<iframe src="https://9900301.fls.doubleclick.net/activityi;src=9900301;type=lead;cat=au-b20;dc_lat=;dc_rdid=;tag_for_child_directed_treatment=;tfua=;npa=;ord=1?" width="1" height="1" frameborder="0" style="display:none">


Master disruption and steer your business to calmer waters
A free workshop for financial advisers
18 NOV 2020
90 min Virtual workshop

Sometimes you need to steer a new path to achieve success

The financial advice profession continues to experience unprecedented change. Navigating a course through these turbulent waters can be challenging when so much is uncertain.

Attend our free workshop Navigate a New Future and learn how to cut through the noise and make better decisions for you and your business.

Keynote: Peter Winnall, Rekon Group

Get hands on with the DECIDETM and DIRECTTM framework to understand your most difficult challenges and improve the quality and speed of your decision-making.

Combining a background in military special forces (SASR Squadron Commander) with Tier 1 management consulting firms, Peter brings order and certainty to complex and complicated environments.

Peter Winnall (200px)


All times in AEDT


Paul Cullen, Group Executive Advice, Centrepoint Alliance

What’s your Path? How to make objective decisions during disruption and change
Navigating the ever-changing advice landscape can be difficult. And with an increasing amount of information to be analysed and a wide variety of business models to choose from, is it any wonder that some businesses feel stuck by decision paralysis?

Join Peter Winnall, Founder and Managing Director of Rekon Group, who will introduce you to a logical and simple process to successfully cut through the noise and make better quality decisions for you and your business.

In this collaborative session, attendees will participate in exercises using the DECIDE™ and DIRECT™ framework, using a real-world example to showcase how these tools can enable users to quickly understand their most difficult problems and improve the quality and speed of decision-making.

Peter Winnall, Managing Director, Rekon Group

Breakouts - Choose one
Breakout 1: What to consider when choosing a licensee

What’s important to consider when choosing a licensee? How do you gain clarity about not just the services that you will receive, but the culture and community you will join?

Meet an adviser who has recently joined Centrepoint Alliance and find out why they made the switch. Join the discussion to examine the why and how of their decision-making, including the process they went through to reach their ultimate choice.

Facilitated by:
Peter Truong, Business Consultant, Centrepoint Alliance
Michael Calam, Business Consultant, Centrepoint Alliance
Kate Kimmorley, Principal & Senior Financial Adviser, Kimmorley Financial Management

Breakout 2: The self-licensing application: tips, traps and timing

Owning the direction and vision of your business can be an attractive proposition. But what exactly do you need to do to set up your own licence?

Get your questions answered by someone who has recently gone through the process to become self-licensed. Hear how they experienced the process, including some of the tips and pitfalls they learnt along the way.

Facilitated by:
Nicole Alexander, Head of Licensee Standards, Centrepoint Alliance
Nathan Hancock, Director and Principal Adviser, The Wealth Connection

Peter Winnall Video Thumbnail

The Speakers

Kate Kimmorley
Kate Kimmorley
Principal & Senior Financial Adviser
Kimmorley Financial Management
Michael Calam
Business Consultant
Centrepoint Alliance
Nicole Alexander
Nicole Alexander
Head of Licensee Standards
Centrepoint Alliance
Paul Cullen
Group Executive Advice
Centrepoint Alliance
Peter Truong
Business Consultant
Centrepoint Alliance
Nathan Hancock
Nathan Hancock
Director and Principal Adviser
The Wealth Connection