Ensombl Advice Australia
Professional network for financial advisers https://ensombl.com/ DISCLAIMER: The Ensombl podcast and all content contained on Ensombl is limited to factual information and does not constitute legal, financial or other professional advice. Ensombl does not hold an AFS licence and does not provide any financial services. Nothing on this podcast should be interpreted as financial advice. Before making any investment decision, Ensombl recommends obtaining financial advice from a qualified financial adviser.
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In this episode, Pat talks with Anthony Lyon, Founder at iComply2. They discuss iComply2's SARA, an AI-powered SOA Review Assistant that helps advisers pre-vet their advice documents by using advanced vector indexing and compliance checks, with the goal of reducing human error while maintaining essential human oversigh
Mo is the Principal Adviser at My Wealth Choice. Mo specialises in tech professionals, and he and James discuss his unique approach to financial planning that focuses on providing clients with more life choices by understanding their specific challenges, leveraging technology, and offering personalised strategies to ma
In this episode, Rocksy is joined by Karthik Ganapathy, Co-Founder and Senior Financial Adviser at Nova Wealth Advisers. They discuss his journey from hospitality in India to financial planning in Australia, his career transition, client engagement strategies, the role of technology and AI, and the importance of authen
This week, Pat talks with Dr. Paul Moran, CEO and Founder of iFactFind. They discuss how iFactFind can help advisers capture comprehensive client data, streamline SOA generation using AI, and aims to revolutionise how financial advice is delivered and managed across Australia and Ireland. Dr. Paul Moran LinkedIn: https
In this episode, James is joined by Nick Donnelly, Financial Adviser at Plenary Wealth, and MaryAnn de Mestre, Principal at M de Mestre Lawyers. They discuss elder abuse, estate planning, and family dynamics, and the complex challenges faced by advisers and lawyers when helping older individuals protect their assets an
In this installment, Sacha talks with James Wartho, CEO of FinTalkr, and Andrew Wootton, General Manager at FYG Planners. They explore selecting an AI provider, and how AI tools can help financial advisers improve efficiency, standardise processes, and enhance client engagement by automating tasks like file notes while
