17-18 September 2015
Hobart Function & Conference Centre
Tasmania
This activity has been accredited for continuing professional development points by the Financial Planning Association of
Australia but does not constitute FPA’s endorsement of the activity. Accreditation number 007284 for 11.5 points
Welcome from the President Dacian Moses
As you can see Our Annual Conference is different this year.
A new State
A new Format
A new Process
A new Look
A new Price - all inclusive (Early Bird rate)
A new Buddy system for New Members or 1st time Conference Attendees
A new, more structured Program including expert, paid Speakers
New Social Events to enhance networking and sharing of ideas
This conference is a celebration of how far we have come with acknowledgement the journey has not been easy. To go
from having a good to great sustainable self-licensed financial planning practice, a practice of the future, will require
rewinding and recalibrating as we move forward to increase the standard of advice and instil confidence in the
consumer to seek financial advice.
We have welcomed your feedback from past conferences and the Committee have put together a conference that still
has at it's core, hearing from members and what has worked for them. In addition, this year we have professional paid
speakers who are not only engaging but who will present invaluable content for all to take away and implement in our
practices.
With a diverse group of members and practices, be assured there is something for everyone - focusing on practice
management, client engagement, pricing and valuing advice along with investment philosophies and personal
development in the form of resilience for what is ahead.
As more and more advisers are becoming self licensed and looking to become self licensed, being a member of the BFP
has never been more significant. Let's harness our collective energy, let's challenge ourselves to explore, let's share and
learn from each other.
The conference is as good as the members put in. You will notice the Program at this stage is still in draft form as we call
for expression of hot topics.
Please ensure you register before 14th July to secure your Early Bird Rate and to claim a tax deduction for 2015. Having
an early commitment from you, will ensure the Conference Program is developed to its full potential.
We urge you to block out the time in your busy schedules to attend this conference. All advisers in your practice and
support staff are able to attend.
A special thanks to the organisers of this Conference - you ROCK!
See you at BFP Conference - The Best Investment you will make in 2015!
General Information
CHOICE OF ACCOMMODATION Book your own
Somerset on the Pier (above the Hobart Function
Centre complex)
1 bedroom executive - $225.00 per night
Hotel Collins
58 Collins Street, Hobart
Queen room - $259.00 per night
Quest Savoy Serviced Apartments
38 Elizabeth Street, Hobart
Studio Deluxe Apartment - $155.00 per night
Customs House
1 Murray Street, Hobart
Standard Queen - $150.00 per night
The Old Woolstore Apartments
1 Macquarie Street, Hobart
Hotel Room - $289.00 per night
SOCIAL FUNCTIONS Monday 14th & Tuesday 15th – Golf Barnbougle
inclusive of accommodation. Contact Andrew
Peters Semaphore Private (03) 9629 8182
Thursday 17th – Gala Dinner - part of your
registration fee. Beginning with Cocktail party
inclusive of canapes at the venue at 5-6pm
followed by 3 course dinner – Tasmania’s finest
produce. Share your music - BYO 80’s CD
Friday 18th – free night. For dinner options see
attached list of Restaurants
Saturday 19th – Contact Catherine Reading GDA
Financial Services (03) 6234 4413 for Salamanca
market excursion followed by tour of Mona and
dinner at Mona
PRESENTATIONS
On the basis that presentations are made available
to us electronically, we will load these to the BFP
website
RECOMMENDED DRESS
The recommended attire for the general
conference sessions and dinner event is smart
casual
FEEDBACK AND CPD POINTS
Feedback forms will be available and you will be
required to submit feedback online in order to
qualify for CPD points - FPA CPD – 11.5 points
CONFERENCE ORGANISER - OUR HOST
GDA Financial Services Hobart
CONFERENCE PROGRAM COMMITTEE
Andrew Peters, Semaphore Private – Melbourne
Cameron Howlett, Moran Howlett Financial
Planners – Melbourne
Michelle Tate-Lovery, Unified Financial Services –
Melbourne
INTRODUCING THE BUDDY SYSTEM FOR NEW
MEMBERS
For new members or first time attendees we would
like to Buddy You Up (so to speak) with a member
suited to your area of interest/need. This person's
role is to introduce you to other members and
make you feel at home. To help make this work
best we would like you to answer 3 questions as
part of your registration.
DAY ONE – THURSDAY 17 SEPTEMBER 2015
8.00 – 8.30
Registration opens
8.30 – 8.45
Welcome - Dacian Moses, President
8.45 – 9.00
Introducing New Members
9.00 – 10.00
Gihan Perera, Futurist - Thinking Ahead: Innovation, Collaboration and
Business Success in a Client Centric World
10.00 – 10.30
Neil Kendall, Chairman FPA - The Future of Boutique AFSLs
10.30 – 11.00
Morning Tea
11.00 – 12.30
Panel – Where Regulators see the Practice of the Future
Chair – Dacian Moses
FPA (Neil Kendall), Stewart Chandler (Compliance), Sue Viskovic (Elixir)
12.30 – 1.00
Lunch
1.00 – 2.00
Craig Hassed – Mindfulness, Being in the Zone for Life
2.00 – 2.45
Sue Viskovic, Elixir Consulting – How to Position Yourself and Your Offer to
Demonstrate Value So Price Is Never An Issue
2.45 – 3.15
Afternoon Tea
3.15 – 4.00
Sue Viskovic, Elixir Consulting – How to create a business plan for a financial
planning practice and what to measure to define progress?
4.00 – 5.00
Hot Topics
Tech savvy ideas to create efficiency – Delma Newton
Successful succession planning – Phil Clancy and Stephen Smallcalder
Best tech strategies
Best things in relation to the financial planning software you are using
Other
5.00 – 6.00
Cocktail Networking Function followed by Dinner and Entertainment
6.00 – 9.00
Doors are bolted – no one to leave! Let’s make the most of this great
networking opportunity
DAY TWO – FRIDAY 18 SEPTEMBER 2015
8.00 – 8.30
Get Ready
8.30 – 9.30
Client Engagement – How these two different style of practices engage
clients initially and keep them engaged?
Justin Hooper – Non-Investment Focus
Ian Bailey – Investment Focus
9.30 – 10.30
Marketing – Chair Andrew Peters
Panel – Doug Turek and Claire MacKay
Raising your Profile – Being Media Savvy
The number one question – is it worth it? Members will illustrate their
approach, their costs and quantify how their marketing efforts have flowed
through into their businesses. Also, some useful tips along the way in
dealing with media.
10.30 – 11.00
Morning Tea
11.00 – 12.00
HR and Succession Planning – A split session – Chair Susan Leon
Ric Zanetti – Are we paying our staff enough? How do we manage our most
important asset?
Steve Prendeville – How to get your business ready for sale (internal or
external), transitioning effectively and efficiently to maximise value.
12.00 – 12.30
Lunch
12.30 – 1.30
Practices of the Future
Chair – Cameron Howlett
Panel – Neil Kendall, Michelle Tate-Lovery, Tim Mackay describe their “best
model” Financial Planning Practice – what will it look like and what are they
working towards in their own practices? IT, staffing, financially etc ...
1.30 – 2.30
Andrew Hughes – Resilience and Self-Leadership ... Taking on the Future,
the Easy Way.
Don’t miss this speaker to put you in the right mindset to take on the
Challenge of Your Life ... The future as a Financial Planner!
2.30 – 3.00
Afternoon Tea
3.00 – 4.00
Other matters and Official Close
Guest Speakers
1. GIHAN PERERA, I MATTER
TITLE: Thinking Ahead: Innovation, Collaboration and Business Success in a Client-Centric World
DESCRIPTION:
The Internet has transformed the way clients interact with you. They have more power than ever before, want to be more involved in
planning their financial future, and are demanding better experiences in every service interaction. Smart financial planning practices
are tapping into the power of their clients, staff, and broader networks to design better products and systems, prevent problems
before they occur, and future-proof their success.
ABOUT THE SPEAKER
Gihan Perera is a futurist and an expert in helping leaders understand how the Internet has changed their world. He has been using
the Internet since 1987, long before many people knew it existed. For the last 15 years, he has been a speaker, trainer, webinar
presenter and mentor, helping thought leaders and business leaders with their e-marketing, e-learning and business strategies. He
has clients throughout Australia, as well as in New Zealand, South Africa, the United Kingdom, Singapore and Canada. He is the author
of “Fast, Flat and Free: How the Internet Has Changed Your Business”, “Out of Office: Using the Internet for Greater Freedom in Your
Work Life”, “Webinar Smarts”, and eight other books. As an educator, Gihan has been at the leading edge. He is entertaining,
engaging, challenging and thought provoking.
Forbes magazine rated him the #5 social media influencer in the world in his area of expertise.
2. CRAIG HASSED
TITLE: Mindfulness - Being in the Zone for Life
DESCRIPTION:
Mindfulness provides a reliable means for establishing peace and clarity amongst a complex and busy world. Mindfulness is both a
form of meditation and a way of living and it relates to the ability to focus and use attention. It is a generic skill with many particular
applications - the benefits are profound. With a little practice, anyone can be in the zone. This presentation will give an overview of
the principles and applications of mindfulness for personal and professional life including an increased sense of happiness and well
being, managing stress, enhanced mental and physical health, improved performance and decision making.
ABOUT THE SPEAKER
Dr Craig Hassed is an internationally recognised expert in mindfulness who has widely presented at national and international
conferences and seminars. He is a General Practitioner and Senior Lecturer in the Monash University Department of General Practice
where he has been teaching since 1989. He has been instrumental in introducing a variety of innovations into medical education and
practice with an emphasis on the application of holistic, integrative and mind-body medicine in medical practice and reconnecting
different knowledge systems e.g. medical science and philosophy, in a way which is grounded, balanced, scientifically valid and
clinically effective. He has published 7 well regarded books on this subject.
Guest Speakers
3. SUE VISKOVIC, ELIXIR CONSULTING
TITLE A: Pricing Advice and Demonstrating Value
DESCRIPTION:
Price is never an issue if clients can see value.
In this presentation Sue will share practical insights and use case studies to illustrate how advisers charge for their services, what they
do for their fee and how they deliver tangible value. You will learn how to position yourself and your offer to have a client for life.
TITLE B: How to Create a Business Plan for a Financial Planning Practice and What to Measure to Define Progress?
DESCRIPTION:
Busted - the Myth of Working On Your Business...so many advisers don't know how to work on their businesses and how to interpret
their results in a meaningful way to help build their business plan. This presentation will show you how to achieve the growth and the
development you are looking for by extracting maximum value from the time you spend on/in your business.
ABOUT THE SPEAKER
A name that is familiar to many of you, Sue Viskovic has successfully run Elixir Consulting for 8 years. In that time she’s built it from
just herself, conducting research into adviser pricing models from Perth WA, to the national business that it is today, with consultants
around the country, being called upon by advice firms, licensees and institutions for their counsel on how to improve their
businesses, and evolve for what is a very different future world of advice. Sue is one of the rare breed of consultants who has actually
sat in our chairs, so not only has experience at the coalface of advice, but also has knowledge of successful practices from hundreds of
different advisers around Australia and the world.
4. RIC ZANETTI, FOUNDER THE BUSINESS OF ADVICE, PRINCIPAL ZANETTI RECRUITING AND CONSULTING
TITLE: Split Session – HR and Succession Planning
Are we Paying Our Staff Enough? How do we Manage our Most Important Asset?
ABOUT THE SPEAKER
Ric has a career history spanning 22 years in the financial planning industry and 8 years in recruitment and consulting specifically for
financial planning, funds management, insurance and superannuation. His simple theory and passion for success is to focus on
helping others succeed both professionally and personally. His business has now created “The Business of Advice”. This remuneration
research and subsequent tools being created empower SME financial planning business owners to BENCHMARK their team, PLAN for
staff movement, CONSTRUCT resourcing plans & IMPROVE the attraction & retention of quality staff.
Guest Speakers
5. STEPHEN PRENDEVILLE, MANAGING DIRECTOR OF FORTE ASSET SOLUATION AND FORTE DEALER
SOLUTIONS
TITLE: Split Session – HR and Succession Planning
How to Get Your Business Ready For Sale (internal or external), Transitioning Effectively and Efficiently to Maximise Value
ABOUT THE SPEAKER
With 30 years in financial services, Steve has sold more financial services businesses than any-one else in the country. Steve created
Australia’s first specialist financial services M & A group Kenyon Prendeville, which he later split from to create Forte Asset Solutions
Pty Ltd in 2011. In 2014 Steve acquired My Dealer and under the business name of Forte Dealer Solutions assists practices to migrate
to new Dealer Groups. Steve is a financial services business valuer, an active media commentator and public speaker on all issues
affecting financial services businesses, especially financial planning businesses and Dealer groups. Steve has judged IFA Excellence
Awards (categories of Dealer Group of the Year and Rookie Adviser of Year). Steve has run, managed and sold national Dealer Groups,
financial planning, risk and accounting businesses in Australia and is uniquely positioned to address the subject matter.
DESCRIPTION:
Ric and Steve will present a powerful, succinct presentation of 20 mins each before opening up to 20 mins of questions from the
Members.
6. ANDREW HUGHES
TITLE: Taking on Your future, the Easy Way
DESCRIPTION:
No matter how much action you take, your internal world will make or break your external results, no exception. Discover the easy
way to keep yourself up, become a magnet to the clients you want, set and achieve kick arse goals, and tip the odds of success in your
favour.
ABOUT THE SPEAKER
Andrew is an international speaker on the art of fulfilment, the science of human potential and being a true leader. A recovered
lawyer, Andrew has trained and coached thousands of people to access their personal power, bringing peace, authenticity and
fulfilment to their lives. Audiences ranging from school children to CEOs are engaged and inspired by Andrew’s energetic and
passionate delivery of his core message: You are a walking miracle. Your potential is profound. Follow your heart. Discover your joy.
Never settle for anything less. With degrees in Economics and Law, and a Masters degree in International Law, Andrew has had
plenty of exposure to the corporate world. He now combines that experience with what he has discovered about living an
extraordinary and authentic life. Known for his ability to challenge, inspire and energise audiences, Andrew now works with groups
across the globe leading them to become their authentic, fulfilled selves.
Guest Speakers
7. STEWART CHANDLER, AFSL COMPLIANCE
ABOUT THE SPEAKER
AFSL Compliance provides compliance support to practices which hold their own Australian Financial Services licence or are looking to
obtain their own licence. Stewart is a Chartered Accountant with 15 years experience in risk management, compliance and financial
services. AFSL Compliance has assisted over 100 practices successfully apply for their own licence and currently provides 80 licensees
with ongoing compliance support. Our clients are typically small financial planning practices and investment advisory firms. We pride
ourselves on being able to deliver straightforward practical solutions which make compliance easy.
Hobart Restaurants
The Beef And Seafood Grill at Salamanca Inn
Prime beef and local seafood a few steps from
Salamanca Place and Salamanca Market
10 Gladstone Street, Salamanca 6220 0404
www.beefandseafoodgrill.com.au
ethos | eat drink
ANA National Award winner;
THA award winner 2012
100 Elizabeth Street, Hobart 6234 9476
www.ethoseatdrink.com.au
Mures Upper Deck on Hobart’s waterfront at
Victoria Dock
Ask about the Crayfish Specials. 6234 3664
www.mures.com.au
Alexanders Restaurant – Lenna of Hobart
20 Runnymede Street, Battery Point 6232 3900
www.lenna.com.au
Quarry Salamanca
Breakfast, Lunch & Dinner 7 Days
27 Salamanca Place, Hobart 6223 6552
www.thequarry.com.au
Zum Salamanca Breakfast & Lunch cafe
29 Salamanca Place, Hobart 6223 2323
www.zumsalamanca.com.au
Customs House Hotel
Breakfast Lunch & Dinner 7 days
1 Murray Street, Hobart 6231 1156
www.customshousehotel.com
The Squires Bounty
Many Premium Beers and matching food
noon - 9pm
55 Salamanca Place, Hobart 6224 0402
www.thesquiresbounty.com.au
Annapurna Indian Cuisine
93 Salamanca Place, Hobart 6224 0400
www.annapurnaindiancuisine.com/salamanca
Grape Bar / Bottleshop Tapas from noon - 9pm
Many wines by the glass, extensive range
55 Salamanca Place, Hobart 6224 4845
www.grape.net.au
Restaurant TASMAN - Hotel Grand Chancellor
"Contemporary dishes with a Tasmanian twist"
1 Davey Street, Hobart Ph 03 62354547
Mezethes Greek Taverna
Salamanca Square 6224 4601
mezethes.com.au
The Drunken Admiral Seafarers Restaurant
"Best Seafood Restaurant" 2012
17-19 Hunter Street, Old Wharf,
Hobart 6231 3717
www.drunkenadmiral.com.au
Henry's Restaurant at the Henry Jones Art Hotel
Open 7 days 7am till late
25 Hunter Street, Old Wharf, Hobart 6210 7706
www.thehenryjones.com
Suwan Thai Restaurant Hobart
Level 2-33 Salamanca Place, Hobart 6223 8014
www.suwanthaihobart.com.au
The Saffron Authentic Indian Cuisine
On the waterfront in Sullivans Cove
2/15 Hunter Street, Old Wharf, Hobart 6231 4715
www.thesaffron.com.au
Conference Registration Form 2015
Conference (Thursday 17th and Friday 18th September 2015)
Hobart Function and Conference Centre - Elizabeth Street Pier, Waterfront Hobart
MEMBERS ONLY - YOU MUST REGISTER TO ATTEND AND HAVE PAID BY 14/7/2015 TO RECEIVE EARLYBIRD PRICE
BFP Practitioner Member  Yes  No
BFP Practitioner Member  Yes  No
Delegate Details:  New
 Existing  Conference 1st timer
Title:
________________________________
 New
 Existing
 Conference 1st timer
(2nd or subsequent Attendee)
Title:
________________________________
Surname:
________________________________
Surname:
________________________________
First Name:
________________________________
First Name:
________________________________
Organisation:
________________________________
Organisation: ________________________________
Position:
________________________________
Position:
________________________________
Address:
________________________________
Address:
________________________________
______________________________________________
_____________________________________________
______________________________________________
_____________________________________________
Phone:
________________________________
Phone:
________________________________
Mobile:
________________________________
Mobile:
________________________________
Email:
________________________________
Email:
________________________________
NEW MEMBER
Request to be buddied by: ___________________________________________________________________________________
What’s your Practice flavour/specialty/style: ____________________________________________________________________
Your Size in terms of staff: ___________________________________________________________________________________
What are you looking for from this Conference? __________________________________________________________________
Completion by you of this document represents an Invoice from BFP to you for the amount calculated below.
Please tick:
Fee
 Conference Fee inclusive of Cocktail Function & Dinner
(member only early bird must register and pay by 14/7/2015 )
$595
or
 Standard Conference Fee (non-early bird rate), BFP Member
$750
 Accompanying person for dinner (Name)___________________________________
$120
 Conference Fee Non-Member – must be a practicing financial planner
$900
 Expression of interest - Monday 14th & Tuesday 15th Golf Barnbougle inc accomm
 Expression of interest – Saturday 19th Salamanca, Mona, Dinner
TBA
TBA
Amount
$________
$________
$________
$________
Total
$________
Total amount paid on _______________ by EFT $_________
Please advise of any dietary requirements. Provide at least one hot topic/best idea for discussion. _______________________
_________________________________________________________________________________________________________
Please pay by EFT with your business name as reference
Email Registration Form to:
Account Name: Boutique Financial Planning
BFP Conference
________________________________________________________________________________________________________
Principals Group
c/- Greg Hunter,
________________________________________________________________________________________________________
BSB:
Account No:
184 446
120 354 162
Email: secretary@bfp.asn.au
Ph: 0408 987 620