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
6:30pm

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 TPB regulator
Benjamin Marshan CFP®
Julie Berry CFP®
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 Tami Roos, Paul and Alicia West
2:30pm
Congress closes
Program is correct at time of publication, but may be subject to change.