All Licensee PD Day

Thursday, 28th May 2026 | 8:00am-4:30pm AEST | Brisbane, QLD

All Licensee PD Day®

Join the
All Licensee PD Day®

Thursday, 28th May 2026 | 8:00am-4:30pm AEST | Brisbane, QLD

Australia’s largest professional development event, focused on adviser-led challenges, collective progress, and connection across the profession.

The All Licensee PD Day is Australia’s largest single-day professional development event for financial advisers, bringing the profession together twice a year – virtually or in person – with learning, connection, and a social after-party to follow.

As we approach the 9th ALPD Day, we’re evolving the format based on your feedback. You told us what you wanted more of, and less of, and we heard you loud and clear.

What’s changing

ALPD Day is going on the road

For the first time in four years, the ALPD Day is leaving Sydney and going on the road. Brisbane, we’re headed your way on 28th May and will be heading to Sofitel Brisbane Central. We’ll also be taking the ALPD Day to Melbourne for the November 2026 event.

More time to connect

You asked for more time to connect with peers, so we’re shortening the content sessions to create a better balance between learning and social interaction. Expect sharper sessions, more breathing room, and plenty of time for those oh-so valuable water cooler conversations.

In-Person Experience

Join us in Brisbane $197

Experience a full day of learning, networking, and industry insights at Sofitel Brisbane Central, Brisbane QLD.

Join like-minded advisers at Sofitel Brisbane Central, Brisbane QLD.
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.
Learn face-to-face with advice leaders.
Enjoy barista coffee and meals.
Event merch to keep you going.
Network with boutique advisers.

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

Preparation Over Prediction: Why sitting still is so hard… yet so important

Dan Miles, Managing Director & Co-Chief Investment Officer at Innova Asset

SESSION 1

This session examines a core challenge in investing: not predicting markets, but making sound decisions when direction is unclear. Periods of uncertainty often reveal a gap between portfolio design and actual investor behaviour. When headlines are noisy, the instinct to act can lead to poor timing—making “doing nothing” surprisingly difficult.

Rather than focusing on forecasts, this discussion explores how portfolios and advice frameworks can be structured in advance to manage uncertainty. Topics include moving beyond static asset allocation, incorporating valuation and macro conditions, and understanding why good decisions often feel uncomfortable.

We’ll also highlight the importance of aligning portfolios with real client behaviour, not just theoretical risk models. The goal is to provide a practical framework that supports better decisions, more consistent outcomes, and greater confidence—especially when inaction is the most effective choice.

Legislated Areas:

Professionalism and Ethics: 0.25, Technical Competence: 0.25, Client Care and Practice: 0.25, General: 0.25

ASIC Knowledge Areas:

Financial planning: 0.25, Skills: 0.25, Practice management: 0.25, Securities: 0.25

Navigating Intergenerational Wealth with Clarity, Confidence and Purpose

Dr. Katherine Hunt

SESSION 2

For the past decade, the intergenerational wealth transfer has been spoken about within the financial advice industry. Most advisers have recognised the strategic importance of the intergenerational engagement; however the challenge lies within the implementation of this within their practice.

In this session, Dr Katherine Hunt will lead panel discussion featuring advice and industry experts, discussing the two emerging models in the market advisers are currently implementing when approaching intergenerational wealth & how they are having this conversation with their clients.

Legislated Areas:
Regulatory Compliance and Consumer Protection: 0.25, Professionalism and Ethics: 0.25, Technical Competence: 0.25, Client Care and Practice: 0.25

ASIC Knowledge Areas:
Financial planning: 0.25, Compliance: 0.25, Estate planning: 0.25, Practice management: 0.25

Comfortable Inefficiency: The Real Risk facing Advice Businesses

Vincent Holland, Co-Founder, at Plutosoft

SESSION 3

Most advice firms don’t have a technology problem – they have a decision‑avoidance problem.

Legacy systems that are “good enough” rarely force action, but over time they quietly increase risk, reduce optionality, and cap the firm’s ability to scale.

In this session, Vincent Holland breaks down the real drivers behind successful (and unsuccessful) technology switches. Rather than focusing on software features, the discussion explores the before, during and after of switching technology – including the mistakes firms repeatedly make, the uncomfortable moments nobody warns you about, and where the real return on investment actually shows up.

This is a practical, experience‑led session for practice leaders who want to understand when switching makes sense (and when it doesn’t), how to manage the change properly, and how to avoid staying stuck in “comfortable inefficiency.”

Legislated Areas:
Technical Competence: 0.25, Client Care and Practice: 0.25

ASIC Knowledge Areas:

Compliance: 0.25, Practice management: 0.25

Spending Through Retirement: From Active Years to Aged Care

Ben Hillier, Director at Retirement AMP

SESSION 4

Retirement doesn’t stand still, and neither do your clients’ spending needs. In this session, Ben Hillier Director of Retirement AMP, breaks down how spending typically shifts across the different phases of retirement, from the active early years through to later life, when health and aged care often come into sharper focus.

Ben will unpack what these changes really mean for retirement planning, why aged care shouldn’t be treated as a “future problem,” and how advisers can bring these conversations forward with confidence. The session will also mark the launch of North’s Aged Care paper, putting its insights into a practical retirement context and showing how aged care planning fits seamlessly into long‑term advice, not as an add‑on, but as a core part of the retirement journey.

Legislated Areas:
Regulatory Compliance and Consumer Protection: 0.25, Professionalism and Ethics: 0.25, Technical Competence: 0.25, Client Care and Practice: 0.25

ASIC Knowledge Areas:
Financial planning: 0.25, Retirement: 0.25, Compliance: 0.25, Practice management: 0.25

Private Credit: Opportunity,
Risk & Reality

Nehemiah Richardson, CEO at Pengana Credit

Andrew Torrington is the Managing Director and CIO at Woodbridge

Atiya Habib is Managing Partner, Head of Credit & Portfolio Management at Privity Credit

Private credit has rapidly become one of the most discussed areas of portfolio construction. Strong yields and stable income have driven adviser interest, while increased regulatory scrutiny has raised questions around liquidity, transparency, and risk.

Yet “private credit” is often treated as a single category, when in reality it includes very different lending strategies — from property and construction lending to asset-backed securities and corporate loans — each with distinct risk profiles and structures.

In this session, experts from Pengana, Woodbridge and Privity unpack the real mechanics of private credit: how deals are structured, where risks actually sit, and what protections matter when things go wrong.

SESSION 5

Legislated Areas:
Regulatory Compliance and Consumer Protection: 0.25, Client Care and Practice: 0.25, Technical Competence: 0.50

ASIC Knowledge Areas:
Financial planning: 0.25, Compliance: 0.25, Securities: 0.25, Managed investments: 0.25

Human Capital, Real Returns: The Power of Your People and Your Investment Proposition

Luke Cheetam, Director of Distribution at PM Capital

Ben Warnes, Investment Sales Director at PM Capital

SESSION 6

In financial advice, brand and product matter – but they’re no longer the true differentiators. Most advice is delivered within the same regulatory, process-driven framework, meaning the client experience can feel remarkably similar from one firm to the next. What sets great businesses apart is twofold: a clearly articulated investment proposition and the quality of the people who deliver it. Your philosophy, your beliefs, and your team’s capability are what clients ultimately buy.

This session unpacks the shifting advice landscape, the rising volatility ahead, and the human realities advisers navigate every day. We explore why the firms winning today are those deliberately investing in their people and sharpening the clarity and conviction of their investment proposition – and what it’s costing those who don’t. Attendees will walk away with a practical roadmap for building a high-performance team and a differentiated investment narrative that can thrive despite the growing complexity around them.

Legislated Areas:
Technical Competence: 0.50, Client Care and Practice: 0.50

ASIC Knowledge Areas:

Financial planning: 0.25, Skills: 0.25, Securities: 0.25, Practice management: 0.25

The end of fragmentation: Why advice needs an ecosystem, not more tools

Danni Le Grande, Head of IFA Consulting at Finura Group

SESSION 7

Drawing on benchmarking insights from Finura, this panel unpacks the real productivity cost of a fragmented tech stack: degraded data quality, manual workarounds that don’t scale, weaker client engagement, and lower business valuations at exit.

The panel will explore what a genuine advice ecosystem looks like. What outcomes does it unlock when advice can be generated and implemented in a single, connected environment? For licensees and practice owners making technology decisions today, the panel offers a practical framework: build internally, wait for the market, or position now and how each path affects long-term business value.

Legislated Areas:
Regulatory Compliance and Consumer Protection: 0.25, Technical Competence: 0.25, Client Care and Practice: 0.25, General 0.25

ASIC Knowledge Areas:
Financial planning: 0.25, Cybersecurity: 0.25, Compliance: 0.25, Practice management: 0.25

Navigating Division 296 in a changing wealth landscape

Michael Jaeger, Distribution Manager at Generation Life

SESSION 8

Division 296 tax has now passed through Parliament for Royal Assent, marking a significant shift in Australia’s wealth landscape. For advisers and their clients, it introduces a new strategic conversation about structuring wealth beyond superannuation.

At the same time, Australia’s $5.4 trillion intergenerational wealth transfer is accelerating, increasing the importance of long-term planning. Together, these forces are prompting a rethink of how wealth is accumulated, structured and passed on.

In this session, we unpack what Division 296 means in practice, which clients are most affected now and into the future, and the broader implications for wealth structuring amid potential further tax reforms.

We’ll also explore how investment bonds can support tax efficiency, estate planning certainty and flexibility when building and transferring wealth across generations.

Legislated Areas:
Regulatory Compliance and Consumer Protection: 0.25, Tax (Financial) Advice: 0.25

ASIC Knowledge Areas:

Superannuation: 0.25, Taxation: 0.25

What the Best Advice Firms Do Differently in Sales

Adele Martin, Director of Financial Adviser at Scale Squad

SESSION 9

Too many advice firms are relying on sales processes that are slow, technical, and heavily dependent on the adviser.

Hosted by Adele Martin, Founder of The Financial Adviser Scale Squad, this panel explores how leading firms are rethinking the way they sell — avoiding time spent on poor-fit prospects, showing value without unpaid strategy work, helping one-off enquiries see the value of ongoing advice, and in some cases removing the adviser from the sales process altogether.

The result? A process that takes less of the adviser’s time and creates a smoother path from first enquiry to committed client.

Legislated Areas:
Technical Competence: 0.50, Client Care and Practice: 0.50

ASIC Knowledge Areas:
Financial planning: 0.25, Skills: 0.25, Practice Management: 0.50

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

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

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

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