AGENDA

9:00 AM

POST-ELECTION WRAP UP

With the federal election now done and dusted, our economic expert will explore:

  • The latest government policies and plans for implementation
  • The short and long-term impact on the funds environment and how the landscape will evolve
  • The changing face of platforms post-RC
  • The likely impact of new economic policy on advisers, investors and fund managers
Mike Thomas

Director, Deloitte Access Economics

9:45 AM

THE EVOLUTION OF THE PLATFORMS MARKET AND THE KEY DATA BASED TRENDS FACING THE INDUSTRY IN AUSTRALIA

Our expert will share exclusive data and research around platforms as well as emerging trends relating to consumers, investors, financial planners and fintech.

Michael Blomfield

CEO, Investment Trends

10:30 AM

MORNING TEA

11:00 AM

PARTNER SESSION

11:30 AM

CHALLENGES AND OPPORTUNITIES

Arthur Naoumidis serves as the CEO of ASX-listed Domacom (ASX:DCL), a revolutionary platform business that utilises cutting-edge technology while harnessing the latest innovation. Join James Mitchell, Editor of wealth at Momentum Media, as he gets up close and personal with Arthur, an industry pioneer, as they discuss the many challenges and opportunities facing the business and the sector as a whole.

Arthur Naoumidis

Chief Executive Officer, Domacom

11:50 AM

THE GREAT DEBATE

It's back! This controversial session will see industry thought leaders participate in a battle of ideas about the potential advantages, disadvantages, conflicts and risks of co-ownership of product and advice. Will this structure be a part of the future of financial advice or is it destined for the dustbin of history?

Join our panel as they go head-to-head: "In-house product recommendations: (How) Can the conflict be managed?" Chatham House Rules

Mediator: Simon Carrodus

Senior Associate, The Fold Legal

Shannon Bernaconi

Managing Director, Wealth O2

Mark Minchin

Managing Partner, Minchin Moore

Michael Rees-Evans

Director, Libertas Wealth Consultin

Dr Deen Sanders OAM

Ethics and Professionalism Leader, Deloitte Governance, Regulation and Conduct Group

Bernie Rippoll

Non-Executive Director, Allianz Australia Retire+

Daniel Brammall

President, Profession of Independent Financial Advisers

12:50 PM

LUNCH

1:50 PM

OPEN BANKING AND THE BIG DATA OPPORTUNITY

Co-founder and director of Midwinter, Julian Plummer takes us through the future of data in the financial advice industry, aggregated data services and the rise of open banking. Julian will also share his unique thoughts and insights on data in the context of modern digital transformation, running your business in real time and utilising data driven insight.

Julian Plummer

Executive Director, Midwinter Financial Solutions

2:35 PM

WITH GREATER KNOWLEDGE COMES GREATER POWER, BUT HOW CAN YOU ENSURE THAT YOU USE THIS POWER RESPONSIBLY?

Greater access to data and smart ways to use it gives us greater power over our database. Where do we draw the line and what considerations need to be acknowledged and implemented in order to ensure that our motivations and choices are within ethical parameters?

Dr Deen Sanders OAM

Ethics and Professionalism Leader, Deloitte Governance, Regulation and Conduct Group

3:20 PM

AFTERNOON TEA

3:40 PM

KEYNOTE: LIFE BEYOND FEAR

Mark Mathews is a true inspiration and Aussie legend. In the last 10 years, Mark has taken himself from a penniless want-to-be surfer to an international brand name, part-time philosopher, storyteller, big-wave surfing legend and all-round good guy. Hear Mark’s engaging and powerful presentation packed with results-driven strategies.

Mark Mathews

Professional big wave surfer

4:25 PM

CLOSING REMARKS - DAY 1

From James Mitchell, Editor, Wealth & Wellness, Momentum Media

6:30 PM

GALA DINNER - SURPRISE SESSION