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 Speakers
Why US Equities May Not Be Overpriced
Sebastian Mullins
Head of Multi-Asset
Sebastian Mullins is the Head of Multi-Asset for the Schroders Australian Multi-Asset team. He is a co-portfolio manager of the Schroder Real Return Fund strategies and the Global Total Return Fund and is also a member of strategy research groups for equities, credit, currency and relative value.
Sebastian has over 13 years’ experience in portfolio management; prior to joining Schroders 5 years ago, he worked for Nikko Asset Management in both Singapore and Sydney, as well as Challenger Limited in Sydney.
Australian Equities:
“Setting the Portfolio for a Prolonged Pause”
Adam Alexander
Portfolio Manager and Equity Research Analyst
Adam is a portfolio manager and equity research analyst with over 21 years’ experience in Australian equity markets and financial services. He joined Schroders in 2022 as Portfolio Manager - Australian Equities from Evans & Partners where he spent over five years in a similar role, which included co-managing an SMA. Adam previously served as an executive director and head of consumer research at Goldman Sachs, where he spent over 13 years. He is a Chartered Accountant, having started his career at KPMG in banking and finance.
Taking Your Profit Back:
Is Your Practice Growing Its Valuation?
Andrew Whelan
CEO at DASH
Andrew Whelan’s 20 years’ experience supporting financial Advisors spans advice technology, documentation, and processes.
Appointed Wealth02 CEO in August 2021, he became CEO of Dash technologies in March 2022 with the merger of advicetech firms Wealth02, NEO, and ROAR.
Prior to joining WealthO2 Andrew was head of distribution with Midwinter and has also held senior positions with Milliman and Morningstar.
Implementing IRIS With Clients and in Your Practice [Panel]
Julian Place
Retirement Specialist
Across more than two decades in the profession - including more than 10 as a CFP practitioner – AMP retirement specialist Julian Place has held a variety of leadership roles across practice development, distribution, marketing, and coaching and mentoring. Julian’s expertise and passion for advice has seen him sit on several industry boards and committees, and appear as a guest lecturer at RMIT, Latrobe and Deakin Universities.
Ben Hillier
General Manager Retirement Solutions
Ben has over 25 years of experience in strategic management and product leadership across superannuation, SMSFs, private wealth, banking and property.
Ben joined AMP in 2021 as the General Manager Retirement Solutions where he designed and launched MyNorth Lifetime, an innovative super and retirement suite that provides financial advisers unparalleled flexibility and control whilst managing lifetime income.
Prior to joining AMP, Ben was Head of Product at QSuper where he launched their Lifetime Pension.
How Technology is Driving Global Growth in Advice
Stuart Alsop
Head of Sales
Stuart Alsop joined Intelliflo in 2022, as Head of Sales, a role in which he is responsible for business development and building and managing the Australian distribution team.
Stuart has more than a decade’s experience in financial services distribution, and has held a variety of roles across digital, data, and research.
Prior to joining Intelliflo he held sales leadership roles with FE Fundinfo and Financial Express.
How Different Technologies Can Assist at Different Stages of the Advice Process [Panel]
Greg Hansen
Executive - Group Strategy
Greg Hansen is the Senior Business Strategy Manager at HUB24, one of Australia’s leading investment and superannuation platforms. In his role Greg works closely with Advisors, helping them tailor their propositions to the needs of their clients.
Greg has more than a decade’s financial services experience, spanning retirement, superannuation, and investments and he has previously held senior roles with Challenger and Retirement Essentials.
Aron Satchell
Joint-Managing Director at Finura Group Financial Services Technology
Pete McCarthy
Founder & Executive Chairman at myprosperity
James Wartho
CEO at Fifth Logic & FinTalkr
Maximising Client Benefits: Navigating the New Tax Landscape Across Generations
Grant Hackett
CEO & Managing Director
Grant Hackett OAM is the CEO and Managing Director of Generation Life. He has more than a decade’s leadership experience across banking, investment management, product, and retail distribution.
As CEO, he leads a specialist provider of tax optimised investment and estate planning solutions, taking a hands on approach to working with Advisors on strategies to secure the financial futures of Australian families.
Matching New Era Retirement Incomes Solutions to Different Client Segments
Justine Marquet
Head of Technical Services
Head of Technical Services at Allianz Retire +, Justine has over 20 years’ experience in financial services, spanning superannuation, retirement, insurance, and financial advice, and across functions including product development, regulatory change, operations, and sales. She has held senior roles with BT, AIA, and Kaplan.
Prior to joining Allianz Retire +, Justine was Head of Technical Services, Research and Regulatory Change at MLC Life.
Dark Arts of Choosing a Fund Manager
Brian Parker
CEOChief Economist
Brian Parker is Chief Economist at Australian Retirement Trust – a fund established in February 2022 from the merger between Sunsuper and QSuper.
Brian has more than 25 year’s experience as a working economist, with a career progression that took him from the Reserve Bank through some of the world’s biggest and best know fund managers including JP Morgan, Citigroup, Rothschild and MLC.
Advice 2030: The Big Shift - Seven megatrends set to usher in a new era of opportunity [Panel]
Peita Diamantidis
Co-founder at Caboodle Financial Services
Peita Diamantidis will be well known to our audience today, as a former host of the Ensombl Advicetech podcast, and a long time contributor to the Ensombl Community, Peita is an award winning Advisor and practice owner, with more than two decades experience in advice.
A trained actuary, Peita is also a sought-after public speaker, business coach and consultant.
Prof. Deen Sanders
Partner at Deloitte
Before joining Deloitte, Deen was a leader in the government and commercial sector. With CEO roles in corporate and government regulatory environments, he is recognised as a global expert in the field of professions, regulation, ethics and law. Deen has a Doctorate in the field of Complexity Theory and Trust and was awarded an Order of Australia Medal in 2017 for services to the field of Professions and regulaiton.
He is an Adjunct Professor at Newcastle University Law School and holds a number of Board and Public roles.
Kerry Ong
General Manager - Customer at Iress
Making Advice Essential
Jonathon Johnston
Regional Director and Vice President
Jonathon is an experienced investment management professional with over a decade of service as a Regional Director at Dimensional Fund Advisors. He is currently at the helm of the Key Accounts team in Australia, overseeing strategic partnerships with prominent advice firms throughout the region.
Previously, as the Head of the Client Relationship Group in Australia, he significantly expanded the client base, assets under management, and the firm's revenue. He is also recognized for mentoring a high-performing team. Known for his ability to foster trust, rapport, and loyalty among clients and stakeholders, Johnston utilizes his expertise in asset management, managed funds, strategic management, and leadership. He is a Chartered Financial Analyst (CFA) and is deeply interested in the evolving trends and innovations within the investment sector.
Session Topics
Session 1
Session 1
Australian Equities:
“Setting the Portfolio for a Prolonged Pause”
Adam Alexander
Portfolio Manager and Equity Research Analyst
With debate raging over the prospect and timing of RBA rate cuts, we take a step back and look at key attributes of companies that should enable them to deliver returns to shareholders despite a prolonged pause in activity from the Reserve Bank.
Setting the portfolio for a prolonged pause plays into the hands of active stock management. Identifying companies with select attributes and combining them within an economically diverse portfolio will provide investors with the tools to navigate this rather unique period in markets.
ASIC Knowledge Requirements: Generic Knowledge (0.25 hour), Managed Investments (0.25 hour)
Legislated CPD Areas: General (0.25 hour), Technical Competence (0.25 hour)
Session 2
Session 2
How Technology is Driving Global Growth in Advice
Stuart Alsop
Head of Sales
By enabling advisors to deliver a superior client experience in a more economically sustainable way, technology will play a crucial role in closing the advice gap.
As a global advicetech provider, Intelliflo can access global insights into how technology is already being harnessed across the entire advice value chain, elevating the client experience and making practices more efficient and compliant.
This session will share those insights, and provide a glimpse into the future for the Australian advice market.
ASIC Knowledge Requirements: Practice Management (1 hour)
Legislated CPD Areas: Client Care and Practice (1 hour)
Session 3
Session 3
Maximising Client Benefits: Navigating the New Tax Landscape Across Generations
Grant Hackett
CEO & Managing Director
Tax is now the new hot topic and is not just “tomorrow’s problem”. In this applied learning session, Grant Hackett OAM will delve into the strategic opportunities of various structures to optimise your clients’ investments through direct avenues, trusts with corporate entities, as well as the tax advantages of investment bonds, lifetime annuities and funeral bonds. Using case studies, this session will shine a light on the new tools, products, and strategies financial advisers are using with their clients at each stage of this new tax journey from wealth accumulators to retirees.
ASIC Knowledge Requirements: Managed Investments (0.25 hour), Taxation (0.75 hour)
Legislated CPD Areas: Tax (Financial) Advice (0.75 hour), Technical Competence (0.25 hour)
Session 4
Session 4
Dark Arts of Choosing a Fund Manager
Brian Parker
Chief Economist
This presentation explores the balance between active and passive management, and how to select managers with genuine skill. It will share insights gleaned from decades of research to answer some of your biggest questions – such as:
• When does active management make more sense than a passive approach?
• When it comes to choosing an active manager, what constitutes value for money?
• What manager selection criteria really matters?
ASIC Knowledge Requirements: Generic Knowledge (0.25 hour), Superannuation (0.75 hour)
Legislated CPD Areas: General (0.25 hour), Technical Competence (0.75 hour)
Session 5
Session 5
Taking Your Profit Back:
Is Your Practice Growing Its Valuation?
Andrew Whelan
CEO
Advisors have a renewed sense of confidence. Many are seeing strong profit growth, harnessing the power of new technology and platforms, rather than sticking with the so-called tried, tested, but ultimately expensive ways of doing things.
The profession is in a new phase where being cutting-edge is paying off for Advisors, driving efficiencies while keeping their focus squarely on their clients.
This session will take a deeper look at how forward-thinking practices have solved some of advice’s most stubborn challenges.
ASIC Knowledge Requirements: Practice Management (1 hour)
Legislated CPD Areas: Client Care and Practice (1 hour)
Lunch Break
Session 6
Session 6
Implementing IRIS With Clients and in Your Practice [Panel]
Julian Place
Retirement Specialist
Ben Hillier
General Manager Retirement Solutions
The ageing population is arguably our biggest social and economic challenge. One that Advisors will play a crucial role in solving.
While awareness of the new Innovative Retirement Income Streams – or IRIS products – is starting to grow, their usage by some Advisors is still being held back by a knowledge and confidence gap.
The best way to learn is from your professional peers, and this session will feature frontline insights from Advisors already using IRIS solutions with their clients.
ASIC Knowledge Requirements: Social Security (0.25 hour), Superannuation (0.75 hour)
Legislated CPD Areas: Technical Competence (1 hour)
Session 7
Session 7
Matching New Era Retirement Incomes Solutions to Different Client Segments
Justine Marquet
Head of Technical Services
A new era of retirement income solutions is allowing advisers to provide their clients more certainty and control over their retirement incomes, regardless of market performance. But these new solutions vary widely in their design, operation, intended target audience.
Using real life case studies, this session will help advisers understand the characteristics of these new age solutions, and some client challenges they’re designed to solve.
Advisers will walk away with a practical framework for aligning retirement strategy and product solutions to the varying needs and objectives of different client segments.
ASIC Knowledge Requirements: Superannuation (1 hour)
Legislated CPD Areas: Technical Competence (1 hour)
Session 8
Session 8
Advice 2030: The Big Shift - Seven megatrends set to usher in a new era of opportunity [Panel]
Peita Diamantidis
Co-founder at Caboodle Financial Services
Prof. Deen Sanders
Partner at Deloitte
Kerry Ong
General Manager – Customer at Iress
The advice profession continues to face challenges and change. It must continually evolve to meet the demands for scale, efficiency and greater profitability. Together with Deloitte Access Economics, Iress will soon deliver landmark research on this topic. In this session, a panel of experts from Deloitte and Iress, will be joined by practising Advisors to discuss the key trends shaping the future of advice. Together they will explore whether our goal of accessible, affordable advice is within reach.
ASIC Knowledge Requirements: Practice Management (1 hour)
Legislated CPD Areas: Client Care and Practice (1 hour)
Tea Break
Session 9
Session 9
Why US Equities May Not Be Overpriced
Sebastian Mullins
Head of Multi-Asset
Markets and central banks alike continue to assume a holding pattern, unsure whether the balance of risks in the economy skew to the upside or downside. As various asset classes oscillate between risk on and risk off, multi asset investing is able to pivot accordingly in the hunt for alpha.
In this presentation, Sebastian Mullins, Head of Multi Asset at Schroders Australia, identifies the current distribution of risks in the market; the significance of narrowing credit spreads overseas; his read on corporate credit, and whether fundamentals warrant current US equity prices.
ASIC Knowledge Requirements: Generic Knowledge (0.25 hour), Managed Investments (0.25 hour)
Legislated CPD Areas: General (0.25 hour), Technical Competence (0.25 hour)
Session 10
Session 10
Making Advice Essential
Jonathon Johnston
Regional Director and Vice President
How do we transform advice in Australians’ minds from a ‘nice-to-have’ to a ‘must-have’?
Externally, it starts with advocating for the value of advice.
Internally, it requires the complete toolkit – including a solid investment philosophy, sound investment solutions delivered in efficient wrappers, engaging communication strategies and world class business practices.
Great advice can and should be seen as essential. This session, filled with insights into some of the world’s most successful firms, shows you how.
ASIC Knowledge Requirements: Practice Management (1 hour)
Legislated CPD Areas: Client Care and Practice (1 hour)
Session 11
Session 11
How Different Technologies Can Assist at Different Stages of the Advice Process [Panel]
Greg Hansen
Executive – Group Strategy
James Wartho
CEO at Fifth Logic & FinTalkr
Pete McCarthy
Founder & Executive Chairman at myprosperity
Aron Satchell
Joint-Managing Director at Finura Group Financial Services Technology
While the game changing potential of new technology is a powerful lure for Advisors, optimising its potential relies on the underlying fundamentals of a practice, including processes, data, and existing systems infrastructure.
This session will feature a panel of experts discussing the opportunities and implementation considerations for technology across different stages of the advice process.
ASIC Knowledge Requirements: Practice Management (1 hour)
Legislated CPD Areas: Client Care and Practice (1 hour)
Q&A Hosts
Andrew Rocks
Executive and Chairperson
Ensombl Engine Room Podcast Host
James Wrigley
Principal Advisor
Ensombl Advice Australia Podcast Host
Peita Diamantidis
Co-Founder & Financial Advisor
Ensombl AdviceTech Podcast Host
What Advisors Say
Mentor
Wealth
VIRTUAL EXPERIENCE
A free-of-charge, licensee-agnostic virtual PD Day
The virtual ALPD Day experience is open to advisors everywhere to learn from the best minds in Financial Advice, and access 25% of your annual CPD requirement in one day.
At last year’s events, over 3,000 people joined the virtual platform to source new ideas and discuss concepts with their peers in real-time.
All attendees will receive a bespoke CPD certificate after the event.
FREE
- Access to virtual platform to join event from anywhere
- 10 virtual CPD education sessions solving relevant problems in advice
- Access to real-time online chat to discuss and collaborate with your peers
- Access to additional resources provided by our presenters
- Auto-generated CPD certificate emailed one week after event
- Face-to-face collaboration and learning with industry thought-leaders
- Fully catered with barista coffee, morning/afternoon tea and lunch
- End-of-day social networking event to connect and share with other advisors from small and boutique practices
LIVE IN-STUDIO EXPERIENCE
Join us at the Amora Hotel Jamison, Sydney
The in-studio experience offers an opportunity to learn from the best minds in financial advice in a collaborative face-to-face environment with your peers.
Following the PD Day, those with an in-studio ticket are invited to join a social networking event with our ALPD Day Corporate Community, to connect with industry peers and celebrate getting through a big day of education.
$197
- Access to virtual platform to join event from anywhere
- 10 virtual CPD education sessions solving relevant problems in advice
- Access to real-time online chat to discuss and collaborate with your peers
- Access to additional resources provided by our presenters
- Auto-generated CPD certificate emailed one week after event
- Face-to-face collaboration and learning with industry thought-leaders
- Fully catered with barista coffee, morning/afternoon tea and lunch
- End-of-day social networking event to connect and share with other advisors from small and boutique practices
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