Thursday, 15th May, 2025 | 8am - 6pm AEDT
All Licensee PD Day®
10 sessions solving adviser challenges.
Join the All Licensee PD Day®
Virtual Experience
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.
Panel: Optimising Client Reviews
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.
Market Update & Private Assets
- 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
Building Generational Wealth
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;
- The transfer and it’s impact on clients
- The role of effective estate planning on the wealth transfer
- How to transfer this generationally in a tax effective way
This session will equip advisers with the knowledge to engage clients in the wealth transfer and the strategies to help facilitate this.
HNW Panel Discussion
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- attract these clients to their practice
- be able to service these clients and their needs
- provide an exceptional client experience
Meet the Q&A Hosts
Andrew Rocks
Ben Nash
James Wrigley
James Whelan
Andrew Rocks
Ensombl Engine Room Podcast Host
Ben Nash
Founder & Financial Adviser at Pivot Wealth Former Host of the Ensombl Advice Australia Podcast
Co-Founder & Financial Adviser at Caboodle Financial Services Former Host of the Ensombl AdviceTech Podcast Host
James Wrigley
Principal Adviser at First Financial Ensombl Advice Australia Podcast Host
I love that technology allows me to look after my kids and still participate in the ALPD Day. Well done Ensombl!
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