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ADVISER INNOVATION SUMMIT 2017

Building sustainable advice practices for the future.

LOCATIONS

Sydney 1 June
Sydney Masonic Centre

Melbourne 8 June
Melbourne Convention and Exhibition Centre

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FIND OUT WHAT THE BUZZ IS ALL ABOUT!

Hear what advisers have to say about this jam-packed event!

About

In today’s digital age era, innovation is no longer an option, but a MUST to ensure your business’ survival. The Adviser Innovation Summit 2017 is for financial advisers aware of the new age of digital disruptions and generational transformation, who ultimately want to progress and build sustainable advice practices for the future.

This is a unique and must-attend event for advisers, practice principals and IT staff!

EASY THEME OPTION PANEL

IT’S ALL ABOUT THE UX

UX is all about two things: the user and the experience. Be it physical or digital, your product or services will provoke an emotional and intellectual response, not only in the way it works but also how it looks and feels.  Find out why X marks the spot!
EASY CUSTOMIZABLE

INNOVATION, ALWAYS!

Innovation is not just about technology. It's the action and process of change and the evolution of culture that help promote growth in you and your business. Learn how to provide valuable experiences that will ensure you build clients for life.

CLEAN CODING

WHAT CAN YOU DO FOR ME?

Leading tech and software companies will showcase today’s innovative solutions for financial advice firms looking beyond tomorrow. Learn about the latest products and solutions you can implement in your business today!

HTML5 & CSS3

HEAR FROM THE GURUS

Think outside the financial advice box. Hear from industry leaders and experts on how they’ve embraced innovation and how it’s worked for them. Learn from the best!

7X24 SUPPORT

CONNECT, COLLABORATE & INSPIRE

Chat to fellow professionals. Share your thoughts and ideas, and network with the leading innovators of the financial advice industry. Learn how others are preparing for the future!

MULTIPURPOSE

BRING THE SQUAD

This event will provide actionable ideas and practical solutions for all aspects of your business. Get the whole team inspired. Learn how small changes can have a big impact on your business!

Agenda

Event Details

 Sydney

8:15am: Arrival
8:45am: Conference commence
5:00pm: Conference close

Thursday 1 June 2017
Sydney Masonic Centre
Grand Lodge
66 Goulburn St,
Sydney 2000
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Melbourne

8:15am: Arrival
8:45am: Conference commence
5:00pm: Conference close

Thursday 8 June 2017
Melbourne Exhibition Centre
Clarendon Auditorium
2 Clarendon Street,
South Wharf 3006
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Speakers

Amreeta Abbott

Amreeta Abbott

CEO

NowInfinity

Amreeta is one of the most dynamic business women currently working in the Australian Fintech space. She is highly regarded for her technical and professional knowledge with a reputation that extends far beyond her two main enterprises. In 2012, Amreeta established NowInfinity, a leader platform in the Fintech space. NowInfinity embodies everything Amreeta loved about the Fintech space. It’s ability to relieve pain points and blockages in the financial services sector enables it to move fluidly through the Australian financial services industry, setting new standards and pioneering new opportunities as it goes.

Peita Diamantidis

Peita Diamantidis

Managing director and financial adviser

Caboodle Financial Services

Peita Diamantidis is a new form of ‘geek’ hybrid – maths and finance nerdiness combined with a passion for communicating that has her on a mission to empower the public to take charge of their finances.

With 20 years in the financial services industry, and the last 10 spent as a practising financial adviser, Peita’s focus on communication culminated in the release of her first book, Finance Action Hero, Book 1: Basic Training, in May 2014, with the follow up, Finance Action Hero, Part 2: Mission Possible, released in 2015.

Utilising a background in Actuarial Studies, Peita has also developed a keen interest in the science of Applied Innovation. The combination of her passion for communicating and her interest in applied innovation have led her on a never ending journey to find ideas, widgets and new-fangled ways of bringing the financial advice industry and the Australian public closer together.

Hans Eggar

Hans Eggar

Managing director

Astute Wheel

Before joining the financial planning industry 20 years ago, Hans Egger gained valuable experience as a Management Consultant with Price Waterhouse Urwick and as National Marketing Manager for Australian Associated Press (AAP) in its Information Services and Financial Services departments.

Hans became a financial planner in 1998, starting his own practice in 2001. He built the practice into a successful business based in North Sydney, in May 2015 Hans sold the business to focus on the Astute business, He is still involved in the financial business and still sees some clients.

Hans holds a Bachelor of Business (Marketing), the Graduate Diploma in Applied Finance, the Graduate Diploma in Financial Planning and Certificate IV in Mortgage Lending. He is a Certified Financial Planner (CFP) and is a current member of the FPA, AFA and FINSIA. Hans is also currently studying the Doctorate of Business Administration.

Peter Ford

Peter Ford

Internationally-acclaimed innovator, enabler and former broadcaster

Peter Ford is the extraordinary mind behind NeuroSwitch – a system he Beta-tested with Prof. Stephen Hawking that is revolutionising the lives of people with profound disabilities.

As the world begins to ask what happens when Artificial Intelligence (AI) machines become smarter than we are, NeuroSwitch is on the leading edge of enabling us to control the same systems with our own neural signals – building on the bionic foundations laid by heart pacemakers and the revolutionary Cochlear hearing system in order to make us all functionally bionic.

His presentations include live demonstrations of NeuroSwitch, during which members of the audience control a computer with their own neural signals.

Peter was the first Australian news anchor at CNN and CNN2 in Atlanta, a former NSW Senior Australian of the Year, and is also a member of Mensa.

Stan Gallo

Stan Gallo

Partner, risk consulting 

KPMG Forensic Technology

Stan Gallo is a former deep cover police operative who has lived numerous lives, including as a narcotics trafficker, arms dealer and cyber-criminal. Having experienced these lives, Stan has a unique perspective on all manner of nefarious activities – he has lived these risks. A risk management specialist, Stan combines his unique insights with traditional investigative skills and forensic technology expertise to assist clients with fraud, financial crime, misconduct, and associated risk issues across all economic sectors.

Stan has also authored a number of technology-related articles in a range of publications and has been involved in numerous media appearances, publications and presentations both in Australia and internationally. As the national leader of KPMG’s Forensic Technology team, Stan provides advice and insights to organisations looking to minimise cyber risk and assists them in responding to incidents when they do occur.

Matt Heine

Matt Heine

Joint managing director 

Netwealth 

Matt Heine commenced with Netwealth Investments Limited in January 2000 and has been instrumental in the development and implementation of the business strategy, distribution and marketing of the Netwealth group since that time. As Joint Managing Director he is involved in overseeing all business activity at a board and executive level for Netwealth Group Limited and its subsidiaries which include Bridgeport Financial Services Pty Limited and Pathway Licensee Services Pty Limited. Matt was appointed as Joint Managing Director in 2014. Matt is an Investment Guardian on the popular TV show “The Investment Series”, holds a Diploma of Financial Services, an Advanced Diploma of Management and sits on the Financial Services Council – Superannuation Board Committee.Matt is a member of the Netwealth Advice Group Investment Committee.

Michael Heine

Michael Heine

Joint managing director 

Netwealth 

Michael Heine has extensive experience in Australian and European financial markets, including commodity trading, international financing, mortgage lending and property development through the privately owned Heine Brothers Organisation. His involvement in public unit trusts commenced in 1982 when Heine Investment Management Limited was established. Heine Investment Management was acquired by ING in 1999 for more than $115 million when it had almost $3 billion funds under management. Michael then proceeded to establish Netwealth Investments Limited of which he is the Joint Managing Director.

Michael is a member of Netwealth’s Group Nomination Committee and Investment Committees.

Steve Holmes (Sydney only)

Steve Holmes (Sydney only)

Co-founder and director 

Feedsy

Steve has worked in the Financial Services industry for 30 years, 24 of these years with
one of Australia’s largest licensees. During the last four years, Steve has founded two
businesses, SHMarketing&Design and Feedsy.
Steve is passionate about the financial services industry and adding value to financial
planning businesses, he prides himself on providing tangible solutions that make a
difference.
Steve is married and enjoys playing tennis, camping, water-skiing, listening to music and
watching his two children play sport in the Adelaide Hills community.

One of Steve’s biggest challenges was walking the Kokoda trail in 2007.

Gavin Klose (Melbourne only)

Gavin Klose (Melbourne only)

Co-founder and director 

Feedsy

Gavin started his journey with a Bachelor of Graphic Design and immediately formed a boutique design studio in the eye of a recession in 1992. He soon developed a passion for collaboration to help clients benefit from cutting edge marketing. This lead to forming alliances with other agencies – culminating with the merging of his brand agency DO-DA with SA’s leading digital agency, Fusion.

After 6 years as a director at Fusion, Gavin left to pursue alternative business models. At this time he enjoyed 3 years establishing FULLER Brand Communications as SA’s leading content marketing agency – bringing together story telling, design and technology.

In 2012, over a chance conversation with Steve Holmes, an opportunity was identified to develop a low cost content marketing model for small business – and Feedsy was born.

Peter Malekas

Peter Malekas

Founder and managing director 

Moneysoft

Peter’s passion for innovation in the financial services industry, has been shaped through more than 10 years of servicing different clients as both a former accountant and financial planner.
With a Bachelor of Commerce degree and a list or relevant industry qualifications, Peter’s entrepreneurial skills have further shaped his ideas and business knowledge to date.

After acquiring a profound insight into the financial services industry, Moneysoft was born. With a hunger for success and a never-give-up determination, Peter is focused on establishing and growing Moneysoft Limited throughout the Australian financial services industry for the benefit of all Australians.

Adrian Patty

Adrian Patty

Director and financial adviser 

AP Financial Solutions and Spark Professional 

Adrian Patty is passionate about many areas of the financial advice industry. In addition to being the principal adviser at AP Financial Solutions, he is also the director of Spark Professional, a recruitment and training firm dedicated to financial advice. Adrian also contributes as a driving force behind XY Adviser, a community of advisers who share ideas and inspire one another to improve and innovate.

Glenis Phillips

Glenis Phillips

Founding director

Financial Mappers

Glenis Phillips is an educator, investor and expert in both personal finance and mathematical modelling. Initially trained as a teacher and then tertiary lecturer, she then gained over 40 years of business management and personal investment experience. During that time she completed both a Graduate Diploma in Applied Finance and Investments and a Diploma in Financial Advising from the Securities Institute of Australia. Glenis Phillips is the designer of Financial Mappers and author of Map Your Finances.

Julian Plummer

Julian Plummer

Managing director 

Midwinter

Julian Plummer’s primary focus in his role is to develop, implement and drive the growth of Midwinter’s financial planning software across Australia. This includes showcasing the group’s value proposition to licensees, practices, trustees and planners, and working with them to accelerate the growth of their businesses.

Julian has held a number of management positions within the financial advice industry including head of quantitative research for CBA and Financial Wisdom, and has also worked with some of largest multi-manager and superannuation funds in Australia while an asset consultant at Intech Financial Services.

Julian has a Bachelor of Economics (Hons.) and has completed the Chartered Financial Analyst course.

Tim Reid

Tim Reid

Founder and host 

Small Business Big Marketing 

Tim Reid is the founder and host of Australia and New Zealand’s number one business and marketing podcast The Small Business Big Marketing Show.

Having launched the show six years ago, it now ranks on iTunes above the Australian Stock Exchange, Alan Jones, Apple’s very own podcast and even outranks Harvard Business School as the number one business podcast.

Tim has built a global audience of motivated business owners in 110 countries and is also a published author of The Boomerang Effect: Why Being Helpful in Your Marketing Returns More Customers and Makes You More Money. For the past seven years Tim’s been successfully running his own marketing business, prior to which he was the marketing manager for Flight Centre, and also spent another ten years working in Australia’s largest advertising agency looking after the advertising needs of Gillette, AXA, Yellow Pages and Dulux.

Tim travels the world (having spoken in eight countries over the past 12 months) showing business owners and marketers how to implement modern marketing methods to gain success and increase profits, without spending a fortune.

He believes there’s never been a better time to market your business. Ever!

Aleks Vickovich

Aleks Vickovich

Managing editor

Adviser Innovation

Aleks Vickovich serves as Managing Editor, Wealth and Innovation at Momentum Media, with oversight of leading financial services media brands including Adviser Innovation. He has previously worked as a news reporter, foreign correspondent, political speechwriter and corporate PR advisor. In November 2014, he was named Editor of the Year (Business) at the Publishers Australia Excellence Awards, awarded for his work as Editor of ifa magazine and in re-positioning the publication as an advocate for the independent and non-aligned financial advice community. He holds a Masters in Media Practice and Bachelor of Economic and Social Sciences from the University of Sydney and studied political communications at the Leadership Institute in Arlington, Virginia, USA.

Sponsors

Principal Partner

Founded in 1999, Netwealth was established to provide astute investors and wealth professionals with a better way to invest, protect and manage their current and future wealth. As a business, Netwealth seeks to enable, educate and inspire Australians to see wealth differently and to discover a brighter future. Netwealth offers a range of innovative portfolio administration, superannuation, retirement, investment and managed account solutions to investors and non-institutional intermediaries including financial advisers, private client and high net worth firms. Netwealth's award-winning platform is currently rated Australia’s Number 1 Platform for overall functionality and overall satisfaction* providing wealth professionals with the technology required to efficiently manage and add value to their clients.

Gold Partners

Midwinter is a leading Australian financial advice technology company which was founded in August 2006. Since inception, the company has focused on creating innovative software solutions within the financial services and superannuation industries. Midwinter’s clients range from large banks, government institutions and superannuation funds to small independent practices. Midwinter has been providing specialised, cutting edge IT services and systems to the financial services industry for 10 years, with all three founders possessing extensive knowledge and experience in both the financial services and information technology industries.

 

Moneysoft’s heritage lies within the financial services industry, supporting strong financial advice.
We firmly believe that Cash flow is the foundation of saving and investing. Our solutions are built upon this principal.
In 2012 ex-accountant and former financial adviser Peter Malekas, founded Moneysoft with a clear vision, to empower all Australians to take more control of their finances, in particular their cash flow.
Our name is an abbreviation of ‘Money soft-ware’ and Moneysoft has become a well established independent Australian technology company, providing leading-edge Personal Financial Management (PFM) tools and solutions, supporting financial professionals and individuals.
It is used by many professionals, from Financial Advisers and Planners, Money Management coaches, Mortgage Brokers and Superannuation funds and more.

 

NowInfinity is a technology company with a progressive and dynamic cloud based documentation and entity management platform, with features enabling rapid company formation with ASIC, compliance tools and legal document templates for entity establishment and management.

The solution is used by accounting, bookkeeping, financial advice, SMSF specialist, super administration and legal firms. It provides users with legal templates, entity registers, corporate compliance administration and fee management, SMSF compliance, trust management, document collaboration and data integrity via its integrations with but not limited to, Xero, Microsoft Dynamics, salesforce.com, Class and electronic signatures – DocuSign.

Event Partners

AdviserLogic is the award-winning and rapidly growing leader in the Adviser CRM and Practice Management software sector. Established in 2006, AdviserLogic now has a range of cloud-based and related services purpose-built to assist Financial Advisers to prosper.

In 2015, the company launched the now very successful PayLogic solution – helping Licensees simplify and de-risk their business-critical Revenue Management task – and this year AdviserLogic won the 3 primary awards from the annual Investment Trends research. Importantly, it was the third year in a row that the company won in the “ease of use” category, the second year in a row for the “value for money” category, as well as the overall satisfaction award for the first time.

Astute Financial Planner and Astute Estate Planner were developed to help financial advisers:

  • Educate Clients: by being able to simplify the complex and explain to clients what the benefits of financial planning strategies are in plain English.
  • Increase Value: by using the financial planning strategy modeling calculators live with the client to visually illustrate how particular strategies could benefit them.
  • Increase Sales: by showing real value and to easily justify fee-for-advice.
  • Improve Efficiency: by gathering key information from prospects and existing clients prior to meetings to spend more time discussing how they can help their clients.
  • Tighten Control: by being better prepared for meetings so the real value of advice is shown early in client the meeting and advice process.
  • Improve Compliance: by quickly and easily producing comprehensive file notes which also save time on para-planner briefings.
  • Increase Marketing: by using the marketing tools to promote their services and gain new prospects and clients.

Feedsy helps time poor advisers attract and retain clients with newsletters for the digital age.
People engage with awesome stories on beautiful and mobile friendly branded web pages, emails, apps and social media.
Many advisers enjoy the interesting range of weekly stories delivered by Feedsy and the ease of which they are to review, auto-publish and share on social media. While others simply enjoy the time saving convenience of posting and multi-publishing their own content.
That's great news for advisers and their customers – however you look at it.

Feedsy: Great stories; straight to your clients; direct from you.

Financial Mappers launched in 2016 delivers consumer education and involvement in their financial planning process. Our unique consumer usable modelling software allows consumer data entry and holistic examination of multiple alternative outcomes. Our software is separate from advisory planning software and can be used in full service face to face consultations, maintaining close client engagement. Our selectively shared information and tailored reports allows efficient on line low cost servicing for large numbers of advisory or institutional clients on an almost fully individualized basis.

Spike is a content discovery platform that drives content recommendations to your target audience, helping to amplify your message and connect with customers. Spike is the ideal platform for any brand or business looking to connect with new customers and prospects, and help them discover interesting content. Amplify your content today with Spike.

PLAN Australia was established in 1999 and is one of Australia’s largest mortgage aggregation groups, with approximately 1,300 mortgage professionals in their membership. As a leading service provider of premium aggregation services for growth oriented mortgage brokers, PLAN Australia has remained at the forefront of the industry over the last decade, uniting a network of leading mortgage professionals to drive career and business excellence. Our focus is on evolving with our members to give them the tools and knowledge to become the preferred mortgage broker destination for residential, commercial and asset finance advice.

Valenta BPO Solution was established in 2014, to provide efficient paraplanning, loan processing and admin solutions to Financial Planners and Mortgage Brokers.

We have a team of 150+ operational staff and offices in Brisbane, Melbourne, Hong Kong, Bangalore (India), Penang (Malaysia) and Yerevan (Armenia). Our clients vary from large dealer groups to individual practices. We understand the day to day operations of an advice practice and as such, we are able to add value across various functions. Our part time admin solutions start from $900 per month and part time paraplanning solutions starts from $1,250 per month. Having offices 2 hours, 4 hours and 6 hours behind AEST allows us to delivery work overnight and in essence make your operations 24/7.

 

Momentum Intelligence is a market-leading research and intelligence business focused on Australia’s property, professional and financial services sectors. It specialises in data collection and interpretation, helping organisations better understand their markets and make more informed business decisions. Momentum delivers both qualitative and quantitative research analysis and reports, drawing on one of the largest and most engaged research databases in Australia.

Contact

For ticket enquiries

David Talivakaola
[email protected]
Phone: 02 9922 3300

For sponsorship enquiries

Michael Magee
[email protected]
Phone: 02 9922 3300

General enquiries

Roshae Jansen
[email protected]
Phone: 02 9922 3300
Ronan McGowan
[email protected]
Phone: 02 9922 3300