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Download and read PDF articles and PowerPoint slideshows from recent AFA events, conferences and special presentations.

10 GenXt Roadshow Presentations

What to look out for in 2010

Presentation by William Tomac, Global Value Investors

Life after Ripoll......what does it mean to your business?
Presentation by Richard Klipin

Common sense and practical responses from advisers to Government and the regulator are now more important than ever.
Presentation by Dr Jim Taggart, AFA National President

Going Back To School....Raising the Bar on Adviser Education
Presentation by Dr. Jim Taggart & Dr. Mark Sinclair

Price for Value...Building the Right Pricing Model for your Business
Presentation by Graham Peatey

How I built a Fee Based Business & Why My Clients Love it.
Presentation by Errol Woodbury

2009 Presentations

The Future of Financial Advice in Australia

Presentation by the Hon. Chris Pearce MP

2009 National Conference

Sunday 04th Oct

No Presentations Available.

Monday 05th Oct

GenXt Breakfast – Sponsored by AMP
“When the Rubber hits the Road” Chris Kirby

“Building a sustainable relationship with your Centre of Influence”
John Eales: Director, The Peak Partnership

“Building sustainable retirement incomes strategies. What have we learnt from the GFC”
 Adviser Panel facilitated by Richard Howes: Challenger

“GFC and Pandemics create exciting new business opportunities”
Todd Kardash: CommInsure

“The Business Insurance Conversation “people don’t know you can help them until they realise they’ve got a problem”
Jonathan Davies: Adviser

“Tailored Asset Consulting vs Research”
What’s the most relevant to your business? Rob McGregor 

Tuesday 06th Oct

Business Insurance Breakfast – Sponsored by Aviva
“Exploring the untapped SME Market” Peter McNaulty & Russell Hannah

NAB Best Practice Breakfast – Sponsored by NAB
“How to drive your business ahead of the pack through speacialisation” Malcolm Arnold , Andrew Ward & Lee Wallace

“The adviser of the future…what skills, knowledge and competencies will you need to thrive & succeed in the future”
Dr Mark Sinclair 

“Minimising Value Leakage from the Underwriting Process”
Brett Yardley – Head of offer Strategy, Towers retail Life business 

“Coming to The Dark Side”
Kylie McIntosh: Partner, Ulton Group

“What are clients really saying about their advisers: insights from client research”
Terry Bell & Tony Stephens: Business Health

“How to deliver positive claims outcomes for your clients”
Sean Potter, National Claims Manager, Aviva 

“Is there a place for Agri in clients profile”
Discussion lead by Kim Cowie  

“Business Financial planning opportunities”
David Shirlow, Macquarie

“Cash is king…. But for how long?” When is the right time to dip your toes back into equities?”
Lessons learnt from the GFC with Paul Cuddy: CIO, Bennelong FM

“Get the right Dealer Group option for your business…. large, small, or independent or institutional”
Panel Discussion facilitated by Ian Anderson

“How to attract the right new clients to you business”
Sam Aylett: AXA

2009 AFA GenXt Roadshow Presentations

Building an ‘Elite Team’ for Your Business
Presentation by Tom Lawton

“Future proof your business cashflows”
Presentation by Malcolm Arnold  

“Which customers create the most opportunities for your business?”
Presentation by Chris Kirby

2008 AFA National Forum Presentations

AFA National Forum 2008 Paper Notes
How to handle business growth!

"Success brings pain in managing a business"
Presented by Phil Young

GIVING BACK TO MOVE FORWARD!
Presented by Chris Browne

The World of Practice Management
Presented by Cliff Garrels

RG126 - Taking the risk out of your business
Presented by Christina Kalantzis

Behavioural Finance and the business of advice: Engaging Clients in the 21stCentury
AXA