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
Brigitte Forbes CFP
4:15pm
Keynote 1: 'Trust'
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
10:30am
Workshop session
FASEA: The new standards explained
Ben Marshan CFP
Ian Taylor
Managing values
Dr Attracta Lagan
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
Dear body, mindful eating
Charlotte Thaarup
1:10pm
Lunch
2:10pm
Workshop session
Managing conflict of interests
Anne Graham CFP
Grant Holley
Peter Cashel
Peter Gommers CFP
Kate Metz
Dr June Smith
Building best practice advice
Nadia Docker
Tony Sandercock CFP
Adie Keaton
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
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
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.