Event Agenda

TIME

SPEAKER

AGENDA

8.40am

Russell Stephenson
head of wealth
Sterling Publishing

MC Welcome

  • Today’s agenda – theme and key messages
  • House keeping

8.45am

Alice Uribe
editor
ifa

A note from the editor 

  • Financial advice in 2016
  • The shift in non-aligned advice

8.50am

International keynote:

Syble Solomon
founder and financial behaviorist
LifeWise Strategies

 

Money Habitudes: Your client’s brain on money

  • Psychology of money within the context of working with clients to developing relationship and understanding investor behaviour
  • Practical tools to use to identify your client’s money personality
  • Using money personality results to engage in productive client conversations and identify their financial mindset

9.50am

Steve Prendeville
managing director
Forte Asset Solutions

The changing face of financial services distribution channels

  • Insights and new data on financial adviser’s dealer groups of choice from the InvestorDaily Dealer Group Report
  • Update on the dealer group market and where distribution channels has shifted in the last 12 months
  • Dealer group trends in the merger and acquisition market

10.35am

Coffee break and networking

10.55am

Mark Nagle
executive director
Treysta Wealth Management

Holistic Advice – A ‘Whole Life’ Approach

  • Traditional Revenue Streams Under Attack – Where to from here?
  • The adviser of the future – a genuine value proposition
  • The shift to values based advice: United Capital Case study

11.40am

Santi Burridge
Co-founder & chief executive of strategic development 
Implemented Portfolios

Global Best Practice – The Shift to Bionic Advisers

  • Technology, the new match maker finding business chemistry and driving EBIT
  • Collaboration allowing mass customisation and personalisation
  • The shift to a focus on the journey not the destination – where the Robo has it wrong and advisers will win

12.25pm

Moderator:
Alice Uribe, editor of ifa

Panel:
Julian Plummer
Midwinter

Oscar Martinis
MKM Partners

Claire Wivell Plater
The Fold Legal
(NSW ONLY)

David Carson
Compliance One
(QLD ONLY)

Grant Holley
Holley Nethercote
(VIC ONLY)

Practical implementation of robo-advice tools

  • 5 questions to ask yourself before choosing a digital advice tool
  • Robo-advice tools insurance 101
  • Tips and strategies for implementation
  • Next steps – what ASIC wants from you

1.05pm

Lunch and networking

1.45pm

David Lane
director
Pitcher Partners Wealth Management

SMSF opportunities and challenges for advisers

  • What SMSF trustees want and strategies on how financial advisers can deliver
  • 5 reasons why your business should establish an accountant and adviser partnership today
  • How to make your practice more attractive to SMSF trustees

2.30pm

Sue Viskovic
managing director
Elixir Consulting

Pricing and advice models for the advice-based world

  • New pricing techniques – structures, timing of collection and quantum,
  • Innovative advice delivery methods being used today, 
  • Handy tips on how you can successfully implement changes in your business model, regardless of where you currently sit on the spectrum between the old and the new style of advice proposition.

3.15pm

Coffee break and networking

3.35pm

Lisa Claes
executive director
ING DIRECT
(NSW, VIC ONLY)

Mark Woolnough
head of third party distribution
ING DIRECT
(QLD ONLY)

Intergenerational Wealth Transfer – what do women want?

  • What do women want from advisers and other financial services provider?
  • How can advisers capitalise on the upcoming intergenerational wealth transfer of $2.4 trillion?
  • How and why women invest differently
  • Financial priorities and concerns for women
  • The female appetite and capacity for risk
  • Female attitudes towards money and their financial decision making
  • Opportunities for financial advisers

4.15pm

Moderator:
Sue Viskovic
managing director
Elixir Consulting

PANEL:

Chris Smith
VISIS Private Wealth

Michael Rees-Evans (NSW & QLD ONLY)
Libertas Wealth Consulting

Joanna Ryan (NSW ONLY)
Lumix Women

Lea Schodel (QLD ONLY)
MHP Private Wealth

Michelle Tate-Lovery (VIC ONLY)
Unified Financial Services

Rick Horvat (VIC ONLY)
Horvat Financial Advisors

Advice with a difference: innovative ifa models

  • How to create a scalable and affordable experience for Gen Y
  • Strategies to enhance the traditional models
  • Financial life coaching – the balance of life returns and cash returns
  • How to identify your point of difference
  • How Robo-advice could work with you, not against you

5.00pm

Conference Close

**Agenda is subject to change