6 CPD   One day event
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AIST/IFS Financial Advice in Super Symposium

Buy your tickets before 22 June to get the Early Bird rate

Financial advice is currently under the spotlight with ASIC, Treasury, Law Reform Commission and industry associations all focused on addressing the costs and accessibility of advice for consumers. Its therefore important that the Superannuation sector has a clear and distinct voice when it comes to how we want the advice industry to evolve from a regulatory reform perspective.

Separately, there is growing interest from superannuation funds to challenge the ‘traditional’ advice models in search for new service offerings that serve a greater number of members at key moments in their lives.

Session topics to be explored

  • Consumer-led service design
  • Bringing new talent into the fold 
  • Retirement as a collective
  • Unconstrained digital advice (unexpected benefits and lesson)
  • Hear from the regulators
  • Workshop: where should we focus our policy reform efforts?

Who would benefit from attending?

This is an important event for anyone working in Super, particularly: 

  • Advice services
  • Member experience and engagement
  • Education (employer and employee)
  • Digital services
  • Marketing
  • Risk and compliance

Covid-19 Contingency Plan

This symposium will be held with strict adherence to all Victorian Covid-19 guidelines and restrictions present at the time of the event. 

In the event of further restrictions in Melbourne, the event will be moved online and already purchased face-to-face tickets will be automatically transferred to digital tickets. We will inform you of any updates as they arise.

If you are travelling from another state, please check your local movement and border restrictions before you travel. 

Speaker/Chair Gifts

Each speaker and chair was thanked for their contribution with a donation on their behalf to the Literacy for Life Foundation – an Aboriginal-run charity training Aboriginal people to bring literacy to their communities, using an innovative, evidence-based, campaign approach that has helped millions around the world and is now delivering results in Australia. More information on the Literacy for Life Foundation can be found here.

Sessions

 
Speaker:
Eva Scheerlinck, Chief Executive Officer, Australian Institute of Superannuation Trustees

The advice models that funds use today largely take the shape of the regulation that defines them, and have been evolved over a period of time. If funds are to engage a larger number of members with advice they must be willing to start again, putting the member and their needs at the centre of the design process. In this session we will hear from Right Lane on what good consumer service design looks like using a recent project they led with IFS as an example of what new service offers are possible when you approach solution design with an unconstrained mindset.
Speakers:
Franco Morelli, Policy Manager, Super Consumers Australia
Kelly Shay, Senior Manager, Strategic Partnerships, ME Bank
Richard Waid, Senior Associate, Right Lane Consulting
Facilitator:
Adrian Gervasoni, Executive Manager - Advice Solutions, Industry Fund Services

We hear a lot about talent drain and an expected adviser exodus over the coming years.  With this in mind, how does the industry market itself and financial advice as a desirable professional for the next generation? How does a small or medium advice business adopt its previous succession model where it can no longer draw from within and from non-advice roles in order to meet the demands of members? And how do you ensure the right blend of technical competence and engagement skills specific to your needs?

Hear from industry, education and practitioners who are facing into this right now. Gain insights into what you can do within your business and the contribution you can make as part of the industry to ensure quality talent is attracted to the profession and your firm.
Speakers:
Renae Anderson, Head of Financial Advice, CareSuper
Mitchell Harrison, Provisional Financial Adviser, LBW Business + Wealth Advisors
Duncan McPherson, Chief Executive Officer, Link Advice
Jemimah McMurray, Student Engagement Manager, Financial Planning Association of Australia
Marc Olynyk, Program Director - Financial Planning, Deakin Business School
Facilitator:
Justine Shephard, Senior Manager, Advice Compliance and Governance, ESI Financial Services

Retirement is a challenging subject for superannuation funds and their members, as no two retirement journeys are the same – this session will provide insight on how one superannuation fund has implemented a unique retirement product offering, how to enhance a retirees income using the equity in the home and also hear from a advice executive on solutioning for retirement.
Speakers:
Lynda Cross, Head of Advice, Cbus Super
Josh Funder, Chief Executive Officer and Managing Director, Household Capital
Ben Hillier, Head of Product and Services, Q Super
Facilitator:
Justin Sadler, Head of Client Strategic Projects, Link Group

Digital advice is often cited as critical in helping funds scale their advice proposition to serve a larger number of members. In this session we will hear from funds, service providers and licensees on their experiences (good and bad) in the digital advice solution they have brought to market. In particular this session will focus on how best to approach the process of building a digital advice solution, from assembling the right team, defining your member experience expectation to the service and support that needs to support the digital tool.
Speakers:
Mark Bland, Partner, Mills Oakley
Glenn Boyes, Head of Advice, IRESS
Joshua Parisotto, Chief Advice Officer, HESTA
Andrew Simpson, Principal Lawyer, Maurice Blackburn
Facilitator:
Melanie Drago, Financial Planning Manager, Digital Advice Solutions, Industry Fund Services

Back by popular demand, leaders from ASIC and APRA will talk to key projects they are leading focused on advice affordability access as well as the rising obligations on trustees in terms of member equity and best interests. Sole purpose test, CP332 and general advice are all hot topics and this session will feature pre prepared questions and audience Q&A.
Speakers:
Jane Eccleston, Senior Executive Leader, Superannuation, ASIC
Suzanne Smith, Executive General Manager, APRA
Facilitator:
Ailsa Goodwin, Senior Manager, Advocacy, Cbus Super

With Rice Warner, FPA, FSC and IFS recently having published their views on key industry challenges and areas requiring reform, and with Treasury and the Law Reform Commission set to undertake their own reviews on the sector, the time is now to get clear on what good reform would comprise. In this workshop you will have an opportunity to discuss and prioritise the areas that ISA and NFP super should advocate for to help enable more effective advice models and delivery methods that will make advice more accessible and affordable to everyday Australians.
Speakers:
Csaba Baranyai, Executive Manager, Legal, Risk & Compliance, Industry Fund Services
Ben Marshan, Head of Policy, Strategy and Innovation, FPA
Jacinta Munro, Partner, Risk Assurance, KPMG
Facilitator:
Trevor Smillie, General Manager, Advice Solutions, Industry Fund Services

 
Speaker:
Cath Bowtell, Chief Executive, Industry Fund Services
 

Speakers and Facilitators

20Jul
Registration
8:00am
Start
8:00am
Finish
4:00pm
NOTE: Times are in AEST
The Events Centre, Collins Square, 727 Collins Street, Melbourne
Map

Registration

Early bird:  $695
Standard:  $795