About the event
We have entered a new era of advice, in which we see a continuing advisor migration towards smaller and boutique licensees. This new era places a premium on Professional Development, sustainability, and efficiency. But many smaller practices are finding these goals increasingly out of reach, as it becomes harder to access CPD in a way that is both affordable and makes efficient use of their time. The Ensombl All Licensee Professional Development (ALPD) Day was created to meet this challenge.
Born from the thinking of the Ensombl community, it is a licensee-agnostic, one-day CPD event giving advisors access to 10 hours of CPD-accredited content – 25% of their annual needs – from leading experts. Tapping into themes curated from Ensombl community discussions, all ten presenters are hand-picked to specifically solve the problems that get in the way of delivering great advice.
What Advisors Say
Mentor
Wealth
Presenters and Topics
Building Certainty into Retirement Offering & Helping Clients transition into Retirement
Justine Marquet
Head of Technical Services,
Allianz Retire+
Technical Session: Centrelink Sessions Relating to Retirement
Ben Hillier
General Manager Retirement Solutions,
North
Enhancing Interactions With Clients by Understanding Their Behaviours and Preferences
Pat Spenner
Head of Marketing and Strategy,
Capital Preferences
Shachar Kariv
Chief Scientist,
Capital Preferences
Using ETFs to Execute on Thematics
David Tuckwell
Senior Investment and Product Strategist,
Global X ETFs AU
Insurance Cancellations and Conversations
David Sarkis
Chief Executive Officer, iExtend
Mark Neil
Strategy Consultant, Life Risk Strategies & Coaching
Kris Mason
Partner, MBS Insurance
Kim Clough
Director and Chief Innovation Officer, Retender
The Blueprint for the Successful Advice Firm of the Future
Eleece Quilliam
Client Development Manager,
Macquarie VAN
Portfolio Construction: Benefits of Using an Investment Committee & Outsourced CIO When Constructing Portfolios
Jacqueline Fernley
Chief Investment Officer,
Mason Stevens
Artificial Intelligence for AdviceTech (Humans and Machine: How AI Can Supercharge Advice Firms)
Rachael Collogan
Business Development Manager,
Netwealth
Value of Advice
Neil Rogan
Managing Director - Head of Adviser and Intermediary Solutions Australia,
Russell Investment
Trust More Important Than Returns
James Whelan
Managing Director,
Australian Mutual Funds Exchange
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 FPA-accredited 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 FPA-accredited 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
- Merchandise designed to help you get through a big day of education
- 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 Hyatt Regency in Sydney, Australia
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 FPA-accredited 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
- Merchandise designed to help you get through a big day of education
- End-of-day social networking event to connect and share with other advisors from small and boutique practices
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