OVERVIEW
TUESDAY – JULY 30
THURSDAY – AUGUST 1

8:30am – 9:00am

REGISTRATION

9:00am – 9:10am

WELCOME

9:10am – 10:00am

KEYNOTE AND Q&A: ORDINARY PEOPLE IN EXTRAORDINARY SITUATIONS

Award winning journalist and author, Leigh Sales, has spoken intimately with individuals who have faced unimaginable situations – from terrorism, to natural disaster, or to just being in the wrong place at the wrong time – to discover how otherwise ordinary people deal with adversity.

Leigh Sales

ABC News presenter, journalist and author, ABC News

Chair

Colin Tate

Chief executive, Conexus Financial

10:00am – 10:50am

ETHICS IN ADVICE: DISCUSSION & INTERACTIVE WORKSHOP

Peter Singer, the moral philosopher, Princeton University and Laureate Professor and author frames the topic of ‘ethics’ in professionalism and promotes an interactive discussion to challenge advisers and practice owners about their ethical and moral obligations to clients and society more broadly.

PAPERS

Financial Adviser Standards and Ethics Authority - explanatory statement 
Financial planners and advisers code of ethics 2019

Peter Singer

Princeton University Professor and Melbourne University Laureate Professor

Chair

Colin Tate

Chief executive, Conexus Financial

10:50am – 11:20am

MORNING TEA

11:20am – 11:30am

FPA KEYNOTE

Professional Planner’s Best Practice Forum event partner, the Financial Planning Association, will deliver a keynote to open the day’s practice-focused sessions.

Dante De Gori

Chief executive, Financial Planning Association of Australia (Sydney)

Ken Whitton

Professional partnerships manager, Financial Planning Association of Australia (Melbourne)

11:30am – 12:10pm

The path to self-licensing

The structural landscape of licencing is going through significant change. Many businesses are considering their licensing options with some naturally considering going self-licensed as one of a range of strategic options for in the future. This panel session is designed to provide Advice businesses with clarity on the considerations, responsibilities and pathway to becoming self-licensed.

PAPER

Is self-licensing right for my business

Mark Bland

Partner, Mills Oakley

Oscar Martinis

Senior partner, Mcdougell Kelly & Martinis

Ryan Pickles

Senior financial planner, Hamilton Morelllo

Chair

Kon Costas

Head of services, BT Open, BT Financial Group

12:10pm – 12:50pm

ACHIEVING M&A SUCCESS IN A CHANGING ENVIRONMENT

Unprecedented change in the industry is fuelling merger and acquisition opportunities. Hear from some of the country’s top practices looking to grow through acquisition about how they’re navigating the current landscape

Keith Jones

Senior partner, Affinity Wealth Services (Sydney)

Peter McVeigh

Executive chairman, Elston

Laurel Moulynox

General manager, Morrows (Melbourne)

Chair

Jamie Melville

Division director, Macquarie

12:50pm – 1:40pm

LUNCH

1:40pm – 2:20pm

RETHINKING THE VALUE OF ADVICE

Cost is only an issue in the absence of value. In a world where fee models are in transition, advisers are reinventing where they should be ascribing. New benchmarking research reveals a path forward for practice owners.

PAPER

Value of advice report 2019

Ken Bloomfield

Principal, Financial Clarity (Sydney)

Preston Foster

Senior financial planner, Apt. Wealth Partners (Sydney)

James Mirams

Director, senior adviser, Paradigm Group (Melbourne)

Chris Yena

General manager, Warringal Financial Services (Melbourne)

Chair

Anne Fuchs

Head of advice, Sunsuper

2:20pm – 3:00pm

The specialisation of advice in retirement

The mark of a profession is specialisation, but specialisation in retirement advice means more than just finding a niche and going deep. Hear from advice practice principals who have evolved their businesses through better understanding of their own client’s complex needs, which in turn is helping them to taking a very intentional approach to retirement advice.

Todd Clifford

Executive adviser, Viridian Advisory (Melbourne)

Matthew Fenning

Managing director, Advise Wise (Sydney)

Vince Lepre

Managing director, financial adviser, Homestead Financial (Melbourne)

David Stephen

Managing director, Invest Blue (Sydney)

Chair

Caitriona Wortley

Head of Distribution, Allianz Retire+

3:00pm – 3:40pm

STARTING WITH A CLEAN SHEET OF PAPER

Many advice practices are changing starting afresh with new business models sweeping into the industry and aligned dealer groups refreshing their strategies. Learn from advisers at various stages of their journey introducing new systems and ways of designing advice journeys into their businesses.

David Haintz

Principal, Global Alpha Advice (Melbourne)

Jordan Hawke

Principal/director, Austbrokers Financial Solutions

Andrew McPhee

Director, Synergist (Sydney)

Chair

Nathan MacPhee

Chief executive, Ccube Integrated Wealth

3:40pm – 4:05pm

AFTERNOON TEA

4:05pm – 4:50pm

AGAINST ALL ODDS: ETHICS AND RESILIENCE

In 2013, Al-Jazeera journalist Peter Greste and two of his colleagues were arrested and imprisoned in Egypt. Greste’s story of resilience and preservation of ethics under pressure is both inspiring and instructive.

Peter Greste

Director, The Alliance for Journalists Freedom

Chair

Maria Falas

Head of mental health and wellness, OnePath

4:50pm – 5:30pm

MENTAL HEALTH AND VITALITY – MISSION CRITICAL

Half the population will probably experience a mental health issue at some point, and research suggests anxiety and depression are more prevalent in financial services than in many other sectors. This session looks at ways managers create immediate and sustainable changes for improving mental health and what are some of the key steps to getting equipped to tackle mental health challenges.

PAPER

Why supporting your client to be healthy is in their best interest

 

Peter Charleston

Founder and psychologist, Peter Charleston Consulting (Melbourne)

David Dooley

Principal financial advisor, Mint Advisory (Melbourne)

Anthea Hickey

Director, consultant psychologist, Hipotential

Michelle Stone

Lead financial adviser, Feel Good Financial Planning (Sydney)

Vicki Writer

Director, The 360 Solution (Sydney)

Chair

Justine Marquet

Senior technical manager, AIA Technical Education Centre of Excellence (TECE)

5:30pm

CONFERENCE CLOSE