Welcome

The FPA Professionals Congress is the leading event for financial planners featuring global thought leaders and expert Australian financial planning professionals.

The 2019 Congress will be held at Melbourne Convention Exhibition Centre from 27 – 29 November 2019. Registrations will open in June 2019.

If you are interested in finding out about sponsorship opportunities for the 2019 Congress, please register here.

CONNECT

and learn from business leaders and experts from around Australia and overseas. Hear up-to-the-minute insights that will benefit you and your career development.

CULTIVATE

your leadership, technical and personal development skills and knowledge as you refresh and refocus. Earn up to 15 CPD hours and customise your program from a choice of 24 workshops.

COMMUNICATE

and share your ideas as you gather with your peers including financial planners, practice owners, managers, paraplanners and many more.
It's rare I attend a conference and get something from all sessions, but this was one of them.
Attending an FPA Congress influences and drives you to strive for the best for your clients and your business. Most of all, it reminds you about what you do for society and makes you proud to be a Financial Adviser.
The FPA Congress is a must-attend event for all experienced and aspiring advisers!
The FPA Congress delivers the ideal mix of professional development, personal development and networking that I need to be the best financial planner I can be for my clients; the best leader and business owner I can be for my team.
The FPA Congress provides a unique range of topics that allows attendees to choose between technical and personal development sessions.
The speakers have challenged me, made me laugh and cry, taught me how to look after myself better, educated and most importantly demonstrated great ways to adapt to our ever-changing profession.

View some of the highlights from the 2017 FPA Congress in Hobart.

Speakers

PeterCostello_575px (002)

Peter Costello AM

Chairman, Nine Entertainment Corporation

Bio

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Stephen M. R. Covey

Leadership expert and author

Bio

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Finn Vicars

Future change maker

Bio

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Effie Zahos

Editor, Money magazine

Bio

MitchAnthony_web

Mitch Anthony

Founder and President - Advisor Insights Inc.

Bio

DanteDeGori_575x575

Dante De Gori CFP

CEO, FPA

Bio

Stephen Glenfield

Stephen Glenfield

CEO, FASEA

Bio

Alex Sheen_web2

Alex Sheen

Philanthropist & change-maker

Bio

MichaelCrossland_575px

Michael Crossland

Philanthropist

Bio

SolliRaphael_575x575

Solli Raphael

Teen game changer and slam poet

Bio

FenellaKernebone_575x575

Fenella Kernebone

Head of Curation, TEDxSydney

Bio

Amanda-Cassar_150x150

Amanda Cassar AFP

Director, Wealth Planning Partners & Trusted Aged Care Services Bio
Andrew-May_150x150

Andrew May

Workplace performance expert Bio
Andrew-Whelan 150x150

Andrew Whelan

Director of Adviser Services, Milliman Bio
Andrew-Marshall 150x150

Andy Marshall

National Manager for Alliances, IOOF Bio
Anne-Graham 150x150

Anne Graham CFP

CEO Story Wealth Management Bio
Anthony-Laye_150x150

Anthony Laye

Mentalist and behaviour expert Bio
AttractaLagan_150x150

Dr Attracta Lagan

Principal, Managing Values Bio
Ben-Marshan 150x150

Ben Marshan CFP

Head of Policy and Standards, FPA Bio
Bryan-Ashenden 150x150

Bryan Ashenden

Head Financial Literacy & Advocacy, BT Bio
CarlRichards_150x150

Carl Richards CFP

Thought leader & creator Sketch Guy column Bio
Charlotte-Thaarup_150x150

Charlotte Thaarup

Mindfulness consultant Bio
Chelsea_150x150

Chelsea Pottenger

Mindfulness consultant Bio
Christine-Bau 150x150

Christine Bau

HR Consultant and Founder, People Focused Bio
Claire-Mackay 150x150

Claire Mackay CFP

Principal, Quantum Financial Bio
Clare-Payne_150x150

Clare Payne

Champion of ethics in society Bio
Daniel-Murrary_150x150

Daniel Murray

Empathic leadership consulting Bio
Darryl-Browne 150x150

Darryl Browne

Principal, Browne Linkenbagh Legal Services Bio
David-Andrew 150x150

David Andrew AFP

Founder and CEO, Capital Partners Bio
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David Braithwaite

Financial adviser Bio
Debra McQuinn 150x150

Debra McQuinn

Principal Strategic Resources Network Bio
Grant-Holley 150x150

Grant Holley

Holley Nethercote Commercial & Financial Services Lawyers Bio
Hari-Maragos 150x150

Hari Maragos

SMSF Specialist Advisor Bio
Ian-MacRitchie 150x150

Ian MacRitchie CFP

Founder of IMR Financial Advisors Bio
Jason-Andriessen 150x150

Jason Andriessen CFP

Managing Director, Coredata Bio
Jim stackpool 150x150

Jim Stackpool

Managing Director, Certainty Advice Group Bio
Joanne-Dale 150x150

Joanne Dale

Paraplanner, Tupicoffs Bio
Jonathon Hoyle 150x150

Jonathan Hoyle AFP

CEO, Stanford Brown Bio
Julie-Berry 150x150

Julie Berry

Board Member, Tax Practitioners Board Bio
June Smith 150x150

Dr June Smith

Lead Ombudsman, Superannuation, Investments & Advice, AFCA Bio
Justin Hooper 150x150

Justin Hooper CFP

Founder and CEO, SentinelWealth Bio
Kate Metz 150x150

Kate Metz

Senior Manager, ASIC Bio
Kearsten-James 150x150

Kearsten James CFP

Senior Paraplanner, Cooper Wealth Management Bio
Leah Sciacca 150x150

Leah Sciacca

Senior Specialist, ASIC Bio
Louise-Biti_150x150

Louise Biti CFP

Co-founder, Aged Care Steps Bio
Michael-Wesley_150x150

Michael Wesley

Academic Bio
Nadia Docker 150x150

Nadia Docker

Consultant, Integrity Compliance Bio
Norman-Chorn_150x150

Dr Norman Chorn

Strategy expert Bio
Peter-Burgess 150x150

Peter Burgess

GM, Technical Services & Education, SuperConcepts Bio
Peter-Cashel 150x150

Peter Cashel

Director, Catalyst Compliance Bio
Peter-Gommers 150x150

Peter Gommers CFP

Senior Consultant, MLC Advice Partnerships Bio
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Peter Townsend

Principal, Townsends Business & Corporate Lawyers Bio
Peter-White 150x150

Peter White CFP

Abound Financial & Lifestyle Planning Bio
Rhett-Das 150x150

Rhett Das

Director, Integrity Compliance Bio
Robert De Chellis 150x150

Robert DeChellis

President and Chief Strategist, Allianz Exchange Bio
Scott-Minotti 150x150

Scott Monotti

Executive Director, Bstar Bio
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Steve Prendeville

Founder and Managing Director, Forte Bio
Stewart Bell 150x150

Stewart Bell

Business Coach, Audere Coaching and Consulting Bio
Stewart-Hynes 150x150

Stewart Hynes

Retired Director/partner RetireInvest Bio
Sue Herrald 150x150

Sue Herrald

National Investment Specialist Investment Bonds, IOOF Bio
Ted-Voges 150x150

Ted Voges

Business Risk Specialist Bio
Terry Bell 150x150

Terry Bell

Owner, Business Health Pty Ltd Bio
Tim Lane 150x150

Tim Lane

Partner and Leading Accountant, Centurion Bio
Tony Sandercock 150x150

Tony Sandercock CFP

Owner, wetalkmoney Bio
Vicki-Writer_150x150

Vicki Writer

Peak performance coach Bio
Vincent Holland 150x150

Vincent Holland AFP

Principal, Forty Seven Bio

Program

Day 1 | Wednesday 21 November 2018

1:00pm
Workshop session
Professional Practice Workshop: how sale ready is your business?
Scott Monotti
Steve Prendeville
Tim Lane
Terry Bell
David Andrew AFP
Stewart Hynes
Paraplanner Workshop: Own your career & how to create a quality advice document
Christine Bau
Joanne Dale
Peter White CFP
Rhett Das
Kearsten James CFP
4:15pm
Keynote 1: 'Trust' and presentation of 2018 FPA Awards
Peter Costello AM, Stephen M. R. Covey, Finn Vicars, Effie Zahos
6:00pm
Welcome reception and Expo opening

Day 2 | Thursday 22 November 2018

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
Expo Networking Breakfast
9:00am
Keynote 2: 'Life centred' and FASEA update
Mitch Anthony, Dante De Gori CFP, Stephen Glenfield
10:30am
Workshop session
Goals based advice – a movement or financial planning?
Robert DeChellis
Justin Hooper CFP
Andrew Whelan
Andy Marshall
11:30am
Morning tea
12:10pm
Workshop session
Fintech – designing your business’s future
Ben Marshan CFP
Stewart Bell
Vincent Holland AFP
1:10pm
Lunch
2:10pm
Workshop session
Managing conflicts of interest
Anne Graham CFP
Grant Holley
Peter Cashel
Peter Gommers CFP
Kate Metz
Dr June Smith
Building best practice advice
Nadia Docker
Tony Sandercock CFP
Jason Andriessen CFP
Leah Sciacca
Era of empathy
Daniel Murray
3:40pm
Afternoon tea
4:10pm
Workshop session
Not all is super - developing non super strategies
Sue Herrald
Bryan Ashenden
Peter Burgess
Hari Maragos
Succession planning – buy, scale or sell?
Jim Stackpool
Steve Prendeville
Ian MacRitchie CFP
Scott Monotti
7:00pm

Day 3 | Friday 23 November 2018

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.
 
7:15am
7:45am
Expo Networking Breakfast
9:00am
Workshop session
Aged care: blessing or burden?
Louise Biti CFP
Darryl Browne
Amanda Cassar AFP
Get match fit!
Andrew May
AFSL – the reality of going it alone
Rhett Das
Claire Mackay CFP
Julie Berry
10:15am
Workshop session
11:15am
Brunch
12:30pm
Keynote 3: 'Belief'
Alex Sheen, Michael Crossland, Solli Raphael
2:00pm
Congress concludes
Program is correct at time of publication, but may be subject to change.

Functions

Grow your network, deepen your knowledge and enjoy a break.

FPA Professional Practice Workshop: how sale ready is your business?

Wednesday 21 November 2018

1:00pm – 4:00pm

This three-hour workshop brings together business consultants who specialise in succession planning and practitioners who will share their knowledge of transitioning their businesses. This will be a dynamic, practical workshop that will assist you to understand the commercial value and value drivers of a financial planning practice, as well as prepare you to be ‘sale ready at any stage of your business’ growth. Complimentary session.

Paraplanner Workshop: paraplanner potential - own your career

Wednesday 21 November 2018

1:00pm – 4:00pm

This workshop will connect paraplanners as well as anyone new to the financial services industry with their career potential. It’s also a great opportunity to share and connect with your peers. Complimentary session.

Welcome Reception and Expo Opening

Wednesday 21 November 2018

6:00pm - 8:00pm

Spend the evening connecting with colleagues and enjoy complimentary drinks and canapes as we celebrate the opening of the 2018 Congress and Expo.

Future2 Celebration at National Maritime Museum

Thursday 22 November 2018

7:00pm - 11:00pm

Don’t miss the social highlight of the FPA Congress! Get on board - the evening is a fantastic opportunity for you to connect with colleagues, and enjoy an informal, fun evening. You’ll enjoy spectacular views of Sydney Harbour and a great program of entertainment…with a few surprises along the way! Rock the dance floor to your favourite hits performed by an eight-piece band or chill in the BT Lounge and piano bar. The delicious food options will satisfy every appetite with chefs carving straight off the BBQ or you can indulge in many seaside delights, from the fish and chip stand to a pop up sushi bar – all accompanied by a great selection of wine and beer (of course!). Connect with your peers and celebrate your support of Future2’s grant program. With live performance by John Paul Young and The Allstars Band and special appearance by Alex Sheen, founder of Because I said I would. The evening is a stand-up, cocktail style event. Tickets $150 per head.

FPA Women in Wealth Breakfast

Friday 23 November 2018

7:15am – 8:45am

The FPA Women in Wealth breakfast is a great opportunity to connect with your peers as you enjoy breakfast and an inspiring start to the final day of the Congress program. This year’s guest speaker is Fenella Kernebone, Head of Curation, TEDxSydney. As lead programmer for one of the largest TEDx events in the world, Fenella knows that great listening skills are vital for a successful professional and personal life. She will encourages us to ‘listen like you mean it’ and will share some of the skills you need to be a great listener, have great conversations and make a difference to your colleagues, clients, friends and family. Everyone is welcome to attend this event. Tickets $60 per head or book ten tickets for $540

Prices

Select from these Congress ticket and social function options.

All prices include GST

Your Congress Tickets

Congress tickets

Early bird

Standard

until 31 Aug
from 1 Sep
FPA member $1,150 $1,395
Non member (Congress +
Become an FPA member)^
$1,595 $1,795
Non member $1,595 $1,795
FPA Student member* $100 $100
Partner/Spouse ticket# $130 $130

Social event tickets

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 2018 – 30 June 2019. 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 includes welcome reception and keynote sessions.

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

ICC Sydney

ICC Sydney is Australia’s premier convention, exhibition and entertainment precinct. Featuring a striking contemporary design, state-of-the-art technology and leading facilities, the world class venue provides the ultimate in quality, choice and flexibility for collaboration and innovation.

Make the most of Sydney

Situated in the vibrant Darling Harbour waterfront precinct and adjacent to the financial services hub at Barangaroo, ICC Sydney is easily accessible by light rail and ferry and is a short 10-minute walk from Central and Town Hall train stations.  It is 8kms from Sydney airport.

Extend your stay and discover Sydney

Sydney is the perfect location for a weekend stay following the 2018 Congress:

  • Take in a show at the Sydney Opera House
  • Climb Sydney Harbour Bridge
  • Enjoy the sun at Bondi Beach and follow the coastal walk to Coogee.

Visit Destination NSW for more travel inspiration

Image 1: ICC Sydney

Image 2: Destination NSW

Location

Stay

Book a nearby hotel at a great rate

Secure your hotel when you complete your Congress registration.

Please note: our entire allocation of rooms has now sold out

HOLIDAY INN DARLING HARBOUR

68 Harbour Street, Haymarket NSW 2000

Room rate $299 per night (SOLD OUT)

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

HYATT REGENCY SYDNEY

161 Sussex Street, Sydney NSW 2000

Room rate $350 per night (SOLD OUT)

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

NOVOTEL SYDNEY DARLING SQUARE

17 Little Pier Street, Sydney, Darling Harbour NSW 2000

Room rate $349 per night  (SOLD OUT)

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

OAKS GOLDSBROUGH APARTMENTS

243 Pyrmont Street, Darling Harbour NSW 2000

Room rate 1 (SOLD OUT)

Studio Apartment $311 per night

Room rate 2 (SOLD OUT)

1 Bedroom Apartment $326 per night

Room rate 3 (SOLD OUT)

1 Bedroom City View Apartment $338 per night

Room rate 4 (SOLD OUT)

2 Bedroom Apartment $455 per night

Visit Website
*Rate includes breakfast for up to two people in Studio and 1 Bedroom Apartments, and up to 4 people in 2 Bedroom Apartments. Cancellation fees apply within 30 days before arrival.

SOFITEL SYDNEY

12 Darling Dr, Sydney NSW 2000

Room rate $469 per night (SOLD OUT)

Visit Website
*Rate includes one buffet breakfast. Cancellation fees apply within 60 days before arrival.

Supporters

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 21 November – Friday 23 November 2018.

ICC Sydney

14 Darling Dr, Sydney NSW 2000

Visit website

 

Please visit an airline website or book with your travel agent.

You can cancel your registration by emailing [email protected]  by 5.00pm Friday 19 October 2018 (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 2018.

Yes, ICC Sydney operates two 24-hour car parking stations.  Visit ICC Sydney for pricing, maps and further information.

You can earn up to 15 CPD hours by attending the 2018 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.

FPA is offering a huge range of partnership opportunities in relation to Congress 2018. Exhibitors and sponsors are an integral part of the FPA Congress delegate experience.

As an exhibitor or sponsor at the event your presence will be showcased to over 1,000 financial planning professionals from across Australia. You will also receive the benefits of having your brand showcased across the year to our 13,000-strong FPA membership.

For all sponsorship enquiries and to request a copy of the prospectus please contact:

Michael Berdon
FPA Event Sponsorship Manager
Telephone:  02 9220 4542 Mobile: 0409 242 454
Email: [email protected]