THURSDAY 6 MAR
DAY 3, AMPLIFYING OUR EDGE
Our final day is all about amplifying our edge, equipping our community with the technical and tactical tools and information they need to create a greater competitive advantage. We’ll start with a series of hands-on sessions where you will get to ‘choose your own adventure’ and participate in sessions that are relevant to your role and your business needs. We’re then back together for our Closing Plenary where you’ll be inspired and challenged by our keynote address. And finally, we’ll officially wrap Advice LIVE 2025 with the party of the year at our Gala Dinner!
8AM
ADVICE LIVE WORLD OPEN & ARRIVAL TEA & COFFEE
Run time: 8AM – 8:30AM
8:45AM
9:45AM
MORNING TEA
Run time: 9:45AM – 10:15AM
WORKSHOPS
AMPLIFYING OUR EDGE SESSIONS
Day three shifts from conceptual thinking to hands-on learning. The ‘Amplifying our edge’ workshops are dedicated to enhancing the competitive advantage of advice businesses by focusing on skill development, efficiency, and excellence.
This stream aims to equip advisers with advanced tools, techniques, and knowledge to sharpen their expertise and deliver superior value to clients.
The sessions are designed to help advisers stay ahead in a rapidly changing industry, improve operational effectiveness and elevate their professional capabilities.
10:35AM
SELECT 1 of 4
SESSIONS
Join us to explore Fidelity’s research on the $3.5 trillion intergenerational wealth transfer in Australia. Discover whether this trend is an opportunity or threat for advisers.
11:30AM
SELECT 1 of 4
SESSIONS
Extension, Expansion, and Evolution: Amplifying Our Edge Through Effective Collaboration
In this session, participants will embark on a journey through four key phases, unveiling how collaboration harnesses collective strengths to create innovative solutions and a greater future.
Samantha Gash, brought to you by AIA Australia
Run time: 11:20AM – 12:05PM
Around the universe with Investments – panel session
Join our panel to learn the art and science of portfolio construction. Discover expert strategies for robust portfolios, balancing risk and return, and leveraging Australia’s tech-driven economy. A session not to miss!
Bryce Anderson, Morningstar
Toby Bracey, Neuberger Berman
David Wilson, First Sentier
Alison Savas, Antipodes Partners
Run time: 11:20AM – 12:05PM
The Evolution of Technology in Financial Advice: Empowering Advisers for the Future
In a world where client expectations are higher than ever, simply keeping up isn’t enough. To thrive, you need to stay ahead. This is the event that will show you how to harness the latest technologies to revolutionise the way you deliver advice.
Nick Hilton, Entireti
Rocco Musumeci, Entireti
Run time: 11:20AM – 12:05PM
12:25PM
LUNCH
Run time: 12:25PM – 1:15PM
1:25PM
SELECT 1 of 4
SESSIONS
Seven Habits of Highly Effective People – Part A
Join our interactive workshop on Stephen Covey’s newly relaunched “7 Habits” to enhance personal and professional effectiveness. Gain human skills crucial for today’s tech-driven world and complete a self-diagnostic tool.
Catherine Nelson, Franklin Covey Australia & New Zealand
Run time: 1:25PM – 2:10PM
Primary Drivers of Capacity and Growth
To grow, businesses often struggle with capacity or attracting new clients. The most impactful solutions are shaping an ideal client base and actively triggering more client referrals. Join this session to find out how.
Shan Chung, Macquarie
Run time: 1:25PM – 2:10PM
2:20PM
SELECT 1 of 4
SESSIONS
Seven Habits of Highly Effective People
– Part B
Join our interactive workshop on Stephen Covey’s newly relaunched “7 Habits” to enhance personal and professional effectiveness. Gain human skills crucial for today’s tech-driven world and complete a self-diagnostic tool.
Catherine Nelson, Franklin Covey Australia & New Zealand
Run time: 2:20PM – 3:05PM
How (technically) smart are you?
Challenge your technical knowledge in a lively, fast-paced quiz on super, tax, retirement income, and more. Compete for the ‘smartest’ title, earn bragging rights, and a trophy, while identifying areas to improve your expertise!
Andrew Lowe, Challenger
Run time: 2:20PM – 3:05PM
6 Lessons and a Blessing
Join Pete Gunning, Vice Chairman and former Global CIO, as he shares insights on investment leadership, managing over $300 billion in assets, and navigating market extremes through engaging anecdotes. Don’t miss out!
Pete Gunning, Russell Investments
Run time: 2:20PM – 3:05PM
Entireti’s Investment and Research Showcase
Join our session to explore portfolio solutions enhancing investment governance and driving business growth. Learn from the largest Advice Research & Investment team, leveraging their expertise to benefit your practice and clients.
Sarah McCarthy, Entireti
John Carnevale, Entireti
Run time: 2:20PM – 3:05PM
3:15PM
AFTERNOON TEA
Run time: 3:15PM – 3:45PM
3:55PM
CLOSING PLENARY
For our grand finale of inspiration, Olympic swim coach Dean Boxall will captivate us with his powerful stories of passion, commitment, and triumph. Following this, Matt Lawler will shed light on how our vision and unique edge can not only shape a brighter future for our network but also elevate the entire profession.
7PM
GALA DINNER
Join us for an unforgettable celebration as we bid farewell to Advice LIVE 2025. Come and toast to new learnings, exciting partnerships, and lasting connections.
Dress code: Black tie
Run time: 7PM – 11PM
YOGA
Run time: 6:30AM – 7:30AM
Yoga is a great way to energise and focus. Join us for this one hour yoga class, to kick off your morning feeling refreshed, invigorated and with a positive mindset which will allow you to focus on the day’s sessions and get the most out of Advice LIVE.
Winning hearts and minds in retirement – better for business
Run time: 8:45AM – 9:35AM
Rebecca Wilson, Epic Retirement
Edwina Maloney, AMP
Australians with an active relationship with a financial planner are not only financially better off than unadvised Australians, additionally they report a better quality of life*. Despite this, many Australians attempt to contrive their own financial advice without paying for it, especially in the lead up to retirement.
Having a firm understanding of potential client concerns as they navigate through life stages allows advisers to proactively address and manage these concerns throughout their planning conversations, which ultimately facilitates great advice outcomes and strengthens client relationships. An expert on midlife and modern retirement, Bec will provide thought-provoking insights into the current trends and challenges aging Australians are faced with in the lead up to retirement. What is it that retirees are saying they look for – or wish they had asked – when they’re considering their retirement options, and how can advisers be ready to support? Is it only a fear of running out, or what role do relationships, health and wellbeing play in driving decisions on retirement and estate planning?
The session will conclude with a Q&A with Edwina Maloney, Group Executive, Platforms at AMP.
The Daily Habits of ‘HEALTHY’ High Achievers
CPD (to be confirmed)
Run time: 10:25AM – 11:10AM
Mark Bunn, Former Australian Rules Footballer
As one of Australasia’s leading experts on health and personal performance, former AFL footballer and best-selling author of ‘Ancient Wisdom for Modern Health‘, Mark Bunn understands the difficulties facing professionals and organisations today – high stress, poor sleep, negativity, poor work-life balance, low motivation and workplace morale.
Mark’s unique blend of both Eastern and Western health-science uses the secrets of the world’s healthiest, longest-living people and highest performing business people, to help overcome these issues with practical, down-to-earth, solutions. His highly entertaining and fun delivery style makes cutting edge research from mind-body medicine and positive psychology seem refreshing, uplifting and life-changing.
Economic Insights and Market Outlook Panel
CPD (to be confirmed)
Run time: 10:25AM – 11:10AM
Crispin Murray, Perpetual
Ron Temple, Lazard
Samuel Ruiz, T.Rowe Price
Diana Mousina, AMP
Join our panel for their insights on how to amplify and position portfolios for success.
Our in-demand economists and investment experts will discuss the themes that drove markets in 2024 and their possible evolution throughout 2025. Come along to hear their views on interest rates, inflation, geopolitics and the artificial intelligence “revolution”.
The Future of IT Security for Financial Service Firms
CPD (to be confirmed)
Run time: 10:25AM – 11:10AM
Greg Hansen, Hub24
Financial planning firms often lack the resources to maintain a robust in-house IT security team.
They face challenges such as outdated security systems, lack of employee cybersecurity training, and Inadequate incident response strategies. Greg Hansen, HUB24 will provide insights to some of the common fraud and cyber breaches they encounter and provide ideas for advisers to reduce their risks. This will be followed by a panel session of industry leaders, Fraser Jack from The Cyber Collective and Helen Blackford of Nestworth to share their experiences and thoughts on how to address a key issue facing all financial services firms.
QAR Tranche 2
CPD (to be confirmed)
Run time: 10:25AM – 11:10AM
Nick Hilton, AMP Advice
Keiran Mcilwain, AMP Advice
TBC
Extension, Expansion, and Evolution: Amplifying Our Edge Through Effective Collaboration
CPD (to be confirmed)
Run time: 11:20AM – 12:05PM
Samantha Gash, brought to you by AIA Australia
Extension – Igniting Your Vision:
Extension is about taking that bold first step into the unknown, pushing beyond the familiar to embark on new adventures. This phase is about embracing the discomfort that comes with stepping into the unknown, which is essential for igniting a shared vision and driving forward momentum.
Expansion – Amplifying Our Edge:
Expansion is the inward journey that follows extension. This phase is about grounding ourselves in the reality of our experiences, no matter how challenging or uncomfortable they may be. It’s in these reflective moments – whether facing personal health challenges or navigating unexpected setbacks – that we build resilience, find clarity, and strengthen our core.
Evolution – Redefining What’s Ahead:
Evolution is the ongoing transformation that results from continuous expansion. This phase requires letting go of old expectations – those imposed by others and those we impose on ourselves. Evolution is often clunky and uncomfortable, but it’s in these moments that real growth happens.
Collaboration – Harnessing Opportunities Together: Collaboration is the force that amplifies the impact of extension, expansion, and evolution. By working together, we harness collective strengths, create innovative solutions, and build a future that’s greater than the sum of its parts.
Amplifying Portfolio Construction panel
CPD (to be confirmed)
Run time: 11:20AM – 12:05PM
Bryce Anderson, Morningstar
Toby Bracey, Neuberger Berman
David Wilson, First Sentier
Jacob Mitchell, Antipodes Partners
Is portfolio construction an art or science? Beyond understanding the market, it’s also about applying that knowledge to build robust portfolios.
Our panel will share their expertise and the importance of selecting the right blend for different portfolios. Hear how an active approach to a broadly diversified fixed income universe is necessary and how Australia’s listed companies are driving our economy and shaping the world through technology innovation. All importantly, learn how to position your clients to potentially benefit, whilst balancing risk and return.
Next Generation – An adviser’s role in Australia’s intergenerational wealth transfer
CPD (to be confirmed)
Run time: 11:20AM – 12:05PM
Andrew Dowling, Fidelity
The $3.5 trillion Great Wealth Transfer between generations has begun in Australia. For financial advisers, it signifies both opportunity and threat.
The next generation of clients expects more than just traditional advice; they want digital-first engagement, strategic guidance on inheritance, and investment solutions that align with their values.
Backed by Fidelity International independent research, Andrew Dowling will unpack what this shift means for advisers and how they can evolve their approach to connect with younger investors through digital solutions, Active ETFs, and tailored strategies. This session will challenge conventional thinking and provide actionable insights to help advisers future-proof their client relationships in a rapidly changing landscape.
Technology Update
CPD (to be confirmed)
Run time: 11:20AM – 12:05PM
Nick Hilton, AMP Advice
Rocco Musumeci, AMP Advice
Discover how cutting-edge technologies like AI-driven analytics, CRM systems, and automated workflows can transform your financial advice process. Learn how to enhance client relationships, streamline operations, and deliver personalised, timely advice. These innovations will help you reduce manual tasks, minimise errors, and focus on what matters most—strategic planning and business growth. Join us to unlock the future of financial advice and stay ahead in an ever-evolving industry.
Seven Habits of Highly Effective People – Part A
CPD (to be confirmed)
Run time: 1:25PM – 2:10PM
Catherine Nelson, Franklin Covey Australia & New Zealand
This interactive workshop uses the quintessential self-help book by Stephen Covey to understand what are the seven habits that make people more effective in their personal and professional lives. The session provides an opportunity to complete a self diagnostic tool to understand your current effectiveness and what you can do to be more effective
In an era of accelerating technology and advanced AI, human skills—how we work alone and together—are more important than ever. Having a comprehensive framework to help everyone gain and improve these essential abilities is critical to achieving organizational success.
The 7 Habits of Highly Effective People course equips learners with foundational human skills like emotional intelligence, proactive problem solving, and self-leadership. Tailored for today’s evolving workplace, the 7 Habits unleash profound growth at every level.
Yes, AI has arrived, but where does it take us next and what’s next?
CPD (to be confirmed)
Run time: 1:25PM – 2:10PM
Alex Pollak, Loftus Peak
An insight to the world of AI and other investment themes which will distrupt the future and the way we live. The session will cover areas such as AI trends, Genetics, Life Sciences, 5G Technology, IOT, and much more.
Come along to understand why distruption thematics are so different and how to invest in areas that will benefit your clients’ portfolios ahead of the curve.
Primary Drivers of Capacity and Growth
CPD (to be confirmed)
Run time: 1:25PM – 2:10PM
Shan Chung, Macquarie
In aiming to grow, a business typically struggles with either the capacity to receive growth, or the ability to attract new business. While there are many ways to tackle these challenges, two primary levers tend to have the strongest impact with relatively less effort. They are shaping an ideal client base, and actively triggering more client referrals.
Power of Brand
CPD (to be confirmed)
Run time: 1:25PM – 2:10PM
Elza Avery, et collective
Explore the essential building blocks of creating a powerful, purpose-led brand that drives long-term growth and future-proofs your business.
Seven Habits of Highly Effective People
– Part B
CPD (to be confirmed)
Run time: 2:20PM – 3:05PM
Catherine Nelson, Franklin Covey Australia & New Zealand
This interactive workshop uses the quintessential self-help book by Stephen Covey to understand what are the seven habits that make people more effective in their personal and professional lives. The session provides an opportunity to complete a self diagnostic tool to understand your current effectiveness and what you can do to be more effective
In an era of accelerating technology and advanced AI, human skills—how we work alone and together—are more important than ever. Having a comprehensive framework to help everyone gain and improve these essential abilities is critical to achieving organizational success.
The 7 Habits of Highly Effective People course equips learners with foundational human skills like emotional intelligence, proactive problem solving, and self-leadership. Tailored for today’s evolving workplace, the 7 Habits unleash profound growth at every level.
How (technically) smart are you?
CPD (to be confirmed)
Run time: 2:20PM – 3:05PM
Andrew Lowe, Challenger
In a room full of smart people, just how (technically) smart are you?
In a fast-paced (and hopefully fun) session you’ll be quizzed on all things technical. We’ll cover super, tax, retirement income, social security, aged care, investments and more.
We’ll be keeping score as you compete for the title of ‘smartest’ in the room – a title accompanied by a cheap (or priceless) trophy, endless bragging rights and maybe a little light-hearted mocking from your peers.
6 Lessons and a Blessing
CPD (to be confirmed)
Run time: 2:20PM – 3:05PM
Pete Gunning, Russell Investments
Hear from Pete Gunning, currently Vice Chairman and former Global Chief Investment Officer with responsibility for more than $300 billion in assets. Discover the art and science of investment leadership as Pete shares what it takes to build and maintain a world-class investment engine that can deliver exceptional results for the world’s most demanding investors.
Pete’s extensive expertise comes to life through a collection of anecdotes, illuminating his observations and interactions amidst some of the most euphoric – and devastating – market extremes on record.
Amplifying Investments
CPD (to be confirmed)
Run time: 2:20PM – 3:05PM
John Carnevale, Entireti
Sarah McCarthy, AMP
With the increasing focus from regulators on investment performance, there is a growing trend towards enhancing portfolio investment governance. This session will delve into the portfolio solutions available to the Adviser network, aimed at addressing investment governance whilst helping drive your business growth and resilience.
We will highlight the value of being supported by the largest Advice Research & Investment team in the country. The Entireti Research & Investment team, dedicated to supporting our Adviser network, comprises well-resourced and credentialed investment management specialists with over 130 years of experience.
Senior management is adept at meeting the diverse needs of over 1300 advisers and multi-branded licensees. They have extensive experience managing various investment portfolios, including managed accounts, private label SMAs, MDAs, multi-manager funds, and customised bespoke solutions. The senior executives and investment professionals work closely with Advisers and are integral members of the investment committees.
We will demonstrate how you can leverage this expertise by:
- Sharing our key research and investment service deliverables
- Demonstrating how our services and solutions can enhance efficiency and growth within your practice.
- Highlighting the benefits of our new scale, such as discounted research subscriptions and pricing power, to achieve wins for you and your clients.
GEMMA ACTON
Advice LIVE Anchor
In his standout keynote, Dean explores the multifaceted journey of achieving success. It delves into themes such as failure, commitment, doubt, and standards, highlighting the importance of obsession, meticulous planning, and challenging the status quo.
The narrative encourages thinking outside the box and creating your own motivation, offering a comprehensive guide to navigating the complexities of personal and professional growth.
DEAN BOXALL
Olympic Swim Coach
In his standout keynote, Dean explores the multifaceted journey of achieving success. It delves into themes such as failure, commitment, doubt, and standards, highlighting the importance of obsession, meticulous planning, and challenging the status quo.
The narrative encourages thinking outside the box and creating your own motivation, offering a comprehensive guide to navigating the complexities of personal and professional growth.
Matt Lawler
CEO Advice, NewCo
Plenary speaker
Matt is a highly experienced leader in financial services having held senior executive roles across financial advice, wealth management, superannuation, investments, mortgages and banking. Matt joined AMP in July 2021 to lead and transform AMP’s advice business.
Matt has extensive experience in large scale advice transformations and a deep knowledge of building and operating successful advice businesses. He has led advice and mortgage broking businesses at MLC/NAB, was CEO of Yellow Brick Road, an ASX listed business, and Executive Director at Loan Market and Wealth Market, both privately owned businesses.
Matt holds a Diploma in Financial Planning from RMIT University and a Diploma in Applied Finance and Investment from FINSIA.
