Licensee Summit

The ALRC is tasked with unwinding complex and unwieldy financial services regulation, with its interim reports indicating it will do so without fear or favour. We sit down with the people who will shape the industry, discuss the interplay between legislative architecture and legacy regulation, and the effect changes to both will have on the advice ecosystem.

This session looks at Michelle Levy’s take on the review she’s undertaking – what she expected, what she’s found, what the submissions (due June 3) have expressed and what’s next.

This session looks at what could be achieved if we started building the planning profession from scratch and looking at how we could expand advice delivery to more Australians.

Two licensing industry behemoths share their vision for the future of the industry and reflect on how they are building scale in a tailored way.

In a possible future where advisers are individually registered we look at what advisers value most from their dealer groups and consider how licensees may further evolve to provide service-only propositions that advisers will continue to value.

What will happen if insurance advice commissions are cut- what are the insurers thinking regarding a distribution structure with advisers and how are clients going to get insurance? Are insurers looking to make products that don’t include commissions for those advisers who don’t want them at all.

Mental health issues in the advice industry have become more prevalent in the wake of the Royal Commission and the pandemic. We ask what responsibility licensees have in taking care of advisers' mental health and what role licensees have in the mental health of their advisers. Presenters to be announced soon.

Australia's best-known brain surgeon Charlie Teo talks about his work on the brain, mental health and why he has chosen the most difficult stream of medicine to focus on, plus the  advances he's seen in his time in surgery.

CoreData presents its latest research on licensee satisfaction; where advisers score licensees on what they’re doing well and what the need to do better.

For the last 20 years the industry has been trying to answer the basic question – how can we provide advice to more Australians? We’ve tried product innovation and greater regulation but in 2022, the gaps still remain. Is this industry ready for disruption? Are there innovators that can take on the challenge and spur real change in the industry to solve this need? We look at the way businesses are run, how technology is used and how we can potentially change the industry to capitalise on efficiencies and, by doing so, advise more Australians.

This conversation will analyse different business models from across the advice community that offer a profitable roadmap for the future.

Licensees list cybersecurity as the number one concern in 2022. We look at a case study of what actually happened when something did go wrong. How responsible are as a licensee if something goes wrong in one of your practices or with one of your advisers? More presenters to be announced soon.

Top legal minds provide valuable tips on how to best protect advisers from appearing in the courts and the complaints tribunal with examples of what they've been seeing from dealer groups and advisers. More presenters to be announced soon.

This session will round up the main discussion from the previous two days, look at what licensees need to focus on in the next few years including ideas on scoped advice, money coaches, crypto.

One of the superannuation industry’s most influential characters, Garry Weaven, talks about what the intentions of compulsory super were and how he views the results since then. What would he do today to set Australians up best for their future.