About the Conference

Every challenge presents an opportunity to grow and the challenges of 2020 were no exception. In the aftermath of black swan events and regulatory changes, firms must rise from the ashes and adapt to the new normal.

In this year’s “ifa Business Strategy Day”, you will hear from your peers and leaders in the financial advice sector as we discuss strategies to navigate a new digital-first world and gear your firm to succeed in a post-pandemic environment.

Hear from your industry peers who have overcome the challenges of managing a remote practice while meeting the shifting needs of clients. Learn how you, too, can lead through volatility and adapt your firm to meet the impending cost, efficiency and compliance challenges 2021 will present.

  • Strategies for leading a remote team and developing resilience.
  • Identify and combat risky investment trends to safeguard clients.
  • Develop digital strategies to meet the shifting expectations of clients and provide seamless customer experiences.
  • Modern methods to enrich client relationships and boost retention and acquisition.
  • Strategies to protect your firm from cyber crime.
  • Insights into FASEA exams and regulatory CPD requirements.

Australia’s best professional development day for independently minded and self-licensed advice practices is back in 2021 to help you prepare for your future in financial advice with the latest in practical, informative and business-building content.

The hard work is yet to come! Join us as we explore strategies for resilience so you can thrive in 2021.

Why attend?

  • Hear from experts in the industry who are hand-picked to share the best practice and strategies to thrive in a digital-first world.
  • Boost your skill set and gain essential tools to help you rebuild your firm and excel in 2021.
  • Hear first-hand on how you can navigate through the changing landscape with a diverse range of topics addressed through the jam-packed agenda.
  • Networking opportunities to delve into the minds of the industry’s best.
  • Add to your CPD hours with this educational and practical strategy day.
Why <span>attend?</span>

Who should attend?

  • Advice practice owners, principals, managers and sole practitioners.
  • Businesses seeking to adapt to the challenges of COVID-19, regulatory change and disruption.
  • Product providers wanting to connect with decision-makers in advice practices.
Who should <span>attend?</span>


Speakers 2021


Adrian Patty

Founder, Advice Revolution & XY Adviser


Chelsea Pottenger

Managing Director, EQ Minds


David Haintz

Principal, Global Adviser Alpha


Glen Hare

Co-Founder & Financial Adviser, Fox & Hare


Phil Pilgrim

General Manager, Partnerships and Distribution, Implemented Portfolios


Rachael Ooi

Principal Financial Adviser, Your Wealth Consultants


Sunil D'Souza

Senior Manager, Cybersecurity, EY


Samantha Clarke

Co-Founder and CEO, Advice RegTech


Shelly Horton

Journalist, TV Presenter & Event Host/MC, ShellShocked Media


Stephen Glenfield



Event Organiser

www.ifa.com.au is an exciting digital resource that delivers daily online news, analysis, reports and business strategy plus a host of feature articles geared to helping Australia’s financial planners and advisers drive business growth.

The hub has been specifically designed with advisers front and centre and focuses specifically on the issues and industry developments that are of greatest significance to the evolving financial planning industry.

Importantly, it connects advisers with other advisers – offering the tools, resources and capabilities to share best practice, experiences and insights while giving them a voice to champion the growth of the industry.

The news website, e-bulletin, iPad app and related products deliver cutting-edge interaction to advisers, including forum discussions, live stream, blogs and straw polls, social networking as well as the latest news and business intelligence from across the industry.

Momentum Media, the creator of www.ifa.com.au, has a proven track record in developing industry engagement tools for financial markets and is recognised as the leading Australian publisher for the delivery of integrated media platforms.

Momentum Media is driven to create Australia’s most influential media and professional development business across the markets we operate in.

Our events business is recognised as one of the best in Australia, with a number of our awards programs securing national accolades.

Our programs include the Australian Law Awards, the Australian Broking Awards, the Australian Accounting Awards, the Australian Defence Industry Awards, the Women in Finance Awards and the REB Awards. For more details, visit our website here.

With a reach spanning over a million professionals, high-net-worth individuals and SME business owners, Momentum Media is connected to the rapidly changing preferences and attitudes of our communities – and we’re making a positive contribution for them to thrive.

Momentum Media’s suite of brands helps shape the direction of corporate Australia through delivering market intelligence, news, insights, leadership and knowledge across key market segments – ensuring organisations and individuals are better informed.

Whether it’s defence, national security and space through to mortgages, financial advice, legal or accounting, our aim is to be peerless and to excel in all facets of our business.

This vision empowers Momentum to set the standard that other media businesses admire and seek to emulate.

And there’s a good reason why Momentum remains one of the fastest-growing media businesses in Australia: we do media our way.

We’re a trailblazing business that relishes challenge, change and opportunity. We’re not shackled to any form of communication and are driven by delivering essential content and intelligence to our audiences via the channels that they choose.

This ranges from digital and mobile news and market intelligence, conferences and events, benchmarking, research and analysis through to live stream, print, podcast, social and awards.