OVERVIEW
TUESDAY – JULY 30
THURSDAY – AUGUST 1

9:00am – 9:10am

WELCOME

9:10am – 9:50am

WHAT IT TAKES TO BE SUCCESSFUL IN INTERESTING TIMES

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

Andrew Inwood

Global chief executive, CoreData Group

Chair

Matt Smith

Director of retail content

9:50am – 10:25am

RESETTING AND MOVING FORWARD

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

Matt Lawler

Managing director of advice, AMP Australia

Chair

Matt Smith

Director of retail content

10:25am – 11:00am

RETIREMENT ADVICE: THE GREAT UNTAPPED OPPORTUNITY

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

David Bell

Executive director, The Conexus Institute

Elizabeth Hughes

Director, WealthSpring Financial

Paddy McCrudden

Head of retirement solutions and data science, Magellan Financial

Chair

Colin Tate AM

Chief executive, Conexus Financial

11:00am – 11:35am

Fintech is the answer, but what is the question?

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

Elisabeth Kong

Managing director, Future Creative

Christopher Mather

Head of distribution, BT Platforms, BT Financial Group

Matt Stovold

Head of digital, Franklin Templeton

Chair

Matt Smith

Director of retail content

11:35am – 12:10pm

EFFICIENCY, SCALE & OPTIONS: MANAGED ACCOUNTS IN 2021

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

Eugene Ardino

Chief executive, Lifespan Financial Planning

Josh Persky

Head of model portfolio solutions, BlackRock

Brett Taggart

Managing director, Financial Planning, Bell Partners

Chair

Matt Smith

Director of retail content

12:10pm – 12:50pm

THRIVING IN TIMES OF CHANGE

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

Paul Barrett

Chief executive, AZ Next Generation Advisory

Anne Graham

Managing director, Story Wealth Management

Rob Jones

Chief executive, Peloton Partners

Chair

Matt Smith

Director of retail content

12:50pm

BROADCAST BREAK

2:00pm – 2:05pm

WELCOME

2:05pm – 2:40pm

FIRESIDE CHAT: KODA CAPITAL AND ITS FUTURE

An intimate conversation with Paul Heath, chief executive of one of the most successful organisations in this period of divestment and disruption.

Paul Heath

Chief executive, Koda Capital

Chair

Colin Tate AM

Chief executive, Conexus Financial

2:40pm – 3:15pm

HUMANS OF ADVICE: MORALE, SUPPLY & SUCCESSION

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

Dante De Gori

Chief executive, Financial Planning Association of Australia

Jeffrey Scott

Head of advice strategy, MetLife Australia

Chair

Colin Tate AM

Chief executive, Conexus Financial

3:15pm – 3:50pm

CHANGES AHEAD: THE ASIC PERSPECTIVE

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

Leah Sciacca

(Acting) senior executive leader, financial advisers, ASIC

Chair

Matt Smith

Director of retail content

3:50pm – 4:25pm

BIG TECH IS COMING TO EAT YOUR LUNCH

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.

Stephen Scheeler

Chief executive, The Digital CEO

Chair

Colin Tate AM

Chief executive, Conexus Financial

4:25pm

CONFERENCE CLOSE