Program
8.00 - 8.30am
Arrival Registration, Tea & coffee served
8.30am
MC Welcome
2020 Focus for Policy & Professionalism
Our two Phil’s outline the key policy, education and professionalism updates you need to ensure your business is prepared for 2020 and beyond. You’ll also hear the latest on AFA strategy, community news and member benefits
Philip Kewin, AFA Chief Executive Officer
Phil Anderson, AFA General Manager Policy & Professionalism
Up to speed on the latest pre and post retirement advice strategies
Lots has changed in our regulatory world over the last year so Andrew Lowe, Challenger’s Head of Technical Services, will get you up to speed on the latest pre and post retirement strategies to maximise retirement outcomes for your clients.
Andrew Lowe, Head of Technical Services, Challenger
Give back to make a difference
Your local charity seeks your support to make a difference to those in need.
Olivia Sarah-Le Lacheur, AFA Foundation National Chair
10.20am
Morning Tea
Futureproof your business to thrive
Simone Du Chesne, AFA 2019 Adviser of the Year shares her tips on diversifying a mature advice practice through profitable joint ventures with accounting firms. You’ll also learn how a clear and focused people and business strategy can change the growth trajectory of your business for success today and well into the future.
Simone Du Chesne, Financial Adviser, EQ Wealth
I'm an overnight success - a mental health journey
Chris Carlin, AFA 2019 Rising Star of the Year, is an overnight success, however overcoming significant mental health challenges has played a key part. You’ll take away great insights and tools that will help you get perspective to manage your well-being to run a better-balanced business, and a better-balanced you.
Chris Carlin, Financial Adviser, Master Your Money Now
12.00
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