Professional Practice Masterclass

Creating high performance habits & better ways of working

Tuesday 1 December, 12pm – 2:30pm AEDT
Complimentary | Up to 2 CPD hours

Join us for the exclusive online FPA Professional Practice Masterclass to help you develop better ways of working and creating high performance habits.

You’ll hear from leaders in the profession who will be providing a wealth of experience and practical tips to help drive success in a changing landscape. A must-attend masterclass for practices and your teams.

AGENDA

SESSION ONE: 12pm – 1pm AEDT

The first session in the Masterclass will be a panel discussion led by Jason Andriessen CFP®, Managing Director, CoreData. Jason will be joined by the 2019 FPA Professional Practice of the Year, and the finalists and winner of the 2020 FPA Professional Practice of the Year.

The panel will discuss what it takes to become the FPA Professional Practice of the Year with reference to recent financial planning research and insights from the FPA READY Index.

SESSION TWO: 1:10pm – 2:10pm AEDT

Hear from Wendy Cole, Director of iMastery who will provide practical tips and techniques to win-back at least 30 minutes a day by exploring:

  • Insights from neuroscience: the brain’s hardwiring for distraction and novelty and how this plays havoc with your and your employees’ motivation and productivity
  • The multitasking myth, the importance of deep work and how to defend both your own and your employees’ focus
  • Leveraging the Pomodoro Technique to further enhance impact and cover a broad range of responsibilities
  • The Eat That Frog morning productivity strategy for you and your team 
  • The 4Ps ultimate end-of-day rhythm. 


Earn up to two CPD hours when you attend the masterclass.


SPEAKERS

Jason Andriessen CFP®

Jason Andriessen CFP®, Managing Director, CoreData
Jason has over 20 years’ experience in financial services, from financial advice, to dealer group leadership, marketing and product management. Most recently Jason was Chief Customer Officer at StatePlus, where he was Executive Business Sponsor of their successful digital transformation program. Jason holds a Bachelor of Business, Master of Commerce, and Diploma of Financial Planning.

Wendy Cole

Wendy Cole, Director of iMastery
Wendy is the founding director of iMastery and an inspiring executive productivity advisor, speaker and coach. Wendy designs and facilitates leadership and productivity training to support busy professionals and organisations to optimise focus, master distraction and elevate employee engagement and profitability.

Marisa Broome CFP®

Marisa Broome CFP®, FPA Board Chair
Marisa Broome CFP® is the Managing Director of Wealthadvice, an FPA Professional Practice operating in Sydney. A CERTIFIED FINANCIAL PLANNER® professional, Marisa has over 30 years’ experience in financial services – with the last 22 years owning her own firm and practising as a financial planner.

Charmaine Lamprecht

Charmaine Lamprecht
Capital Partners Private Wealth Advisers
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As Chief Operating Officer, Charmaine is the lynchpin at the heart of our team, ensuring we have everything we need – technology, talent, systems, processes – to deliver the exceptional service and advice that made Capital Partners the FPA’s Professional Practice of the Year.

Melinda Planken CFP®
Muirfield Financial Services
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Melinda is the Managing Partner of Muirfield Financial Services. A CERTIFIED FINANCIAL PLANNER® professional, recognised specialist in Aged Care and Centrelink advice, Melinda not only loves working with her clients, but also presents regularly to local community groups, aged care facilities, and professional services firms.

Stephen Lowry CFP®

Stephen Lowry CFP®
Alman Partners
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Stephen is a CFP Professional and is accredited as an Investment Fiduciary. As Managing Partner of Alman Partners True Wealth Stephen is dedicated to delivering world class advice and investment solutions to their clients.

Jonathan Elliot CFP®

Jonathan Elliot CFP®
Collins SBA
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Jonathan is Managing Director of Collins SBA, an integrated self-licensed FPA Professional Practice based in Hobart. Jonathan’s professional experience includes over 20 years as a financial adviser and uniquely holds both a CFP and CPA professional designation.

Rob Pyne CFP®
HPH Solutions
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Rob is the founder and Managing Director of HPH Solutions, a self-licensed Financial Life Planning practice. Rob holds a Certified Financial Planner designation, has a Bachelor’s degree of Science, a Graduate Diploma of Financial Planning.