Speakers

Paul Barrett

Chief executive, AZ NGA

11:00am – 11:45amLICENSEES OF THE FUTURE

Angus Benbow

chief executive, Centrepoint Alliance

11:45am – 12:30pmLICENSEE CASE STUDY: REVENUE MODELS IN TRANSITION

Joanna Bird

Executive director, wealth management, ASIC

12:30pm – 1:15pmFROM THE REGULATOR

Mark Carnegie

Founding partner, M.H. Carnegie & Co

Samantha Clarke

Chief executive and co-founder, Advice Regtech

2:15pm – 3:00pmCOMPLAINTS, CODE MONITORING AND THE COMPLIANCE EDGE

Todd Clifford

Executive, Viridian Advisory

11:00am – 11:45amLICENSEES OF THE FUTURE

Dante De Gori

Chief executive, Financial Planning Association of Australia

2:15pm – 3:00pmCOMPLAINTS, CODE MONITORING AND THE COMPLIANCE EDGE

Rod Edge

Head of advice education, capability and careers, AMP

9:45am – 10:30amEDUCATION WORKSHOP – TOWARDS A SOLUTION

Stephen Glenfield

Chief executive, Financial Adviser Standards and Ethics Authority (FASEA)

9:00am – 9:45amEDUCATION: MOVING TO A POST 2024 WORLD

Jacqui Henderson

Chief executive, Advice Intelligence

3:00pm – 3:45pmBRING YOUR THINKING INTO THE NEW WORLD

Marcus O’Sullivan

Managing director, Affinia Financial Advisers

9:45am – 10:30amEDUCATION WORKSHOP – TOWARDS A SOLUTION

Hillary Ray

Partner, Cowell Clarke

12:30pm – 1:15pmFROM THE REGULATOR

Beau Riley

Head of licensees and partnerships, TAL

9:45am – 10:30amEDUCATION WORKSHOP – TOWARDS A SOLUTION

Bernie Ripoll

Former Australian Labor Party MP

6:15pm – 7:00pmFireside chat with Bernie Ripoll

June Smith

Lead ombudsman, investments and advice, Australian Financial Complaints Authority’

2:15pm – 3:00pmCOMPLAINTS, CODE MONITORING AND THE COMPLIANCE EDGE

Matthew Smith

Head of retail content, Conexus Financial

11:45am – 12:30pmLICENSEE CASE STUDY: REVENUE MODELS IN TRANSITION

Tim Steele

General manager, NAB Financial Planning, NAB Financial Planning and NAB Direct Advice

12:00pm – 12:40pmLICENSEE LEADERSHIP FORUM: ACTIONING CHANGE

Colin Tate

Chief executive, Conexus Financial

6:15pm – 7:00pmFireside chat with Bernie Ripoll

Darren Whereat

General manager, advice, IOOF

9:45am – 10:30amEDUCATION WORKSHOP – TOWARDS A SOLUTION

Aaron Williams

Chief executive and co-founder, Mindstar

4:15pm – 4:45pmMAKING MENTAL HEALTH A PRIORITY

Neil Younger

Group chief executive and managing director, Fortnum Financial Group

11:00am – 11:45amLICENSEES OF THE FUTURE

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Upcoming events

25

Feb

Investment Magazine

Private Credit Forum

February 25, 2020

Park Hyatt, Melbourne, VIC, Australia

26

Feb

Investment Magazine

Real Estate Conference

February 26, 2020

Park Hyatt, Melbourne, VIC, Australia

31

Mar

Investment Magazine

Retirement Conference

March 31, 2020

Fullerton Hotel, Sydney (formerly The Westin), NSW Australia

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