Ensombl Advice Australia

Recorded at the 2022 FPA Professionals Congress, Danni, Fraser and Clayton sit down with different speakers and attendees to discuss their insights on the current state of advice and where it's headed in the future.

Adam Crabbe Risk Strategy Specialist at Zurich Adam Crabbe LinkedIn: https://www.linkedin.com/in/adamcrabbe/ Zurich Website: https://www.zurich.com.au/

Kathryn Orman Senior Financial Planner/Coy Director at Goals & Dreams Financial Planning Kathryn LinkedIn: https://www.linkedin.com/in/kath-orman-30387569/ Goals & Dreams Financial Planning Website: https://goalsanddreams.com.au/

Peter Worn Joint-Managing Director at Finura Group Peter Worn LinkedIn: https://www.linkedin.com/in/peterworn/ Finura Group: https://finuragroup.com/

Kathryn Creasy Wealth Adviser and Principal at Capital Partners Kathryn Creasy LinkedIn: https://www.linkedin.com/in/kathryn-creasy/ Capital Partners Website: https://capital-partners.com.au/

Charmaine Lamprecht Chief Operating Officer and Principal at Capital Partners Charmaine Lamprecht LinkedIn: https://www.linkedin.com/in/charmaine-lamprecht/ Capital Partners Website: https://capital-partners.com.au/

Fraser Jack Founder of The Cyber Collective Fraser Jack LinkedIn: https://www.linkedin.com/in/fraserjack123/ The Cyber Collective Website: https://www.thecybercollective.com.au/

Join the Ensombl platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.ensombl.com/

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

Recorded at the 2022 FPA Professionals Congress, Danni, Fraser and Clayton sit down with different speakers and attendees to discuss their insights on the current state of advice and where it's headed in the future.

Michelle Levy Partner at Allens Michelle Levy Profile: https://www.allens.com.au/people/l/michelle-levy/ Allens Website: https://www.allens.com.au/

Sarah Abood CEO at the Financial Planning Association of Australia Sarah Abood LinkedIn: https://www.linkedin.com/in/sarah-abood-253933b/ Financial Planning Association of Australia Website: https://fpa.com.au/

Corey Wastle CEO at Verse Wealth Corey Wastle LinkedIn: https://www.linkedin.com/in/coreywastle/ Verse Wealth Website: https://www.versewealth.com.au/

Nicolette Boele Expert Adviser at the Smart Energy Council, and Shadow Representative for Bradfield Nicolette Boele LinkedIn: https://www.linkedin.com/in/nicolette-boele/ Nicolette Boele Website: https://www.nicoletteboele.com.au/

Jason Andriessen Consulting Partner at MYMAVINS, and Co-Founder and Chair at Catalpa Jason Andriessen LinkedIn: https://www.linkedin.com/in/jasonandriessen/ MYMAVINS Website: https://www.mymavins.com.au/

Melanie Drago Melanie Drago Founder of Tanngo, and Senior Consultant at Tangelo Advice Consulting LinkedIn: https://www.linkedin.com/in/melanie-drago-0046a6b/ Tanngo Website: https://tanngo.com.au/ Tangelo Advice Consulting Website: https://www.tangeloconsulting.com.au/

David Sharpe Certified Financial Planner and Director at Globe Financial Planning David Sharpe LinkedIn: https://www.linkedin.com/in/davidsharpecfp/ Globe Financial Planning Website: https://www.globefp.com.au/

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

Recorded at the 2022 FPA Professionals Congress, Danni, Fraser and Clayton sit down with different speakers and attendees to discuss their insights on the current state of advice and where it's headed in the future.

Matt Jones Co-Founder and Brand Director at Four Pillars Gin Matt Jones LinkedIn: https://www.linkedin.com/in/matt-jones-433a1bb/ Four Pillars Gin Website: https://www.fourpillarsgin.com/

Dr. Paul Moran CEO and Founder of iFactFind Dr. Paul Moran LinkedIn: https://www.linkedin.com/in/dr-paul-moran-cfp%C2%AE-ssa%E2%84%A2-9aa22117/ iFactFind Website: https://ifactfind.com.au/

Ben Marshan General Manager of Policy and Advocacy the Financial Planning Association of Australia Ben Marshan LinkedIn: https://www.linkedin.com/in/benjaminmarshan/ Financial Planning Association of Australia Website: https://fpa.com.au/

William Johns CEO and Founder of Health & Finance Integrated, and Founder of ClaimRight William Johns LinkedIn: https://www.linkedin.com/in/williamjohns1/ Health & Finance Integrated Website: https://healthfinance.com.au ClaimRight Website: https://www.claimright.com.au/

Hon. Bernie Ripoll Chairman and Director at Otivo, Executive Chair at Utilitas Group Hon. Bernie Ripoll LinkedIn: https://www.linkedin.com/in/bernieripoll/ Otivo Website: https://www.otivo.com/ Utilitas Website: https://utilitas.com.au/

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

Recorded at the 2022 FPA Professionals Congress, Danni, Fraser and Clayton sit down with different speakers and attendees to discuss their insights on the current state of advice and where it's headed in the future.

Brett Wright Founder of LifeBid Brett Wright LinkedIn: https://www.linkedin.com/in/brett-wright-a9461430/ LifeBid Website: https://lifebid.com.au/

Cameron Peck Director at Safeguard Life Cameron Peck LinkedIn: https://www.linkedin.com/in/cameronpeck1/ Safeguard Life Website: https://www.safeguardlife.com.au/

Kerry Darton Founder of Clarity Financial Advice Kerry Darton LinkedIn: https://www.linkedin.com/in/kerry-darton-aged-care-professional-b43a4320/ Clarity Financial Advice Website: https://cfadvice.com.au/

Jason Burley Senior Financial Planner at Burley Aged Care Advice Jason Burley LinkedIn: https://www.linkedin.com/in/burleyagedcareadvice/ Burley Aged Care Advice Website: https://burleyagedcareadvice.com.au/

Assyat David Director at Aged Care Steps Assyat David LinkedIn: https://www.linkedin.com/in/assyat-david-16b9968/ Aged Care Steps Website: https://agedcaresteps.com.au/

Nick Eatock CEO at intelliflo Nick Eatock LinkedIn: https://www.linkedin.com/in/nickeatock/ intelliflo Website: https://www.intelliflo.com/au

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

Recorded at the 2022 FPA Professionals Congress, Danni, Fraser and Clayton sit down with different speakers and attendees to discuss their insights on the current state of advice and where it's headed in the future.

Sarah Abood CEO at the Financial Planning Association of Australia Sarah Abood LinkedIn: https://www.linkedin.com/in/sarah-abood-253933b/ FPA Website: https://fpa.com.au/

Phil Anderson Chief Executive Officer at Association of Financial Advisers Phil Anderson LinkedIn: https://www.linkedin.com/in/philpaulanderson/ AFA Website: https://www.afa.asn.au/

Conrad Travers Principal Consultant at Tangelo Advice Consulting Conrad Travers LinkedIn: https://www.linkedin.com/in/conradtravers/ Tangelo Advice Consulting Website: https://www.tangeloconsulting.com.au/

Ben Donald Managing Director at Austbrokers Life Ben Donald LinkedIn: https://www.linkedin.com/in/ben-donald-a0363b78/ Austbrokers Life Website: https://www.austbrokerslife.com.au/

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Rebecca is a Senior Financial Planner at Rising Tide Financial Services. She joins Ben to chat about her advice journey, and the intangible benefits of financial advice and the importance of equity.

Rebecca Pritchard LinkedIn: https://www.linkedin.com/in/rebeccafpritchard/ Rebecca Pritchard Website: https://www.rebeccapritchard.com.au/ Rising Tide Financial Website: https://risingtidefinancial.com.au/

For more information on DASH, reach out to our team or follow us on LinkedIn. https://dash.com.au/

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

This week we cover Australian GDP data, the RBA's cash rate raise, the US consumer credit report, UK November housing data, the US ISM Services print, Nitro Software, Healius, and Air New Zealand.

This market highlight is proudly brought to you by Milford https://milfordasset.com.au/

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In this episode, Peita is joined by Simon Betchley, Chief Executive Officer at Worksorted. They take a look at the features of the Worksorted system, and how it can be integrated into your advice practice to further drive efficiency through process automation.

Worksorted Website: https://worksorted.com/ Simon Betchley LinkedIn: https://www.linkedin.com/in/simonbetchley/ Curiosity Corner (Upcontent) website: https://www.upcontent.com/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/

Unlock the potential of your wealth business with Netwealth, visit http://www.netwealth.com.au/change

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Creina is the Marketing Manager at Hewison Private Wealth. She and Jess discuss building trust through content marketing, and how we can create robust marketing plans moving forward.

Creina Lister LinkedIn: https://www.linkedin.com/in/creina-lister-607a8256/ Hewison Private Wealth Website: https://www.hewison.com.au/

For more information on DASH, reach out to our team or follow us on LinkedIn. https://dash.com.au/

Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/

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

Matt is the Managing Director at Rising Tide Financial. He and Ben chat about his journey as an adviser, how to build long-term team relationships, and his solution to approaching mortgage broking with clients without being distracting.

Matt Hale LinkedIn: https://www.linkedin.com/in/matthalert/ Rising Tide Financial Website: https://risingtidefinancial.com.au/

For more information on DASH, reach out to our team or follow us on LinkedIn. https://dash.com.au/

Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/

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