Earn 1.0 CPD here: https://quiz.ensombl.com/CPDC-26052000-02030001
0.25 Professionalism and Ethics
0.25 Client Care & Practice
0.25 Technical Competence
0.25 Regulatory Compliance and Consumer Protection

In this episode, Ben is joined by Niall McConville, Managing Director at Bombora Advice. They unpack how regulation, product design, mental health claims, and pricing pressures are reshaping the Australian and New Zealand life insurance markets, and how advisers, licensees, group cover, and AI can work together to protect more clients sustainably.

Niall McConville LinkedIn: https://www.linkedin.com/in/niall-mcconville/
Bombora Website: https://bomboraadvice.com.au/
PFAN Website: https://www.probonoadvice.com.au/

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20260521-2/

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 0.25 CPD here: https://quiz.ensombl.com/CPDC-26051802-20490001
0.25 Technical Competence

In this episode, Neil Rogan speaks with Alex Cousley from Russell Investments. Alex explains resilient global growth and strong US earnings, rising Australian recession risks, tepid but stable China, and political and energy headwinds in the UK and Europe.

Neil Rogan LinkedIn: https://www.linkedin.com/in/roganneil/
Alexander Cousley LinkedIn: https://www.linkedin.com/in/alexander-cousley-cfa-a10b81109/
Russell Investments Website: https://russellinvestments.com/

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-26050503-19180001
0.25 Client Care & Practice
0.25 Technical Competence
0.25 Tax (Financial) Advice

In this episode, Vince Scully and Tony Kofkin (Kofkin Bond & Co) explore how advisers can earn deeper client trust by combining clear education, thoughtful structuring and genuinely human relationships across business, wealth and intergenerational planning.

Tony Kofkin LinkedIn: https://www.linkedin.com/in/anthony-kofkin/
Kofkin Bond & Co Website: https://kofkinbond.com.au/
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 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-26050401-06290001
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 Kara Treeby and Sarah Leslie from Story Wealth. They share how they built and evolved Story Wealth and Ageing with Grace into a specialist, intergenerational and aged‑care focused advice business, while navigating the GFC, raising families, structuring their partnership, and using process, tech, and deep empathy to support clients and their advisers through complex later‑life decisions.

Kara Treeby LinkedIn: https://www.linkedin.com/in/kara-treeby/
Sarah Leslie LinkedIn: https://www.linkedin.com/in/sarah-leslie/
Story Wealth Website: https://storywealth.com.au/
Ageing with Grace Website: https://ageingwithgraceadvisory.com.au/

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-26042323-55000001
0.25 Client Care & Practice
0.25 Technical Competence
0.25 Regulatory Compliance and Consumer Protection

In this episode, Ben is joined by Jack Standing, Group Head of Advice at WT Financial Group. They discuss WT’s growth from a single practice to a large advice network, and how it leverages scale, education, technology, and evolving adviser training and remuneration models to improve the quality, efficiency, and commercial viability of life insurance advice and claims support.

Jack Standing LinkedIn: https://www.linkedin.com/in/jack-standing-35b52373/
WT Financial Group Website: https://www.wtfglimited.com/

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20260427-2/

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/