Ensombl Advice Australia

Updated: 29 Jun 2025 • 1052 episodes
ensombl.com

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 timely investment update, Neil Rogan chats with Russell Investments' Alexander Cousley, exploring the latest global market developments — from Middle East tensions and their muted impact on oil prices, to shifting recession risks across the US, China, and Australia. Together they unpack how consumer behaviour,

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This week, Pat speaks with Alan FitzGerald, Founder & Fractional CTO at Practice Connections. They discuss the critical importance of strategic technology adoption, data management, and AI integration to help advice practices improve client experiences, staff productivity, and overall business performance. Alan FitzGer

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25 Jun 2025 • EN

#497 Luke Dean

Luke is the Director and Financial Adviser at Advice Loop. He and James discuss his journey from a dissatisfied corporate employee to building his practice, Advice Loop, focusing on organic growth, client-centric strategies, and continuous learning while navigating the challenges of the financial services industry. Luk

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Just as markets rebound, flaring geopolitical tensions once again set investors on edge, and in this Quarterly Market Update, host James Whelan is joined by Vern Du Preez (Orbis Investments) and Viola Private Wealth CIO Daniel Kelly to what’s been driving markets, and how portfolios are positioned to weather increased

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In this episode, Pat is joined by Paul Feeney, Founder of Otivo. Paul returns to the AdviceTech Podcast to discuss how Otivo aims to make personalised, actionable advice accessible to all Australians through innovative technology, AI-powered tools, and partnerships with financial institutions, helping to close the advi

42 min
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18 Jun 2025 • EN

#496 Chris Carlin

Chris is the Founder And Financial Planner at Glasshouse Wealth. He and James discuss his move from Victoria to Queensland, launching Glasshouse Wealth with a focus on white-collar professionals, using internally geared managed funds, and navigating the challenges and opportunities in advice while balancing personal an

36 min
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