Ensombl Advice Australia

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25120201-51390001
0.25 Client Care & Practice
0.25 Professionalism and Ethics
0.25 Technical Competence

This week, Pat is joined by Peter Worn, Joint-MD at Finura Group. They discuss Finura Group's evolution, practical AI applications in advicetech, the development and success of Advice Designer, strategic industry partnerships, and plans for future platform enhancements and integrations.

Peter Worn LinkedIn: https://www.linkedin.com/in/peterworn/
Finura Group Website: https://finuragroup.com/
Advice Designer Website: https://www.advicedesigner.com/

Disrupting the first reported AI-orchestrated cyber espionage campaign Article: https://www.anthropic.com/news/disrupting-AI-espionage
The WealthTech Insider Podcast: https://finuragroup.com/podcast/

A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20251205

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

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25120223-22240001
0.25 Technical Competence
0.25 Client Care and Practice
0.25 Professionalism and Ethics

Matt is the Managing Director at Rising Tide Financial Services. He and James discuss his transition from adviser to managing director at Rising Tide, the business's journey toward holistic advice, team development, client handovers, and ongoing plans for strengthening their specialised services.

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

Help us make a difference for Australians in need today. Visit Future2 Foundation to find out more: https://ensombl.com/go/20251204

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

Earn 0.25 CPD here: https://quiz.ensombl.com/ENSO-25112722-17460001
0.25 Client Care and Practice

In this episode, Neil is joined by Alexander Cousley and Samantha Foster from Russell Investments. They discuss their new Private Market Managed Account for retail investors, its portfolio construction, manager selection, liquidity features, and upcoming platform launch in Australia.

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

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

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25112623-46520001
0.50 Client Care & Practice
0.25 Technical Competence

This week, Pat speaks with Allan Whatmore, Founder and CEO at GSA. He discusses how GSA uses AI-driven systems and tailored content to automate, nurture, and optimise client acquisition for advisers and professional services firms.

Allan Whatmore LinkedIn: https://www.linkedin.com/in/allanwhatmore/
GSA Website: https://www.growthstudioagency.com/

A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20251128

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

Earn 0.50 CPD here: https://quiz.ensombl.com/ENSO-25112523-24230001
0.25 Client Care and Practice
0.25 Professionalism and Ethics

Paul is a Financial Adviser at First Financial. He reflects on his career progression from aspiring adviser to part-owner at First Financial, the evolution of client relationships, mentorship, and professional development within both small and large practices.

Paul Cupic LinkedIn: https://www.linkedin.com/in/paul-cupic-a86054127
First Financial Website: https://firstfinancial.com.au/

Help us make a difference for Australians in need today. Visit Future2 Foundation to find out more: https://ensombl.com/go/20251127

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

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25112100-42360001
0.25 Client Care & Practice
0.50 Technical Competence

In this first episode, Brendon Vade speaks with Slava Platkov, Senior Investment Director and Vice President at Dimensional Fund Advisors, and David Price, Founding Director and Owner at Strategy First Financial Planning. They discuss the importance of maintaining a disciplined, systematic investment philosophy and strong client relationships to navigate changing markets and avoid common pitfalls.

Slava Platkov LinkedIn: https://www.linkedin.com/in/slava-platkov-84564a1b/
David Price LinkedIn: https://www.linkedin.com/in/david-price-031a752/
Strategy First Website: https://www.strategyfirst.com.au/

For more information on Dimensional reach out to our team or visit our website: https://ensombl.com/go/20251126

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

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25112100-45190001
0.25 Client Care & Practice
0.50 Technical Competence

In this episode, Brendon is joined again by Slava Platkov, Senior Investment Director and Vice President at Dimensional Fund Advisors. They explore the evolution from traditional active investing to systematic approaches, the sources of alpha, practical portfolio implementation, and robust evaluation strategies for delivering long-term client value.

Slava Platkov LinkedIn: https://www.linkedin.com/in/slava-platkov-84564a1b/
Systematically Evaluating Systematic Managers: https://www.dimensional.com/au-en/insights/systematically-evaluating-systematic-managers

For more information on Dimensional reach out to our team or visit our website: https://ensombl.com/go/20251126

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

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25112100-47320001
0.25 Client Care & Practice
0.50 Professionalism & Ethics

In this final instalment, Brendon speaks to Paul Turner, Head of Advisor Group, Australia and Vice President at Dimensional Fund Advisors, and Amber Murrell, Private Wealth Adviser at Shadforth Financial Group. They discuss the significance, development, and long-term value of having a well-defined, evidence-based investment philosophy for advice firms and their clients.

Paul Turner LinkedIn: https://www.linkedin.com/in/pturnersydney/
Amber Murrell LinkedIn: https://www.linkedin.com/in/amber-murrell/
Shadforth Financial Group Website: https://www.sfg.com.au/

For more information on Dimensional reach out to our team or visit our website: https://ensombl.com/go/20251126

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

Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25112323-52160001
0.25 Client Care & Practice
0.50 Technical Competence

In this episode, Rocksy speaks with Prashant Nagarajan, Co-founder, Financial Adviser and Mortgage Adviser at Finnacle. They discuss his professional journey, the growth and structure of his financial planning and mortgage broking business, remote team management, tech and client strategies, and his vision for the future of advice.

Prashant Nagarajan LinkedIn: https://www.linkedin.com/in/prashant-nagarajan/
Finnacle Website: https://www.finnacle.com.au/

Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20251125

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

Earn 0.50 CPD here: https://quiz.cpdcheck.com/ENSO-26032500-22310001
0.25 Client Care & Practice
0.25 Technical Competence

In this week's episode, Pat speaks with Shaye Marx, General Manager of Operations at Kofkin Bond & Co. They explore how a client-first financial firm leverages technology, automation, and AI tools to streamline operations, enhance compliance, and put client needs at the center of their services.

Shaye Marx LinkedIn: https://www.linkedin.com/in/shaye-marx-08a8431b4/
Kofkin Bond & Co Website: https://kofkinbond.com.au/

A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20251121

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