BusinessFIT: Navigating towards the advice practice of tomorrow

 

In this whitepaper we are taking into account the seismic shifts underway in society across the areas of regulation, technology, generational succession, and changing consumer values and explore the fundamental questions:

What are the major trends that will affect advisers?
How can you leverage these trends?

 

Latest insights


Our workshop thought-leaders and some of Australia’s leading financial advisers give us their insights on the future of financial advice:

Q&A with Tim Deamer

Q&A with Adrian Patty

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Intergenerational advice. Part 1

Intergenerational advice. Part 2

Start prepping your business for the future today!
 

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Jargon Busters


❯ Artificial Intelligence (AI)
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Whitepaper contributors

Anders Sörman-Nilsson (LLB / EMBA) - Futurist



Anders Sörman-Nilsson (LLB / EMBA)
Anders is a global futurist and innovation strategist who helps leaders decode trends, decipher what’s next and turn provocative questions into proactive strategies. With an average of 240 international travel days a year, Anders’ view is that the future and the now are converging in a city or start-up near you, giving the curious, the creative and the courageous a competitive and sustainable edge. At the same time, that same future contains fearsome forecasts for futurephobes.

This Swedish-Australian futurist has shared stage with Hillary Clinton, Nobel Laureates, and European and Australian heads of state. He is an active member of TEDGlobal, has keynoted at TEDx in the United States and Australia, was nominated to the World Economic Forum’s Young Global Leaders in 2015, and was the keynote speaker at the G20’s Y20 Summit in Australia.

His thought leadership has been featured in international media like Monocle, Business Insider, Sky News Business, Financial Review, CIO Magazine and Boss. He is the author of the books Digilogue: how to win the digital minds and analogue hearts of tomorrow’s customers and Thinque Funky: Upgrade Your Thinking, and his latest book Seamless: the future of digital adaptation and human transformation is hot off the press.

His presentations and strategy workshops are meticulously researched, highly energetic and always fascinating with content tailored to the audience, which is why clients like Apple, Cisco, Mercedes Benz, Hilton, SAP, Gartner and Macquarie Bank have turned to Anders over the years to help them turn research into foresight and business impact.

Peita Diamantidis - Caboodle Financial Services



Peita Diamantidis
Peita Diamantidis is a new form of ‘geek’ hybrid - maths and finance nerdiness combined with a passion for communicating that has her on a mission to empower the public to take charge of their finances.

With 20 years in the financial services industry, and the last 10 as a practising financial adviser at Caboodle Financial Services, Peita has been most valued for her ability to take complex financial situations and break them down to their fundamentals. This culminated in the release of her first book ‘Finance Action Hero: Basic Training’ in May 2014, with the follow up ‘Finance Action Hero: Mission Possible’ released in September 2016.

Utilising a background in Actuarial Studies (financial mathematicians that make accountants look hip and groovy), Peita has developed a keen interest in the science of Applied Innovation - the adoption of innovative business models, the development of innovative products and technologies and the engagement of the public in more innovative ways.

Tim Deamer - Director, Crosbie Wealth Management



Tim Deamer
Tim Deamer is regarded as one of Australia’s leading advisers, and has received numerous professional awards. He is passionate about helping people fulfil their financial potential by ensuring they achieve their objectives, obtaining true financial security and peace of mind.

With more than 20 years’ experience as the trusted financial adviser for many successful families, executives, medical specialists, business owners, retirees and entrepreneurs, Tim advises clients through everything from organising their financial affairs, investing money and protecting their assets to preparing for selling a business, reducing work or how to properly transfer wealth to future generations.

 

Matt Heine - Joint Managing Director, Netwealth



Matt Heine
Matt started his career in financial services over 16 years ago when he joined Netwealth in July 2001.

At that time, Netwealth was a start-up business with 5 employees and no products or services on offer. Since then, Matt has been instrumental in the development of the distribution, strategy, branding and marketing of Netwealth and subsidiaries which today consists of more than 230 staff, 5 offices, 3 brands and FUMA of more than $14 billion.

Netwealth is a specialist platform and advice provider building its business with the independent financial planning industry.

Matt’s experience in industry-wide sales, marketing and product brings a ‘hands on’ understanding to his role as Joint Managing Director of the Netwealth group, Bridgeport Financial Services & Pathway Licensee services.

His skills, knowledge and passion for the industry span many aspects including advice, superannuation, investment and IT. Matt is a regular commentator and presenter on a range of topics and is an Investment Guardian on the popular TV show “The investment Series”.

Jessica Brady - Head of Licensee Development, BT Financial Group



Jessica Brady
With a background spanning roles in business development, training, compliance and risk management, Jessica has a wealth of knowledge and experience gained through her work with advisers, business owners and licensees over the past 10 years. She is passionate about access to quality advice and believes education and professional development are critical to achieving this.

Jessica has held senior compliance and training roles at MLC, Macquarie Private Wealth and, prior to joining BT Group Licensees, provided pragmatic risk and governance support as a trusted adviser to the directors and management of the Securitor and Magnitude businesses. Previously their National Manager, Offer Strategy, Jessica was appointed the Head of Licensee Development for BT Group Licensees in early 2017, and is responsible for the development, execution and continued innovation of BT’s core and specialist licensee services.

Jessica holds a Bachelor of Commerce (Accounting and Corporate Governance), a Graduate Diploma in Financial Services (Financial Planning) and is currently completing her Juris Doctor.

David Clark - Koda Capital



David Clark
David advises some of Sydney’s most successful business people and wealthy families on their wealth management needs.

By utilising extensively researched strategies, David contributes value to his clients’ financial situations in the areas of Investment Management, Structuring, Asset Protection and Estate Planning.

David has over sixteen years of experience providing financial advice and holds a Bachelor of Economics, a Graduate Diploma in Applied Finance and Investment, and is a Certified Financial Planner CFP. David has twice been awarded as a finalist in the Association of Financial Advisers “Adviser of the Year Award”, and has completed an Executive Education course at Stanford Business School.

Adrian Patty - Director and Financial Adviser, AP Financial Solutions



Adrian Patty
Adrian is passionate about many areas of the financial advice industry. In addition to being the Principal Adviser at AP Financial Solutions, he is the director of Spark Professional, a recruitment and training firm dedicated to financial advice. He is a driving force behind XY Adviser, a community of advisers who share ideas and inspire one another to improve and innovate.