8:30

REGISTRATION 

Registration desk is located on level 2 of the Amora Hotel Jamison Sydney by the main stairs.


9:00

WELCOME ADDRESS  

Presented by Michael Taylor, Managing Editor/Editorial Director, FE Money Management

9:05

Opening Keynote

Presented by Dr John Hewson, former Shadow Finance Minister, Shadow Treasurer and Shadow Minister for Industry and Commerce, Leader of the Liberal Party and Federal Coalition in Opposition

9:30

State of the industry

 

Presented by Mike Taylor, Managing Editor/Editorial Director, FE Money Management

Who’s watching?

How will the associations monitor and discipline their members?

Panellists

Philip Kewin, CEO, AFA

Dante De Gori, CEO, FPA

John Maroney, CEO, SMSF Association

9:40


Morning tea

10:15


Educating the educators

Have you done enough, what more do you need to do?

Presented by Stephen Glenfield, CEO, FASEA

10:35

11:05

practice management 1-justifying your fees & improving client experience

Presented by Damian Kernahan, CEO, Proto Partners

Practice Management 2- What’s My advice business worth?

How can you increase its value?

Panellists

Angus Benbow, CEO, Centrepoint Alliance

Matthew Rowe, Managing Director and CEO, CountPlus

Steve Davis, COO, Infocus

11:40


networking lunch

12:15


Give me the tools to MODERNISE my advice business

Panellists

Jason Entwistle, Director Strategic Development, HUB24

Andrew Varlamos, Co-founder and CEO/MD, OpenInvest

Tizzy Vigilante, Managing Director - Australia & New Zealand Wealth Management, IRESS

13:15

13:50

does bolr have value at all?

Panellists

Simon Carrodus, Senior Associate, The Fold Legal

Peter Bobbin, Managing Principal, Argyle Lawyers


Afternoon Tea

14:25


Tham Luang cave rescue-overcoming obstacles

Presented by Dr Craig Challen SC OAM, Australian of the Year 2019,Tham Luang, Thailand cave rescue diver

14:55

15:40

Practice management 3 - invest in culture, not compliance

Panellists

Simon Swanson, Managing Director, ClearView

Indy Singh, Executive Chairman, Fiducian Group

Shannon Durrant, Head of Risk and Compliance, Total Financial Solutions

leading the future of wealth

What does it really look like?

Panellists

Alex Wade, CEO, Australian Wealth Management, AMP

Matthew Rowe, Managing Director and CEO, CountPlus

Paul Harding Davis, General Manger and Responsible Manager, AdviceIQ Partners

16:15

16:50

Closing Remarks

Presented by Michael Taylor, Managing Editor/Editorial Director, FE Money Management


Networking Drinks

16:55


End of FOWM-Advice

18:00

 
 

* To ensure the most relevant conference agenda, sessions are subject to change.