All Licensee PD Day

Thursday, 15th May, 2025 | 8am - 6pm AEDT

All Licensee PD Day®

10 sessions solving adviser challenges.

Thursday, 15th May 2025 | 8am – 6pm AEST

Join the All Licensee PD Day®

Access 10 CPD points at once. Join the largest

professional development event dedicated

to adviser-led challenges.

In person experience

Join us in Sydney $197

Experience a full day of learning, networking, and industry insights at Amora Hotel Jamison, Sydney.

Join like-minded advisers at Amora Hotel Jamison, Sydney.
10 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.
10 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

Panel: Optimising Client Reviews

Greg Hansen, Executive – Group Strategy at HUB24

Client reviews are a core part of the adviser proposition, but to meet emerging client expectations, they are often cumbersome, and expensive. In our session HUB24 will explore how leveraging innovative technologies combined with storytelling can transform client reviews, making them more effective and client centric. Drawing on HUB24’s research and insights, together with an adviser case study, this session will explore new ways of delivering client reviews that benefit both advisers and their clients.

SMILE Through Retirement

Ben Hillier, Director, Retirement at North

This presentation delivers a comprehensive, evidence-based approach to retirement planning, examining the five key risks retirees face, and the contemporary tools and strategies available to advisers to mitigate these risks, and optimise retirement portfolios to give retirees more confidence. By the end of this session, attendees will be able to:

Implement strategies to mitigate key retirement risks (sequencing, market, inflation, longevity, emotional).
Understand the benefits of IRIS products in improving financial security and client outcomes, and assess their appropriateness for individual clients.
Develop retirement strategies that balances income certainty, growth, and flexibility.

Putting Risk Back on the Agenda

Scott Hoger, National Manager, Education and Partnerships at TAL

The retail life insurance sector is seeing a resurgence, with licensees and risk specialists leading the way. More holistic advisers are returning to the market or referring clients to experts. Offering risk advice, whether independently or as part of a comprehensive plan, is now more profitable than ever.

This session will provide financial advisers with practical insights and the confidence to re-engage with risk advice, expanding their services and helping more Australians protect their wealth for the future.

Retirement Income Panel

Benjamin Marshan, Director at Marshan Consulting

This panel discussion, led by Benjamin Marshan, will explore key challenges and emerging trends in retirement planning, including the growing disconnect over longevity and its strategy implications, the psychological needs of retirees, and the tools to help advisers and clients navigate a Trump 2.0 world of heightened uncertainty.

Panelists will share their insights on how financial advisers can better align strategies with client realities, enhance retirement certainty, and integrate new solutions into portfolio construction.

Panel: The 1000 with Andrew

Andrew Whelan, CEO at DASH

Join Andrew Whelan as he puts a diverse panel of advisers in the hot seat, exploring the key challenges and opportunities shaping the future of financial advice. With live polling from 1000+ planners adding real-time insights, this dynamic session will tackle pressing industry topics, including:

Overcoming tech challenges, AI integration, and cyber security risks.
Strategies for engaging younger clients and the evolving needs of existing clients.
The HNW segment and managing off-platform investments in an increasingly complex landscape.

Expect thought-provoking discussions, fresh perspectives, and actionable takeaways for the future of advice.

Market Update & Private Assets

Brian Parker, Chief Economist at Australian Retirement Trust

Join Brian Parker, ART’s Chief Economist, as he explores the outlook for the global economy and the role private assets play in uncertain times. The key areas Brian will dive into include:

What impact geopolitics has on our investment strategy, including a look at past performance and future implications;
How a disciplined approach to navigating uncertainty can help advisers protect investments, and in particular;
The pivotal role private assets play in asset allocation.

Private Credit's Role in a Portfolio

Nick Raphaely – Co-CEO & Co-Founder at AltX

In this session we explore Private Credit – what it is, how it works and it’s role in a clients portfolio. Some of the key points we will touch on include:

Communicating this with clients
How to benchmark this to other asset classes
Regulatory and Ethical Considerations

After attending this session, advisers with an understanding of how Private Credit works and how it can be used to help clients achieve their goals.

Understanding Alternative Investments

Simon Warner, Head of Portfolio Management at Aware Super

As markets become more volatile, advisers are looking for new alternative investments to include in their investment portfolios. In this session, we explore the role of alternative assets in a portfolio, how they differ from traditional assets and how they can be used to build resilient investment portfolios during times of volatility – using a deep dive of infrastructure investments as an example of this.

Building Generational Wealth

Felipe Araujo, CEO at Generation Life

Australia is undergoing a wealth transfer worth over $3 trillion, which presents and opportunity and a risk for clients. In this session, we explore some of the ways advisers can help clients ensure wealth is passed on from one generation to the next by looking at;