Exceptional CPD content delivered by
some of the best minds in financial advice
Friday, 26th May 2023 / 8am - 6:30pm AEST
10
Sessions
10
CPD Points
1.5k+
Attendees
4.8/5
Rating
Proudly Supported by:
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.
Presenters and Topics
Explore our presenters and the advice problems they will be solving
Leah Willis & the AE Ethics Research Team
Head of client relationships
Topic: Ensombl's ethical investing questions answered
Synopsis: Leah Willis leads a panel discussion to answer the complex and nuanced ethical investing questions posted on Ensombl.
Kellie Wood
Deputy Head of Fixed Income
Topic: Stress testing your Investment Philosophy through real-life macro events.
Synopsis: Kellie Wood analyses past macro events and explains how different investment philosophies performed, adapted and evolved as a result.
Grant Hackett
CEO & Managing Director
Topic: Estate Planning for intergenerational wealth transfer (giver and recipient perspective)
Synopsis: Grant Hackett explores strategies to support both givers and receivers of intergenerational wealth transfers, and where to start with Estate Planning.
Greg Hansen
Executive, Group Strategy
Topic: SMSFs for intergenerational wealth and millennials
Synopsis: Exploring a new way to support intergenerational wealth, and millennials seeking more control and flexibility of their super with SMSFs.
Andrew Whelan
CEO
Topic: The future of technology in your practice
Synopsis: Andrew Whelan shares practical strategies to personalise your client experience at various stages of the advice process.
Chris Mather & Panel
Executive Director, New Business
Topic: Getting your tech stack right
Synopsis: Chris Mather leads a panel discussion with industry thought-leaders to help you find your correct tech stack.
Jenneke Mills
Head of Technical Services
Topic: The ageing conversation – challenging where the value is in aged care advice
Synopsis: Jenneke Mills discusses the importance of a proactive aged care proposition, even if you don't actively advise in aged care.
Vincent Holland
Co-Founder
Synopsis: Vincent Holland shares practical solutions to effectively facilitate the change management of technology in your business.
Brian Parker
Chief Economist
Topic: Portfolio Construction utilising Alternative Assets
Synopsis: A macro-economic look at world events and how portfolios might be constructed in the decade ahead – looking at both traditional and alternative asset classes.
Ben Hillier
General Manager Retirement Solutions at AMP
Synopsis: A deep-dive into fresh retirement strategies following the implementation of the Retirement Income Covenant.
Event Agenda
Session 8
Leah Willis & Panel
Topic: Ensombl’s Ethical Investing Questions Answered
ASIC Knowledge Areas: Skill Requirements (1 hr)
Legislated CPD Areas: Client Care and Practice (1 hr)
Session 6
Kellie Wood
Topic: Stress testing your Investment Philosophy through real-life macro events.
ASIC Knowledge Areas: Managed Investments (1 hr)
Legislated CPD Areas: Technical Competence (1 hr)
Session 5
Grant Hackett
Topic: Estate Planning for intergenerational wealth transfer (giver and recipient perspective)
ASIC Knowledge Areas: Estate Planning (0.5 hr), Managed Investments (0.25 hr), Skill Requirements (0.25 hr)
Legislated CPD Areas: Technical Competence (0.5 hr), Tax (Financial) Advice (0.25 hr), Client Care and Practice (0.25 hr)
Session 7
Greg Hansen
Topic: SMSFs for intergenerational wealth and millennials
ASIC Knowledge Areas: Generic Knowledge (0.75 hr), Superannuation – SMSF (0.25 hr)
Legislated CPD Areas: General (0.75 hr), Client Care and Practice (0.25 hr)
Session 1
Andrew Whelan
Topic: The future of technology in your practice
ASIC Knowledge Areas: Generic Knowledge (0.5 hr), Practice Management (0.5 hr)
Legislated CPD Areas: General (0.5 hr), Client Care and Practice (0.5 hr)
Session 4
Chris Mather & Panel
Topic: Getting your tech stack right
ASIC Knowledge Areas: Generic Knowledge (0.5 hr), Practice Management (0.5 hr)
Legislated CPD Areas: General (0.5 hr), Client Care and Practice (0.5 hr)
Session 2
Jenneke Mills
Topic: The ageing conversation – challenging where the value is in aged care advice
ASIC Knowledge Areas: Aged Care (1 hr)
Legislated CPD Areas: Client Care and Practice (1 hr)
Session 9
Vincent Holland
Topic: How to scale (not just grow) your practice
ASIC Knowledge Areas: Generic Knowledge (0.5 hr), Practice Management (0.5 hr)
Legislated CPD Areas: General (0.5 hr), Client Care and Practice (0.5 hr)
Session 3
Brian Parker
Topic: Portfolio Construction utilising Alternative Assets
ASIC Knowledge Areas: Generic Knowledge (0.5 hr), Securities (0.25 hr), Superannuation (0.25 hr)
Legislated CPD Areas: General (0.5 hr), Technical Competence (0.5 hr)
Session 10
Ben Hillier
Topic: Retirement benefits of Innovative Retirement Income Streams
ASIC Knowledge Areas: Superannuation (1 hr)
Legislated CPD Areas: Technical Competence (0.5 hr), Client Care and Practice (0.25 hr), Regulatory Compliance and Consumer Protection (0.25 hr)
15 Minute Break
15 Minute Break
15 Minute Break
Event Agenda
Session 1
The Future of Tech in your Practice
Andrew Whelan, CEO
ASIC Knowledge Areas:
Legislated CPD Areas:
Generic Knowledge (0.5 hr), Practice Management (0.5 hr)
General (0.5 hr), Client Care and Practice (0.5 hr)
Session 2
The Ageing Conversation – Challenging Where the Value is in Aged Care Advice
Jenneke Mills, Head of Technical Services
ASIC Knowledge Areas:
Legislated CPD Areas:
Aged Care (1 hr)
Client Care and Practice (1 hr)
Session 3
Portfolio Construction Utilising Alternative Assets
Brian Parker, Chief Economist
ASIC Knowledge Areas:
Legislated CPD Areas:
Generic Knowledge (0.5 hr), Securities (0.25 hr), Superannuation (0.25 hr)
General (0.5 hr), Technical Competence (0.5 hr)
15 Minute Break
Session 4
Getting your Tech Stack Right (Panel)
Chris Mather, Executive Director, New Business
ASIC Knowledge Areas:
Legislated CPD Areas:
Generic Knowledge (0.5 hr), Practice Management (0.5 hr)
General (0.5 hr), Client Care and Practice (0.5 hr)
Session 5
Estate Planning for Intergenerational Wealth Transfer (Giver & Recipient Perspective)
Grant Hackett, CEO & Managing Director
ASIC Knowledge Areas:
Legislated CPD Areas:
Estate Planning (0.5 hr), Managed Investments (0.25 hr),
Skill Requirements (0.25 hr)
Technical Competence (0.5 hr), Tax (Financial) Advice (0.25 hr),
Client Care and Practice (0.25 hr)
15 Minute Break
Session 6
Stress Testing Your Investment Philosophy Through Real-Life Macro Events
Kellie Wood, Deputy Head of Fixed Income
ASIC Knowledge Areas:
Legislated CPD Areas:
Managed Investments (1 hr)
Technical Competence (1 hr)
Session 7
SMSFs for Intergenerational Wealth and Millennials
Greg Hansen, Executive - Group Strategy
ASIC Knowledge Areas:
Legislated CPD Areas:
Generic Knowledge (0.75 hr), Superannuation – SMSF (0.25 hr)
General (0.75 hr), Client Care and Practice (0.25 hr)
15 Minute Break
Session 8
Ensombl’s Ethical Investing Questions Answered (Panel)
Leah Willis & the AE Ethics Research Team Head of Client Relationships
ASIC Knowledge Areas:
Legislated CPD Areas:
Skill Requirements (1 hr)
Client Care and Practice (1 hr)
Session 9
How to Scale (Not Just Grow) Your Practice
Vincent Holland, Co-Founder
ASIC Knowledge Areas:
Legislated CPD Areas:
Generic Knowledge (0.5 hr), Practice Management (0.5 hr)
General (0.5 hr), Client Care and Practice (0.5 hr)
Session 10
Retirement Benefits of Innovative Retirement Income Streams
Ben Hillier, General Manager Retirement Solutions
ASIC Knowledge Areas:
Legislated CPD Areas:
Superannuation (1 hr)
Technical Competence (0.5 hr), Client Care and Practice (0.25 hr),
Regulatory Compliance and Consumer Protection (0.25 hr)
MCs
Danni Visser
Chief Commercial Officer
Emily Jenkins
Chief Product Officer
Q&A Hosts
Ben Nash
Founder & Financial Advisor Former host of the Ensombl Advice Australia Podcast
Peita Diamantidis
Co-Founder & Financial Advisor Ensombl AdviceTech Podcast Host
James Wrigley
Principal Advisor Ensombl Advice Australia Podcast Host
4.87 out of 5
What Advisors Says
Mentor
Wealth
Choose Your Experience
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 morning tea, lunch and afternoon tea breaks
- Merchandise designed to help you get through a big day of education
- Fully catered social networking event after the ALPD Day
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
- 10 in-person 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 morning tea, lunch and afternoon tea breaks
- Merchandise designed to help you get through a big day of education
- Fully catered social networking event after the ALPD Day
How to Join the Event
Register for the virtual or live in-studio experience
Save the date to your calendar – Friday May 26, 8am – 6pm AEST
Join 1,500+ advisors to learn from the best minds in Financial Advice.
Proudly Supported by:
Frequently Asked Questions
Over 100 financial advice professionals will come together at the Hyatt Regency in Sydney to learn from the best minds in financial advice, in a collaborative and relaxed face-to-face environment.
Doors will open from 7:30am, with the ALPD Day commencing at 8am. With ten presentations, you will hear from over 15 industry thought-leaders sharing their expertise to help solve the most prominent problems getting in the way of delivering great advice.
There will be three breaks – morning tea, lunch, and afternoon tea – scattered throughout the day, giving ample time to digest the content and discuss ideas with your peers.
After a big day of education, you have the option to join a fully catered social networking event – providing the opportunity to connect with industry peers and Ensombl’s Corporate Community supporting the ALPD Day. This event will take place at Hyatt Regency, starting straight after the ALPD Day, and concluding at 8pm.
You can acquire up to 10 CPD points throughout the day. There are no quiz questions required. You will attain points based on the sessions you attend.
You can find the CPD breakdown in the Event Agenda section of this page.
You will receive your bespoke CPD certificate via email with a summary of the sessions you attend. You can expect to receive your certificate no later than two weeks after the ALPD Day.
It is free to join the virtual experience. If you would like to join the in-studio experience and social networking event, there is a cost of $197. This price covers the costs of putting an event like this on. Our goal isn’t to make a profit on ticket sales from this event.
