8:30am - 10:15am

Coach transfers - Sydney Airport to Hydro Majestic

10:00am - 10:30am

Registration and morning tea

10:30am - 10:35am


1:05pm - 1:55pm


Alexis George and Renato Mota return to the summit to discuss their business models and how their directions have shifted over the last year.

The session assesses how licensees are investing in advice practices and how they are correctly pricing it to ensure they are receiving a return commensurate with their risk.

3:30pm - 3:50pm

Afternoon tea

Advice has a supply problem and a stark gender imbalance. How can the profession add more people and make the professional year more economical and how can advice practices better manage admin, grow their client base and increase profitability.

The shift in the regulatory landscape has hampered risk insurance distribution. The session reviews what insurers are doing to help licensees and practices comply with their requirements to provide holistic advice.

5:10pm - 5:15pm


5:15pm - 5:30pm

Bus to Lilianfels

7:00pm - 9:00pm

Conference dinner - Darley's Restaurant

8:15am - 8:30am

Bus to Hydro Majestic

9:00am - 9:05am


CoreData reveals its annual Licensee Research, given all licensee heads insight to what they could do to better serve advisers. A can’t miss session for any licensee that wants to stay on the pulse of what advisers are thinking.

ASIC and AFCA will engage with the profession and discuss its key areas of focus in the coming year, while class action law firm Maurice Blackburn will inform the industry to what it sees as weak points to address from a consumer perspective.

10:35am - 11:00am

Coffee break

Last year Peter Ornsby provided a case study on the cyberattack faced inside his network and the ensuring fallout. One year later how is he keeping on top of it and what are other practices doing?

12:30pm - 1:30pm


Bradley Betts will reveal where artificial intelligence is taking us in 2023, while our panellists reflect on what issues have been solved and where we should look from 2024 and beyond.

3:10pm - 5:00pm

Conference close - Coach transfers to Sydney Airport