9:00am – 9:10am
TUESDAY – JULY 30
THURSDAY – AUGUST 1
9:10am – 9:50am
It is simultaneously the best time and the worst time to be a financial adviser in light of unprecedented customer demand for services and policy uncertainty. CoreData founder Andrew Inwood considers what it takes to be a successful adviser and business owner in the prevailing environment drawing on three interactive case studies.
Dial in interaction: Todd Clifford, general manager Viridian Select
9:50am – 10:25am
Advice executives discuss the challenges of resetting following the Hayne Royal Commission, consider the pathways to new models and discuss a new future for advice at scale.
Dial in interaction: Dominique Bergal Grant, chief executive, Leapfrog Life
10:25am – 11:00am
While the financial services system has been focused on accumulating and growing assets, it’s largely kept strategies and discussions specifically pertinent to retirees at bay. On the eve of new rules and focus on retirees by the superannuation industry, this session explores the tools and strategies it takes to be a retirement consultant.
Dial in interaction: Marisa Broome, chair, Financial Planning Association of Australia and Eleanor Dartnall, director, Focus Wealth Advisers
11:00am – 11:35am
Experts in advice technology, strategy and implementation weigh in on what advisers and practice owners need to prioritise right now to ensure technology can turn the dial on efficiency and scalability within their businesses.
Dial in interaction: James Wortley, director, Enlightened Financial Solutions and Adele Martin, managing director, Firefly Wealth
11:35am – 12:10pm
With practices having a range of challenges including compliance, human resource and marketing services, elements of streamlining have the potential to improve all aspects of the business model. This session debates the challenges and opportunities posed by managed accounts in simplifying life for advisers across a practice.
Dial in interaction: Rowan Stewart, joint chief investment officer, Aequitas
12:10pm – 12:50pm
With the banks exiting the space, technology providing new efficiencies and with clients requiring fresh ideas around the relationship with advice there is considerable scope for practices to excel and grow. This session explores case studies of how innovative practices are redefining the scope, scale and profitability of advice as a service.
Dial in interaction: Fraser Jack, head of media, XY Adviser
2:00pm – 2:05pm
2:40pm – 3:15pm
The advice profession is at a critical point in its journey towards professionalism. The wealth management exit, education standards and convoluted compliance all make offering advice more complicated than ever before. This session considers the undersupply challenge and how to make the work more rewarding and appealing to both new entrants and fatigued incumbents.
Dial in interaction: Jeff Thurect, director/owner, Evalesco
3:15pm – 3:50pm
The role of ASIC is evolving to divest areas of responsibility to Treasury and the ATO. This session explores these developments, the implications for a leaner and more agile regulator and what this means for financial advisers in the year to come.
Dial in interaction: Darren Steinhardt, managing director, infocus
3:50pm – 4:25pm
The advice industry is at an inflexion point whereby the old business models, rules and processes will not reflect the future. As such inspiration and guidance around how to prepare for the years to come are more likely to arise from unrelated fields that have also seen substantial change. This session considers the lessons from healthcare, medtech and personalised medicine in reimagining a whole industry and building tomorrow's technologies, today.