Our engaging line-up of presentations and workshops on speed, innovation and re-invention will ensure you’re not too distracted by the magnificent beach and ocean views that The Blue Room commands from its every corner.
Of course, there will be time enough for that as you enjoy the scrumptious food on offer at our Welcome Drinks & Dinner, daily group breakfasts, lunches, afternoon teas and after-work drinks & canapes. All prepared under the watchful eye of The Blue Room’s executive chef Rob Crichton and served against the backdrop of the world-famous sands of Bondi Beach.
Please note our incredible agenda is still being finalised and subject to some change as we endeavour to accommodate all of our innovative sessions and speakers within the available time.
2.30 – 3.30pm | Registration at The Blue Room Delegates and their guests are asked to head to The Blue Room to complete registration and receive their conference packs and various event tickets and coupons prior to the conference getting underway at 3.30pm. |
3.30 – 4.30pm | Welcome to A Brand-New Day - Conference Opening & Welcome Industry and Group Update Keith Cullen, Managing Director, Wealth Today |
5.00 – 8.30pm | Clearview Wealth Welcome Dinner Dinner and drinks on The Blue Room’s deck, overlooking the sands of Bondi, thanks to the support of Clearview Wealth. Entertainment by our fabulous Press Club band acoustic duo. |
6.30 – 7.30am | Get Ready for a Brand-New Day Kick start your day with an “effort level” to suit everyone. Choose from a refreshing dip or relaxing yoga at Bondi Icebergs; a guided run (6km) or walk (4km) along the spectacular Bondi to Bronte track; or just sit and enjoy the sun rise above the Pacific. |
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7.30 - 8.30am | Group Breakfast at The Blue Room | |
9.00 - 9.15am | Day 2 Opening and introducing the Wealth Today Advisory Board | |
9.15 – 10.15am | Speed, Innovation and reinvention The tools for gaining certainty in an uncertain world Keith Cullen and Frank Paul, Wealth Today |
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10.15 – 11.00am | Peer Review versus Audit - The difference is ATTITUDE Re-inventing advice audits David Travers, Chief Operating Officer, Fourth Line |
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11.00 – 12.00pm | A New World of Technology Simplifying the advice process Julian Plummer, Co-founder and Head of Strategy, Midwinter Financial Services |
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12.00 - 1.00pm | Group Lunch | |
1.00 – 2.00pm | BT Platforms - Adviser Panel Group Hear from four leading advisers on how to embrace a new era Moderated by Chris Mather, Head of Distribution, BT Financial Group |
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2.00 – 2.45pm | FASEA update An insider’s guide of what you need to speed through – plus interactive Q&A Luke Knight, Head of Corporate Sales, Kaplan Professional |
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3.00 – 5pm | Life’s a beach (Let’s Go Surfing) Carve it up at the MoneySpot Investments Long Board Championship |
Afternoon Tee Time! (Bondi Golf Club) Tee off and compete for the Sentinel & AMG Super Golf Trophy |
Evening | Free evening for delegates (and their guests) to explore Bondi |
6.30 – 7.30am | Get Ready for a Brand-New Day Kick start your day again – start Day 3 with a repeat what you enjoyed from Day 2 or mix it up for a change of scenery or pace. Again, sponsors, delegates and their guests can choose from the great range of activities on offer from Day 2. |
7.30 - 8.30am | Group Breakfast at The Blue Room |
9.00 - 9.15am | Day 3 Opening Address |
9.15 – 11.30am | Mastering a Brand-New Day – Session 1 A masterclass in business leadership and innovation including a dynamic range of group panels and interactive sessions James Bacon, Monte Rosa |
11.30 - 12.30pm | The Value of an Adviser Data driven insights into your real value Neil Rogan, Head of Wholesale Partnerships, Russell Investments |
12.30 - 1.30pm | Group Lunch |
1.30 – 2.30pm | My Generation Behaviours and attitudes towards money and advice through the ages Tim Hewson, National Sales Manager, ING Wealth |
2.30 – 3.30pm | The Cost of Care Evidence based insights into the cost of care and recovery Danni Visser, Risk Strategy Specialist, Zurich |
3.30 – 5.30pm | Mastering a Brand-New Day – Session 2 Gaining belief and building trust in an age of distrust James Bacon, Monte Rosa |
5.30pm | A Brand-New Day closing address Keith Cullen, Managing Director, Wealth Today |
7.00pm ‘til late | GenLife Gala Dinner and Awards The Rooftop North Bondi Surf Life Saving Club Celebrate the achievements of 2018/9 as we announce our Adviser Award winners across six categories including Adviser of the Year. Dance the night away with Sydney’s fabulous six-piece Press Club Band thanks to the support of GenLife. |