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…
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Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26071702-34390001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection In this first episode, Sarah Leslie is joined by Matthew Lloyd and Alex Berlee from AGS Financial Group. They discuss how recent Australian aged care reforms have increased complexity and costs, reshaped home and residential…
Earn 1.0 CPD here: https://quiz.ensombl.com/CPDC-26071702-40430001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection 0.25 Professionalism and Ethics In this episode, Sarah speaks with Ben Hillier, Director Retirement at AMP. They explore how advisers can integrate aged care into holistic retirement planning by recognizing changing spending…
Earn 1.25 CPD here: https://quiz.ensombl.com/CPDC-26071702-47270001 0.25 Client Care & Practice 0.50 Technical Competence 0.25 Regulatory Compliance and Consumer Protection 0.25 Professionalism and Ethics In this final installment, Sarah talks to Shaun Ganguly, Founder & Principal Adviser at Prime Years Financial Planning. They discuss how advisers can effectively integrate aged care into…
Earn 1.0 CPD here: https://quiz.ensombl.com/CPDC-26071401-57440001 0.25 Technical Competence 0.25 Client Care and Practice 0.25 Regulatory Compliance & Consumer Protection 0.25 Professionalism and Ethics This week, Rocksy speaks with Matt Fogarty, Executive General Manager - Partnerships at Infocus. They explore Matt’s journey in financial advice and his leadership of Infocus, and its four-pillar…
Earn 0.50 CPD here: https://quiz.ensombl.com/CPDC-26070700-42530001 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection In this episode, Ben speaks with Phil Anderson, General Manager - Policy, Advocacy and Standards at the FAAA. They discuss how the FAAA advocates for advisers within Australia’s complex regulatory and political environment, covering life insurance…
Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26061903-06260001 0.25 Client Care & Practice 0.50 Technical Competence Artificial Intelligence has created enormous wealth for investors—but history suggests that periods of technological disruption can also be fertile ground for misplaced expectations and overlooked opportunities. In this episode, host James Whelan is joined by Povilas…
Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26061505-51110001 0.25 Regulatory Compliance and Consumer Protection 0.25 Client Care & Practice 0.25 Technical Competence As global investors reassess where future growth will come from, host Amie Baker is joined by Stanley Lu (Orbis Investments) to challenge conventional thinking on emerging markets. They explore how many investors remain…
Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26060501-47040001 0.25 Regulatory Compliance and Consumer Protection 0.25 Client Care & Practice 0.25 Technical Competence As geopolitical tensions, higher oil prices, and persistent inflation reshape the economic outlook, host Amie Baker is joined by Diana Mousina (North) and Estelle Liu (North) to explore what it means for investors and retirees.…
Earn 1.00 CPD here: https://quiz.ensombl.com/CPDC-26060107-14110001 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection 0.25 Tax (Financial) Advice In this episode, Rocksy sits down with Karam Singh from EK Private Advisory. They discuss his journey from migrant paraplanner to global ultra‑high‑net‑worth adviser, cross‑border family office…
Earn 1.25 CPD here: https://quiz.ensombl.com/CPDC-26052600-21380001 0.50 Client Care & Practice 0.50 Technical Competence 0.25 Regulatory Compliance and Consumer Protection In this episode, Peita Diamantidis is joined by Gavin Lamb, Director and Head of Financial Planning at Navigate Advisors. They unpack the realities of intergenerational advice - from family dynamics, estate planning and…