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 speaks with Stephen Handley, Founder and CEO at Fin365. They discuss the platform's evolution, focusing on Microsoft-powered technology solutions for advice firms, data-driven automation, AI integration, and the recent Qwrk acquisition to provide scalable tech consulting services. Stephen Handley L
Natasha is a Financial Planning Assistant at Vista Financial Group. She shares her journey from working in Sri Lanka to pursuing her professional year at Vista Financial Group, driven by her passion for helping clients achieve their financial goals. Natasha Warnakula LinkedIn: https://www.linkedin.com/in/natasha-warnak
This week, Pat is joined by Shehan Alwis and Tim Rogers from Adviceflo. They discuss how Adviceflo can transforms static advice documents into dynamic, interactive, and visually engaging presentations, making client communication more effective and accessible across various professional services. Shehan Alwis LinkedIn:
What if everything you thought about risk was wrong? In this episode of the Ensombl lnvestment podcast, host James Whelan is joined by Dan Miles from Innova Asset Management to challenge the old obsession with volatility and offer a sharper, goals-based view of risk as it relates to a client's lifestyle. Together, they
This week, Pat is joined by Natallia Smith, Founder of TruWealth Advice. They discuss her tech stack focused on serving single women over 50, using user-friendly tools like Microsoft Dynamics, Fin 365, Typeform, and AI technologies to create an efficient, empathetic client experience. Natallia Smith LinkedIn: https://w
Hannah is an Associate Adviser at Stellar Wealth. She and James discuss her progress through the professional year, her role in client interactions, and her use of social media to educate and build her personal brand in the advice industry. Hannah Elliott LinkedIn: https://www.linkedin.com/in/hannah-elliott-financialpl
