unshakeable.undivided.united.AFA CONFERENCE 19 ADELAIDE Wed 28 – Fri 30 Augustunlock your future.

12+CPD hours

WEDNESDAY 28 AUGUST

8:00am undefeated. AFA Bootcamp

10:30am AFA Inspire Masterclass of Wellness Shannah Kennedy Life Strategist, Executive Business Coach

Lyndall Mitchell Life Coach, Wellness Entrepreneur

11:30am uninitiated. Get mindset ready for conference first-timers

Vanessa Bennett CEO Next Evolution Performance

12:00pm Lunch & Exhibition Open

1:00pm united. Conference welcome.

Marc Bineham President, AFA

Meet your MC

Philip Kewin Chief Executive Officer, AFA

1:20pm This is the time.

The Hon. Julie Bishop

2:00pm Policy Outlook

Phil Anderson General Manager, Policy & Professionalism, AFA

2:30pm Assistant Minister Address

The Hon. Jane Hume Assistant Minister for Superannuation, Financial Services & Financial Technology

3:00pm Afternoon Tea

3:30pm Economic Outlook Jody Fitzgerald (Facilitator) Head of Institutional Portfolio Management, Morningstar Hugh Giddy Senior Portfolio Manager & Head of Research, IML

Brian Parker Chief Economist, Sunsuper

Jason Todd Head of Wealth Management Investment Strategy, Macquarie

4:20pm AFA Foundation 2019

Olivia Sarah-Le Lacheur National Chair, AFA Foundation

4:35pm Supercharge your client journey

Michelle Hoskin direct from the UK Founder & Director, Standards International Ltd

5:15pm Day 1 Wrap up

6:00pm AFA VIP Event (invitation only)

6:30pm An evening in the sun with Sunsuper Welcome to united.

9:30pm unofficial. Officially unofficial Club AFA event

AFA CONFERENCE 19 ADELAIDEAFA | 2

THURSDAY 29 AUGUST

6:00am undefeated. AFA Bootcamp

7:00am Paraplanner Pulse Breakfast

Michelle Hoskin Founder & Director, Standards International

8:30am Recap

Meet your MC

Jessica Brady Founder, Fox & Hare Wealth

8:35am Flexibility, adaptation and embracing change to stay on top

Warren Randall Managing Director, Seppeltsfield Wines

9:25am A matter of trust: the practice of ethics in finance

Clare Payne Founder, Ethics Partners

10:10am Morning tea

FOCUS SESSIONSBusiness Growth Advice Strategy Professionalism Innovation

10:45am Focus sessions 1 – 3

11:30am Room change

11:40am Focus sessions 4 – 6

12:25pm Lunch Licensee Leaders Lunch (invitation only)

1:30pm Focus sessions 7 – 9

2:15pm Room change

2:25pm Focus sessions 10 – 12

3:10pm Afternoon tea

3:45pm

The Future of Life Insurance: Industry Leaders Panel

Kristine Brooks Chief Distribution Officer, Zurich Australia

Brett Clark Group CEO & Managing Director, TAL

David Hackett CEO & Executive Director, MLC Life Insurance

Damien Mu CEO, AIA Australia

4:30pm Day 2 Wrap up

7:00pm Pre-dinner drinks

7:30pm AFA Gala Dinner, brought to you by Zurich featuring:

AFA CONFERENCE 19 ADELAIDE AFA | 3

FRIDAY 30 AUGUST

7:00am undefeated. AFA Bootcamp

8:15am Morning Market Join us in the Conference Expo

9:00am Recap

Meet your MC

Rob Coulter General Manager Partnerships, AFA

9:05am Stress Resilience

Chelsea Pottenger Managing Director, EQ Consulting co

9:50am The Advice is Right Powered by XY+

The ultimate adviser game show of skill, talent and humility!

Elite advisers compete in teams to develop the best solutions to client and business scenarios as judged live by the conference audience.

10:30am Morning tea

Meet the Professionals / Meet the Mentors / Meet the Innovators 11:00am Session 1

11:55am Room change

12:05pm Session 2

12:45pm Lunch

1:45pm The Future of Advice

Geoff Lloyd CEO, MLC Wealth

Jason Andriessen Managing Director, CoreData Group

Grahame Evans Managing Director, GPS Wealth

2:30pm united. Reflections

Glen James AFA Conference 19 Chair

2:40pm Dr Richard Harris SC OAM Specialist Anaesthetist, ‘2018 Thai Cave Rescue’ Diver

3:30pm Conference Close

united. AFA Conference 19 Where others see challenges, we see opportunities. United, we can make a difference. We know the challenges of regulatory and professional standards reform are putting pressure on many advisers and their businesses, however through these changes it’s important to keep in touch with supportive networks, share learnings and best practice and unite as the AFA community.

So, join your peers and industry leaders in Adelaide and be part of an event like no other!

AFA CONFERENCE 19 ADELAIDEAFA | 4

united. understand.uncover.

AFA CONFERENCE 19 ADELAIDE

Focus Sessions Program Practical, actionable insights and shared ideas that will make a difference in your business.

Mind your words – the language of ethics

Your words really, really matter. Clare Payne, one of Australia’s leading voices on ethics and trust, outlines the common uses of language in business that can undermine ethics and how we can incorporate the language of ethics into our work lives. Join Clare for this practical insight which examines how the language of ethics translates in a financial adviser and client relationship to make the complex simple, to facilitate transparency and build trust.

0.75 CPD HoursProfessionalism & Ethics

CLARE PAYNEFounder, Ethics Partners

What clients want: 2019 MetLife Adviser/Client Research Report

With so many changes in the industry, do you know what customers want? MetLife recently conducted extensive research on Australians who have received risk insurance advice or are likely to in the immediate future. Using the insights from this research, let us help you anticipate your customers’ needs and exceed their expectations in these challenging, changing times. • What’s the X factor that makes your clients want to purchase insurance through you, as opposed

to through super or directly online?• What makes potential customers hesitant to seek financial advice and how can you overcome

these barriers?• What do your clients really think about fees and commissions?• How can you get your clients to rave

about you?

0.75 CPD HoursTechnical Competence

MATT LIPPIATTHead of Retail Sales, MetLife Australia

Tech for an efficient & customer-centric business

Want simple, low-cost and easy to implement technology hacks to help you save time, reduce costs and be on the front foot with your clients? Then don’t miss this showcase of tech-hacks as applied throughout the client aquisition and retention journeys. We’ll also profile tools that may assist with working remotely or running an remote team. Learn what’s worked from advisers who’ve been there and done the investigative work for you. Who knows, you may just save yourself some hours of bookkeeping or appointment making so you can be where you should be – in front of new clients!

0.75 CPD HoursClient Care & Practice

PHIL THOMPSONDirector & Financial Adviser, Thompson Financial Services

JULIA SCHORTINGHUISDirector, Lighthouse Capital

CHARLES GREEN Financial Adviser, Kearney Group Financial Services

FOCUS SESSION STREAM 1 Thursday 29 August, 10:45am - 11:30am

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AFA CONFERENCE 19 ADELAIDE

0.75 CPD HoursGeneral

PAUL TYNAN Chief Executive Officer, Connect Financial Service Brokers

0.75 CPD HoursTechnical Competence

TIM HENRYFinancial Advisor & Owner, Aspire Planning

TARA LUCKEGroup Principal, Nexus Law Group

Transitioning your financial advice business

You’ve invested your hard work and money into your business and now you may be thinking that it’s time to transition your business, either internally or externally, or look at other options, including staying on in a non-advisory role. Making sure you’re positioned for a successful transition, and understanding the true value of your business means you’re far more likely to achieve an optimal result. While each business succession plan is unique, there are a number of fundamentals you should consider sooner rather than later!. This session will uncover five real-life adviser case studies to help guide you on your transition journey. 

Estate Planning – lifetime value to grow your business

Being your client’s trusted adviser means you’re there for them no matter what life brings their way. Getting more involved in your clients estate planning needs is a great way to create value for your clients and also your business through a profitable income stream. In this session you’ll get the latest estate planning strategies, including tax considerations and implications, and hear from advisers who have successfully incorporated an estate planning service within their business and built a referral model to provide their clients with the support they need.

Building a trusted financial advice brand – your platform for growth

How consistent is your brand? How clear is your communication? How considered is your brand strategy? In a changing business landscape, it’s critical you take your business to the next level. Join this informative session to find out how you can explain the value of your service, discover practical tools and how to apply them to your business.Learn how to build a brand and develop a foundation for client acquisition, retention, referrals and conversion. They’ll talk you through real world examples and give a clear action plan to take with you.

0.75 CPD HoursClient Care & Practice

ADRIAN WELLER Creative Director, Ascender

KATE JOHNSTONE Design Director, Ascender

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FOCUS SESSION STREAM 2 Thursday 29 August, 11:40am - 12:25pm

Using value to grow your business

In our post-Royal Commission world, it’s more important than ever to ensure you take each and every opportunity to communicate your value to your clients . Value for one client may not be the same as another so building a strong proposition to engage both future and current clients, especially those who may not contribute any ongoing revenue, is essential for growing a successful business. Be guided through best practice thinking on how to build and promote your value proposition and take your business to the next level.

0.75 CPD HoursClient Care & Practice

MARC BINEHAMManaging Director, Noall & Co

KIM PAYNEManaging Director, 9Rok

GLEN JAMESCreator & Host, My Millennial Money

VICTORIA DEVINEDirector & Financial Adviser, Zella Wealth

Lead gen for Millennials and Gen Z’s

Know your Millennial’s from your Gen Z’s? And where does Gen Y fit in? (Hint – they are aka Millennials). We take a look at the marketing science behind what drives the Millennial and Gen Z mindset and what successful adviser businesses are doing to maximise their engagement and marketing strategies. This session will help you to understand the characteristics of, and how to market to, these increasingly influential demographics.

0.75 CPD HoursClient Care & Practice

Retirement income planning and opportunities for advice

Recent changes to means-testing rules for certain lifetime income streams that commenced on or after 1 July 2019 offer great opportunities to build a retirement income strategy for your clients. These include immediate benefits such as an increase in age pension payments for assets-test sensitive clients. This practical session introduces a new client case-study and works through how to build an income stream strategy that meets these client’s requirements.

0.75 CPD HoursTechnical Competence

ANDREW LOWE Head of Technical Services, Challenger

AFA CONFERENCE 19 ADELAIDE

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FOCUS SESSION STREAM 3 Thursday 29 August, 1:30pm - 2:15pm

0.75 CPD HoursProfessionalism & Ethics

FELICITY COOPER Director, Cooper Wealth Management

LUKE KNIGHT Head of Corporate Sales, Kaplan Professional

Exam time! Prepare and study effectively for your FASEA exam.

Exams are daunting at the best of times. If you’re new to study or just after some best practice guidance on study techniques, exam preparation and practical tips and take-aways from advisers who have sat the exam, then this session is for you. Kaplan hosts an essential and informative session that will ensure you have all the help you need.

Cash flow coaching for your clients

In a low-return environment, advisers need to leverage every tool at their disposal to get the best outcome for clients without increasing risk or sacrificing efficiency for their practice. And clients are increasingly expecting cashflow management to be offered as part of the service suite. Cashflow management is typically offered to retiree clients - but are retirees the clients most in need of cashflow management? And if they’re not, who is?  This session will aim to provoke fresh thinking as well as offer actionable insights to help your business improve both day-to-day client conversations and inform longer term strategic planning.

0.75 CPD HoursTechnical Competence

SAM ROBINSON Director, Pursue Wealth

OLIVIA MCARDLE Head of Deposits and Payment Products, Macquarie

Build a winning team culture to deliver service excellence

The success of every business is its people. Without the right approach to motivate and engage your people, your business can’t reach its full potential. What does the right culture look like? And how do you empower your team to bring their selves to work each day? This session provides practical, proven case studies and tools so you can lead with impact, empower your team and ensure your business grows from strength to strength.

0.75 CPD HoursClient Care & Practice

KATE MCCALLUM Director, Multiforte Financial Services

JULIE BENNETT Director, 64 Media

AFA CONFERENCE 19 ADELAIDE

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FOCUS SESSION STREAM 4 Thursday 29 August, 2:25pm - 3:10pm

Meet the Professionals & Meet the Innovators

Friday 30 August 11.00am - 11.55am 12.05pm - 12.45pm

Meet The Professionals

1 Becoming self-licenced

2 Unspoken. Telling your story in a challenging media environment

3 One on One with Hugh Robertson - award winning adviser

4 Building Mental Strength for Peak Performance

5 One on One with Cara Graham - award winning practice adviser

6 Unpacking the AFA’s Member Advocacy Pack

7 What NOT to own

8 FASEA - Closing the Gap

9 Professionals building a profession: mentoring from both sides of the equation

10 Setting up a location neutral business

11 How to have a sustainable business for the future and build your public profile

12 Selling your practice - get more bang for your buck!

Meet The Innovators

13 The neuroscience of performance mastery – create a more profitable, high-performing team

14 Digital imperatives for AFSL’s in 2019 and beyond

15 ‘Gamification’ is not just a buzzword

16 Staying human in a digital world

17 The value of advice in preparing for retirement

18 Top 10 reasons why you should start a podcast

19 Outsourcing for Advisers

20 Taking the Pain out of CPD

21 Have commitment issues with software? How to create an agile tech stack

Felicity Cooper, Cooper Wealth Management

Julie Bennett, 64 Media

Hugh Robertson, Centaur Financial Services

Klaudia Gebert, Self Reflections

Cara Graham, TWD

Phil Anderson, AFA

Jody Fitzgerald, Morningstar

Stephen Hunt, ANZ

Bronny Speed, Cram 4 Exam

Phil Thompson, Thompson Financial Services

Deborah Kent, Integra Financial Services

Michelle Hoskin, Standards International

Vanessa Bennett, Next Evolution Performance

Phaedra Hackles, AdviserLogic

Johann Koch, Intelliflo

Chris Powell, Integrity Life

Mark Stubbings, Sunsuper

Fraser Jack, Advice Intelligence

Danielle Cornellisen, 5 Elk

James Sutherland, Think Caddie

Kevin Liao, YTML

session title speaker