In this episode, Andrew is joined by Brad Rogers, Financial Planner and Business Owner at WealthShore. They chat about how he got started in financial advice, how he maintains a culture of togetherness in his practice, and the importance of having a support network.
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Engine Room Podcast #55 – Charlie Viola
Charlie is the Executive Chair, Adviser, and Founding Partner at Viola Private Wealth. He and Rocksy discuss how …
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Engine Room Podcast #54 – Angus Stevenson
Angus is the Director at Terrabella Wealth. He and Andrew discuss his background in agriculture, his transition into …
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Engine Room Podcast #53 – Daniel Harris
In this episode, Andrew talks with Daniel Harris, Associate Director at Grimsey Wealth. They discuss his journey into …
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Engine Room Podcast #52 – Kris Tatt
This week, Andrew is joined by Kris Tatt, Partner and GM of Investment Services and SMSF at Strategem. …
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Engine Room Podcast #51 – Angus Cooper
Angus is the Managing Director at ACru Wealth Financial Advisory. He and Andrew discuss his transition from accounting …
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Engine Room Podcast #60 – Reuban Sivarajasingam
Reuban is Senior Distribution Partner at Pallas Capital. He and Andrew discuss his transition to alternative investments and …
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Engine Room Podcast #59 – Mike Way
To kick off 2025, Rocksy is joined by Mike Way. Mike recently joined AMP’s North business, where he …
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Engine Room Podcast #58 – Matt Hale
Matt is the Managing Director at Rising Tide Financial Services. He and Rocksy discuss how he built his …
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Engine Room Podcast #57 – Adam Morse
Adam is the Founder and Managing Director at QuarterFive Family Wealth. He and Rocksy explore his journey into …
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Engine Room Podcast #56 – John Cachia
John is the Founder, Financial Adviser, and Visionary at Thriving Wealth. He and Rocksy discuss his journey from …
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Engine Room Podcast #55 – Charlie Viola
Charlie is the Executive Chair, Adviser, and Founding Partner at Viola Private Wealth. He and Rocksy discuss how …
-
Engine Room Podcast #54 – Angus Stevenson
Angus is the Director at Terrabella Wealth. He and Andrew discuss his background in agriculture, his transition into …
-
Engine Room Podcast #53 – Daniel Harris
In this episode, Andrew talks with Daniel Harris, Associate Director at Grimsey Wealth. They discuss his journey into …
-
Engine Room Podcast #52 – Kris Tatt
This week, Andrew is joined by Kris Tatt, Partner and GM of Investment Services and SMSF at Strategem. …
-
Engine Room Podcast #51 – Angus Cooper
Angus is the Managing Director at ACru Wealth Financial Advisory. He and Andrew discuss his transition from accounting …
-
Engine Room Podcast #60 – Reuban Sivarajasingam
Reuban is Senior Distribution Partner at Pallas Capital. He and Andrew discuss his transition to alternative investments and …
-
Engine Room Podcast #59 – Mike Way
To kick off 2025, Rocksy is joined by Mike Way. Mike recently joined AMP’s North business, where he …
-
Engine Room Podcast #58 – Matt Hale
Matt is the Managing Director at Rising Tide Financial Services. He and Rocksy discuss how he built his …
-
Engine Room Podcast #57 – Adam Morse
Adam is the Founder and Managing Director at QuarterFive Family Wealth. He and Rocksy explore his journey into …
-
Engine Room Podcast #56 – John Cachia
John is the Founder, Financial Adviser, and Visionary at Thriving Wealth. He and Rocksy discuss his journey from …
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Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #4
In this podcast episode, Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind, and Peita explore the …
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AdviceTech Podcast #120 – Meldus
This week, Pat speaks with Glenn Elliott, CEO at Meldus. They discuss how he founded Meldus to provide …
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#481 Kylie Denton
Kylie is the Founder and Director at Performance Advisory Group. She and James discuss the intergenerational wealth transfer …
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Engine Room Podcast #60 – Reuban Sivarajasingam
Reuban is Senior Distribution Partner at Pallas Capital. He and Andrew discuss his transition to alternative investments and …
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AdviceTech Podcast #119 – Ensombl CPD
This week, Pat is joined by Ensombl’s own Clayton Daniel. They discuss how Ensombl’s CPD platform aims to …
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AdviceTech Podcast #121 – Flux
In this episode, Pat speaks with Brett Joffe, Co-Founder at Flux. Brett discusses how Flux offers educational content, …
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#482 Nicole Gardner
Nicole is the Founder and Principal Financial Adviser at Stellar Wealth. Nicole returns to the Ensombl podcast to …
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Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #1
In this first installment, Peita is joined by John Stallman, Principal Adviser at PlanningIQ. They explore the critical …
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Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #2
In this episode, Peita talks with Dr. Ben Neilson, Researcher and Financial Adviser at Complete Wealth, and Dr. …
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Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #3
In this episode, Peita is joined by Wayne Lear, Principal at Familia Wealth. He shares his deep insights …
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Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #4
In this podcast episode, Dr. Katherine Hunt, Head of Research and Co-Founder at MoneyMind, and Peita explore the …
-
AdviceTech Podcast #120 – Meldus
This week, Pat speaks with Glenn Elliott, CEO at Meldus. They discuss how he founded Meldus to provide …
-
#481 Kylie Denton
Kylie is the Founder and Director at Performance Advisory Group. She and James discuss the intergenerational wealth transfer …
-
Engine Room Podcast #60 – Reuban Sivarajasingam
Reuban is Senior Distribution Partner at Pallas Capital. He and Andrew discuss his transition to alternative investments and …
-
AdviceTech Podcast #119 – Ensombl CPD
This week, Pat is joined by Ensombl’s own Clayton Daniel. They discuss how Ensombl’s CPD platform aims to …
-
AdviceTech Podcast #121 – Flux
In this episode, Pat speaks with Brett Joffe, Co-Founder at Flux. Brett discusses how Flux offers educational content, …
-
#482 Nicole Gardner
Nicole is the Founder and Principal Financial Adviser at Stellar Wealth. Nicole returns to the Ensombl podcast to …
-
Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #1
In this first installment, Peita is joined by John Stallman, Principal Adviser at PlanningIQ. They explore the critical …
-
Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #2
In this episode, Peita talks with Dr. Ben Neilson, Researcher and Financial Adviser at Complete Wealth, and Dr. …
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Risk & Relationships: An Adviser’s Guide to Client Behaviour, Smarter Conversations and Better Advice #3
In this episode, Peita is joined by Wayne Lear, Principal at Familia Wealth. He shares his deep insights …