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Schedule and Agenda


1 June, 2022

8 June, 2022

08:00 AM - 09:00 AM

Registration and Exhibition Open

09:00 AM - 09:10 AM

Welcome from MC

Victoria Devine
Victoria Devine
Managing Director and founder of Zella Wealth; podcast host and founder of She's on the Money
09:10 AM - 09:55 AM

KEYNOTE: The metaverse is set to revolutionise life as we know it, but what does this new world look like for advisers?

'Metaverse' is THE latest buzz word on the street and with the Facebook Company recently renaming itself to Meta, you can be assured something big is on the horizon!

The world has seen five years of technological advancement in the last 12 months alone.

AI is pervasive, and the media is in a frenzy over the coming of AR and VR capabilities and the impact they will have in the metaverse.

Hear from award-winning leader in tech and innovation in financial services, and fintech founder Dr Catriona Wallace, as she provides insights into how this new world may look for both consumers and advisers alike.

This session will make you rethink how you do business in the future!

Dr Catriona Wallace
Dr Catriona Wallace
Leading writer, speaker and advisor on responsible technology
09:55 AM - 10:15 AM

PANEL: The future of advice automation

Automation is no longer a cookie-cutter solution.

In this session, discover real case studies on how professionals in parallel industries are leveraging automation to save time without sacrificing client experience.

You will discover the future of automation as our panellists discuss:

  • What is automation? How does it work? What can it do for you?
  • The benefits of automation for licensees and financial planning practices
  • What should be automated, what shouldn’t be automated and how you can measure the results
  • How important is Integration to automation and how does integration support automation?
Daniel Bower
Daniel Bower
Head of Platform, FinClear
John De Angelis
John De Angelis
Chief Technology Officer, Asendium
Vincent Holland
Vincent Holland
Head of Sales and Business Development, Plutosoft
10:15 AM - 10:50 AM

Networking break and morning tea refreshments

10:50 AM - 11:10 AM

Hear from our Platinum Partner – AstuteWheel

Choosing a great technology partner is essential for a practice to thrive in the new advice profession with: greater compliance obligations, higher cost of advice, and clients expecting better value.

In this session, AstuteWheel reveals its all-new platform as it unpacks how it will create efficiencies and provide better client value.

Hans Egger
Hans Egger
Managing Director, AstuteWheel
11:10 AM - 12:00 PM

MASTERCLASS: Finfluencers are on the rise and they can amass huge audiences quickly, so where does this leave you?

From TikTok producers, Instagram stars, vloggers, and podcast hosts, 'finfluencers' are on the rise but they are also in the cross hairs of ASIC. So where does this leave you? Advisers and financial service professionals are growing their brands and accessing their target audience with the touch of a button.

Unleash your inner finfluencer and learn how you can leverage video marketing and podcasting tools for professionals to expand reach, increase engagement, drive sales and maximise ROI.

Hear from our panel as they discuss the role of the finfluencer in the financial advice ecosystem and unpack how you can stay relevant in a world shifting to DeFi as an educator and mentor.

In this EXCLUSIVE masterclass, you will learn:

  • Why you need to establish yourself as a thought leader, mentor and trusted voice
  • The true impact of video marketing and how you too can create authentic connections with local and global communities
  • Case studies of advisers who have leveraged these platforms to nurture and engage clients
  • How to build strategic relationships with financial influencers and money mentors to create a new lead funnel
  • How you can innovate the way you educate your clients, at scale through mixed digital media offerings

Your audience is at your fingertips, act now to engage them TODAY. Discover tools, tips, tricks and strategies you can put in place to educate clients, build trust and SAVE time.

Camilla Love
Camilla Love
Managing Director, eInvest Australia & Founder, F3 - Future Females in Finance
Adele Martin
Adele Martin
Money Mentor and Founder of The Savings Squad Podcast & My Money Buddy
Victoria Devine
Victoria Devine
Managing Director and founder of Zella Wealth; podcast host and founder of She's on the Money
12:00 PM - 12:55 PM

Networking break and lunch

12:55 PM - 01:30 PM

Fireside chat: Think you have your cyber compliance under control? Think again! Former DOD head on why cyber compliance should keep every adviser awake at night

Financial advisers are a key target for hackers and are uniquely vulnerable to cyber attacks.

Hear from Major General (Ret’d) Dr Marcus Thompson AM, PhD, former head of the Department of Defence’s Information Warfare Division and current director of Cyber Compass, an independent cyber security advisory business, as he discusses how businesses can manage the growing financial risk of cyber penetration.

In this session, gain insight into how business, government and our defence force are combating the rising threat of cyber attacks as Australia drives forward in its transition to a digital future. Learn how you can better prepare your practice from penetrations as the MAJGEN investigates recent phishing and ransomware operations.

Discover why YOU have a large target drawn on your organisation and learn how you can safeguard your practice from being compromised.

You are vulnerable NOW, more than ever. Marcus will shed light on what you need to know this year to protect your business and data.

Major General (Ret’d) Dr Marcus Thompson AM
Major General (Ret’d) Dr Marcus Thompson AM
Former Head of Information Warfare Division, Department of Defence & Director, Cyber Compass
Phillip Tarrant
Phillip Tarrant
Director - Defence and Aerospace, Momentum Markets
01:30 PM - 01:50 PM

Is your tech contributing to the increasing cost to serve?

As issues around affordability and accessibility of advice continue, reducing the cost to serve has become a critical business issue for all planning practices.

In this session, discover the common friction points created by legacy systems and learn how you can reduce your cost to serve as Andrew Whelan unpacks a real case study of a practice that has embraced next-gen technology to eliminate risk and efficiency to deliver more profit.

Andrew Whelan
Andrew Whelan
Chief Executive Officer, DASH Technology Group
01:50 PM - 02:10 PM

PANEL: General vs Personal Advice - deliver advice at scale

Minimise reliance on misinformation, finfluencers and chat rooms with a digital advice journey that enables delivery of personal advice at scale.

In this session, we will unpack general and personal advice models and discuss the pros and cons of each. Discover how you can achieve a scaled personal advice model that reduces red tape, saves time and is personalised to meet individual needs.

Our panel will discuss:

  • A debate on scaled advice - should you even be looking to scale your advice offering?
  • Advice models to scale - How to achieve scaled personal advice model that reduces red tape, saves time and is personalised to meet the needs of each client
  • Digital advice offerings - What technology exists today, to support the delivery of personal advice at volume and dissolve cost barriers for new clients
Nigel Singh
Nigel Singh
Chief Operating Officer, Integrated Portfolio Solutions
Steve Davison
Steve Davison
Chief Operating Officer, Midwinter
Tracey Sofra CPA CFP (VIC only)
Tracey Sofra CPA CFP (VIC only)
Managing Director & Founder of Sofcorp Wealth, CEO & Founder of WOW Women Group
Amie Baker (NSW only)
Amie Baker (NSW only)
Financial Adviser and Money Mindset Coach, Rekab Advice Co-founder of Money Mindset Coaching Pty Ltd
02:10 PM - 02:40 PM

Networking break and afternoon tea refreshments

02:40 PM - 03:05 PM

Blockchain basics: Embrace the new paradigm of investing and advance into the digital asset arena

Blockchain is set to revolutionise the financial services sector and transform how advisers interact with customers.

In this session, gain the confidence to step into the world of digital assets as Blockchain Australia's Caroline Bowler walks you through blockchain fundamentals for advisers.

Gain insights into the tools you need to start thinking about blockchain and digital assets constructively as you discover:

  • How blockchain operates and its characteristics
  • Bitcoin and altcoins - what are they, really? Which is a better investment?
  • An adviser's guide to breaking into the blockchain and crypto marketplace
Caroline Bowler
Caroline Bowler
Chief Executive, BTC Markets
Darren Younger (NSW Only)
Darren Younger (NSW Only)
Darren Younger, CEO, Bricklet
03:05 PM - 03:30 PM

PANEL: Open Banking is a seismic shift in financial services and it's time YOU unleashed its power

How can advisers take full advantage of the new CDR rules for trusted advisers?

In this session, discover what the new CDR rules mean for you and uncover how you can harness open banking to gain instant access to a comprehensive, verified and up to date view of your customers’ finances in a cyber safe environment!

Learn how you can engage clients at the RIGHT time as we share how open banking and AI will enable meaningful client experiences, manage risk and increase engagement through instant notifications.

Join us and learn how you can prepare for the changes and leverage the opportunities that shared data and open banking will provide.

CDR - What do the new CDR rules mean for advisers? And what opportunities exist?
Open banking - Learn how open banking can enable instant access to a comprehensive, verified and up to date view of your customers’ finances so you can better understand your clients’ needs
BaaS - We ask how banks should look to innovate into the advice space as we uncover case studies of advisers that have integrated BaaS

Andrew Clouston
Andrew Clouston
Chief Customer and Partnerships Officer, Volt Bank, Australia
Adrian Patty
Adrian Patty
Founder, Advice Revolution
Jill Berry (VIC only)
Jill Berry (VIC only)
CEO and Co-Founder, Adatree
Alex Scriven (NSW only)
Alex Scriven (NSW only)
Chief Operating Officer, Adatree
03:30 PM - 03:55 PM

PANEL: DeFi - A friend or foe to advisers?

The decentralisation of finance is on the horizon, as the world shifts to democratise the internet, currency and data through blockchain technology.

Never fear, the future holds a place for Defi and human advisers to co-exist.

In this session, discover:

  • What is decentralised finance? And how will it impact the adviser of tomorrow?
  • How you can structure your practice today to prepare for the shift
  • How you can not only prepare for the change, but connect with DeFi services to gain a competitive edge
Charlie Nave
Charlie Nave
Senior Analyst, Holon
Paul Derham
Paul Derham
Managing Director, Holley Nethercote Lawyers
Lisa Wade (VIC Only)
Lisa Wade (VIC Only)
Lisa Wade, CEO, DigitalX Ltd
03:55 PM - 04:05 PM

MC close

04:05 PM

Summit concludes