Many of these presentations are now available to download via the links below.
FPA PROFESSIONAL PRACTICE WORKSHOP |
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| Time | Session Name | Speaker | File |
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Wednesday 21 November 13:00 – 16:00 |
FPA Professional Practice Workshop: how sale ready is your business? | Scott Monotti Steve Prendeville Tim Lane Terry Bell David Andrew AFP® Stewart Hyne |
Download |
PARAPLANNER WORKSHOP |
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| Time | Session Name | Speaker | File |
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Wednesday 21 November 13:00 – 16:00 |
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® |
Download |
EVOLVE |
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| Time | Session Name | Speaker | File |
| Thursday 22 November | |||
| 10:30 – 11:30 | FASEA: The new standards explained | Ben Marshan CFP® | Download |
| 12:10 – 13:10 | Estate planning: making sure no one gets left behind | Peter Townsend | Download |
| 14:10 – 15:40 | Managing conflicts of interest | Anne Graham CFP® Grant Holley Peter Cashel Peter Gommers CFP® Kate Metz Dr June Smith |
Download |
| 16:10 – 17:40 | Not all is super – developing non super strategies | Sue Herrald Bryan Ashenden Peter Burgess |
Download |
| Friday 24 November | |||
| 9:00 – 10:00 | Aged care: blessing or burden? | Louise Biti CFP® Darryl Browne Amanda Cassar AFP |
Download |
| 10:15 – 11:15 | Navigating risk advice for your SME clients | Ted Voges | Download |
Engage |
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| Time | Session Name | Speaker | File |
| Thursday 22 November | |||
| 11:20 – 12:20 | Ethical leadership – profits with principles | Dr Attracta Lagan | Download |
| 13:30 – 14:30 | Winning battles, losing wars | Michael Wesley | Download |
| 14:40 – 15:40 | Planners are perfectly positioned to change the world | Carl Richards CFP® | Download |
| 16:30 – 17:30 | Client engagement and you | Vicki Writer | Download |
| Friday 23 November | |||
| 9:40 – 10:40 | Get match fit! | Andrew May | Download |
| 11:00 – 12:00 | Win trust and influence | Anthony Laye | Download |
Grow |
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| Time | Session Name | Speaker | File |
| Thursday 22 November | |||
| 11:20 – 12:20 | Goals based advice – a movement or financial planning? | Robert DeChellis Justin Hooper CFP® Andrew Whelan Andy Marshall |
Download |
| 13:30 – 14:30 | Fintech – designing your business’s future | Ben Marshan CFP® Stewart Bell Vincent Holland AFP® |
Download |
| 14:40 – 15:40 | Building best practice advice | Nadia Docker Tony Sandercock CFP® Adie Keaton Jason Andriessen CFP® Leah Sciacca |
Download |
| 16:30 – 17:30 | Succession planning – buy, scale or sell? | Jim Stackpool Steve Prendeville Ian MacRitchie CFP® Scott Monotti |
Download |
| Friday 23 November | |||
| 9:40 – 10:40 | AFSL – the reality of going it alone | Rhett Das Claire Mackay CFP® Julie Berry |
Download |
| 11:00 – 12:00 | Cultivate your culture and connect with your people | Debra McQuinn Jonathan Hoyle AFP® |
Download |
inspire |
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| Time | Session Name | Speaker | File |
| Thursday 22 November | |||
| 11:20 – 12:20 | Change as positive springboard to financial success | David Braithwaite | Download |
| 13:30 – 14:30 | Finding calm amidst the chaos | Charlotte Thaarup | Download |
| 14:40 – 15:40 | Era of empathy | Daniel Murray | Download |
| 16:30 – 17:30 | Strategy in uncertain times | Dr Norman Chorn | Download |
| Friday 23 November | |||
| 9:40 – 10:40 | Mindfulness and stress busting | Chelsea Pottenger | Download |
| 11:00 – 12:00 | Ethics in finance | Clare Payne | Download |
Podcast Studio
| 7 steps to starting your own podcast | Steve Crawford, The Advice Movement | Find out more |