Skip to content

ensombl:

Tuesday, 26th November 2024 | 8am – 6pm AEDT

A more efficient way to access CPD

The Ensombl All Licensee PD Day is a licensee-agnostic one-day professional development event, giving advisors access to 10 CPD-accredited sessions from leading speakers.

It’s the most efficient way to make a real dent in your annual CPD needs, and with an average attendance of over 1,800 advisors, it has quickly become the largest single-day PD event on the calendar.

Tapping into themes curated from Ensombl community discussions, all 10 sessions are handpicked to specifically solve the problems getting in the way of delivering great advice.

Session Presenters and Topics

SESSION 1

Human Side of Investing

Dan Miles

Managing Director & Co-Chief Investment Officer at
Innova Asset Management

SESSION 2

The Power of Long Term Investing –
The contrarian view

Eric Marais

Investment Analyst

SESSION 3

How to deliver a High Net Worth (HNW) Offering

Jacqui Fernley

Chief Investment Officer

SESSION 4

Practice of the Future

John Woodley

Chairman and a Founder of Fitzpatricks Advice

 

The market for advice is starting to segment between efficient suitable solutions that can solve common financial planning tasks and more professional options that cater for families with more complex needs. This session explores how advisers can think about engaging and delivering their value to the more complex segment of advice and investigate how this can differ to traditional financial planning. With an eye on the future this session will explore some thoughts on how a more professional styled practice could impact businesses in areas such as talent retention, profitability and required skills needed by professionals

SESSION 5

Strategic Insights: Advice Opportunities for Professionals

Mark Neil

Strategy Consultant at Life Risk Strategies & Coaching

SESSION 6

Value of Advice

Neil Rogan

Managing Director

SESSION 7

Retirement Philosophy

Justine Marquet

Head of Technical Services

SESSION 8

Engine Room Panel Hosted by Andrew Rocks

Adam Crabbe

Risk Strategy Specialist

SESSION 9

Charting Disruption

Billy Leung

Investment Strategist at Global X

SESSION 10

2024 AdviceTech: Building the digital advice firm of the future

Racheal Collogan

Business Development Manager

Q&A Hosts

Ben Nash

Founder & Financial Advisor
Former Host of the Ensombl Advice Australia Podcast

Patrick
Gardner

XXX

Peita
Diamantidis

Co-Founder & Financial Advisor
Ensombl AdviceTech Podcast Host

James
Wrigley

Principal Advisor
Ensombl Advice Australia Podcast Host

Ben Nash

XXX

What Advisors Say

FREE

$197

Proudly Supported by:

Awards

As featured in

About

Podcasts

Articles

Privacy & Terms

Jobs

Ethics

Apple

Android

LinkedIn

Investors

©️ Ensombl 2023

DISCLAIMER: The Ensombl website and all content contained on the website are limited to general information. It does not constitute legal, financial or other professional advice. Ensombl does not hold an AFS licence and does not provide any financial services. Nothing on this website should be interpreted as financial advice. Before making any investment decision, Ensombl recommends obtaining financial advice from a qualified financial advisor.