Licensee Summit - Blue Mountains
June 19-20, 2023
Accommodation
Lilianfels Resort & Spa
5/19 Lilianfels Ave
Katoomba NSW 2780
Tel: +61 2 4780 1200
www.lilianfels.com.au
Conference proceedings and lunches
Hydro Majestic Hotel
52-88 Great Western Highway
Medlow Bath New South Wales 2780
Tel: +61 2 4782 6885
www.hydromajestic.com.au
Conference networking reception and dinner
Lilianfels Resort & Spa - Lounge and Darley's Restaurant
19 Lilianfels Ave
Katoomba NSW 2780
Tel: +61 2 4780 1200
www.darleysrestaurant.com.au
Accommodation
Please book your accommodation online with Lilianfels applying code LS2023.
Or contact the hotel reservations team and quote "Conexus Licensee Summit" to access our discounted room rates.
Lilianfels Resort & Spa reservations
19 Lilianfels Ave
Katoomba NSW 2780
Tel: +61 2 4780 1200
Email: reservations@lilianfels.com.au
Deluxe Resort View Room - $405/night
Terms & conditions
- Accommodation rates are inclusive of full breakfast served in The Orangery
- All accommodation rates are quoted in Australian Dollars (AUD) and inclusive of the Australian government imposed 10% Goods and Services Tax (GST)
- The above accommodation rates are quoted, subject to Group terms and conditions, which include deposit requirements on accommodation blocks.
- Rates are non commissionable
- Credit Card Payment: Service Charge – credit card payments relating to Lilianfels Blue Mountains Resort & Spa incur a merchant fee of 1.5% (including GST) for Visa, Amex and MasterCard and 2.25% (including GST) for Diners Club
Key contact
Kelly Henderson
Senior events manager
M: +61 436 603 526
E: kelly.henderson@conexusfinancial.com.au
Coach transfers - Sydney Airport to Hydro Majestic
Registration and morning tea
Welcome
Setting the scene for the response to the Quality of Advice Review and how this will affect licensees. This session will dissect the likely outcomes for education, super funds and digital advice.
According to research by CoreData there are six basic licensee models which will dissect in this session.
We look at ASX-listed businesses and hear from a share analyst about they value licensees.
Lunch
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.
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.
Close
Bus to Lilianfels
Fireside chat and networking reception - Lilianfels Lounge
Conference dinner - Darley's Restaurant
Bus to Hydro Majestic
Welcome
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.
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?
Who else can help the licensees – what is the responsibility of providers?
Lunch
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.
What are the changes that the industry needs, what needs to be done? How do we make a commitment and develop these into concrete steps.
