AFA 2018 National Adviser Conference

2018 AFA National Adviser Conference Wrap

An already-successful 2018 AFA National Adviser Conference finished on a high note, following the announcement of industry accreditation concessions for existing advisers, which will be built into the final FASEA legislation to be submitted to Parliament.

The 620+ delegates who attended this year’s Conference were offered the usual diverse array of plenary, focus group and other interactive sessions in which an equally diverse array of speakers delivered a range of sometimes challenging messages under this year’s theme of ‘Discover’, which related to discovering the future of the ever-changing world of financial advice.

The big news at the Conference was the announcement by Assistant Treasurer, The Hon Stuart Robert, on the status credits FASEA will apply to advisers holding CFP and/or FChFP designations in determining future minimum education requirements (see: FASEA Win For Advisers).

While this news appeared to energise a final-afternoon conference audience, it was preceded by three days of thought-provoking, current, relevant messages surrounding advisers and advice.

US speaker, Don Connelly, provided one of the highlights at the 2018 AFA National Adviser Conference, in sharing with delegates how advisers can stand out from the crowd and deliver value and services to consumers: “They buy you”…

Delegates heard from renowned and respected local and international plenary speakers including Don Connelly (on how to be distinctly different), Bernard Salt (on prospects for wealth creation and accumulation among the ‘smashed avocado’ generation), Trent Moy (values and ethics), and Geoff Ramm (on delivering unforgettable customer service).

Focus sessions and the popular ‘Meet the Professionals’ narratives delivered value through addressing more focussed, specific issues impacting advisers and their businesses, while delegates were offered the opportunity of involvement and networking at the many social events held over the course of the three days (and nights!).

Advisers, advice businesses and other industry and AFA contributors were recognised at this year’s Conference, where the AFA continues to deliver a suite of adviser Awards that are without peer in the industry in terms of both their rigour and status. See:

In a sign of things to come, the AIA Australia and CommInsure delegations posed for a ‘team’ photo at this year’s AFA National Adviser Conference…