National Practitioner Roadshow 2018 Resource Kit

The AFA National Practitioner Roadshow is for all advisers who are passionate about growing the demand for quality financial advice and firmly establishing the profession in the hearts and minds of everyday Australians.

 

As a community of peers, Practitioners recognise and appreciate the many challenges facing advisers and advice businesses, and support each other's thinking on a range of issues.


Please click on the links below to access the our speakers presentations.

To view the full roadshow please click here.

Philip Kewin

AFA CEO

Professionalism & Leadership

AFA Strategic Update

Please click here to view the speaker notes.

Please click here to view the video presentation.

Matt Heine

Joint Managing Director, Netwealth Group

Quality Advice Strategies

Removing friction from the advice process through the use of technology

Please click here to view the speaker notes.

Please click here to view the video presentation.

Ravi Agarwal

MEDIQ Financial Services

Business Performance

AFA Practice of the Year - Adviser best practice in action

Please click here to view the speaker notes.

Please click here to view the video presentation.

Phil Anderson

AFA General Manager Policy & Professionalism

Professionalism & Leadership

AFA Update on FASEA, Royal Commission, Education Standards & More

Please click here to view the speaker notes.

Please click here to view the video presentation.

Eleanor Dartnall

Focus Wealth Advisers

Adviser Performance

AFA Adviser Research - Understandable advice for all Australians

Please click here to view the speaker notes.

Please click here to view the video presentation.

Andrew Lowe

Head of Technical Services, Challenger

Change and Opportunity

Pre and Post Retirement strategy in focus

Please click here to view the speaker notes.

Please click here to view the video presentation.