//podcastplus.net/feed/xy-adviser~4b13eb85 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. Wed, 07 Oct 2026 04:13:11 +0000 https://media.blubrry.com/2509833/traffic.libsyn.com/secure/xyadviser/AdviceTech_Podcast_151_-_Power_Automate_for_Advisers.mp3?dest-id=477998 In this episode, Pat speaks with Charmaine Hall, Director at Unbound Financial. They discuss how Charmaine has built and automated a modern financial advice tech stack using Power Automate, AI tools, and workflow optimisations to enhance efficiency and client experience. Charmaine Hall LinkedIn: https://www.linkedin.com/in/charmaine-hall-551225b1/ Unbound Financial Website: https://unboundfinancial.com.au/ Charmaine's Post on Automation: https://app.ensombl.com/posts/89913555 A world of business efficiency awaits you at Netwealth: https://ensombl.com/go/20251010 General Disclaimer – https://www.ensombl.com/disclaimer/ Thu, 09 Oct 2025 11:00:00 +0000 https://media.blubrry.com/2509833/traffic.libsyn.com/secure/xyadviser/AdviceTech_Podcast_151_-_Power_Automate_for_Advisers.mp3?dest-id=477998 https://media.blubrry.com/2509833/traffic.libsyn.com/secure/xyadviser/511_Joel_Perryman.mp3?dest-id=477998 Joel is a Provisional Adviser at Integritas Wealth Advisers. He and James discuss his journey from gym owner and personal trainer to becoming a financial adviser, discussing the challenges, motivations, and lessons he learned along the way. Joel Perryman LinkedIn: https://www.linkedin.com/in/joel-perryman-116870a7/ Integritas Wealth Advisers Website: https://www.integritaswealth.com.au/ Discover U Ethical's adviser solutions at https://ensombl.com/go/20251009 General Disclaimer – https://www.ensombl.com/disclaimer/ Wed, 08 Oct 2025 11:00:00 +0000 https://media.blubrry.com/2509833/traffic.libsyn.com/secure/xyadviser/511_Joel_Perryman.mp3?dest-id=477998 https://media.blubrry.com/2509833/traffic.libsyn.com/secure/xyadviser/Lifetime_Income_Series_1.mp3?dest-id=477998 In this episode, Naomi is joined by Sue Morris, Head of Strategic Advice at Hyland Financial Planning, and Ben Hillier, Director Retirement at AMP. They discuss the benefits, strategies, and client outcomes of innovative retirement income streams (IRIS) in providing greater certainty and flexibility for retirees. Sue Morris LinkedIn: https://www.linkedin.com/in/sue-morris-29411546/ Hyland Financial Planning Website: https://www.hylandfp.com.au/ Ben Hillier LinkedIn: https://www.linkedin.com/in/ben-hillier-au/ Find out more about North, the leaders in retirement innovation. https://ensombl.com/go/20251008 General Disclaimer – https://www.ensombl.com/disclaimer/  Tue, 07 Oct 2025 11:40:00 +0000 https://media.blubrry.com/2509833/traffic.libsyn.com/secure/xyadviser/Lifetime_Income_Series_1.mp3?dest-id=477998 https://media.blubrry.com/2509833/traffic.libsyn.com/secure/xyadviser/Lifetime_Income_Series_2.mp3?dest-id=477998 In episode two of the Lifetime Income Series, Naomi speaks with Marcus Larcombe, Financial Adviser at Apex Advice, and Kiru Anantharaj, Retirement Specialist at AMP. They discuss how innovative retirement income streams (IRIS products) can be layered and modeled to maximise retirement confidence, age pension benefits, estate outcomes for clients, and how advisers can put these into practice today. Marcus Larcombe LinkedIn: https://www.linkedin.com/in/marcus-larcombe-09838975/ Apex Advice Website: https://apexadvice.com.au/ Kiru Anantharaj LinkedIn: https://www.linkedin.com/in/kiru-anantharaj-20ba513a/ Find out more about North, the leaders in retirement innovation. https://ensombl.com/go/20251008 General Disclaimer – https://www.ensombl.com/disclaimer/  Tue, 07 Oct 2025 11:20:00 +0000 https://media.blubrry.com/2509833/traffic.libsyn.com/secure/xyadviser/Lifetime_Income_Series_2.mp3?dest-id=477998 https://media.blubrry.com/2509833/traffic.libsyn.com/secure/xyadviser/Lifetime_Income_Series_3.mp3?dest-id=477998 In this final installment, Naomi is joined by Alex Berlee, Director at AGS Financial Group, and Ben Hillier, Director Retirement at AMP. They explore how innovative retirement income streams (IRIS) can help retirees manage financial and emotional risks, maximise income, and confidently transition into a fulfilling retirement. Alex Berlee LinkedIn: https://www.linkedin.com/in/alexberlee/ AGS Financial Group Website: https://agsfinancialgroup.com.au/ Ben Hillier LinkedIn: https://www.linkedin.com/in/ben-hillier-au/ Find out more about North, the leaders in retirement innovation. https://ensombl.com/go/20251008 General Disclaimer – https://www.ensombl.com/disclaimer/  Tue, 07 Oct 2025 11:00:00 +0000 https://media.blubrry.com/2509833/traffic.libsyn.com/secure/xyadviser/Lifetime_Income_Series_3.mp3?dest-id=477998 https://chtbl.com/track/1E7G7/media.blubrry.com/2509833/traffic.libsyn.com/secure/xyadviser/448_Joe_Akiki.mp3?dest-id=477998 Joe is the Director and CEO of Akambo Financial Group. He and James chat about how he grew his practice from a one-man-band to one with over a hundred and fifty staff offering end-to-end services through strategic partnerships and acquisitions. They also discuss the opportunities and challenges of operating at scale. Joe Akiki LinkedIn: https://www.linkedin.com/in/joe-akiki-87169a117/ Akambo Financial Group Website: https://www.akambofg.com/ This episode is proudly sponsored by Challenger https://ensombl.com/go/20240606 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/ Wed, 05 Jun 2024 13:00:00 +0000 https://chtbl.com/track/1E7G7/media.blubrry.com/2509833/traffic.libsyn.com/secure/xyadviser/448_Joe_Akiki.mp3?dest-id=477998 https://chtbl.com/track/1E7G7/media.blubrry.com/2509833/traffic.libsyn.com/secure/xyadviser/Engine_Room_Podcast_35_-_Amie_Baker.mp3?dest-id=477998 Amie is the Director, Financial Adviser, and Certified Money Coach at Rekab Advice and Centsability. She and Andrew explore her journey in building her advice business, her passion for helping clients and empowering women in financial services, and her goals for continuing to grow her practice while maintaining her values. Amie Baker LinkedIn: https://www.linkedin.com/in/amie-baker-10975828/ Rekab Advice Website: https://rekabadvice.com.au/ Centsability Podcast: https://centsability.net.au/podcast/ FAAA Website: https://faaa.au/ The Equanimity Project: https://theequanimityproject.org/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20240604 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/ Mon, 03 Jun 2024 13:00:00 +0000 https://chtbl.com/track/1E7G7/media.blubrry.com/2509833/traffic.libsyn.com/secure/xyadviser/Engine_Room_Podcast_35_-_Amie_Baker.mp3?dest-id=477998 https://chtbl.com/track/1E7G7/media.blubrry.com/2509833/traffic.libsyn.com/secure/xyadviser/AdviceTech_Podcast_65_-_AdviceGPT.mp3?dest-id=477998 This week, Peita is joined by Anthony Lyon, Founder at iComply2. They discuss the development and potential of Advice GPT, the challenges in advice production and reviewing, the limitations of chat-based AI, and the continuing importance of human advisors. AdviceGPT Website: https://www.icomply2.com.au/advicegpt    Anthony Lyon: https://www.linkedin.com/in/anthony-lyon-2463446a Original iComply episode: https://ensombl.com/podcasts/advicetech19 Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/  A world of opportunity awaits you at Netwealth Investments Limited: https://ensombl.com/go/20231215 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/ Thu, 14 Dec 2023 12:00:00 +0000 https://chtbl.com/track/1E7G7/media.blubrry.com/2509833/traffic.libsyn.com/secure/xyadviser/AdviceTech_Podcast_65_-_AdviceGPT.mp3?dest-id=477998 https://chtbl.com/track/1E7G7/media.blubrry.com/2509833/traffic.libsyn.com/secure/xyadviser/427_David_Orford.mp3?dest-id=477998 David is the Managing Director at Optimum Pensions. He and James discuss the history and evolution of lifetime pensions and annuities in Australia, and how new legislation has enabled better lifetime income products. David Orford LinkedIn: https://www.linkedin.com/in/david-orford/ Optimum Pensions Website: https://www.optimumpensions.com.au/ Join the North Retirement Space on Ensombl. https://ensombl.com/go/20231214 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/ Wed, 13 Dec 2023 12:00:00 +0000 https://chtbl.com/track/1E7G7/media.blubrry.com/2509833/traffic.libsyn.com/secure/xyadviser/427_David_Orford.mp3?dest-id=477998 https://chtbl.com/track/1E7G7/traffic.libsyn.com/secure/xyadviser/335_Daniel_Donovan.mp3?dest-id=477998 Daniel is a Financial Adviser and Head of Operations at Verse Wealth. He joins Fraser to chat about his Financial Advice journey and the benefits and importance of client focused service. Daniel Donovan LinkedIn: https://www.linkedin.com/in/danieldonovan09/ Verse Wealth Website: https://www.versewealth.com.au/ MetLife. Life, inspired by you. For more information, speak to your local BDM or visit https://www.metlife.com.au/ Join the XY platform: App Store: http://co.xyadviser.com/xyistore Google Play: http://co.xyadviser.com/xygplay Desktop: https://www.xyadviser.com/ General Disclaimer – https://www.xyadviser.com/disclaimer/ Wed, 17 Aug 2022 13:00:00 +0000 https://chtbl.com/track/1E7G7/traffic.libsyn.com/secure/xyadviser/335_Daniel_Donovan.mp3?dest-id=477998