Overview – Tuesday – June 2

8:30am – 8:35am

WELCOME

8:35am – 9:05am

POLICY PRIORITIES – Q&A WITH MINISTER HUME

The government’s policy priorities have been disrupted by the COVID-19 virus and subsequent social and economic turmoil. Minister Jane Hume addresses the government’s new near-term priorities and answers questions about policy initiatives for the future.

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Jane Hume MP

Assistant Minister for Superannuation, financial services and financial technology

Chair

Colin Tate

Chief executive, Conexus Financial

9:05am – 9:45am

LEADING THROUGH A PANDEMIC

Demands on licensees have never been more pressing as advisers seek direction and leadership at a time when survival is not assured and reinvention is a must. Those who are stepping up to the challenge share their plans.

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Angus Benbow

Chief executive, Centrepoint Alliance

Lena Ridley

General manager, Profile Financial Services

Darren Whereat

Chief advice officer, IOOF

Chair

Matthew Smith

Head of retail content, Conexus Financial

9:45am – 10:25am

REGULATING IN A CRISIS

ASIC is moving to grant industry relief to provide affordable and timely advice during a crisis. The regulator covers its latest announcements and participates in a Q&A covering the following topics:

  • Changes in ASIC priorities
  • Relief over provision of advice – why it was given and ongoing monitoring work
  • Unlicensed advice
  • Unmet advice needs project

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Joanna Bird

Executive director, Australian Securities and Investments Commission

Dante De Gori

Chief executive, Financial Planning Association

Chair

Kelly Power

General manager remediation, product and marketing, Colonial First State

10:25am – 11:05am

TODAY’S ACTIONS, TOMORROW’S FUTURE

Supporting advisers in challenging times needs to be weighed up with developing practices and behaviours that underpin our new advice future. Leaders make their case for the best path forward.

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Paul Barrett

Chief executive, AZ NGA

Hon. Bernie Ripoll

Chairman of FinTech Map my Plan

John Sullivan

Head of client development, Macquarie Group

Chair

Michael Mulholland

Chief distribution officer, MetLife

11:05am – 11:35am

MAKING ETHICS A PRIORITY

The future of our society depends on the decisions we make as capital allocators and financial intermediaries to act ethically. FASEA board member and Australia’s foremost ethics expert Dr Simon Longstaff explores ethics in finance.

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Simon Longstaff

Executive director, the Ethics Centre

Chair

Richard Brandweiner

Chief executive – Australia, Pendal Group

11:35am – 12:05pm

WORKSHOP: LIFE UNDER THE CODE

Experts in advice, ethics and mediation put their knowledge and experience to the test by dissecting real-life scenarios faced by advisers and licensees in this interactive session in which delegates will develop their knowledge of the Code of Ethics obligations.

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Simon Longstaff

Executive director, the Ethics Centre

Shail Singh

Ombudsman, investments and advice , AFCA

Chair

Matthew Smith

Head of retail content, Conexus Financial

12:05pm – 12:45pm

WHERE WE’RE HEADING: UNIQUE RESEARCH INSIGHTS

CoreData’s founder and managing director looks into the minds of advisers, drawing on field research gathered during recent months as the crisis situation has emerged.

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Andrew Inwood

Founder and principal, CoreData

Chair

Manuel Damianakis

Head of retail business, Franklin Templeton

12:45pm – 1:25pm

FASEA’S NEXT PHASE: INSIGHTS AND Q&A

While the framework that will define the advice industry’s journey towards 2024 and beyond has been implemented, FASEA continues to be a prominent and indeed polarising entity in the eyes of practitioners and business leaders still adapting to pathways set out before them. Hear insights into FASEA’s activities during the past year and participate in the discussion regarding the future.

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Amelia Constantinidis

Amelia Constantinidis, standards director, FASEA

Stephen Glenfield

Chief executive, FASEA

Chair

Bryan Ashenden

Head of financial literacy and advocacy, BT Financial

1:25pm

CONCLUSION