sales at Fourth Line. He and James discuss his work with Fourth Line, a compliance monitoring platform, his exam preparation program for advisers, and the evolving landscape of advice, including trends in technology, regulation, and professional development.
Joel Ronchi LinkedIn: https://www.linkedin.com/in/joel-ronchi/
Fourth Line Website: https://fourth-line.com.au/
To learn more about Paradino & Athena, view our Solutions Showcase on Ensombl here: https://app.ensombl.com/posts/solutions-showcase-paradino
General Disclaimer – https://www.ensombl.com/disclaimer/