All Licensee PD Day

Thursday, 15th May, 2025 | 8am - 6pm AEDT

All Licensee PD Day®

10 sessions solving adviser challenges.

Thursday, 15th May 2025 | 8am – 6pm AEST

Join the All Licensee PD Day®

Access 10 CPD points at once. Join the largest

professional development event dedicated

to adviser-led challenges.

In person experience

Join us in Sydney $197

Experience a full day of learning, networking, and industry insights at Amora Hotel Jamison, Sydney.

Join like-minded advisers at Amora Hotel Jamison, Sydney.
10 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.
Learn face-to-face with advice leaders.
Enjoy barista coffee and meals.
Event merch to keep you going.
Network with boutique advisers.

Virtual Experience

Join us virtually – free for Ensombl members

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.

Play Video

Market Update & Private Assets

Brian Parker, Chief Economist at Australian Retirement Trust

SESSSION 1

Join Brian Parker, ART’s Chief Economist, as he explores the outlook for the global economy and the role private assets play in uncertain times. The key areas Brian will dive into include:

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.

Building Generational Wealth

Felipe Araujo, CEO at Generation Life

SESSSION 2

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.

Panel: Optimising Client Reviews

Greg Hansen, Executive – Group Strategy at HUB24

SESSSION 3

Client reviews are a core part of the adviser proposition, but to meet emerging client expectations, they are often cumbersome, and expensive. In our session HUB24 will explore how leveraging innovative technologies combined with storytelling can transform client reviews, making them more effective and client centric. Drawing on HUB24’s research and insights, together with an adviser case study, this session will explore new ways of delivering client reviews that benefit both advisers and their clients.

Retirement Income Panel

Benjamin Marshan, Director at Marshan Consulting

SESSSION 4

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.

Putting Risk Back on the Agenda

Scott Hoger, National Manager, Education and Partnerships at TAL

SESSSION 5

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.

Understanding Alternative Investments

Simon Warner, Head of Portfolio Management at Aware Super

SESSSION 6

As markets become more volatile, advisers are looking for new alternative investments to include in their investment portfolios. In this session, we explore the role of alternative assets in a portfolio, how they differ from traditional assets and how they can be used to build resilient investment portfolios during times of volatility – using a deep dive of infrastructure investments as an example of this.

SMILE Through Retirement

Ben Hillier, Director, Retirement at North

SESSSION 7

This presentation delivers a comprehensive, evidence-based approach to retirement planning, examining the five key risks retirees face, and the contemporary tools and strategies available to advisers to mitigate these risks, and optimise retirement portfolios to give retirees more confidence. By the end of this session, attendees will be able to:

Implement strategies to mitigate key retirement risks (sequencing, market, inflation, longevity, emotional).
Understand the benefits of IRIS products in improving financial security and client outcomes, and assess their appropriateness for individual clients.
Develop retirement strategies that balances income certainty, growth, and flexibility.

Private Credit's Role in a Portfolio

Nick Raphaely – Co-CEO & Co-Founder at AltX

SESSSION 8

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.

Panel: The 1000 with Andrew

Andrew Whelan, CEO at DASH

SESSSION 9

Join Andrew Whelan as he puts a diverse panel of advisers in the hot seat, exploring the key challenges and opportunities shaping the future of financial advice. With live polling from 1000+ planners adding real-time insights, this dynamic session will tackle pressing industry topics, including:

Overcoming tech challenges, AI integration, and cyber security risks.
Strategies for engaging younger clients and the evolving needs of existing clients.
The HNW segment and managing off-platform investments in an increasingly complex landscape.

Expect thought-provoking discussions, fresh perspectives, and actionable takeaways for the future of advice.

HNW Panel Discussion

Nick Mitchell, Managing Director of Global Investment Services at Mason Stevens

SESSSION 10

Within the Ensombl community, High Net Worth advice has quickly become the most in-demand topic, with advisers wanting to do more in this area. In this session, a panel of advisers who are currently servicing the HNW segment share their insights into what they have changed in their practice to be able to:

- attract these clients to their practice
- be able to service these clients and their needs
- provide an exceptional client experience

This panel session will be highly interactive with attendees given the chance to ask their burning questions directly to the panellists.

Meet the Q&A Hosts

Andrew Rocks

Co-founder at Lydian

Ensombl Engine Room Podcast Host

Ben Nash

Founder & Financial Adviser at Pivot Wealth

Former Host of the Ensombl Advice Australia Podcast

Peita Diamantidis

Co-Founder & Financial Adviser at Caboodle Financial Services

Former Host of the Ensombl AdviceTech Podcast

James Wrigley

Principal Adviser at First Financial

Ensombl Advice Australia Podcast Host

James Whelan

Managing Director at Barclay Pearce Capital

Ensombl Investment Podcast Host

Andrew Rocks

Co-founder at Lydian
Ensombl Engine Room Podcast Host

Ben Nash

Founder & Financial Adviser at Pivot Wealth Former Host of the Ensombl Advice Australia Podcast

Peita Diamantidis

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

What Your Peers Say

The virtual All Licensee PD Day is the best I've seen - game-based points, polls, worksheets, live Q&A. It's highly interactive and engaging.

I love that technology allows me to look after my kids and still participate in the ALPD Day. Well done Ensombl!

Adele MartinDirector, Money Mentor

A broader, industry wide open PD day system that leverages the technology we’ve all incorporated into our day to day lives releases some of the burden off the licensee as well as providing time and cost effective training solutions for our advisers.

Brenton TongDirector, Climb Wealth

It was a great session. So interesting, relevant and some real points for thought here! Fantastic insight.

Scott TaylorFinancial Adviser, Financial Accord

Well done [Ensombl] on finding a practical solution to a problem felt by so many advisers. Looking forward to this!

Cathy KayessFinancial Adviser, Affinitas Financial Planning

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All Licensee PD Day

Thursday, 15th May, 2025 | 8am - 6pm AEDT