The Financial Planning Association of Australia The Financial Planning Association of Australia

FPA Professionals Congress 2017 – speaker material

The FPA Professionals Congress 2017 featured a range of challenging and inspiring workshops across four streams: Evolve, Engage, Grow and Inspire.

Many of these presentations are now available to download via the links below.

PARAPLANNER WORKSHOP

Time Session Name Speaker  File
15:00 – 17:00 Paraplanner workshop Craig Osland Download
Rhett Das Download

 

EVOLVE

Time Session Name Speaker  File
Thursday 23 November
11:20 – 12:20 Making sense of the 2017 superannuation changes David Busoli Download
13:30 – 14:30 Exploring your best interest duty in practice Tony Sandercock CFP®
Lisa Weissel CFP®
Download
14:40 – 15:40 Designing alternative investment strategies to superannuation Cristean Yazbeck
Chhai Ung
Download
16:30 – 17:30 Estate planning – the transfer of wealth post July 2017 Scott Hay-Bartlem Download
Friday 24 November
9:40 – 10:40 The rise and rise of aged care Louise Biti CFP®
Jacqui Hayes
Download
11:00 – 12:00 Risk insurance: the stakes are high Col Fullagar
Mark Everingham CFP®
Ian Gray
Download

 

Engage

Time Session Name Speaker  File
Thursday 23 November
11:20 – 12:20 How society and business will evolve Bernard Salt AM Download
13:30 – 14:30 Make visual agreements to create more meaning Robert de Rooy Download
14:40 – 15:40 Thriving in the tough conversations Alison Hill Download
16:30 – 17:30 Being fearless in ethical decision-making Omer Soker Download
Friday 24 November
9:40 – 10:40 Managing conflict The Decent People Download
11:00 – 12:00 Be the digital boss of your marketing and social media Adele Martin CFP® Download
Corey Wastle CFP® Download
Adrian Patty AFP® Download

 

Grow

Time Session Name Speaker  File
Thursday 23 November
11:20 – 12:20 Ethics of intergenerational advice Dr June Smith Download
13:30 – 14:30 Fintech – powering innovation in delivering advice Benjamin Marshan CFP® Adrian Patty Caroline Bell CFP® Download
14:40 – 15:40 Panel discussion: Practice owners share their winning business ideas Philippa Elliott CFP® Michelle Tate-Lovery CFP® Anne Graham CFP® Download
16:30 – 17:30 Being compliant and efficient – how hard can it be? Kaori Brown CFP® Rhett Das Download
Friday 24 November
9:40 – 10:40 FPA policy update and meet the regulators – TPB and ASIC Benjamin Marshan CFP® Julie Berry CFP® Joanna Bird Download
11:00 – 12:00 Client engagement – putting emotional intelligence to work Dr Helen Parker Download

 

inspire

Time Session Name Speaker  File
Thursday 23 November
11:20 – 12:20 Getting your direction clear Dr Louise Mahler Download
13:30 – 14:30 The science and practice of mindfulness Dr Craig Hassed MBBS, FRACGP Download
14:40 – 15:40 Becoming pressure proof Michael Licenblat Download
16:30 – 17:30 Building your career on strong foundations Brennon Dowrick Download
Friday 24 November
9:40 – 10:40 Gain energy, improve productivity and achieve balance Michele Chevalley Hedge Download
11:00 – 12:00 Implementing ideas – convert your learnings into action Nils Vesk Download

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