Hon Bernie Ripoll
Former MP (Facilitator)
Digital Solutions: Breathing Life into Financial Advice
Are we stifling innovation that could revolutionise financial advice in Australia? Open source data – the mechanism for people to control all their personal information in a single source – is inevitable. With clients being able to have all of their personal financial and health information in one place, financial advisers would be dramatically more informed, which leads to reduced compliance cost and deeper client engagement. We have a great opportunity to shape the implementation of open data in Australia, to take the pain out of getting – and giving – quality financial advice. Digital solutions can breathe fresh air into our profession for the future, but also take away some of the pain today – for example, surely we can think of something different to deliver SoAs?
You’ll hear from three experts in this emerging area – Matt Symons, a specialist in automation of digital marketing content and compliance-related workflows; Danielle Szetho, CEO at FinTech Australia, whose vision is to make Australia one of the world’s leading markets for FinTech innovation and investment; and The Hon Bernie Ripoll, well-known to the financial advice profession in his time as the Member for Oxley, and a passionate advocate of the need for financial advice for more Australians.
CEO – FinTech Australia
CEO – Red Marker
Cybercrime: Is your business hack-proof?
What happens when the biggest risk to your clients wealth creation isn’t their asset allocation but cybercrime within your business?
AUSTRAC detected significant levels of cyber-enabled fraud in its recent Money Laundering/Terrorism Financing Risk Assessment on Australia’s Financial Planning Sector. AUSTRAC assessed that cyber-enabled fraud has been growing in scale and sophistication, with financial advisers being targeted as they act as a gateway between customers and financial institutions. With these increasingly sophisticated methods being used advice businesses and super providers need to work together to protect clients’ financial assets.
Together Anvij Saxena, Chief Risk Officer, CFS and David Hawkins, Director of Risk Assessments, AUSTRAC will explore adviser case studies on how to protect your advice business from cybercrime and explore what financial advisers can do to help protect their clients to stay safe online.
Hon Kelly O’Dwyer MP
Minister for Revenue and Financial Services
A Vision for Financial Advice
The Minister for Revenue and Financial Services sets out her vision for the financial advice profession and details how the newly formed Financial Adviser Standards & Ethics Authority (FASEA) will reshape education and professional standards.
Beyond Tomorrow: The Human Revolution
The world is full of disruption; no one and no industry has been left unaffected by it. Chris will give examples of organisations that are being highly disruptive and what makes them so unique. He will discuss ultra-outcomes, megatrends and the importance of CX as well as the relevance of creating incredible customer experiences. Chris will be exploring the topics, technology, and human behaviour that is at the forefront of innovation.
Chris will enthuse the audience with ideas about thinking differently and not fearing change. He will also bring it to an inspiring conclusion addressing some of the next steps that businesses can take around blending online and offline engagements with customers, with simplicity and importantly with little or no cost.
Zelda la Grange
What it might take to change your mind or beliefs?
Zelda la Grange was born in apartheid South Africa. After her secondary education, she completed a 3-year National Diploma. She started her career in 1992 at the Department of State Expenditure, and in 1994 applied for a job in the Office of the first democratic Presidency.
In 1999, President Mandela hand-picked her from his personal staff to remain in his services beyond retirement.
Together with Professor Jakes Gerwel, Zelda was the only other founding staff member of the post-Presidential Office of Mr Nelson Mandela from where the Nelson Mandela Foundation was established. Zelda served President Mandela in various capacities over 19 years including Executive Personal Assistant, Spokesperson, Manager of Stakeholder relations, Aide-de-camp and Manager of his private office until his death on 5 December 2013.
Zelda has been awarded by a number of organisations for her dedication and service to the late Nelson Mandela. She currently serves as the Patron for the First for Women Foundation, non-executive Director of the non-profit organisation Healing Hands, and annually acts as a co-ordinator of Bikers for Mandela Day through which she pays tribute and disseminates the lessons learnt from her former boss in a charitable way. She is also a part-time employee of the Foundation for Professional Development where she presents leadership training. Zelda continues to inspire people through her speaking by sharing her life experiences.
On June 19th 2014 she published her memoirs entitled “Good Morning, Mr Mandela”. It is a story of love and hope in which Zelda shares her life, and how serving Nelson Mandela for 19 years has had an impact on her life. She inspires through storytelling, and shares some of the most private and public moments during her time at the side of the international statesman.
In December 2014, her book was announced to be the ‘Best Seller of the Year’ in South Africa, and in 2015 in Brazil, with a population of over 200 million people, the book reached the top 10 best seller list. The book has been translated into ten languages and is distributed in 15 countries, in addition to all the Commonwealth nations.
In February 2016 New York based Maven Pictures’ Trudie Styler, Celine Rattray and Jacqui Lewis obtained the rights of “Good Morning, Mr Mandela” for adaptation into film.
The Emotional Transitions of Life
Amy Florian is the CEO of Corgenius, and she combines the best of neuroscience and psychology with a good dose of humor in training professionals to build strong relationships with clients through all the losses and transitions of life.
An acclaimed speaker and expert, she is author of over 100 articles and the books “No Longer Awkward: Communicating with Clients through the Toughest Times of Life” and “A Friend Indeed: Help Someone You Love When They Grieve.” She was recently honored with several awards for her ground-breaking work including:
- The 20 Most Creative People in Insurance and Financial Services from LifeHealthPro
- 2016 Influential Woman in Business from the National Association of Women Business Owners
- 2017 Women of Influence from the Chicago Business Journal
- 2017 Twenty-five Industry Influencers from Investment Advisor
Amy has a regular blog on Huffington Post and has appeared in the Wall Street Journal, CNBC, MSN Money, Barron’s, On Wall Street, the Journal of Financial Planning, ThinkAdvisor, Investment News, Wealth Management, and many others.
Amy holds a Master’s Degree and is a Fellow in Thanatology (the highest level of certification in the field of grief studies).
She taught a graduate class at Loyola University of Chicago for almost 10 years, she has worked with over 2,000 grieving people, and she consults with firms, corporations, and individuals across the country and the globe.