8:30

REGISTRATION 

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


9:00

WELCOME ADDRESS  

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

9:05

Opening Keynote

Who’s watching?

How will the associations monitor and discipline their members?

Panelists

Phil Kewin, CEO, AFA

Dante De Gori, CEO, FPA

John Maroney, CEO, SMSF Association

9:30


Morning tea

10:05


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, Proto Partners

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

How can you increase its value?

Panelists

Angus Benbow, CEO, Centerpoint 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

Panelists

Jason Entwistle, Director Strategic Development, HUB24

Andrew Valarmos, 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?

Panelists

Simon Carrodus, Senior Associate, The Fold Legal


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

Panelists

Simon Swanson, Managing Director, ClearView

Indy Singh, Executive Chairman, Fiducian Group

Shannon Durrant, Head of Risk and Compliance, TFS

leading the future of wealth

What does it really look like?

Panelists

Alex Wade, CEO, Australian Wealth Management, AMP

Matthew Rowe, Managing Director and CEO, CountPlus

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.