BRIS 03 MAR | MEL 05 MAR | SYD 10 MAR | PER 12 MAR
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TURNING ADVICE INTO ACTION

Every challenge presents an opportunity to grow. Financial advisers who can adopt the right attitude and equip themselves with proven strategies, innovative technology and a sound business plan will thrive in today’s challenging business environment.

The theme of the ifa Business Strategy Day 2020 is “Into Action”, with an agenda designed specifically to help advisers drive productivity and profitability in their businesses. This event will inspire delegates to take responsibility for their success and gain new strategies to help them rise above the challenges of a rapidly changing industry. Below is a snapshot of what will be covered on the day:

  • Meeting the expectations of younger clients
  • The results of an effective strategy
  • Change leadership and the value of empathy
  • Putting behavioural economics to work
  • Retirement strategies
  • Robo-advice – the hybrid approach
  • What’s next? Successful strategies to realise the value of your business

Australia’s best professional development day for independently minded and self-licensed advice practices is back in 2020 to help you prepare for your future in financial advice with the latest in practical, informative and business-building content — get involved!

AFA CPD AIOFP CPD FPA CPD IPA CPD

WHY ATTEND

 

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Hear from experts in the industry who are handpicked to share the best practice and strategies in an evolving financial industry

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Boost your skill set and gain essential tools to help you thrive in 2020

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Hear first-hand on how you can navigate through the changing landscape with a diverse range of topics addressed through the jam-packed agenda

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Networking opportunities to delve into the minds of the industry’s best

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Add to your CPD hours with this educational and practical strategy day

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SPEAKERS

Michael Back

Michael Back

Founder and Business Coach, BA-Psych
Human to Human

Jessica Brady

Jessica Brady

Financial Adviser
Fox & Hare

Graham Burnard

Graham Burnard

Consultant
Elixir Consulting

Lana Clark

Lana Clark

Consultant
Elixir Consulting

Cathy Dimarchos

Cathy Dimarchos

CEO and Founder
Solutions2you

Nat Fiennes

Nat Fiennes

Head of Sales
DomaCom

Timothy Fuller

Timothy Fuller

Head of Operations
Nucleus Wealth

Andrew George

Andrew George

Consultant
Elixir Consulting

Glen Hare

Glen Hare

Financial Adviser
Fox & Hare

Arthur Naoumidis

Arthur Naoumidis

Founder and CEO
DomaCom

Steve Prendeville

Steve Prendeville

Founder & Director
Forte Asset Solutions, Forte Licensing Solutions & Forte Consulting Solutions

Lauren Ryan

Lauren Ryan

Business Development Manager - Investments
Thinktank

Andrew Thomson

Andrew Thomson

Group General Manager
CFMG Capital

Sue Viskovic

Sue Viskovic

Managing Director
Elixir Consulting

Jacqui Lennon

Jacqui Lennon

Head of Customer Experience and Product
Allianz Retire+

Mark Lapedus

Mark Lapedus

Head of Technical Product
Allianz Retire+

Yvonne Adele

Yvonne Adele

Technology Commentator & Consultant
Yvonne Adele Productions

Sarah Kendell

Sarah Kendell

Editor
ifa

TICKETS

location
Early Bird
$219 + GST
Standard Ticket
$269 + GST
Product Provider
$900 + GST

Brisbane

location
Early Bird
$219 + GST
Standard Ticket
$269 + GST
Product Provider
$900 + GST

Melbourne

location
Early Bird
$219 + GST
Standard Ticket
$269 + GST
Product Provider
$900 + GST

Sydney

location
Early Bird
$219 + GST
Standard Ticket
$269 + GST
Product Provider
$900 + GST

Perth