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AFA GenXt NATIONAL ROADSHOW 2009 “creating the future...” Gen t bridging the gap... AFA 2009
AFA GenXt NATIONAL ROADSHOW 2009
“creating the future...”
Gen tbridging the gap...
AFA 2009
AGENDA
Gen tbridging the gap...
INVITAT ION TOAFA GenXt KICKSTART ROADSHOW 2009
Purpose• Kickstart GenXt for 2009.
• Key issues facing GenXt in the key area’s of: - building your business- managing in tough times- creating opportunity from adversity- succession planning- market overview in advice practices- client engagement and advice skills
• Bring people together to learn, connect, share & enjoy.
• Partner trade opportunities.
Who should attend?✔ AFA Members ✔ GenXt Advisers✔ Industry BDM’s ✔ Paraplanners✔ All Advisers & Practitioners
What will you learn?✔ Client engagement & advice✔ Building referral networks✔ Handling fear & panic in volatile markets
7.30 am Register7.45 am Open & Welcome7.55 am The AFA SOS Mentoring program 8.00 am Session 1
“Which customer segments create the most opportunities for your business”Chris Kirby, National Technical Manager - AMP
8.40 am Session 2“Future proof your business cashflow...insights from the front line” Malcolm Arnold - NAB
9.20 am Session 3“The vision that you see, is the person you become”Jim Taggart - AFA National President
9.40 am Morning tea / Sponsor Expo10.30 am Session 4
“Managing your business in times of stress... how your peers are winning the battle”Adviser panel with AFA members
11.10 am Session 5“Building an elite team for your business... insights from an elite coach”Tom Lawton - PIS
12.00 pm Close
* Please note: Hobart program 12.00pm - 4.30pm
National SponsorsPlatinum
Gold Event Sponsor
Media Partner
MALCOLM ARNOLD, NABMalcolm Arnold has worked in the finance sector for over 15 years inmanagement and senior management roles covering corporate and businessbanking, retail banking and training & skills development. Malcolm holds aMasters in Applied Finance, a Bachelor of Economics and his Diploma in FinancialServices.
Malcolm currently leads the NAB’s Financial Planner Banking team that haspresence in all states of Australia.
Malcolm presents regularly to advisers and dealer groups around financingoptions for their financial planning practices, and can provide insight as to how afinancier sees your business.
CHRIS KIRBY, AMPChris is the National Technical Manager for AMP life. In this role Chris isresponsible for the delivery of product and technical strategies to planners andlicensees. Chris has been with AMP four year, and prior to this Chris was Head ofLife Risk for Zurich. Chris has depth of risk experience across underwriting,business development and marketing.
TOM LAWTON, PROFESSIONAL INVESTMENT SERVICES Tom’s 13 year financial services career started in investment banking. He has alsoworked in various senior management positions within funds management.
Tom's current role in PIS is the ongoing business development and guardianshipof strategic alliances for all our international businesses. This includesrelationship development and maintenance for multi-national product providersand venture partners across all countries.
On the sporting front, Tom is a highly accredited elite sports coach, and has adistinguished record in representing Australia in Rugby Union.
WHERE & WHEN?
Gen tbridging the gap...
JIM TAGGART, AFA NATIONAL PRESIDENTJim is Managing Director of two independent financial services licensees, andhold CFP status in the financial advising services and QPIB status for generalinsurance services. Jim's businesses provide services predominately in WesternSydney. Prior to commencing his financial services career in 1987, Jim was ateacher in the Catholic Education system in varied teaching roles includingDeputy Principal.
Jim is a part time lecturer at the University of Western Sydney, currentChairperson of the NSW TAFE Western Sydney Institute Advisory Council, currentNSW Director for the Association of Financial Advisers, on several advisoryBoards, and is a strong supporter of the community. Jim has completed hisBachelor of Arts, Master of Arts, Master of Commerce [Financial Planning],Diploma of Teaching and is currently a Doctorate of Business Administration.
YOUR GenXt TEAM
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QLD
BRAD FOX SARAH RIEGELHUTH COLETTE THUNIG ADAM SMITH JACOB WAKS MICHAEL NOWAK
PERTH GENXT ROADSHOW Tuesday 3rd February 2009BurswoodAstral Room 3 & Foyer7.30am - 12.00pm
ADELAIDE GENXT ROADSHOW Wednesday 4th February 2009Adelaide Pavilion7.30am - 12.00pm
HOBART GENXT ROADSHOW Thursday 5th February 2009Hotel Grand ChancellorChancellor 4 & 512.00pm - 4.30pm
BRISBANE GENXT ROADSHOW Tuesday 10th February 2009SebelGrand Windsor Ballroom7.30am - 12.00pm
SYDNEY GENXT ROADSHOW Wednesday 11th February 2009Four Seasons Hotel7.30am - 12.00pm
MELBOURNE GENXT ROADSHOW Thursday 12th February 2009Grand HyattMayfair Ballroom & Foyer 7.30am - 12.00pm
NOTE: This program may differ slightly.
PARKING: There is ample of parkingavailable for all venues. Please contact venues for further details.
This is the first AFA function I have attended
and it was very impressiveClaudia Viera
”
“Talk about enthusiasm - congratulations,look forward to the 2009 program.Chris Browne
The Roadshow was awesome and veryrelevant for my business.
Sarah Riegelhuth
Gen tbridging the gap...
INVITAT ION TOAFA GenXt KICKSTART ROADSHOW 2009
Please send or fax all registration forms to the AFA National Office:
AFA National OfficeJANELLE SAUNDERSLevel 26, 44 Market Street, Sydney NSW 2000Ph: (02) 9089 8700 Fax: (02) 9089 8690 Email: [email protected]
All registrations will be confirmed by email.A receipted tax invoice will be emailed to the address on your registration form.
MELISSA FAVALOROLevel 26, 44 Market Street, Sydney NSW 2000Ph: (02) 9089 8711 Fax: (02) 9089 8690 Email: [email protected]
AFA Member Testimonials86% of last years attendees found theForum would add value to theirbusiness.• “Great content, lots of really good ideas”
SA Attendee
• “I loved the passion, the variety of the speakers & the buzz in the room” NSW Attendee
• “Very inspirational & very well done” Vic Attendee
• “Today’s event was really excellent” WA Attendee
• “Great insight, thanks for the great ideas” Tas Attendee
• “Great to see successful planners sharing their secrets of success.” Qld Attendee
Gen tbridging the gap...
REGISTRAT IONAFA GenXt KICKSTART ROADSHOW 2009
1. PERSONAL DETAILS
Title:
Surname:
Name:
2. CONTACT DETAILS
3. WHICH STATE WILL YOU BE ATTENDING? (PLEASE TICK BOX)
4. NUMBER OF PEOPLE ATTENDING? (PLEASE PROVIDE NAME & EMAIL)
Company:
Mailing Address:
City:
Phone:
Mobile:
Fax:
Email:
Postcode:State:
Special Requirements (e.g. access, dietary, other):
SA NSW VIC WA QLD TAS
Non MemberAFA Member
Non MemberAFA Member
Non MemberAFA Member
Non MemberAFA Member
Non MemberAFA Member
Non MemberAFA Member
Non MemberAFA Member
Non MemberAFA Member
Non MemberAFA Member
Non MemberAFA Member
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5. COST
6. PAYMENT DETAILS
7. AFA FOUNDATION - YOUR SUPPORT OF AFA FOUNDATION IS MUCH APPRECIATED
$68 AFA Members - $90 Non AFA Members. (includes gst) • Includes: Hot Breakfast & Morning tea for all sessions.
Tables of 10 for AFA sponsors & members @ $680 (includes gst)
Tables of 10 for AFA non members @ $900 (includes gst)
Gen tbridging the gap...
REGISTRAT ION CONT.
AFA GenXt KICKSTART ROADSHOW 2009
Enclosed is my cheque made payable to: Association of Financial Advisers Ltd.
EFT - BSB 082-926 A/C No. - 028 57 3951
Please charge
Cardholder’s Name:
Signature:
Credit Card Number: Expiry Date:
Bank Card Master Card Visa AMEX
/
(gst incl) to my (please tick)$
Ref: (date of event) Surname:/
The AFA has launched the AFA Foundation. Please feel free to make a tax deductible donation, we look forward to your support.
AFA Foundation Donation: $20 $50 $100 Other $
Privacy and Delegate PolicyIn registering for this roadshow / conference I agree to relevant details to be incorporated into a delegate list for the benefit of all delegates (nameand institution only) and may be made available to parties directly related to the roadshow / conference including the AFA, Conference Plus, venueand accommodation providers (for the purpose of room bookings and roadshow/conference options) and key sponsors (subject to strict conditions).
I do not wish to have my name placed on the delegate list –
Please indicate No
Cancellation PolicyThe AFA will refund the cost if the applicant notifies the AFA seven days prior to the commencement of the program of their intention not to attend. If you donot notify the AFA seven days prior to the commencement of the program you will not be entitled to a refund. You may nominate another person to attend inyour place.
