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

FPA Professionals Congress 2018 – speaker material

The FPA Professionals Congress 2018 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.

FPA PROFESSIONAL PRACTICE WORKSHOP

Time Session Name Speaker  File

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

Time Session Name Speaker  File

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

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

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

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

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

 



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