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

AFA National Conference 2011

Dr John Cummins
Executive Medicine, Sydney CBD
Medical Officer GenRe
Advances in Medical Terminology Has the insurance industry kept in Step?

Steve Currie
AXA Australia
“When Estate Planning& Intergenerational Risk Collide”

Lisa Everingham
Communicating for Success

Nettie Handley
CEO Complete Risk Analysis Pty Ltd
Future Proof your business: Engage your business relationships on ‘why’.

David & Ross Fastuca
Locomote
How to build your business online

Greg Matthews
What's happening in Markets?
“Adversity brings with it opportunity”

Mentor Education Award

Scott Monotti
Bendigo Wealth
“How to Grow Your Business in Uncertain Times”

Steve Salvia
Circle of Excellence

Rachel Staggs
srs coaching & consulting

Tim Steele
Director, AMP Horizons
Growing, incubating and developing new advisers. A case study from the market.

Chris Unwin
Training and consulting services
The Miracle of Trauma

Sue Viskovic
Managing Director, Elixir Consulting
Enjoying Business Success in the Future of Financial Advice

National Roadshow 2011

Richard Klipin - AFA CEO
“FoFA & CP153, What are they? And what does it mean for your business?”

Pina Sciarrone - AIA Head of Adviser Services
“Risking Everything.... Insights from Consumer Research”

Adam Smith - AFA Vice President
“The adviser of tomorrow... getting the balance right”

Steve Salvia - AFA Adviser of the Year 2010
“Building an award-winning business”

Andrew Shakespeare - AFA Rising Star 2010
“The beauty of a great idea lies in the art of using it”

Stewart Bell - Elixir Consulting
“Is your business ready for the Future of Financial Advice?”

The Expert Panel
“The future is in your hands – Opportunity, knowledge and insight.”

Beyond Blue
Tanja Limnios

Masterclass 2011

Women in Advice by Kerry Chikarovski - AFA Political Strategist
Sponsored by Tower

Building business value in a post-FOFA world by Stewart Bell - Elixir Consulting
Sponsored by Elixir Consulting

GenXt National Roadshow 2011

Richard Klipin - AFA CEO
"The Tides of Change - Update from Canberra"

Steve Prendeville - Director Kenyon Prendeville
"Grow or Go"

Brad Fox - AFA National President
"Foot to the Floor & Both Hands on the Wheel"

Shane Kirsch - National Manager, NAB Financial Planner Banking
"The Tides of Change - Insights from Adviser Research"

Nick Hakes - National Distribution Manager Mentor Education Group
"The Pathway to the Professional Advice Practice of the Future"

Michael Harrison - Director Strategies Plus
"Positioning Your Business in a Digital World"

2010 National Conference

Saturday 23rd October 2010

No presentations

Sunday 24th Oct

“Global Economic Update”
Dr Chris Caton – Sponsored by BT

Monday 25th Oct

“Advice opportunities in the aged care market for advisers”
Louise Biti, Director - Strategy Steps

“Managing your business in times of transition”
Adviser Panel with Yvonne Neilson, State Manager – Asteron

“Hunting Elephants... Building a niche in the High net worth client segment”
David Hare, Managing Director – YRPS

“Future ready your practice growth now”
Panel interview with Steve Currie AXA, Phil Young AFRM & Sam Aylett AXA

“How far will the Euro Zone debt impact the global economy and why it’s important for your clients portfolio’s”
William Tomac, General Manager – GVI

Tuesday 26th Oct

Business Insurance Breakfast
Sponsored by the MLC Risk Specialist Network
“Keeping the Jewels in the Family - Intergenerational Family Business Transfers”
Jon De-Fries and Chris Tsovolos

“How to buy & sell practices and get the right price in a post FFA environment”
Steve Prendeville, Director - Kenyon Prendeville

“Secrets of success from award winning businesses”
Insights from the Adviser of the Year
Adviser Panel with Phil Kewin, Head of Sales – Zurich

“Future Proofing your business... Case studies from the Front Line”
Christina Kalantzis, Director - Alexis Risk

“Underwriting the uninsurable”
Marcello Bertasso, Head of Underwriting – AMP

“Foot to the floor & both hands on the wheel. Clearing the hurdles of change for newer Advisers”
Brad Fox, AFA GenXt Chair

“The Heartbeat on succession: What’s really going on”
Andrew Moylan - Practice Exchange and Ian Anderson – CBA

“Dealing with the Professional Women’s Market… BIG challenges, HUGE opportunities, GREAT referrals!”
Sarah Rigelhuth, Adviser - WealthMap Financial Strategies

“How to give a WOW client experience everytime”
Steve Salvia - Southern Financial Strategies

2010 National Roadshow Presentation

“Keeping my practice super fit”
Graham Campbell - AFA Adviser of the Year

“Succession and acquisition after FFA (Minister Bowens changes)”
Steve Davison - AXA Head of Acquisitions and Succession

“Ripoll, Cooper, Henry and the FFA Reforms. What are they and what does it mean for your business”
Richard Klipin - AFA CEO

“On top of the World”
Chris Southgate - AFA Rising Star of the Year

“The Heart beat of Consumers....”
Andrew Inwood - CEO Brand Management

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