All Licensee PD Day - Ensombl

Australia's only licensee-agnostic,
one day CPD event for Financial Advisors

Friday, 26th May 2023 / 8am - 6pm AEST

10

Sessions

10

CPD Points

1.5k+

Attendees

4.8/5

Rating

Proudly Supported by:

We have entered a new era of advice, in which we see a continuing advisor migration towards smaller and boutique licensees. This new era places a premium on Professional Development, sustainability, and efficiency. But many smaller practices are finding these goals increasingly out of reach, as it becomes harder to access CPD in a way that is both affordable and makes efficient use of their time. The Ensombl All Licensee Professional Development (ALPD) Day was created to meet this challenge.

Born from the thinking of the Ensombl community, it is a licensee-agnostic, one-day CPD event giving advisors access to 10 hours of CPD-accredited content – 25% of their annual needs – from leading experts. Tapping into themes curated from Ensombl community discussions, all ten presenters are hand-picked to specifically solve the problems that get in the way of delivering great advice.

Presenters and Topics

Explore our presenters and the advice problems they will be solving

Leah Willis & the AE Ethics Research Team

Head of client relationships

Topic: Ensombl's ethical investing questions answered

Synopsis: Leah Willis leads a panel discussion to answer the complex and nuanced ethical investing questions posted on Ensombl.

Kellie Wood

Fixed Income Fund Manager & Portfolio Management Director

Topic: Stress testing your Investment Philosophy through real-life macro events.

Synopsis: Kellie Wood analyses past macro events and explains how different investment philosophies performed, adapted and evolved as a result.

Grant Hackett

CEO & Managing Director

Topic: Estate Planning for intergenerational wealth transfer (giver and recipient perspective)

Synopsis: Grant Hackett explores strategies to support both givers and receivers of intergenerational wealth transfers, and where to start with Estate Planning.

Greg Hansen

Executive, Group Strategy

Topic: SMSFs for intergenerational wealth and millennials

Synopsis: Exploring a new way to support intergenerational wealth, and millennials seeking more control and flexibility of their super with SMSFs.

Andrew Whelan

CEO

Topic: The future of technology in your practice

Synopsis: Andrew Whelan shares practical strategies to personalise your client experience at various stages of the advice process. 

Chris Mather & Panel​

Executive Director, New Business

Topic: How to find your correct tech stack

Synopsis: Chris Mather leads a panel discussion with industry thought-leaders to help you find your correct tech stack. 

Jenneke Mills​

Head of Technical Services

Topic: The ageing conversation – challenging where the value is in aged care advice

Synopsis: Jenneke Mills discusses the importance of a proactive aged care proposition, even if you don't actively advise in aged care.  

Vincent Holland

Co-Founder

Topic: Change management of technology

Synopsis: Vincent Holland shares practical solutions to effectively facilitate the change management of technology in your business.

Brian Parker​

Chief Economist

Topic: Portfolio Construction utilising Alternative Assets

Synopsis: A macro-economic look at world events and how portfolios might be constructed in the decade ahead – looking at both traditional and alternative asset classes.

Ben Hillier

General Manager Retirement Solutions at AMP

Topic: The retirement questions you didn’t know to ask

Synopsis: A deep-dive into fresh retirement strategies following the implementation of the Retirement Income Covenant.

Leah Willis & the AE Ethics Research Team

Topic: Ensombl’s ethical investing questions answered

Kellie Wood

Topic: Stress testing your Investment Philosophy through real-life macro events.

Grant Hackett

Topic: Estate Planning for intergenerational wealth transfer (giver and recipient perspective)

Greg Hansen

Topic: SMSFs for intergenerational wealth and millennials

Andrew Whelan

Topic: The future of technology in your practice

Chris Mather & Panel

Topic: How to find your correct tech stack

Jenneke Mills

Topic: The ageing conversation – challenging where the value is in aged care advice

Vincent Holland

Topic: Change management of technology

Brian Parker

Topic: Portfolio Construction utilising Alternative Assets

Ben Hillier

Topic: The retirement questions you didn’t know to ask

Leah Willis & the AE Ethics Research Team

Topic: Ensombl’s ethical investing questions answered

Kellie Wood

Topic: Stress testing your Investment Philosophy through real-life macro events.

Grant Hackett

Topic: Estate Planning for intergenerational wealth transfer (giver and recipient perspective)

Greg Hansen

Topic: SMSFs for intergenerational wealth and millennials

Andrew Whelan

Topic: The future of technology in your practice

Chris Mather & Panel

Topic: How to find your correct tech stack

Jenneke Mills

Topic: The ageing conversation – challenging where the value is in aged care advice

Vincent Holland

Topic: Change management of technology

Brian Parker

Topic: Portfolio Construction utilising Alternative Assets

Ben Hillier

Topic: The retirement questions you didn’t know to ask

4.87 out of 5

What advisors says

Choose your experience

VIRTUAL EXPERIENCE

A free-of-charge, Licensee-agnostic virtual PD Day.

The virtual ALPD Day experience is open to advisors everywhere to learn from the best minds in Financial Advice, and access 25%of your annual CPD requirement in one day.


At last year’s events, over 3,000 people joined the virtual platform to source new ideas and discuss concepts with their peers in real-time.

All attendees will receive a bespoke FPA-accredited CPD certificate after the event.

FREE

LIVE IN-STUDIO EXPERIENCE

Join us at the Hyatt Regency in Sydney, Australia

The in-studio experience offers an opportunity to learn from the best minds in financial advice in a collaborative face-to-face environment with your peers.

Following the PD Day, those with an in-studio ticket are invited to join a social networking event with our ALPD Day Corporate Community, to connect with industry peers and celebrate getting through a big day of education.

$197

How to join the event

Register for the virtual or live in-studio experience

Save the date to your calendar – Friday May 26, 8am – 6pm AEST

Join 1,500+ advisors to learn from the best minds in Financial Advice.

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Frequently Asked Questions

Over 100 financial advice professionals will come together at the Hyatt Regency in Sydney to learn from the best minds in financial advice, in a collaborative and relaxed face-to-face environment.

Doors will open from 7:30am, with the ALPD Day commencing at 8am. With ten presentations, you will hear from over 15 industry thought-leaders sharing their expertise to help solve the most prominent problems getting in the way of delivering great advice.

There will be three breaks – morning tea, lunch, and afternoon tea – scattered throughout the day, giving ample time to digest the content and discuss ideas with your peers.

After a big day of education, you have the option to join a fully catered social networking event – providing the opportunity to connect with industry peers and Ensombl’s Corporate Community supporting the ALPD Day. This event will take place at Hyatt Regency, starting straight after the ALPD Day, and concluding at 8pm.

The Grand Ballroom at Hyatt Regency in Sydney, Australia.
 
161 Sussex St, Sydney NSW 2000
Over 1,500 financial advice professionals will gather virtually to learn from the best minds in financial advice, in a collaborative online environment.
 
All virtual attendees will receive their unique link to join the virtual platform the week of the event (week of 22nd May). The virtual platform will be open from 7:30am, and the ALPD Day will officially commence at 8am AEST. With ten presentations, you will hear from over 15 industry thought-leaders sharing their expertise to help solve the most prominent problems getting in the way of delivering great advice.
 
Attending the ALPD Day virtually gives you the flexibility to tune in from anywhere you want. We recommend your lounge room, to cast the virtual platform to you TV and watch on the big screen. There will be three breaks – morning tea, lunch, and afternoon tea – scattered throughout the day. Our suggestion is to order Uber Eats or have lunch delivered.
 
Throughout each session, you have the ability to join the chat box and discuss ideas and concepts with your peers in real-time. Some presenters will also incorporate live poll questions, and there is a function to submit your own questions to be answered live by the presenters and hosts.
 
The event will conclude after the tenth presentation. We expect this to be approximately 5:30pm.
You can find information on all presenters and their topics here
 
The full agenda with session times and the CPD breakdown will be available soon, and can be accessed via the link above.

You can acquire up to 10 CPD points throughout the day. There are no quiz questions required. You will attain points based on the sessions you attend.

This information will be released shortly and will be available here

You will receive your bespoke CPD certificate via email with a summary of the sessions you attend. You can expect to receive your certificate no later than two weeks after the ALPD Day.

It is free to join the virtual experience. If you would like to join the in-studio experience and social networking event, there is a cost of $197. This price covers the costs of putting an event like this on. Our goal isn’t to make a profit on ticket sales from this event.

To register for the virtual experience, click here.
To register for the in-studio experience, click here

Awards
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Are you an Ensombl member?

Are you an Ensombl member?

The All Licensee PD Day virtual experience is free for Ensombl members.

Click below to create your free Ensombl account and register for the ALPD day.

The All Licensee PD Day in-studio experience is available for Ensombl members to register.

Click below to create your free Ensombl account and register for the ALPD day in-studio experience.