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.
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.
Paul Cullen, Group Executive Advice, Centrepoint Alliance
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
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.
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.
Nicole Alexander, Head of Licensee Standards, Centrepoint Alliance
Nathan Hancock, Director and Principal Adviser, The Wealth Connection