8:30am - 8:55am

Registration

9:00am - 9:30am
The outlook for the advice profession has never been brighter. Insights from the experts explain exactly why.
It’s all about what comes next post-retirement that clients are now struggling with. It’s about the messaging.
Looking at life again – how can it be incorporated into my business and why does it make good business sense 
11:00am - 11:30am

Morning tea

11:30am - 12:15pm
Making the professional year make sense in your business – lessons from practices that have done it right.

Greg Cook

CEO and CFP, Eureka Whittaker Macnaught

Tara Ross

Head of GPS Wealth, Diverger Limited
12:15pm - 12:45pm
Are we getting it right – what is the disciplinary scorecard saying?
12:45pm - 1:45pm

Lunch

1:45pm - 2:45pm
Table discussion to cover staffing issues, client issues and business succession.
2:45pm - 3:30pm
All talk and no action – we talk to the practices that have successfully integrated AI into their business and look at how others can build on their experience.

Sonya Choi La Rosa

General manager technology and operations, Diverger

Darren Wright

Owner and senior financial advise, Acuity Private Wealth
3:30pm - 3:50pm

Afternoon tea

How to build great teams and make sure the business is working best for your best people.

Jamie Soward

Former professional rugby league footballer and currently St George women’s NRL team coach
4:30pm - 5:15pm
Why merge, why offer equity to staff, and why look for outside investment? Tales from those who’ve taken the step.

Angela Martyn

Senior adviser, Yarra Lane

Troy MacMillan

Chief executive, The Wealth Designers
5:15pm - 6:15pm

Networking drinks