AFA - Conference 19 Program

unshakeable. undivided. united. unlock your future.

AFA CONFERENCE 19 ADELAIDE Wed 28 – Fri 30 August

12+CPD hours

WEDNESDAY 28 AUGUST 8:00am

undefeated.

AFA Bootcamp

10:30am

AFA Inspire Masterclass of Wellness Shannah Kennedy Life Strategist, Executive Business Coach

11:30am

12:00pm 1:00pm

Lyndall Mitchell Life Coach, Wellness Entrepreneur uninitiated.

Get mindset ready for conference first-timers Vanessa Bennett CEO Next Evolution Performance Lunch & Exhibition Open united. Conference welcome.

Marc Bineham President, AFA Meet your MC

1:20pm

Philip Kewin Chief Executive Officer, AFA This is the time.

The Hon. Julie Bishop

2:00pm

Policy Outlook Phil Anderson General Manager, Policy & Professionalism, AFA

2:30pm

3:00pm 3:30pm

Assistant Minister Address The Hon. Jane Hume Assistant Minister for Superannuation, Financial Services & Financial Technology Afternoon Tea Economic Outlook Jody Fitzgerald (Facilitator) Head of Institutional Portfolio Management, Morningstar Hugh Giddy Senior Portfolio Manager & Head of Research, IML Brian Parker Chief Economist, Sunsuper Jason Todd Head of Wealth Management Investment Strategy, Macquarie

4:20pm

AFA Foundation 2019 Olivia Sarah-Le Lacheur National Chair, AFA Foundation

4:35pm

Supercharge your client journey Michelle Hoskin direct from the UK Founder & Director, Standards International Ltd

5:15pm 6:00pm 6:30pm 9:30pm

AFA | 2

Day 1 Wrap up AFA VIP Event (invitation only) An evening in the sun with Sunsuper Welcome to united. unofficial.

Officially unofficial Club AFA event

AFA CONFERENCE 19 ADELAIDE

THURSDAY

29 AUGUST

6:00am

undefeated.

AFA Bootcamp

7:00am

Paraplanner Pulse Breakfast Michelle Hoskin Founder & Director, Standards International

8:30am

8:35am

Recap Meet your MC Jessica Brady Founder, Fox & Hare Wealth Flexibility, adaptation and embracing change to stay on top Warren Randall Managing Director, Seppeltsfield Wines

9:25am

A matter of trust: the practice of ethics in finance Clare Payne Founder, Ethics Partners

10:10am

10:45am 11:30am 11:40am 12:25pm 1:30pm 2:15pm 2:25pm 3:10pm 3:45pm

Morning tea FOCUS SESSIONS Business Growth Advice Strategy Professionalism Innovation Focus sessions 1 – 3 Room change Focus sessions 4 – 6 Lunch Licensee Leaders Lunch (invitation only) Focus sessions 7 – 9 Room change Focus sessions 10 – 12 Afternoon tea The Future of Life Insurance: Industry Leaders Panel Kristine Brooks Chief Distribution Officer, Zurich Australia Brett Clark Group CEO & Managing Director, TAL David Hackett CEO & Executive Director, MLC Life Insurance Damien Mu CEO, AIA Australia

4:30pm 7:00pm 7:30pm

AFA CONFERENCE 19 ADELAIDE

Day 2 Wrap up Pre-dinner drinks AFA Gala Dinner, brought to you by Zurich featuring:

AFA | 3

FRIDAY 30 AUGUST 7:00am

undefeated.

AFA Bootcamp

8:15am

Morning Market Join us in the Conference Expo Recap Meet your MC

9:00am

9:05am

Rob Coulter General Manager Partnerships, AFA Stress Resilience Chelsea Pottenger Managing Director, EQ Consulting co

9:50am

The Advice is Right Powered by XY+ The ultimate adviser game show of skill, talent and humility!

Elite advisers compete in teams to develop the best solutions to client and business scenarios as judged live by the conference audience.

10:30am

Morning tea

11:00am 11:55am 12:05pm 12:45pm 1:45pm

Meet the Professionals / Meet the Mentors / Meet the Innovators Session 1 Room change Session 2 Lunch The Future of Advice Geoff Lloyd CEO, MLC Wealth Jason Andriessen Managing Director, CoreData Group Grahame Evans Managing Director, GPS Wealth

2:30pm

united. Reflections Glen James AFA Conference 19 Chair

2:40pm

Dr Richard Harris SC OAM Specialist Anaesthetist, ‘2018 Thai Cave Rescue’ Diver

3:30pm

Conference Close

united. AFA Conference 19

Where others see challenges, we see opportunities. United, we can make a difference.

We know the challenges of regulatory and professional standards reform are putting pressure on many advisers and their businesses, however through these changes it’s important to keep in touch with supportive networks, share learnings and best practice and unite as the AFA community.

So, join your peers and industry leaders in Adelaide and be part of an event like no other!

AFA | 4

AFA CONFERENCE 19 ADELAIDE

AFA CONFERENCE 19 ADELAIDE

united. understand. uncover.

Social Events

Spend some time unwinding and getting fresh new ideas

AFA INSPIRE MASTERCLASS OF WELLNESS

AFA WELCOME RECEPTION

unofficial.

ClubAFA

Wednesday 28 August 10.30am – 12.00pm Adelaide Convention Centre Cost: $99pp *Includes Morning Tea & CPD hours

Wednesday 28 August 6.30pm – 9.30pm Adelaide Convention Centre Cost: Included for FULL Delegate Registrations.

Additional tickets available to purchase.

Theme: “Tropical” Dress Code: Relaxed Tropical

Wednesday 28 August 9.30pm – late Venue: 2KW Bar (Rooftop)

AFA Gala Dinner 29 August, 2019 7:00pm brought to you by

featuring

undefeated.

AFA BOOTCAMP

PARAPLANNER PULSE BREAKFAST

AFA GALA DINNER

undefeated.

AFA BOOTCAMP

Thursday 29 August 7.00am – 8.15am Adelaide Convention Centre Cost: $45pp *Includes Hot Breakfast and CPD hours

Thursday 29 August 7.00pm for Pre-Dinner Drinks Adelaide Convention Centre Cost: Included for FULL Delegate Registrations.

Additional tickets available to purchase Dress Code: Black Tie

Wed 28 August 8:00am Thu 29 August 6:00am Fri 30 August 7:00am Venue: Level 1, above conference exhibition Cost: FREE Dress: Bring your sweats