Agenda

Time
Session
Duration
Cost
9:00 AM
  • Consumer empowerment and the future of financial advice

    - How will the shift in consumer psychology impact financial services and wealth management

    - Navigating the current media landscape

    - Small changes to your business can result in big efficiences and profitability

    Angus Woods

    Angus Woods is the founder and Managing Director of Adviser Ratings. He is a well known... More

    Christopher Zinn

    Christopher has been involved in journalism and consumer affairs for all of his career... More

    30 mins
9:30 AM
  • Captaining your own "World Cup" team

    - Preparing your business over the next 4 years to be ready for the challenges

    - Insights in to the mind of how to win in life and in business

    John Eales

    John Eales AM was educated at Marist College, Ashgrove in Brisbane and at the University of... More

    40 mins
10:10 AM
  • Panel - Client acquisition and retention and the Power of Data

    Many companies get caught in data traps. They focus so heavily on cost and survival that they end up using data as merely a marketing and sales tool. In doing so, they fail to realize the true power of data: It can transform every aspect of a business whether small or big.

    Hear from accomplished experts that will give you insights on how to use your personal data, your business data and easy ways to not only promote yourselves and your businesses for acquisition purposes, but retain your clients.

    David Koch

    David Koch (affectionately known by the Australian public as "Kochie"), is the co-host of... More

    Paul Hunyor

    Paul is the Asia Pacific Director of Boston Consulting Group Digital Ventures. He is a business... More

    Mark McInnes

    Learn how I generate over 70% of all my new business through LinkedIn conversations in a... More

    Alan Kohler

    Alan Kohler is one of Australia’s most experienced commentators and journalists. Alan is... More

    50 mins
11:00 AM
  • Morning Tea - Booths and Networking
    20 mins
11:20 AM
  • Welcome to the new world of financial advice
    John de Zwart

    John de Zwart took the helm of Centrepoint Alliance Limited following 25 years of senior... More

    20 mins
11:40 AM
  • Investing for Tomorrow: Hot Industries of the Future

    In this keynote speech, technology futurist Shara Evans paints a picture of emerging technologies that will create the industries that will shape the world over the next 10-20 years, along with creating new investment and finance sector opportunities and disrupting the status quo

    Shara Evans

    Shara Evans is a Technologist, Futurist and Keynote Speaker. She is recognised as one of the... More

    40 mins
12:20 PM
  • Transfer of Wealth to Millennials and Gen Ys

    - Gen Ys and Millennials are now influencing the decisions of Baby Boomers and some of your clients

    - Do you advise your clients or the whole family (including the adult kids)

    - Are you Millennial / Gen Y proficient?

    David Koch

    David Koch (affectionately known by the Australian public as "Kochie"), is the co-host of... More

    25 mins
12:45 PM
  • Kate Jordan

    - Ethics starts with the individual

    - Turning financial advice into a profession

    - The role advisers can play to give back to the community at large

    Kate Jordan

    In 1996, Kate joined Clayton Utz as a junior lawyer, before becoming a senior... More

    15 mins
1:00 PM
  • Lunch - Booths and Networking
    50 mins
1:50 PM
  • Post Murray Inquiry and Macroeconomic Impact on Advice

    - The macro impact on the financial advice industry and particularly your business

    - Outcomes from the Murray Inquiry - what will and won't be implemented?

    - Outcomes from the Murray Inquiry - changes to superannuation and technology that will change advice

    David Murray AO

    David Murray joined the Commonwealth Bank in 1966, was appointed Chief Executive Officer in June... More

    50 mins
2:40 PM
  • Innovation as Your Super Power

    Innovation as your super power: sharing thoughts from my ten years at Google on how a culture of innovation is applicable to all aspects of business to help you do more for your users.

    Gabriella Conlon

    Gabi’s passion for connecting people with transformative and useful technology has led her... More

    40 mins
3:20 PM
  • Afternoon Tea - Booths and Networking
    20 mins
3:40 PM
  • What does the changing role of demographics mean for your business?

    The KPMG Demographics group is a unique business offering within KPMG Australia and within KPMG globally. Founded by high-profile Partner Bernard Salt, The KPMG Demographics group operates at the highest level providing insight and advice on consumer, business and social trends.

    This highly engaging session will explore how changing demographics at a crucial stage in the economic lifespan of your clients as they transition to retirement or as new clients enter advice will affect how you run your business.

    Bernard Salt

    Bernard Salt is widely regarded as one of Australia’s leading social commentators by... More

    40 mins
4:20 PM
  • Ethics as a determinant for success
    David Koch

    David Koch (affectionately known by the Australian public as "Kochie"), is the co-host of... More

    Dante de Gori

    As CEO of the Financial Planning Association (FPA), Dante is passionate about... More

    Brad Fox

    Brad is the CEO of the AFA, Australia’s oldest professional association representing the... More

    Clare Payne

    Clare is an ethics advisor currently holding the position of Consulting Fellow for Ethics in... More

    David Gall

    David, in a career that has spanned more than 25 years, has experience in corporate and retail... More

    50 mins
5:15 PM
  • Post Event Drinks - Booths and Networking
    1.25 hours

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