Navigate a new future

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11:00am

Welcome

Paul Cullen, Group Executive Advice, Centrepoint Alliance

11:05AM

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

12:05PM

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

12:35PM

NAVIGATE A NEW FUTURE

Sometimes you need to steer a new path to achieve success

Keynote: Peter Winnall, Rekon Group

Agenda

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The Speakers