Thursday, 30th October, 2025 | 8am - 6pm AEDT
All Licensee PD Day®
10 sessions solving adviser challenges.
Thursday, 30th Oct 2025 | 8am – 6pm AEDT
Join the All Licensee PD Day®
The most efficient way to take a big bite out your CPD in a
single day. Join the largest professional development
event dedicated to adviser-led challenges.
Virtual Experience
Join us virtually – free for Ensombl members
Join for Free – Anytime, Anywhere!
- Access to virtual platform to join event from anywhere.
- Virtual CPD education sessions solving relevant problems in advice.
- Chat live and collaborate instantly.
- Access to additional resources provided by our presenters.
- CPD certificate emailed post-event.
Play Video
The Connected Advice Firm: Six Tech Mega Trends for 2026
Sophie Firminger, Head of Technology Sales and Consulting at Netwealth
SESSION 2
Advice firms face a perfect storm of data, tech, and client expectations. This session unpacks seven mega trends from Netwealth’s 2025 AdviceTech research—spanning AI, automation, personalisation, cybersecurity, and integration. Learn how leading firms turn complexity into capacity and discover practical steps to boost efficiency, scale relevance, and build client trust. Whether you’re a tech lead or practice principal, this session helps you see what’s next—and what to do about it.
Investing in Your
Investment Philosophy
Jonathon Johnston, CFA, Regional Director & Vice President, Dimensional Fund Advisors
SESSION 3
An advisor builds trust and confidence with clients when delivering a great client experience in conditions good and bad. By creating an enduring investment philosophy built on solid principles you can help clients focus on progressing towards their investment goals regardless of market movements. With insights from our 2025 Global Advisor and Investor Studies, we explore how to build a robust investment philosophy that integrates into your practice management and client communications, highlighting what high-performing firms are doing differently, and how focusing on what matters most can improve business efficiency and resilience, and best position advice practices for sustainable growth.
Value of Advice
Panel
Neil Rogan, Managing Director & Head of Distribution at Russell Investments
SESSION 4
In this session, we explore the Value of an Adviser – looking at what clients value most, the areas advisers add value & where the future of the advice is moving towards. This panel discussion will cover key sections of the advice landscape such as creating client trust, transparency with fees and the next generation of clients – Gen Z.
Building Robust Portfolios and High-Performing Advice Teams
Luke Cheetham, Director of Distribution at PM Capital
Kevin Bertoli, Co-Portfolio Manager Global & Australian Equities at PM Capital
Kevin Bertoli, Co-Portfolio Manager Global & Australian Equities at PM Capital
SESSION 5
Alpha is often seen as the ultimate goal in investment management, but it only tells part of the story. In today’s crowded and highly regulated advice landscape, success goes beyond portfolio construction – it hinges on building a high-performing advice business through investing in your people.
During this session we will go beyond alpha. We’ll discuss how advisers can elevate client outcomes by considering broader investment factors and positioning portfolios for the decades ahead. Additionally, we will share key frameworks and learnings from advice practices who have participated in PM Capital’s High Performance Business Coaching Program. You’ll gain practical insight into how these firms have built high-performing cultures and the tangible steps they’ve taken to turn that vision into reality.
During this session we will go beyond alpha. We’ll discuss how advisers can elevate client outcomes by considering broader investment factors and positioning portfolios for the decades ahead. Additionally, we will share key frameworks and learnings from advice practices who have participated in PM Capital’s High Performance Business Coaching Program. You’ll gain practical insight into how these firms have built high-performing cultures and the tangible steps they’ve taken to turn that vision into reality.
Rethinking Portfolio Design Around Real Client Needs
Dan Miles, Managing Director & Co-Chief Investment Officer at Innova Asset
SESSION 6
This session redefines how advisers and clients think about investment risk. After a brief recap on behavioural finance and cognitive biases, we explore three key areas: why traditional measures like volatility and standard risk profiling mislead clients; how outdated portfolio models fail in today’s environment of valuation and sequencing risks; and a new approach—Risk-Targeted Investing—that aligns portfolios with clients’ real concerns, such as funding lifestyles and avoiding destructive behaviours. Using case studies and practical frameworks, we show how to build emotionally resilient, goal-aligned portfolios that improve client engagement, retention, and long-term outcomes.
Retirement Realities: Insights to Empower Your Advice
Kate Rolfe, Retirement Strategy and Experience Lead at Aware Super
SESSION 7
Aware Super’s 2025 Retirement Study explored how Australians 45+ view retirement through surveys and interviews. It found retirement is deeply personal—shaped by health, finances, and emotions like freedom and uncertainty. Many dream of an active, fulfilling life but face concerns such as “How much is enough?” and balancing enjoyment with security. With late planning and unexpected changes common, Aware Super’s Kate Rolfe offers insights to help advisors guide clients confidently through this major life transition.
Division 296: Everything You Need to Know
Felipe Araujo, Chief Executive Officer at Generation Life
SESSION 8
Division 296 is the latest in decades of tax and superannuation changes creating complexity for Australians. In contrast, investment bonds remain stable, offering tax-effective benefits, flexibility in estate planning, and a smart option for clients nearing or exceeding the $3 million super cap. With 60% of advisers already seeing clients impacted by Division 296, rising super balances and access restrictions highlight the growing need for alternative strategies to boost after-tax outcomes and provide greater financial control.
The Opportunity Hiding in your Client Base
Erica Hall, Director of Strategy and Distribution at U Ethical
SESSION 9
Just because you don’t value it, doesn’t mean your clients don’t. Too often, advisers let their own biases shape the conversation, assuming values-aligned or ESG investing is only relevant to a small subset of clients. The reality? Far more clients value this than you realise, you’re just not asking the question. The risk? You’re overlooking what really matters to your clients, and leaving growth on the table.
In this session, we’ll show how asking one simple question can uncover demand you didn’t know existed. You’ll see how front-footing ESG can:
Through a real-world case study, you’ll hear how one firm transformed its client relationships by asking “Would you like your investments to reflect your personal values?”
- Lock in stickier clients
- Boost referrals
- Capture the intergenerational wealth
- transfer already underway
Through a real-world case study, you’ll hear how one firm transformed its client relationships by asking “Would you like your investments to reflect your personal values?”
Data Readiness Panel
Andrew Rocks, Co-founder at Lydian, Ensombl Engine Room Podcast Host
SESSION 10
As the AI revolution unfolds, one truth remains: the value of any tool is only as strong as the data it relies on. Sponsored by intelliflo, this panel features Mitch Ramsbotham, Nigel Baker, and Stu Alsop, who’ve seen first-hand how data quality shapes client trust, practice growth, and business value. The session will explore how strong data foundations and visualisation tools like dashboards bring insights into focus and empower advisers to make better decisions—for their clients, their business, and long-term value.
Meet the Q&A Hosts
Andrew Rocks
Co-founder at Lydian
Ensombl Engine Room Podcast Host
Ben Nash
Founder & Financial Adviser at Pivot Wealth
Former Host of the Ensombl Advice Australia Podcast
Peita Diamantidis
Co-Founder & Financial Adviser at Caboodle Financial Services
Former Host of the Ensombl AdviceTech Podcast
James Wrigley
Principal Adviser at First Financial
Ensombl Advice Australia Podcast Hos
James Whelan
Managing Director at Barclay Pearce Capital
Ensombl Investment Podcast Host
Andrew Rocks
Co-founder at Lydian
Ensombl Engine Room Podcast Host
Ensombl Engine Room Podcast Host
Ben Nash
Founder & Financial Adviser at Pivot Wealth Former Host of the Ensombl Advice Australia Podcast
Peita Diamantidis
Co-Founder & Financial Adviser at Caboodle Financial Services Former Host of the Ensombl AdviceTech Podcast Host
James Wrigley
Principal Adviser at First Financial Ensombl Advice Australia Podcast Host
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What Your Peers Say
The virtual All Licensee PD Day is the best I've seen - game-based points, polls, worksheets, live Q&A. It's highly interactive and engaging.
I love that technology allows me to look after my kids and still participate in the ALPD Day. Well done Ensombl!
Adele MartinDirector, Money Mentor I love that technology allows me to look after my kids and still participate in the ALPD Day. Well done Ensombl!
A broader, industry wide open PD day system that leverages the technology we’ve all incorporated into our day to day lives releases some of the burden off the licensee as well as providing time and cost effective training solutions for our advisers.
Brenton TongDirector, Climb Wealth 
It was a great session. So interesting, relevant and some real points for thought here! Fantastic insight.
Scott TaylorFinancial Advisor, Financial Accord 
Well done [Ensombl] on finding a practical solution to a problem felt by so many advisors. Looking forward to this!
Cathy KayessFinancial Advisor, Affinitas Financial Planning 
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