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

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

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 partner with Zurich and OnePath today: https://ensombl.com/go/20250909

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

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/

Aayush is a Financial Adviser at Frost Financial Planning. He and James discuss his journey from international student to adviser in Darwin, his experiences as a migrant, his professional growth, community engagement, and innovative financial literacy initiatives.

Aayush Sharma LinkedIn: https://www.linkedin.com/in/aayush-sharma-fp/ Frost Financial Planning Website: https://www.frostfp.com.au/

To learn more about Fidelity, visit their website at https://ensombl.com/go/20250904

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

This week, Rocksy speaks with Elliot Watson, Managing Partner at Watson Wealth. They discuss the evolution, operations, team culture, and future growth plans of his diversified planning practice, along with its client focus, technology adoption, and opportunities for new talent.

Elliot Watson LinkedIn: https://www.linkedin.com/in/elliot-watson-41305957/ Watson Wealth Website: https://watsonwealth.com.au/

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20250902

Recognise real-world learning as CPD: https://ensombl.com/cpd/

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

This week, Pat is joined by Tim Reid, Founder at AdviceOps. They discuss how technology, automation, and AI are transforming advice businesses by streamlining workflows, integrating CRMs, and enabling a more client-centered approach to planning.

Tim Reid LinkedIn: https://www.linkedin.com/in/timothyareid/ AdviceOps Website: https://adviceops.com.au/ Sintra AI: https://sintra.ai/

A world of community awaits you at Netwealth: https://ensombl.com/go/20250829

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

Rob is an Associate Director and Senior Financial Advisor at Acuity Wealth. He and James discuss his career journey, the growth and client focus of Acuity Wealth, financial planning strategies for high-earning clients, business culture, hiring practices, and the importance of networking and referrals.

Rob Chertok LinkedIn: https://www.linkedin.com/in/rob-chertok-b957394a/ Acuity Wealth Website: https://www.acuitywealth.com.au/

To learn more about Fidelity, visit their website at https://ensombl.com/go/20250828

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

In this episode, Rocksy is joined by David Carney, Executive Director and Former CEO at VBP. They discuss his journey from planner to business leader, and his lessons in business growth, outsourcing, leadership, and the evolving future of advice.

David Carney LinkedIn: https://www.linkedin.com/in/davidcarneyvbp/ VBP Website: https://www.vbp.au/ The 4 Disciplines of Execution: https://www.amazon.com.au/4-Disciplines-Execution-Chris-McChesney/dp/1491517751

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20250826

Recognise real-world learning as CPD: https://ensombl.com/cpd/

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

In this episode, Pat speaks with Kate Fellows, Founder of tap'd (the Advice Professionals' Directory). They discuss the platform's mission to connect advisers with service providers, enhance efficiency through AI and content, and foster transparent, dynamic engagement within the advice profession. 

Kate Fellows LinkedIn: https://www.linkedin.com/in/kate-fellows-a1993b18/ tap'd Website: https://www.tapdau.com/

A world of community awaits you at Netwealth: https://ensombl.com/go/20250822

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

Dean is a Senior Advice Assistant (PY) at Clarity Wealth. He and James discuss his transition from HR and operations into financial advice, and what advice he has for others considering a similar path.

Dean Southern LinkedIn: https://www.linkedin.com/in/thedeansouthern/ Clarity Wealth Website: https://claritywealth.com.au/

To learn more about Fidelity, visit their website at https://ensombl.com/go/20250821

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