Listen to Jean Oelwang, CEO of Virgin Unite, relate how she was instrumental in creating the foundation of Richard Branson’s Virgin Group, which brings together the business and not-for-profit worlds to scale change and create a better world.

Ep 86: Scientifically revealing client preferences for personalised wealth advice - Shachar Kariv & Bernard Del Ray

Mar 4th, 2024 42m 38s

Hear Shachar Kariv and Bernard Del Ray, co-founders of Capital Preferences, a company that provides solutions for understanding client preferences and behaviours in financial decision making, describe their research, background and motivations

Ep 85: Leadership lessons from Facebook’s former CEO - Stephen Scheeler

Feb 6th, 2024 33m 2s

Listen to Stephen Scheeler, CEO & Co-Founder of Omniscient Neurotechnology, relate how his corporate career moved to the internet and e-commerce sector, working at Facebook and finally setting up Omniscient, a leader in the field of neurotech

Ep 84: The 2023 roundup episode

Jan 8th, 2024 45m 8s

In this episode, we roundup some of the highlights from our 2023 podcasts, to give you a flavour of each episode and so that you can catch up on what you missed, or find an episode you’d like to hear more of. We cover the best bits from: Ep

Ep 83: Ringing in the changes for the financial industry - Marcus Price

Dec 6th, 2023 24m 57s

Hear Marcus Price, CEO and Managing Director, Iress as he shares his background in banking to building PEXA and what drew him to the investment side of financial services with Iress. Marcus discusses the industry step change he accelerated w

Ep 82: Achieving the unachievable for financial services - Sarah Abood

Nov 9th, 2023 40m 57s

Hear Sarah Abood share her journey into financial services and how she headed the merger of the FPA and AFA to become the CEO of the newly formed FAAA. Sarah discusses how she brought two longstanding organisations together and chats through

Ep 81: Raising the voice of the financial sector - Blake Briggs

Sep 27th, 2023 29m 17s

Listen to Blake Briggs as he shares his diverse career journey through industrial advocacy, superannuation policy and finally to financial services and the FSC. Blake relays the skills, governance processes and overarching consumer lens that a

Ep 80: Harnessing the power of AI in the advice industry - Dr. Michael Kollo

Aug 19th, 2023 34m 31s

Hear Dr. Micheal Kollo as he discusses his journey from a PhD in finance to becoming a quantitative manager, using algorithms to forecast markets. Michael uncovers how AI now translates complex financial data into intuitive client reports. He

Ep 79: Evolving the client value proposition with technology – Matt Heine

Jul 7th, 2023 39m 55s

In this episode, Matt jumps into the hot seat to be interviewed by Peita Diamantidis on the Ensombl AdviceTech podcast. They discuss how advisers are using technology to differentiate their offering and build their client value proposition. M

Ep 78: Empowering students for their financial future - Kendall Flutey

May 23rd, 2023 30m 9s

Picking up from episode 35, Kendall Flutey, Co-Founder and CEO of Banqer, now shares how experiential learning with Banqer Primary has expanded to high school children, giving them the chance to increase their financial literacy and capability

Ep 77: Strategic perspectives on scale and independence – Matt Brinker

Apr 21st, 2023 24m 47s

Listen to Matt Brinker, Managing Partner of Merchant Investment Management, share how he built United Capital, a platform to help advisers scale their businesses, into a $25bn behemoth before its acquisition by Goldman Sachs. Matt reveals why

Ep 76: Building a wealth platform to transform lives – Brent Brodeski

Mar 17th, 2023 35m 28s

Hear Brent Brodeski, CEO & Founder, Savant Wealth Management discuss his journey to becoming a successful entrepreneur and leader in the financial industry. Brent shares his personal experiences and how he overcame challenges, made tough decisi

Ep 75: Talking about a revolution in investing - Jennifer Risher

Feb 15th, 2023 36m 43s

Listen to Jennifer Risher, Author, Speaker and Co-founder of #HalfMyDAF, as she shares her wealth journey from early days at Microsoft and Amazon. Jennifer explains the emotional and sensitive side of money with real life examples of what she t

Ep 74: Customising client experiences and advice with technology – Nathan Fradley

Dec 20th, 2022 37m 31s

Listen to Nathan Fradley, Director of Ethos ESG Australia and Senior Adviser at Tribeca Financial, as he recounts his career journey into ethical advice and why he brought an ESG data and software tool for advisers (Ethos) to Australia. Nathan

Ep 73: Reconciling profitability with impact investing – Ben Krasnostein

Nov 21st, 2022 35m 5s

Hear Ben Krasnostein, Managing Director of Kilara Capital, trace his career path into the world of impact investing, where he finally began to realise his aspiration to combine profit and purpose and founded Kilara Capital, an investment manage

Ep 72: Embracing a growth mindset and visioning the new quo – Luke Sayers

Oct 19th, 2022 31m 15s

Listen to Luke Sayers, Founder & Executive Chairman of Sayers, as he shares the philosophy of Sayers, a fast-growing investment advisory, named LinkedIn Startup of the year 2021. Luke relates how his consulting career path took him from growing

Ep 71: The changing face of the wealth industry – Dr. Isaac Poole

Sep 27th, 2022 32m 52s

Hear Dr. Isaac Poole, CIO of Oreana, share how his interest in economics launched a career that took him around the world, spanning government and corporate roles in economic strategy, before finally moving into the wealth profession. Isaac off

Ep 70: The true cost of independent wealth advice – Steve Tucker

Aug 23rd, 2022 30m 47s

Listen to Steve Tucker, Chairman & Founding Partner of Koda Capital as he chats through how he became a young CEO of MLC, why he started Koda Capital, the changes he has spearheaded and the future of the finance industry. Steve shares how he be

Ep 69: Building a wealth business with investment insight – David Wright

Jul 19th, 2022 37m 50s

Hear David Wright, CEO & joint founder of Zenith Investment Partners, as he recounts his 30-year career journey in research and investment analysis, the evolution he has seen in the finance industry and the impetus for starting Zenith over 20 y

Ep 68: Curating your client’s best life with wealth technology – Santiago Burridge

Jun 3rd, 2022 34m 31s

Listen to Santiago Burridge, CEO & Co-founder of Lumiant, as he takes us through his financial career, the changes he’s seen in the wealth industry, and what led him to start a new tech company mid-career. Santiago discusses why it’s important

Ep 67: Connecting staff and technology to scale wealth firms – Catherine Robson

May 13th, 2022 51m 2s

Hear Catherine Robson, Founder of Affinity Private Advisors, discuss why recognising your leadership style, building relationships with staff and harnessing technology is crucial to scaling a business. Catherine reveals the joys and responsibil

Ep 66: The emotional dimension of business and wealth strategy - Kristine Brooks

Apr 21st, 2022 31m 37s

Listen to Kristine Brooks, Head of Australian Business at Milford, as she recounts her journey from the trading floors of Perth to her position today, helping to lead the specialist investment firm with just under $17bn under management. The co

Ep 65: Utilising governance and tech to scale wealth firms - Jonathan Christie

Mar 31st, 2022 36m 31s

Hear how Jonathan Christie, Managing Director of Oreana Financial Services (Australia), came to create the independent licensee in 2018 and has since overseen its growth from just one client at inception to now having 33 clients and around 3000

Ep 64: A human approach to risk, technology and wealth - Martin Franc

Mar 8th, 2022 30m 58s

Hear how Martin Franc, CEO of Invesco Australia, accelerated Invesco’s performance – and has overseen their assets under management grow from $1bn to $37bn since joining the company over eight years ago. Martin emphasizes the value of connectio