Speakers

Sarah Abood

Chief executive, Profile Financial Services

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

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

Rhett Das

Managing director, Integrity Compliance

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

Dante De Gori

Chief executive, Financial Planning Association of Australia

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

Michael Downey

General manager advice partnerships, NAB

4:45pm – 5:15pmMENTAL HEALTH ACTION PLAN

Rod Edge

Head of advice education, capability and careers, AMP

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

Maria Falas

Head of mental health and wellness, OnePath

4:45pm – 5:15pmMENTAL HEALTH ACTION PLAN

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

Anthea Hickey

Director, Hipotential

4:45pm – 5:15pmMENTAL HEALTH ACTION PLAN

Katherine Hunt

Program advisor and lecturer, Griffith University

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

Nathan Jacobsen

Managing director, Paragem Moderator

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

Rob Jones

Managing director, Peloton Partners

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

Marcus O’Sullivan

Managing director, Affinia Financial Advisers

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

Mitchell Ramsbotham

National account manager, AIA Australia

11:00am – 12:00pmWHERE WE’RE HEADING – UNIQUE RESEARCH INSIGHTS

Hillary Ray

Partner, Cowell Clarke

12:30pm – 1:15pmFROM THE REGULATOR

Graham Rich

Managing director, Portfolio Construction Forum

2:20pm – 3:00pmINVESTMENT IMPLEMENTATION – TABLE DISCUSSIONS AND CASE STUDY

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

Marcus Wallace

Intermediary sales manager, platforms, dealer groups and brokers, Vanguard Investments

10:55am – 11:00amTHE LICENSEE LANDSCAPE: SETTING THE SCENE

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

13

Aug

Investment Magazine

Group Insurance Summit

August 13, 2019

Four Seasons,, NSW, Australia

27

Aug

-
28

Aug

Investment Magazine

Fixed Income & Credit Forum

August 27, 2019 - August 28, 2019

RACV Healesville Country Club,, VIC, Australia

17

Sep

-
18

Sep

Investment Magazine

Absolute Returns Conference

September 17, 2019 - September 18, 2019

InterContinental Double Bay,, NSW, Australia

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