Ensombl Advice Australia

Stefan is Director and a Financial Adviser at Angel Advisory. He and James discuss his journey into advice, from starting and growing his business, to acquiring other businesses, providing specialised advice, property investments, and the future of the financial advice industry.

Stefan Angelini LinkedIn: https://www.linkedin.com/in/stefanangelini/ Angel Advisory Website: https://www.angeladvisory.com.au/

This episode is proudly sponsored by Challenger https://ensombl.com/go/20240509

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With re-entering fixed income markets a key focus for many investors, most of the activity - and knowledge - is centred around public credit options such as government bonds. In this episode, host James Whelan takes a deep dive into private credit markets, which may be lesser known, but which can offer more opportunities for value and performance. Along with expert guests Ameya Hattangadi from Morningstar and Pete Robinson from Challenger Investment Management, James explores the ins and outs of private credit, including the options available, the risks, its behaviour as an asset class, valuation methods, and the role it can play within a portfolio.

Ameya Hattangadi LinkedIn: https://www.linkedin.com/in/ameya-hattangadi-cfa-58358615/ Pete Robinson LinkedIn: https://www.linkedin.com/in/pete-robinson-2b70069/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/

Morningstar: Empowering Investor Success. https://ensombl.com/go/1-20240506

This episode is proudly sponsored by Challenger https://ensombl.com/go/2-20240506

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This week, Patrick is joined by Taylor Bindon, Director and developer at MOAS Applications. They talk about how MOAS can streamline the advice process for planners through capabilities like CRM, workflow, modeling, document generation and the use of templates while exploring future integrations and an AI-assisted experience.

Taylor Bindon LinkedIn: https://www.linkedin.com/in/taylorbindon/ MOAS Website: https://moasapp.com/ Patrick Gardiner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

A world of engagement awaits you at Netwealth Investments Limited: https://ensombl.com/go/20240503

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Abigail is the Founder of Crisp Communications Co. She and James chat about marketing strategies for advisors, such as digital footprint management, website development, communication techniques, and podcasting as a tool for thought leadership and client attraction.

Abigail Gatling LinkedIn: https://www.linkedin.com/in/abigailgatling/ Crisp Communications Co Website: https://crispcomms.co Creativity: Uncovered podcast: https://crispcomms.co/creativity-uncovered

This episode is proudly sponsored by Challenger https://ensombl.com/go/20240502

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In this first episode, Karen is joined by Hari Balkrishna, Global Equity Impact Portfolio Manager/Vice President, ESG & Impact Investor at T. Rowe Price. They discuss the nuances of impact investing, emphasising the importance of understanding the differences between ESG, ethical, responsible, and impact investing.

Hari Balkrishna LinkedIn: https://www.linkedin.com/in/hari-balkrishna-3770a57/ Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/

To learn more about Impact Investing, contact your T. Rowe Price Relationship Manager https://ensombl.com/go/20240501

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Karen sits down with Justin Medcalf, Financial Adviser at Ethinvest, and Tim Fitzpatrick, Financial Adviser at Ethical Investment Services. They talk about the benefits of involving clients in impact investing conversations, including deeper client engagement and aligned financial goals with social and environmental impact.

Justin Medcalf LinkedIn: https://www.linkedin.com/in/justinmedcalf/ Ethinvest Website: https://www.ethinvest.com.au/justinmedcalf Tim Fitzpatrick LinkedIn: https://www.linkedin.com/in/tim-fitzpatrick-50ab6b25/ Ethical Investment Services Website: https://ethicalinvestments.com.au/ Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/

To learn more about Impact Investing, contact your T. Rowe Price Relationship Manager https://ensombl.com/go/20240501

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In this instalment, Karen is joined by James Baird, Director and Principal Advisor at JustInvest Financial Planning. They chat about the integration of impact investing into their investment philosophy and processes, and the need for a strict risk profiling and process-driven approach to ensure that investments align with clients' values while providing diversification, income generation, and growth drivers.

James Baird LinkedIn: https://www.linkedin.com/in/james-baird-1374a910/ JustInvest Financial Planning Website: https://www.justinvest.net.au/ Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/

To learn more about Impact Investing, contact your T. Rowe Price Relationship Manager https://ensombl.com/go/20240501

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In this final episode, Karen is joined once again by Hari Balkrishna from T. Rowe Price, and Chris Lang, Financial Adviser and Director of Ethical Choice Investments. They talk about how impact investing has evolved from a niche concept to a more mainstream approach, how impact investing and environment investing are not one and the same, and the different areas clients can have a positive impact on.

Hari Balkrishna LinkedIn: https://www.linkedin.com/in/hari-balkrishna-3770a57/ Chris Lang LinkedIn: https://www.linkedin.com/in/chrisblang/ Ethical Choice Investments Website: https://www.ethicalchoice.com.au/ Karen McLeod LinkedIn: https://www.linkedin.com/in/karen-mcleod-04026312/

To learn more about Impact Investing, contact your T. Rowe Price Relationship Manager https://ensombl.com/go/20240501

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In this episode, Patrick is joined by Emily Shurey, Global Head of Partner Marketing at Employment Hero. They chat about how Employment Hero provides an all-in-one platform for managing the entire employee lifecycle through integrated HR, payroll, and recruitment tools while empowering accountants and bookkeepers to offer more strategic advice through automation and partnerships.

Emily Shurey (M) LinkedIn: https://www.linkedin.com/in/playfulmarketing/ Employment Hero Website: https://employmenthero.com/ Patrick Gardiner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

A world of engagement awaits you at Netwealth Investments Limited: https://ensombl.com/go/20240426

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Josh is Chief Investment Officer at Alvia Asset Partners. He and James discuss his experience managing investments for family offices through his firm Alvia Asset Partners, emphasising an absolute return focus, multi-asset class portfolio construction, private market opportunities, and the importance of finding aligned clients who trust their investment philosophy and process.

Josh Derrington LinkedIn: https://www.linkedin.com/in/josh-derrington-43720158/ Alvia Partners Website: https://alviapartners.com.au/

This episode is proudly sponsored by Challenger https://ensombl.com/go/20240425

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