TUESDAY 4 MARCH
DAY 1, CONNECTING COMMUNITY
Day one is all about celebrating the advice community coming together. These activities and sessions will set the tone for the days to come.
6AM
6:45AM
MORETON ISLAND DAY TRIP
Join us for a fully-guided Moreton Island day trip taking in the very best activities and scenery the western side of this beautiful Island has to offer. Jam-packed full of fun, you can experience sand tobogganing, snorkeling and swimming, 4 wheel driving along the beach and sand tracks, transparent kayaking over shipwrecks and much more.
Run time: 6:45AM – 6:30PM
8:30AM
THE ADVISERS ASSOCIATION ANNUAL GENERAL MEETING
Join the AGM to delve into the financial performance and future prospects of the association. Cast your vote to influence the future of your association’s direction.
Run time: 8:30AM – 10AM
9AM
REGISTRATION OPEN
Run time: 9AM – 5PM
10AM
LARGE PRACTICE FORUM
*invitation only
Run time: 10AM – 12PM
Practice Essentials: Operational Excellence in Data Management and Tech Stack Utilisation
Those that experienced a Practice Essentials session will understand just how valuable this deep-dive for practice staff is, in improving the advice process. This session will cover new ground and expand on topics covered previously.
Run time: 10:30AM – 12:30PM
12:15PM
TASTE OF SUCCESS LUNCH
*invitation only
Run time: 12:15PM – 1:45PM
12:30PM
LUNCH
Run time: 12:30PM – 2PM
2PM
INTERGENERATIONAL SALES MASTERCLASS
Join us for a Sales Masterclass for practical advice as to the distinct needs, goals and preferred engagement methods that will resonate with the Next-Gen Segment enabling you to be well prepared to capitalise on this unprecedented opportunity.
Run time: 2PM – 3:10PM
5PM
HAPPY HOUR
Join us during happy hour to connect with new members in our AMP Advice community, re-connect with old friends and chat with our Key Partners.
Run time: 5PM – 6PM
MARK HEANLY CHARITY CYCLE
Run time: 6AM – 9AM
Included in 3 Day ticket, when selecting as morning activity/masterclass. $180 add on for 2 Day ticket.
Inclusions: Light breakfast, jersey, support vehicle
Exclusions: Bring/organise your own bicycle & helmet
Cost: $180 (or included in 3 Day ticket if selected as morning activity/masterclass)
Dress code: Cycling attire
Ride along the Brisbane River and soak in the city views and raise money for a great cause, close to our hearts – you really can’t beat it!
It will be an early start but a fabulous opportunity to enjoy the gorgeous sights of Brisbane during a mostly flat, 40km ride. Starting at the Wheel of Brisbane at Southbank, the route includes a combination of bikeways and on-road riding but will ensure you take in the city’s most loved suburbs.
The ride is suitable for recreational cyclists and clip in bike shoes are strongly recommended. Groups will ride together, and coffee and a light breakfast will be available upon our return.
Bike hire can be arranged with local company Panache Cycling and they will ensure you have the right bike and will deliver it to your hotel the day prior.
Contact Murray Jones from Panache Cycling for any specific questions regarding the ride – murray@panachecycling.com.au 0401 718 391.
You’ll be riding for the Black Dog Institute and donations can be made via the fundraising page and all funds raised will be dollar matched by the AMP Foundation.
CHARITY WALK
Run time: 7AM – 8AM
Complimentary for all attendees
Join us for an early morning walk with some of our AMP leaders to take in the sights of Brisbane as we walk together along the Brisbane River toward Kangaroo Point Cliffs, awaken your senses and start the day in a positive mindset while supporting The Black Dog Institute.
Donations can be made to the Black Dog Institute via our Charity Cycle fundraising page and all funds raised will be dollar matched by the AMP Foundation.
MORETON ISLAND DAY TRIP
Run time: 6:45AM – 6:30PM
Included in 3 Day ticket or $270 to add on to 2 Day ticket.
Explore Moreton Island’s golden beaches on a fully guided day trip! Enjoy a beautiful cruise across the magnificent Moreton Bay on the MiCat Ferry with air-conditioned comfort (including cafe and bar facilities). You’ll then have the opportunity to snorkel the Tangalooma Shipwrecks, gliding over them in unique, transparent kayaks offering a unique view of turtles, dolphins, coral and thousands of beautiful reef fish – all without going underwater.
If speed and adventure is more your thing, feel the exhilaration of sand tobogganing at speeds of up to 70km/h, then experience a 4WD adventure in our 4 wheel drive ‘Tough Bus’ as we travel the rugged 4WD tracks of Moreton Island to The Desert.
After all that excitement head back to the beach to swim in the crystal-clear waters of Tangalooma Beach and relax on the sand. This one-day trip is a must-do and one extraordinary adventure!
The fully guided tour includes coach transfers to the ferry terminal, return MiCat Ferry to Moreton Island, all the mentioned activities, snorkeling equipment, safety vests, kayaks, wetsuits and lunch. Attendees to bring towel, swimwear, sunscreen, hat, camera, thongs, walking shoes, insect repellent and water bottle.
Attendees will meet at 6.45am at Brisbane Convention & Exhibition Centre for coach departure to Port of Brisbane. Approximate return will be 6.30pm.
Growth Forum – Margin Magic: Unleashing Your Profit Potential
Run time: 10AM – 12:30PM
Invite only. Included in 3 Day ticket.
This forum aims to empower participants with actionable strategies to enhance their business profitability by leveraging insights and experiences shared by their peers and industry experts.
Attendees will benefit from real-world examples and success stories shared by their peers, providing valuable perspectives on what works in the financial services industry. This collaborative environment will foster networking and the exchange of innovative ideas, helping participants to unlock hidden profits and achieve sustainable business growth.
Join us for “Margin Magic” and transform your financial planning practice into a more profitable and efficient business!
PRACTICE ESSENTIALS: OPERATIONAL EXCELLENCE IN DATA MANAGEMENT AND TECH STACK UTILISATION
Operational Excellence in Data Management and Tech Stack Utilisation
Run time: 10:30AM – 12:30PM
Included in 3 Day ticket or $200 to add to 2 Day ticket
Building upon the valuable insights from our first Practice Essentials session in August, this next iteration will delve deeper into operational excellence in data management, leveraging the tools in our tech stack, including AI use cases. We will provide an update on our ‘charging for advice’ strategy and share the progress we’ve made with our Advice Record.
EQUITY PRACTICE FORUM
Run time: 10AM – 12PM
Invite only. Included in 3 Day ticket.
Our Equity Practices are invited to this dynamic peer group facilitated by the Equity Partnerships team and focused on the financial performance of their businesses. Participants will be empowered with actionable strategies to enhance their business profitability by leveraging insights and experiences shared by their peers.
GOLF AT THE BRISBANE GOLF CLUB
Run time: 12:15PM – 6:45PM
Surcharge ($60) applies for 3 Day ticket holders or $260 to add to 2 Day ticket.
Tee off at Brisbane Golf Club, the city’s oldest course, known for its challenging links layout and ranked as a top golf course in the world, this is one round of golf not to be missed! Attendees to meet at Brisbane Convention & Exhibition Centre for departure at 12.15pm. Approximate return will be 6.45pm.
Includes: 18 holes, cart, transfers, on-course lunch and canapes, drinks and a prize presentation following golf
Exclusions: Golf clubs ($75+GST to hire) and golf shoes (not available to hire).
Mastering the Intergenerational Wealth Shift – Intergenerational Sales Masterclass for Financial Professionals
Run time: 2PM – 3:10PM
Included in 3 Day ticket or $200 to add to 2 Day ticket
Australia is on the cusp of a substantial generational wealth transfer, with conservative estimates suggesting that nearly $3.5 trillion will change hands over the next two decades. This seismic shift presents both challenges and opportunities for financial advisers and mortgage brokers. Understanding the unique needs and engagement preferences of different client segments will be crucial to developing a meaningful value proposition enabling your business to effectively connect with clients from all generations.
AMP ADVICE WOMEN’S NETWORK
Run time: 3:30PM – 5PM
Included in 3 Day ticket or when adding on the Intergenerational Sales Masterclass
Come and join the AMP Advice Women’s Network (AAWN) session for an inspiring and empowering experience.
AAWN is a community that celebrates and supports women’s equity and empowerment in the industry. You are part of this community and your contribution matters. You are a leader who makes a difference by being present, generous, and open-hearted.
At Advice LIVE you will have the chance to network with Alexis George, AMP’s CEO, AMP leaders, and our Key Partner representatives.
So, don’t miss this chance to join us for an unforgettable session, open to all who support the AAWN vision. Register now and take your personal and professional growth to the next level!
PROFESSIONAL YEAR MASTERCLASS
Run time: 3:30PM – 5PM
Included in 3 Day ticket or when adding on the Intergenerational Sales Masterclass
Are you a current or prospective Professional Year candidate, or an adviser or mortgage broker with less than 3 years’ experience in the role? We invite you to this interactive session focused on effective client engagement strategies. Discover practical techniques to address client needs, build trust and explore communication channels. Engage with peers and gain confidence in implementing fresh approaches.
AMP RISK COMMUNITY – BUSINESS INSURANCE MASTERCLASS
Run time: 3:30PM – 5PM
Included in 3 Day ticket or when adding on the Intergenerational Sales Masterclass
This session is targeted to intermediate and advanced Advisers who already understand the risk advice process.
Join us for a Business Insurance Masterclass session where we will bust the myth that business insurance is for risk specialists only. In this interactive session we will break down each step of the end-to-end process from client and stakeholder engagement through to strategy, structure, advice considerations and implementation.
We will provide you with a structure and a process that will arm you with the confidence and the tools to engage (or re-engage) this large segment of the market for both your existing clients and new client opportunities.
LENDING PEER GROUP
Run time: 3:30PM – 5PM
Included in 3 Day ticket or when adding on the Intergenerational Sales Masterclass
We show you how to create value in your client base by running successful lending marketing campaigns to financial planning clients. Focused on both your active and inactive clients, we’ll help you put a structured process in place to activate these relationships and turn these into leads for your lending business, or through referral relationships, to drive increased profitability and stickier client relationships.
We will explore several lending strategies that you should consider when putting together your client advice. This includes solutions such as bridging finance, co-ownership and split facilities that can sometimes be mis-understood or not utilised to the full potential. We will cover the benefits of these solutions and how to use these tools effectively to deliver your advice strategies to clients. We will also showcase some real life examples of how to drive productivity and efficiency gains in your business.
ABSEILING KANGAROO POINT CLIFFS
Run time: 2:30PM – 4PM
Included in 3 Day ticket or $80 when adding onto 2 Day ticket.
Abseiling is the perfect activity for individuals to challenge themselves physically and emotionally, with the chance to feel that sense of accomplishment that comes with walking backwards over a 25 meter cliff! You will also find some time to enjoy the uninterrupted views of Brisbane River and city.