Meet,
confer,
collaborate.

The Blue Room

Bondi Surf Bathers’ Life Saving Club

Queen Elizabeth Drive, Bondi Beach

Set atop the historic Bondi Surf Bathers’ Life Saving Club on Sydney’s iconic Bondi Beach, from the minute you step inside our conference venue you’ll see why they call The Blue Room the ultimate function venue in Sydney’s Eastern Suburbs - a stunning space with the perfect mix of refreshing beachside ambiance and 110 years of history to provide the ideal setting from which to embrace A Brand-New Day.

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.



Day 1 Schedule
Monday, 21 October, 2019

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.

Day 2 Schedule
Tuesday, 22 October, 2019

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.
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
10.15 – 11.00am Peer Review versus Audit - The difference is ATTITUDE
Re-inventing advice audits
David Travers, Chief Operating Officer, Fourth Line
11.00 – 12.00pm A New World of Technology
Simplifying the advice process
Julian Plummer, Co-founder and Head of Strategy, Midwinter Financial Services
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
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
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

Day 3 Schedule
Wednesday, 23 October, 2019

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.


Wealth Today is owned by ASX Listed Spring Financial Group - ASX:SFL.
Head Office: Level 11, 95 Pitt St, Sydney, NSW 2000.

Logo for Spring Financial Group (SpringFG Limited)