AFA - Awards 19 - Conference Speakers

Championing Excellence in Advice The AFA Awards program reflects the Association’s belief that championing excellence in advice is integral to building a strong profession.

AFA Award winners and finalists lead the way and create a more trusted, robust and diverse profession to help Australians secure their financial future.

AFA Adviser of the Year

Recognising the outstanding leaders in advice Nominations open: 29 April 2019 Nominations close: 7 Jun 2019 adviseroftheyear.com.au

AFA Practice of the Year

Recognising the leading businesses in advice Nominations open: 29 April 2019 Nominations close: 7 Jun 2019 adviseroftheyear.com.au

AFA Female Excellence in Advice Recognising outstanding female leadership in advice Nominations open: 29 April 2019 Nominations close: 7 Jun 2019 afafemaleadvice.com

AFA Rising Star of the Year Recognising the brightest new talent in advice Nominations open: 29 April 2019 Nominations close: 7 Jun 2019 afarisingstar.com.au

AFA Excellence in Education

Recognising the transformative power of education in advice Learn more afa.asn.au/afa-awards

Nominations open: 29 April 2019 Nominations close: 7 Jun 2019 asteronlife.com.au/afaawards

Hugh Robertson - Winner AFA Adviser of the Year Award 2018

AFA Adviser of the Year

“Change is one of the only constants in this world but the important part of it is to know where you are heading, create your own destination and see if change can help get you there in a smarter or quicker way. A lot of people let change distract them from what their goals or purpose are. They say if you know your why, the what and how is easy… and it is true.”

Championed by Zurich for 16 years, the AFA Adviser of the Year award recognises extraordinary and visionary individual advisers, celebrating qualities of leadership, innovation, customer-centricity and commitment to professional excellence.

Nominations open: 29 April 2019 Nominations and applications close: 7 Jun 2019 Find out more here: adviseroftheyear.com.au

Troy MacMillan & Cara Graham - Winners AFA Practice of the Year Award 2018

AFA Practice of the Year

“As a group we are moving through unprecedented change and disruption. Although this time is challenging, it also provides an enormous opportunity for us all to show leadership and create a new advice model that’s more appealing and in the process, change people’s perceptions around financial advice.”

“This year’s winners are at the very pinnacle of financial advice.

While the advice profession undergoes a transformation, this exceptional adviser and outstanding practice are shining examples for their peers.”

Championed by Zurich for 16 years, the AFA Practice of the Year award recognises extraordinary and visionary practices celebrating qualities of leadership, innovation, customercentricity and commitment to professional excellence.

Nominations open: 29 April 2019 Nominations and applications close: 7 Jun 2019 Find out more here: adviseroftheyear.com.au

“With reputation and trust a driving factor for the whole industry, Hugh and TWD Australia have been able to lift this perception across the profession through their unwavering ethics, unique ideologies and actions. Their leadership and courage can forge a path forward in these challenging times.”

Tim Bailey, CEO Zurich Life & Investments

Donna Lee Powell - Winner AFA Female Excellence in Advice 2018

AFA Female Excellence in Advice

“Women bring a different perspective to the profession and help connect with female clients on a deeper level. Many women have traditionally left the handling of financial affairs to the men in their lives. However, this is changing, and it is important we have female advisers to support women to take on this responsibility and create financial independence.”

“Congratulations to Donna Lee on this fantastic achievement.

Donna Lee is a worthy winner in a year where we saw record nominations for the Award.

We’re very proud of partnering with the AFA since 2011 on the Female Excellence in Advice Award. We believe this Award

Championed by TAL for 9 years, the AFA Female Excellence in Advice award promotes positive change in the financial advice profession by encouraging more women to enter the industry and to take leadership roles. Importantly, the award promotes the broadening of choices available to Australians when it comes to seeking financial advice.

Nominations open: 29 April 2019 Nominations and applications close: 7 Jun 2019 Find out more here: afafemaleadvice.com

continues to be an important influence in generating awareness around the need for more diversity within the profession itself whilst also addressing the underrepresentation of women seeking financial advice.”

Niall McConville, General Manager, Retail Distribution, TAL Life

Rebecca Pritchard - Winner AFA Rising Star of the Year Award 2018

AFA Rising Star of the Year

“There’s a changing of the guard across the world with millennials coming into their own, challenging the status quo and leading and creating the future. I can’t quite visualise what this future will look like, but I am excited by the possibilities that it’s raising. Can you imagine a world where our communities are really happy and healthy and financially free? I believe this generation can drive that.”

“Rebecca’s professional experience at KPMG and her strong technical capability has shaped her passion for wealth advice.

Her can-do attitude and her purpose as a financial coach to

Championed by ANZ OnePath for 14 years, the AFA Rising Star of the Year award recognises extraordinary emerging talent in advice. The award has proved to be a springboard to a successful career in the advice industry. It has also provided a richly rewarding experience for the advisers involved, helping them develop personally and professionally in the company of the industry’s best new advisers.

Nominations open: 29 April 2019 Nominations and applications close: 7 Jun 2019 Find out more here: afarisingstar.com.au

make this generation of Australians the most financially free, makes her stand out as a rising star.”

Don Sillar, Head of Sales, ANZ Wealth

Felicity Cooper - Winner AFA Excellence in Education Award 2018

AFA Excellence in Education

“I believe education shapes an enormous role in changing consumer perceptions of our profession. For me, I hear so often that a client didn’t understand the advice that was given or why it was given. Even worse, they’ve felt intimidated or scared to ask the right questions. When we start having open questions with clients that allow them to make better financial decisions independently then I think the value we add increases exponentially.”

“For 12 years, Asteron Life has proudly supported this Award.

We’re delighted to recognise Felicity Cooper who through her education, continues to improve herself and demonstrate

Championed by Asteron for 12 years, the AFA Excellence in Education award recognises the transformative power of education in advice. Previous award recipients have stated that striving for higher standards delivers better outcomes for their clients, their businesses and the wider community. Improving their professional skills and knowledge has led to a higher quality of advice and stronger client relationships.

Nominations open: 29 April 2019 Applications close: 7 June 2019 Find out more here: asteronlife.com.au/afaawards

uncompromising care for her clients. This in turn helps strengthen the overall profile of the advice profession.”

Daniel Waller, Head of Wealth and Life Intermediaries, Asteron Life

The AFA would like to thank our award partners for their contribution and commitment to the AFA Awards program.

Award winners for 2019 will be announced at the AFA Conference in Adelaide on 28 - 30 August 2019

nominate now!

united.

AFA CONFERENCE 19 ADELAIDE Wed 28 – Fri 30 August

Where others see challenges, we see opportunities. United, we can make a difference. This year’s AFA conference is your chance to join your peers and industry leaders in Adelaide, and be part of an event like no other.

uncover

unwind

understand

Uncover new ways to ensure we continue to provide valuable advice to more Australians, as the financial landscape continues to evolve.

Over three days you’ll build supportive networks, and the leadership and wellbeing skills you’ll need to thrive.

Thought-provoking sessions and shared ideas give you practical, actionable insights that will make a difference in your business.

The Hon. Julie Bishop Former Foreign Minister and former Shadow Minister for Foreign Affairs and Trade, The Hon. Julie Bishop has had a long and distinguished career as one of Australia’s most powerful women in politics.

Clare Payne One of Australia’s leading voices on ethics and trust, Clare tracks trends and writes about their implications in her monthly ‘The Ethical Lens’ column in the Australian Financial Review. Clare will present two sessions during conference on ethics, trust and professionalism.

Warren Randall Managing Director of iconic Seppeltsfield Wines in the Barossa Valley, the ‘King of the Australian wine industry’ and visionary business leader shares his story and the passion and determination that has seen him remain at the top of the game.

unlock your future.

Register now at afaconference.com.au

Dr Richard Harris, SC OAM Joint winner 2019 Australian of the Year, anaesthetist and cave diver Dr Richard Harris is a true Australian hero who played an integral part in the 2018 rescue mission to save 12 boys from flooded Tham Luang cave in Thailand.

Hear Dr Harris’ story of collaboration to achieve goals against the odds.

Michelle Hoskin Direct from the UK, internationally recognised author, speaker and leading expert in the design and implementation of international frame-work based best practice standards for client services.

12+CPD hours

Take a breather and join your AFA community at conference! Get motivated over three days with best practice thinking, real strategies that work and inspiring stories to give you ideas and insights that make a difference. The best ideas come when you least expect it and usually not in the office!

PROGRAM OVERVIEW

12+CPD hours

Day 1 Wed 28 August

Day 2 Thu 29 August

Day 3 Fri 30 August

8:00am Health Bootcamp 10:30am Inspire Masterclass 11:30am First Timers Welcome 12:00pm Exhibition Open

6:00am Health Bootcamp 7:00am Genxt Masterclass

6:30am Health Bootcamp 8:15am Exhibition Morning Market

1:00pm united. Opens

Plenary sessions Foundation

8:30am Opening

Plenary sessions

Focus Sessions 1-3

Focus Sessions 4-6

Focus Sessions 7-9

Focus Sessions 10-12

9:00am Opening

Plenary sessions

Meet the Professionals

Meet the Innovators

Meet the Mentors

Licensee Leaders Masterclass

Leaders Forum Masterclass

7:00pm Pre dinner drinks 7:30pm Gala Dinner

2019 AFA Awards ceremony

3:30pm united. Close

6:30pm AFA Welcome Reception 9:30pm unofficial (Club AFA)

HERE’S SOME OF THE FOCUS SESSIONS ON OFFER… Mind your words…the language of ethics.

Building a trusted financial advice brand.

Transitioning your financial advice business.

Estate planning – lifetime value to grow your business.

Exceed and succeed in life insurance advice and strategy.

Tech for an efficient, customer-centric business.

Baby Boomers to GenZ – your ‘how-to’ for generational marketing.

Exam time! How to prepare and study effectively for your FASEA exam.

unlock your future.

Register now at afaconference.com.au

“Eye opening presentation, insightful focus sessions… amazing night functions which exceeded every expectation I had” Matthew, 2018 Conference attendee “I gained so much from a technical perspective and also from meeting so many great people.”

Cara, 2018 Conference attendee

united.

AFA CONFERENCE 19 ADELAIDE Wed 28 – Fri 30 August uncover Uncover new ways to ensure we continue to provide valuable advice to more Australians, as the financial landscape continues to evolve.

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

This year’s AFA conference is your chance to join your peers and industry leaders in Adelaide, and be part of an event like no other.

unwind Over three days you’ll build supportive networks, and the leadership and wellbeing skills you’ll need to thrive.

understand Thought-provoking sessions and shared ideas give you practical, actionable insights that will make a difference in your business.

PROGRAM OVERVIEW

Day 1 Wed 28 August

Day 2 Thu 29 August

Day 3 Fri 30 August

8:00am 10:30am 11:30am 12:00pm

6:00am Health Bootcamp 7:00am Genxt Masterclass

6:30am Health Bootcamp 8:15am Exhibition Morning Market

8:30am

9:00am

Health Bootcamp Inspire Masterclass First Timers Welcome Exhibition Open

1:00pm united. Opens

Plenary sessions Foundation 6:30pm AFA Welcome Reception 9:30pm unofficial (Club AFA)

Opening Plenary sessions Focus Sessions 1-3 Focus Sessions 4-6 Focus Sessions 7-9 Focus Sessions 10-12

7:00pm Pre dinner drinks 7:30pm Gala Dinner

2019 AFA Awards ceremony

unlock your future.

Opening Plenary sessions Meet the Professionals Meet the Innovators Meet the Mentors Licensee Leaders Masterclass Leaders Forum Masterclass

3:30pm united. Close

Register now at afaconference.com.au