Ensombl Advice Australia

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1192

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Jun 2026

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About the show

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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60 recent

June 16, 202648 min

Investment Podcast #40 - Emerging Markets

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 They explore how many investors remain anchored to outdated perceptions, despite significant advances in governance, innovation, technology, and economic development across emerging economies. From Korea’s corporate reforms and China’s digital leadership to the valuation opportunities often overlooked in global portfolios, the discussion highlights why emerging markets may deserve a larger role in diversified portfolios. With a focus on bottom-up stock selection, long-term compounding, and finding exceptional businesses run by exceptional people, this episode offers advisers a fresh perspective on one of the most misunderstood areas of investing. Stanley Lu LinkedIn: https://www.linkedin.com/in/stanley-lu-a0a5983/ Orbis Investments Disclaimer: https://ensombl.com/orbisdisclaimer/ Amie Baker LinkedIn: https://www.linkedin.com/in/amie-baker-10975828/ Prepare your clients for a new investing dawn. Discover more: https://ensombl.com/go/20260617-2/ General Disclaimer – https://www.ensombl.com/disclaimer/

June 7, 202648 min

Investment Podcast #39 - Economic Update and Impact

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. They unpack the market impact of the renewed Gulf conflict, the challenges facing central banks, and why inflation remains stubbornly high in Australia. The conversation then turns to retirement, examining the fear of running out of money, the tendency for retirees to underspend, and how advisers can help clients stay invested with confidence. With insights on portfolio construction, lifetime income solutions, and balancing growth with security, this episode offers practical guidance for navigating an increasingly uncertain retirement landscape. Diana Mousina LinkedIn: https://www.linkedin.com/in/diana-mousina-5a22442b/ Estelle Liu LinkedIn: https://www.linkedin.com/in/estelleliu/ Amie Baker LinkedIn: https://www.linkedin.com/in/amie-baker-10975828/ Grow with North. https://ensombl.com/go/20260608-2/ General Disclaimer – https://www.ensombl.com/disclaimer/

June 1, 202659 min

Engine Room Podcast #90 - Karam Singh

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 advice, adviser-led licensing, and how personal health crises, hard work, and trusted partnerships have shaped his vision for human‑centred, globally connected advice. Karam Singh LinkedIn: https://www.linkedin.com/in/karamdeepsingh/ EK Private Advisory Website: https://www.ekprivate.com.au/ Capella Advisory Website: https://capellaadvisory.com.au/ General Disclaimer – https://www.ensombl.com/disclaimer/

May 26, 20261 hr 22 min

Intergenerational Conversations #1

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 succession for businesses and farms, to pricing, processes, and practical frameworks firms can use to help families become long-term custodians of their wealth and values. Gavin Lamb LinkedIn: https://www.linkedin.com/in/gavin-lamb-9a6bb38b/ Navigate Advisors Website: https://navigateadvisors.com.au/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ To find out how Generation Life’s investment bonds can help you transfer your clients’ wealth with clarity, control and confidence please visit: https://ensombl.com/go/20260527-2/ General Disclaimer – https://www.ensombl.com/disclaimer/

May 26, 202657 min

Intergenerational Conversations #2

Earn 1.0 CPD here: https://quiz.ensombl.com/CPDC-26052600-27350001 0.50 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection In episode two, Peita speaks with Inbam Devadason, Actuary, Founder and Director of Precision Financial. He shares practical strategies for building intergenerational wealth - covering family dynamics, home visits, free investment education for kids, aged care and estate planning support, and transitioning advice relationships across multiple generations within a family. Inbam Devadason LinkedIn: https://www.linkedin.com/in/inbam-devadason-8825875/ Precision Financial Website: https://www.precisionfinancial.com.au/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ To find out how Generation Life’s investment bonds can help you transfer your clients’ wealth with clarity, control and confidence please visit: https://ensombl.com/go/20260527-2/ General Disclaimer – https://www.ensombl.com/disclaimer/

May 26, 20261 hr 25 min

Intergenerational Conversations #3

Earn 1.25 CPD here: https://quiz.ensombl.com/CPDC-26052600-33590001 0.50 Client Care & Practice 0.50 Technical Competence 0.25 Professionalism and Ethics In this final episode, Peita and Joe Stephan from Stephan Independent Advisory dive into how to design and deliver truly intergenerational advice - blending family dynamics, emotional coaching, and smart use of AI to better serve business-owning families across generations. Joe Stephan LinkedIn: https://www.linkedin.com/in/josephstephancfp/ Stephan Independent Advisory Website: https://siadvisory.com.au/ Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ To find out how Generation Life’s investment bonds can help you transfer your clients’ wealth with clarity, control and confidence please visit: https://ensombl.com/go/20260527-2/ General Disclaimer – https://www.ensombl.com/disclaimer/

May 25, 202643 min

Investment Podcast #38 - Compartmentalised Investing

Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26052501-15330001 0.25 Client Care & Practice 0.25 Professionalism and Ethics 0.25 Regulatory Compliance and Consumer Protection As investors face longer retirements and more complex market conditions, Ben Nash (Pivot Wealth) and Dan Miles (Innova Asset Management) join the conversation to explore compartmentalised investing and modern risk management. They discuss why portfolios should be aligned to client behaviour, lifestyle goals, and long-term objectives - not just static asset allocations. With a focus on managing to defined risk thresholds, balancing longevity concerns, and improving client understanding through clearer portfolio structure, this episode offers advisers practical insights into building more resilient, client-centric investment strategies. Dan Miles LinkedIn: https://www.linkedin.com/in/dan-miles-b264358a/ Ben Nash LinkedIn: Explore Innova's behavioural investing approach at https://ensombl.com/go/20260526-2/ General Disclaimer – https://www.ensombl.com/disclaimer/

May 24, 20261 hr 8 min

Engine Room Podcast #89 - Kane Leersen

Earn 1.25 CPD here: https://quiz.ensombl.com/CPDC-26052405-30060001 0.50 Client Care & Practice 0.50 Technical Competence 0.25 Professionalism and Ethics This week, Rocksy speaks with Kane Leersen from Regional Prosperity. They explore his journey from shearer’s son to regional financial advice leader, unpacking how he builds a values‑driven, community‑focused firm that invests heavily in people, technology, and long‑term legacy. Kane Leersen LinkedIn: https://www.linkedin.com/in/kane-leersen-7a9011b7/ Regional Prosperity Website: https://regionalprosperity.au/ Unreasonable Hospitality: https://www.unreasonablehospitality.com/books General Disclaimer – https://www.ensombl.com/disclaimer/

May 20, 20261 hr 2 min

Insurance Podcast #8 - Niall McConville

Earn 1.0 CPD here: https://quiz.ensombl.com/CPDC-26052000-02030001 0.25 Professionalism and Ethics 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection In this episode, Ben is joined by Niall McConville, Managing Director at Bombora Advice. They unpack how regulation, product design, mental health claims, and pricing pressures are reshaping the Australian and New Zealand life insurance markets, and how advisers, licensees, group cover, and AI can work together to protect more clients sustainably. Niall McConville LinkedIn: https://www.linkedin.com/in/niall-mcconville/ Bombora Website: https://bomboraadvice.com.au/ PFAN Website: https://www.probonoadvice.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20260521-2/ General Disclaimer – https://www.ensombl.com/disclaimer/

May 18, 20261 hr 2 min

Licensee Podcast Series #10 - Count

Earn 1.0 CPD here: https://quiz.ensombl.com/CPDC-26051801-36300001 0.25 Technical Competence 0.25 Client Care and Practice 0.25 Regulatory Compliance & Consumer Protection 0.25 Professionalism and Ethics In this episode, Rocksy speaks with Craig Kouimanis, Head of Paragem. They unpack how Count helps advice firms grow through licensing support, M&A and equity partnerships, technology and client engagement frameworks, succession planning, and practice management disciplines - all while balancing governance, profitability, and high‑quality client service. Craig Kouimanis LinkedIn: https://www.linkedin.com/in/craig-kouimanis-a6815531/ Count Website: https://www.count.au/ Paragem Website: https://paragem.com.au/ UncommonCents Podcast: https://podcasts.apple.com/au/podcast/uncommoncents/id1823576529 Explore the road less travelled at https://ensombl.com/go/20260519-2/ General Disclaimer – https://www.ensombl.com/disclaimer/