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Tuesday, 28th November 2023 | 8am – 6pm AEDT

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

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,

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,

Mark Neil

Strategy Consultant,
Life Risk Strategies & Coaching

Kris Mason

MBS Insurance

Kim Clough

Director and Chief Innovation Officer,

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,

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


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.



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.


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