Ensombl Advice Australia

Daniel is a Financial Advisor at Tribeca Financial. He and James talk about the journey he took when transitioning from South Africa to Australia as a financial advisor.

Daniel Nel LinkedIn: https://www.linkedin.com/in/danielnel/ Tribeca Financial Website: https://www.tribecafinancial.com.au/

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Belinda is the Head of Operations and Compliance at Evalesco Financial Services. She and Andrew look under the hood of Evalesco, including their focus on client experience, pod system, tech stack, and maximizing the performance of their team.

Belinda Marley-Wallace LinkedIn: https://www.linkedin.com/in/belindamarleywallace/ Evalesco Website: https://evalesco.com.au/ Encore Advisory Group Website: https://www.encoreadvisorygroup.com.au/ Performance Advisory Group Website: https://performanceadvisorygroup.com.au/ Barviacan Recruitment Website: http://www.barbicanrecruitment.com/

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This week we cover the US PCE price index, Australian CPI data, the Bank of Japan, Megaport, and Macquarie Bank.

This podcast is moving to Milford's new podcast channel OnTrack with Milford. Head over to https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597 and subscribe so you don't miss any episodes.

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In this episode, Peita talks with Julia Vojkovic, Co-founder and Director at 3Lines. They discuss the various tools and features of the cloud based platform designed to simplify AFSL compliance, and finding the balance between commercial and compliance.

3Lines Website: https://3Lines.com.au/ Julia Vojkovic LinkedIn: https://www.linkedin.com/in/julia-vojkovic-708563114/ Curiosity Corner (folk): https://www.folk.app/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/

A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230728

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This week, James chats with Daniel Jackson and Jennifer Laing from Modern You Financial Planners. They discuss the transition from the professional year into advice, and working remotely.

Daniel Jackson LinkedIn: https://www.linkedin.com/in/daniel-t-jackson-jp-a021a396/ Jennifer Laing LinkedIn: https://www.linkedin.com/in/jennifer-laing-92549b1a7 Modern You Financial Planners Website: https://www.modernyoufp.com/

Discover intelliflo for yourself by visiting https://ensombl.com/go/20230727

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This week we cover US earnings, UK CPI data, the Australian labour market, New Zealand CPI data, Flight Centre, Ampol, Northern Star, and Vulcan Steel.

This podcast is moving to Milford's new podcast channel OnTrack with Milford. Head over to https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597 and subscribe so you don't miss any episodes.

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This week, Peita is joined by Andrew Gardner, Founder and Director at Retiremap. They talk through the features and functions of Retiremap, and how it can be used by advisors to increase productivity and client engagement, and reduce overheads and data entry.

Retiremap Website: https://retiremap.com.au/ Andrew Gardner LinkedIn: https://www.linkedin.com/in/andrew-gardner-3097393/ Curiosity Corner (Machined): https://machined.ai/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/

A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20230721

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Dawn is a Financial Adviser at The Wealth Designers. She and James discuss finding your voice in the advice industry, showing up and being yourself, and taking ownership of your success.

Dawn Thomas LinkedIn: https://www.linkedin.com/in/dawn-d-thomas/ The Wealth Designers Website: https://twd.com.au/ Your Money Story Podcast: https://podcasts.apple.com/au/podcast/your-money-story/id1555980141

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Ben is an author, Founder and Financial Advisor at Pivot Wealth. He joins Andrew to chat about starting Pivot Wealth, setting up the advice process for success, and what he's got planned for the future.

Ben Nash LinkedIn: https://www.linkedin.com/in/benjaminjnash/ Pivot Wealth: https://pivotwealth.com.au/ Mo Money Podcast: https://podcasts.apple.com/au/podcast/mo-money/id1504054172

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20230718

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This week we cover Phillip Lowe stepping down as RBA Governor, US June inflation, the University of Michigan consumer sentiment, the NFIB business optimism index, UK employment data, the RBNZ interest rate decision, Viva Energy, Neuren pharmaceuticals, and Megaport.

This podcast is moving to Milford's new podcast channel OnTrack with Milford. Head over to https://podcasts.apple.com/nz/podcast/ontrack-with-milford/id1682163597 and subscribe so you don't miss any episodes.

Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/

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