Welcome

22-24 Nov 2017, Hotel Grand Chancellor Hobart, Tasmania

2017 FPA Congress is fully booked!

This year’s Congress is shaping up to the biggest ever, and due to a recent rush of registrations, the event is now sold out.

Our annual Professionals Congress is a leading event for Australian financial planners featuring global thought leaders and expert Australian financial planning professionals.

Next year’s FPA Congress will be held from 21 – 23 November 2018. Please click here to add your name to the mailing list if you would like us to contact you when registrations open in mid-2018.

See things differently

Be inspired and challenged by a program designed by planners, for planners. Hear from business leaders and respected professionals, including fellow financial planners.

Discover your potential

Earn up to 14 CPD hours and tailor your learning with your choice of workshops on best practice solutions, technical skills, leadership and personal growth.

Explore new connections

Meet and share with people who are as passionate about financial planning as you.
It's rare I attend a conference and get something from all sessions, but this was one of them.

Speakers

Introducing our speakers

claudiav3

Claudia Hammond

Broadcaster, psychology lecturer and author

Bio

Daniel-Susskind

Dr Daniel Susskind

Thought leader from Oxford University

Bio

effiev2

Effie Zahos

Editor of Money

Bio

katerina

Katerina Kimmorley

Bio

mike-walsh-v2

Mike Walsh

Futurist, global nomad and strategist

Bio

paul-and-v2

Paul and Alicia West

Host of River Cottage Australia

Bio

Roosv2

Paul and Dr Tammie Roos

Legendary AFL coach and meditation expert

Bio

waleed

Waleed Aly and Dr Susan Carland

Champions of diversity and social justice

Bio

adele-martin

Adele Martin CFP®

Money mentor Bio
adrian-patty

Adrian Patty

Director & Financial Adviser AP Financial Solutions & Spark Professional Bio
alison-hall

Alison Hill

Psychologist and behavioural expert Bio
anne-graham

Anne Graham CFP®

Partner/CEO Story Wealth Management Bio
Ben-Marshan-430-x-430

Benjamin Marshan CFP®

Head of Policy and Government Relations, FPA Bio
Bernard-Saltv2

Bernard Salt AM

Leading social commentator Bio
Brennon-Dowrick

Brennon Dowrick

Elite gymnast and motivation coach Bio
caroline-bell

Caroline Bell CFP®

Principal, Summerhill Financial Services Bio
chhai-ung

Chhai Ung

Director, Banyan Tree Investment Group Bio
col-fullagar

Col Fullagar

Principal, Integrity Solutions Bio
Corey-Wastle-430-x-430

Corey Wastle CFP®

Co-founder, Verse Wealth Bio
Craig-Hassed

Dr Craig Hassed MBBS, FRACGP

Mindfulness coordinator, Monash University Bio
craig-osland

Craig Osland

Senior Manager - Financial Planning and Investments, Credit and Investments Ombudsman Bio
cristean-yazbeck

Cristean Yazbeck

Managing Director, Hamilton Blackstone Lawyers Bio
david-andrew

David Andrew

Founder and CEO, Capital Partners Private Wealth Advisers Bio
david-busoli

David Busoli

Restrained SMSF Specialist Mentor Bio
helen-parker

Dr Helen Parker

Researcher and Educator, University of Sydney Business School Bio
ian-gray

Ian Gray

Proprietor, Ian Gray Solicitors Bio
jacqui-hayes

Jacqui Hayes

Advice and Compliance Manager, Strategic Financial Planners Bio
james-wortley

James Wortley CFP®

Owner of Enlightened Financial Solutions Bio
joanna-bird

Joanna Bird

Senior Executive Leader of the Financial Advisers team at ASIC Bio
julei-berry

Julie Berry CFP®

Managing Director of Berry Financial Services Bio
June-Smith-430-x-430

Dr June Smith

Lead Ombudsman, Financial Ombudsman Service Bio
kaori-brown

Kaori Brown CFP®

Associate Adviser, Macquarie Group Bio
lisa-weisselv2

Lisa Weissel CFP®

Partner, MiQ Private Wealth Bio
louise

Louise Biti CFP®

Co-founder, Aged Care Steps Bio
louise-mahler

Dr Louise Mahler

Communications specialist Bio
Mark-Everingham-430-x-430v2

Mark Everingham CFP®

Managing Director, Personal Risk Professionals Bio
Michael-Licenblat

Michael Licenblat

Resilience expert Bio
Michele-Chevalley-Hedge

Michele Chevalley Hedge

Modern day nutritionist Bio
michelle-tate-lovery

Michelle Tate-Lovery CFP®

Managing Director & Principal Adviser, UFS Bio
Nils-Vesk

Nils Vesk

Innovation researcher Bio
Olivia-Maragna-430-x-430

Olivia Maragna CFP®

Co-founder Aspire Retire Financial Services Bio
Omer-Soker

Omer Soker

Leadership and management adviser Bio
patrick-canion

Patrick Canion CFP®

Chief Executive Officer IPAC, WA Bio
pippa

Philippa Elliott CFP®

Founder, Momentum Planning Bio
Rhett-Das-430-x-430

Rhett Das

Director, Integrity Compliance Bio
rod-bertino

Rod Bertino

Principal, Business Health Pty Ltd Bio
Robert-de-Rooy

Robert de Rooy

Lawyer and developer of the Comic Contract Bio
sarah-abood

Sarah Abood CFP®

CEO & Executive Director of Profile Financial Services Bio
Scott-Hay-Bartlem-430-x-430

Scott Hay-Bartlem

Partner, Cooper Grace Ward Bio
sue-viskovic

Sue Viskovic CFP®

Founder, Elixir Consulting Bio
TDPv2

The Decent People

Improvisation performance coaches Bio
tony-sandercock

Tony Sandercock CFP®

Owner, wetalkmoney Bio

Program

Day 1 | Wednesday 22 November

2:00pm
FPA Professional Practice Workshop (3 hours)
Rod Bertino
David Andrew
Patrick Canion CFP®
James Wortley CFP®
Sue Viskovic CFP®
Sarah Abood CFP®
Olivia Maragna CFP®
3:00pm
Paraplanner Workshop (2 hours)
Craig Osland
Rhett Das
5:30pm

Day 2 | Thursday 23 November

Your choice of workshops across four streams:
Streams
Evolve
Technical capability and critical thinking in financial planning specialty areas.
Engage
Engaging and developing your clients and staff.
Grow
Improving the operational side of your practice.
Inspire
Get motivated and nurture your mind and body.
 
7:30am
Networking Breakfast
9:00am
10:40am
Morning Tea
11:20am
12:20pm
Lunch
1:30pm
Exploring your best interest duty in practice
Tony Sandercock CFP®
Lisa Weissel CFP®
Fintech – powering innovation in delivering advice
Benjamin Marshan CFP®
Adrian Patty
Caroline Bell CFP®
The science and practice of mindfulness
Dr Craig Hassed MBBS, FRACGP
2:40pm
Panel discussion: Practice owners share their winning business ideas
Philippa Elliott CFP®
Michelle Tate-Lovery CFP®
Anne Graham CFP®
Becoming pressure proof
Michael Licenblat
3:50pm
Afternoon Tea
4:30pm
6:00pm

Day 3 | Friday 24 November

Your choice of workshops across four streams:
Streams
Evolve
Technical capability and critical thinking in financial planning specialty areas.
Engage
Engaging and developing your clients and staff.
Grow
Improving the operational side of your practice.
Inspire
Get motivated and nurture your mind and body.
 
7:30am
Networking Breakfast
8:30am
Keynote Session 2
Claudia Hammond, Effie Zahos
9:40am
The rise and rise of aged care
Louise Biti CFP®
Jacqui Hayes
Managing conflict
The Decent People
FPA policy update and meet the regulators – TPB and ASIC
Benjamin Marshan CFP®
Julie Berry CFP®
Joanna Bird
10:40am
Coffee/tea break
11:00am
Risk insurance: the stakes are high
Col Fullagar
Mark Everingham CFP®
Ian Gray
Be the digital boss of your marketing and social media
Adele Martin CFP®
Corey Wastle CFP®
Adrian Patty
12:00pm
Lunch
1:00pm
Closing Keynote Session
Waleed Aly and Dr Susan Carland, Paul and Dr Tammie Roos, Paul and Alicia West
2:30pm
Congress closes
Program is correct at time of publication, but may be subject to change.

Functions

Opportunities to connect, learn more and relax.

FPA Professional Practice Workshop

Wednesday 22 November

2:00pm – 5:00pm

SOLD OUT! Designed for our FPA Professional Practice community, this workshop will focus on sharing best practice ideas and strategies to enhance your individual practice. Complimentary and open to those working in an FPA Professional Practice.

Paraplanner Workshop

Wednesday 22 November

3:00pm – 5:00pm

This workshop will focus on sharing the best practices, technical knowledge and skills required to be a successful paraplanner. It’s also a great opportunity to share and connect with your peers. Complimentary session.

Welcome Reception and Expo Opening

Wednesday 22 November

5:30pm - 7:30pm

To celebrate the opening of Congress and the Expo, spend the evening connecting with your colleagues, enjoying drinks and canapes. Complimentary event.

MONA: A Future2 Celebration

Thursday 23 November

6:30pm - 11:00pm

SOLD OUT! Join us for a special event at the Museum of Old and New Art (MONA) to celebrate Future2. Experience the Derwent, as you travel by ferry. Then spend the evening exploring the many layers of MONA, from ancient Egyptian mummies to some of the world's most infamous and thought-provoking contemporary art. See, taste and experience an abundance of food, art and entertainment as you explore within and outside the galleries. Not a seated event. Dress code: Smart casual We recommend you leave your stilettos at home as this is a stand-up cocktail style event…with live music for dancing! MONA is a space to explore. The site has a mix of concrete floors and irregular outdoor surfaces, as well as some stairs.

FPA Women in Wealth Breakfast

Thursday 23 November

7:30am – 8:45am

Start your day with a breakfast that will uplift and motivate. Our guest speaker, Katerina Kimmorley, will share her success story and what inspires her to succeed. Open to everyone. Ticket $60 including gourmet breakfast.

Prices

Select from these Congress ticket and social function options.

Please note, the 2017 FPA Professionals Congress is now fully booked

All prices include GST

Your Congress Tickets

Congress tickets

Early bird

Standard

until 31 Aug
from 1 Sep
FPA member $1,100 $1,250
Non member (Congress +
Become an FPA member)^
$1,550 $1,700
Non member $1,550 $1,700
FPA Student member* $100 $100
Partner/Spouse ticket# $130 $130

Social event tickets

MONA: A Future2 Celebration $150 $150
FPA Women in Wealth Breakfast $60 $60
Groups of 10 discount available for both events
Welcome Reception and Expo Opening Complimentary Complimentary
^ Includes FPA Allied Professional membership from Dec 2017 – 30 June 2018. FPA will contact you after Congress to complete your member application.
* Open to FPA Student Members who are full-time university students only.
# Discounted ticket for partner/spouse to MONA: A Future2 Celebration, and access to welcome reception.

Congress tickets include:

  • All keynote sessions
  • All workshops
  • Access to the Expo Hall
  • Welcome Reception
  • Congress app
  • Light breakfast, lunch & refreshments
Congress tickets do not include social event tickets or partner tickets. FPA has the right to review and confirm attendance.

Venue

Hotel Grand Chancellor Hobart

Situated on Hobart’s waterfront, just 20 minutes drive from the airport and minutes away from popular attractions and restaurants.

Make the most of Hobart

A city that offers a contrasting blend of heritage, scenery and culture.

  • Admire the history and architecture of Battery Point
  • Visit Salamanca Market, Australia’s best outdoor market
  • Take in spectacular views from Mount Wellington
  • Tour Australia’s oldest brewery, Cascade

Extend your stay and discover Tasmania

Captivating history, picturesque waterways, rugged mountains and gourmet experiences. Tasmania is a joy to discover and explore.

  • Cradle Mountain
  • Freycinet National Park
  • Port Arthur historic site
  • Cataract Gorge

Visit Discover Tasmania for more travel inspiration.

Location

Stay

Book a nearby hotel at a great rate

Secure your hotel when you complete your Congress registration.

HOTEL GRAND CHANCELLOR HOBART

1 Davey Street, Hobart TAS 7000

Room rate 1 (SOLD OUT)
Mountain / City View Room $220* per night

Room rate 2 (SOLD OUT)
Harbour View Room $255* per night

Visit Website
*Rate is room only, no breakfast included. Cancellation fees apply within 30 days before arrival.

MANTRA COLLINS STREET

58 Collins Street, Hobart TAS 7000

Room rate 1 (SOLD OUT)
Hotel Queen Room $285* per night

Room rate 2 (SOLD OUT)
Hotel King Room $295* per night

Visit Website
*Rate is room only, no breakfast included. Cancellation fees apply within 80 days before arrival.

HENRY JONES ART HOTEL

25 Hunter Street, Hobart TAS 7000

Room rate (SOLD OUT)
Guest Room $350* per night

Visit Website
*Rate is room only, no breakfast included. Cancellation fees apply within 31 days before arrival.

HADLEY’S ORIENT HOTEL

34 Murray Street, Hobart TAS 7000

Room rate 1 (SOLD OUT)
Hotel Room (1 x Queen bed) $213* per night

Room rate 2 (SOLD OUT)
Superior Room (1 x Queen bed) $235* per night

Room rate 3 (SOLD OUT)
Family Room (2 x King or 4 x Singles) $285* per night

Room rate 4 (SOLD OUT)
Spa Suite (1 x King bed) $305* per night

Visit Website
*Rate is room only, no breakfast included. Cancellation fees apply within 30 days before arrival.

THE OLD WOOLSTORE

1 Macquarie Street, Hobart TAS 7000

Room rate 1 (SOLD OUT)
Studio Apartment (1 x Queen bed or 2 x singles on request) $268* per night

Room rate 2 (SOLD OUT)
One Bedroom Apartment (1 x Queen bed or 2 x singles on request) $288* per night

Room rate 3
Two Bedroom Loft Apartment $368* per night

Visit Website
*Rate is room only, no breakfast included. Cancellation fees apply within 30 days before arrival.

RACV HOBART APARTMENT HOTEL

154-156 Collins Street, Hobart TAS 7000

Room rate 1 (SOLD OUT)
Hotel King Room $237* per night

Room rate 2 (SOLD OUT)
King One Bedroom Apartment $274* per night

Visit Website
*Rate is room only, no breakfast included. Cancellation fees apply within 30 days before arrival.

TRAVELODGE HOBART

167 Macquarie Street, Hobart TAS 7000

Room rate (SOLD OUT)
Guest Room (1 x Queen bed) $160* per night

Visit Website
*Rate is room only, no breakfast included. Cancellation fees apply within 30 days before arrival.

QUEST WATERFRONT

3 Brooke St, Hobart TAS 7000

Room rate 1 (SOLD OUT)
Hotel Apartment $259 per room per night

Room rate 2 (SOLD OUT)
Studio Deluxe Apartment $305 per room per night

Visit Website
Changes & Cancellation Policy
Up to 30 days before arrival – no penalty
Within 30 days of arrival – one night room charge
Within 14 days of arrival – full charge for all rooms and all nights

IBIS HOTEL

173 Macquarie Street, Hobart TAS 7000

Room rate 1
Guest room (1 x queen bed) – $160 per room per night*

Room rate 2
Standard King Room (1 x king bed) – $170 per room per night*

Visit Website
*Rate is room only, no breakfast included
Cancellation fees apply within 30 days before arrival.

MACq 01 HOTEL

18 Hunter Street, Hobart TAS 7000

Room rate 1 (SOLD OUT)
Superior Hunter Room $370 per room per night

Room rate 2
Premium Waterfront Suites $670 per room per night, room only

Visit Website
Up to 30 days before arrival - no penalty
Within 30 days of arrival - one night room charge
Within 14 days of arrival - full charge for all rooms and all nights

Partners

Thank you to our 2017 partners.

FAQs

Financial planners and those working in the financial planning profession from across Australia, including practice managers, paraplanners and support staff. Both FPA members and non-members attend.

Wednesday 22 November – Friday 24 November 2017.

Hotel Grand Chancellor Hobart
1 Davey Street, Hobart TAS 7000

Phone: (03) 6235 4535

Visit website

 

Please visit an airline website or book with your travel agent. We encourage you to book flights to and from Hobart as far in advance as possible to secure the best times and airfares.

You can cancel your registration by emailing FPACongress@eventsctm.com  by 5.00pm Friday 20 October 2017 (subject to a $200 administration fee). After such date, refunds will only be made at the discretion of the organising committee. Please refer to the cancellation policy in the Terms and Conditions.

Early Bird offer ends on 31 August 2017.

Yes, the Hotel Grand Chancellor Hobart has secure, undercover car parking available. Early bird parking is available for anyone in before 9:00am and out before 6:30pm, at $13.00 per day. Special rates available to in-house guest. Other nearby parking is available on Evans St.

We are excited to be holding a special event with a difference this year in honour of Future2 – MONA: A Future2 Celebration.

At 6:30pm, travel by ferry and experience the Derwent. Then spend the evening exploring the many layers of the Museum of New and Old Art (MONA), from ancient Egyptian mummies to some of the world’s most infamous and thought-provoking contemporary art. See, taste and experience an abundance of food, art and entertainment as you explore within and outside the galleries. Not a seated event. Ticket $150 | Partner or spouse $130 | Book 10, get one free

No, this is not a seated event. It’s an evening to explore within and outside the galleries and enjoy an abundance of food, art and entertainment throughout.

Tables of 10 tickets are available for purchase when you are registering for the FPA Women in Wealth Breakfast. A  10% discount is given.

Groups of 10 tickets are available for purchase when registering for MONA: A Future2 Celebration. Please note: this is not a seated event. A  10% discount is given.

Should you have any enquiries about registering a group of 10 please email FPACongress@eventsctm.com

You can earn up to 14 CPD hours by attending the 2017 FPA Professionals Congress.

To be eligible to receive qualifying CPD hours for attendance at workshops, delegates must register by ‘tapping in’ to each workshop and attend a minimum of 80% of the workshop.