Professional Development Program
Keynote Speakers


Industry Panel

"How to operate in the new environment"

A panel of industry leaders. This industry panel will address a range of key issues facing the advisory profession.

These issues will include:

  • Adviser Renumeration Models
  • the role of adviser
  • the Future of Superannuation & the Ripoll Report
  • the Voice of Consumers
  • Insurance and savings adequacy in Australia

as well as time for questions from the floor.


Chris Helder

"The Power of Influence"

Sponsored by AIA

In this session Chris will cover:

  • The Art of Mastering Body Language
  • How to read the Client through the Personalities/Intensities
  • The Power of Influence to create Win/Win situations
  • The 10 tools to separate yourself from the competition
  • A list of 1% behaviour changes you can make immediately with instant results

Chris Helder simply owns the space as one of the world's top speakers on the art of reading the client and winning the business.

Where most speakers teach how to talk ‘at’ clients and colleagues, Chris has a fresh approach that concentrates on understanding those you are trying to influence, in order to create a stronger connection and ultimately result.

His messages can be life changing in both the personal and business spheres; and while Chris is often called upon to keynote sales conferences (one of his specialties) his message is much broader than that.

He delivers powerful messages on leadership, vision building, change management, communication and customer service.

His signature concepts of “Time – Line” strategy development and vision building through his “Chunking Up” process are two of his many tools that underpin his change philosophy.


Peter Baines

Dr. Clark Perry

"Creating a Fortius Mindset to Deliver Results in Challenging Times”

Sponsored by ING

Dr Clark Perry is a world leader in elite performance, leadership and team development.

Clark Perry earned his international reputation following enormous success working closely with a wide array of elite athletes, coaches and business leaders, such as the Australian Swimming Team, Australian Cycling, the ARU Wallabies as well as the National Australia Bank, MLC, Toyota and Pfizer.

In his role as Olympic Team Psychologist, Clark Perry has attended four Olympic Games. He has also mentored and worked closely with elite athletes competing in Commonwealth Games, World Championships, Pan Pacific Swimming Championships, and the Super 12 Grand Finals.

In addition to working with elite ahtletes, he continues to partner with many leading international businesses and sporting teams in his role as Director of Rogen Si.


Alischia Ross

Kurt Fearnley

“2009 NSW Young Australian of the Year”

Sponsored by CommInsure

Kurt Fearnley is a world champion wheelchair athlete with a can do attitude that makes the impossible possible. His infectious energy and passion for life inspires and motivates audiences across age groups and industries.

In 2009, Kurt Fearnley claimed his fourth New York Marathon title in a row, finishing the 42.2-kilometre course in a time of one hour, 35 minutes and 58 seconds. Just two weeks before he claimed his third consecutive win in the Chicago Marathon. Kurt moved on from the marathon circuit to take up his next and most grueling challenge for the year – crawling the Kakoda Trail. He took on this last challenge for 2009 to raise awareness of mens’ health issues.

Kurt Fearnley was born without the lower portion of his spine, yet despite this, he’s always been willing to have a go at everything. The youngest of five children from the small western NSW town of Carcoar, sport was always a big part of his family’s life. Ignoring his disability, he happily played in everything against his ablebodied brothers and mates.

With an indomitable spirit, Kurt took up wheelchair racing when he was 14. From pushing his everyday wheelchair as fast as he could down the grass track at school athletics carnivals to pushing his chair the last five kilometres on a flat tyre at the Athens Paralympics, he went on to win gold in the toughest marathon in Paralympic history. His determination and never-say-die attitude have rewarded him with the highest accolades in disability sport.


Alischia Ross

Dr. Christopher Caton

“Global Economics Update”

Sponsored by BT Insurance

Chris Caton is the Chief Economist for BT Financial Group. He was Chief Economist at Bankers Trust from 1991 until July 1999. From 1994 to 1997, he was also Chairman of the Indicative Planning Council, which advised the Government on matters relating to the housing industry.

Previously he worked in the Treasury, the Department of the Prime Minister and Cabinet, and for an economic consulting firm in the United States.

Chris was educated at the University of Adelaide and the University of Pennsylvania.


Mike Penrose

Mike Penrose

“When disaster strikes”

On one of his first international deployments, Mike Penrose was hijacked at gunpoint by Chechen rebels. During a six-week ordeal, he survived a mock execution and several stints on the frontline of fighting ... and learned a great deal about his ability to act decisively under duress.

In his current role as Director of Emergency Programs at Save the Children Australia, Mike’s ability to make quick decisions under pressure has been put to the test by a series of humanitarian disasters including last year’s earthquake in Indonesia, the tsunami in Samoa and of course the devastating earthquake that struck Haiti in January this year.


Alischia Ross

Anthony Bell

“Maintaining the Rage”

Sponsored by BT Insurance

In this session Anthony will cover:

  • the History of firm
  • Mistakes made and how to avoid them
  • Finding opportunity in disaster
  • Maintaining the “rage”
  • Discuss the highlights of Sydney to Hobart project

How I built Bell Partners from scratch to No.1 in the BRW’s most productive accounting Firms”

Heading up one of the country’s largest sole partner Accounting firm’s, Anthony Bell is best known for his high energy and performance, efficiency and personalised service.

His firm, Bell Partners was featured in Business Review Weekly’s “Top 100 Accounting Firms for 2009, noting Bell Partners as the #1 Most Productive Firm for the seventh consecutive year running, which has never been achieved before by any other firm.

Anthony’s interactive session will deal with the essential tools required to give your business a leading edge in its growth and prosperity.


Alischia Ross

In this session Adam will cover:

  • The need for more trauma insurance, including Child Trauma
  • The product considerations - pre and post claim
  • The three battles of a trauma claimant and how an adviser can genuinely support the claimant
  • The importance of the Adviser and Life Company working together
  • The Advisers role once the benefit has been paid - how to "manage" the Benefit

Adam Lane

“When the worst happens”

Sponsored by Macquarie

Adam has worked in the life insurance and financial services industry since 1990. Adam is a Division Director and National Sales Manager for Macquarie Life.

Prior to joining Macquarie in July 2006, Adam spent 9 years in underwriting and in underwriting management roles. Adam has also worked as a BDM for ING and regional sales manager for Metlife.