Ensombl Advice Australia

Earn 0.50 CPD here: https://quiz.ensombl.com/ENSO-26032500-31470001
0.25 Client Care & Practice
0.25 Professionalism and Ethics

Kirra 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/20251030

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Earn 1.0 CPD here: https://quiz.cpdcheck.com/ENSO-26031822-41230001
0.25 Client Care & Practice
0.50 Regulatory Compliance & Consumer Protection 0.25 Technical Competence

In 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/20251028

General Disclaimer – https://www.ensombl.com/disclaimer/

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-0043-15102025
0.50 Client Care & Practice
0.25 Technical Competence

Scott 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/20251023

General 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 & Ethics

This 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/20251021

General 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 Competence

Nathan 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/id1725733771

Discover U Ethical's adviser solutions at https://ensombl.com/go/20251016

General 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/

In this episode, Rocksy is joined by Keith Marshall and Mario Finocchiaro from AMAFA. They discuss how AMAFA supports and grows advisory practices through community, tailored technology, and integrated services, while prioritising culture and adviser success.

Keith Marshall LinkedIn: https://www.linkedin.com/in/keithdmarshall/ Mario Finocchiaro LinkedIn: https://www.linkedin.com/in/mario-finocchiaro-439b2a4a/ AMAFA Website: https://amafa.com.au/

Explore the road less travelled at https://ensombl.com/go/20251013

To get CPD points for this episode, click here: https://quiz.ensombl.com/ENSO-0219-13102025

General Disclaimer – https://www.ensombl.com/disclaimer/

In this episode, Pat speaks with Charmaine Hall, Director at Unbound Financial. They discuss how Charmaine has built and automated a modern financial advice tech stack using Power Automate, AI tools, and workflow optimisations to enhance efficiency and client experience.

Charmaine Hall LinkedIn: https://www.linkedin.com/in/charmaine-hall-551225b1/ Unbound Financial Website: https://unboundfinancial.com.au/ Charmaine's Post on Automation: https://app.ensombl.com/posts/89913555

A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20251010

General Disclaimer – https://www.ensombl.com/disclaimer/

Joel is a Provisional Adviser at Integritas Wealth Advisers. He and James discuss his journey from gym owner and personal trainer to becoming a financial adviser, discussing the challenges, motivations, and lessons he learned along the way.

Joel Perryman LinkedIn: https://www.linkedin.com/in/joel-perryman-116870a7/ Integritas Wealth Advisers Website: https://www.integritaswealth.com.au/

Discover U Ethical's adviser solutions at https://ensombl.com/go/20251009

General Disclaimer – https://www.ensombl.com/disclaimer/