2024 Annual Partner Summit

Our highly anticipated 25th Annual Partner Summit was held in Nusa Dua, Bali, 18-22 March 2024.

We had a wonderful turnout this year and wish to extend our thanks to all attendees. We hope you gained powerful tools, techniques, and frameworks to take your business to the next level. In addition, taking advantage of the opportunity to network, learn, and create lasting memories.

Click here to view the highlight video and here to view the slideshow.

All available presentation slides are listed below in agenda order.

Click the titles below to download the presentation.

Day 1

Welcome and Opening - John Shuttleworth, CEO Centrepoint Alliance

Stream Session Day 1 A

Advising Australia's Affluent - Matthew van Dijk, Praemium

Finance and Fads - Wei Dai, Head of Investment Research and VP of Dimensional

Key Person Capital Purpose Cover - Alex Koodrin, ClearView Wealth

What's Driving Practice Profitability in 2024 - Kerry Ong, IRESS

Stream Session Day 1 B

Creating a Portfolio Which Improves Client Retirement Outcomes - Justine Marguet, Allianz Retire+

Faster, Smarter, Efficient: Leveraging Technology to Scale your Business - Nick Downey, Morningstar

Scaling Cost-Effective Portfolio Solutions to Drive Client Engagement Across Low Balance Clients - Subash Kanapathippillai, Franklin Templeton

What's your Claims Proposition? - Arthur Tang, MLC Life

Navigating Business Growth Insights from Successful Firms Unpacking the Potential Benefits of SMA's - Joe Formica, Justin Ayres, Yvonne Reilly, Daniel Stojanovski, Henry Cai & Cameron Cogle Day 2 Centrepoint Alliance Executive Update Future Ready YOU! Life by Design, Not by Default - Cate Americano How to Co-Pilot the Tech Horizon - Tanya Seale

Stream Session Day 2 A

Portfolio Construction in Volatile Markets - Brian Parker, Australian Retirement Trust (ART)

Premium Funding for the Future - Scott Hoger, TAL Life

The Boutique Edge? - Dr Don Hamson, Plato Investment Management & Kyle Macintyre, Pinnacle Investment Group

Value of an Adviser - Neil Rogan, Russell Investments

Stream Session Day 2 B

Balance for a Confident Retirement - India Smitham, Challenger

Resilient Advice Business Strategy - Jake Doyle, BT Financial Group

Shifting Gears: Understanding Leverage - Nathan Free, Bell Financial Group

The Client Connection - Adam Crabbe, Zurich/OnePath

Day 3 Managing and Retaining Staff - Chris Cachia, Dee Goesch & Matthew Cummins Leadership Ethics - Dr Katherine Hunt The Great Debate: Outsourcing vs Building Internal Capabilities - Michael Calam & Deb Rumbelow Industry Update - Sarah Abood Legislative & Regulatory Update - Peter Kelly Putting it into Action - Michael Calam
Event Details
Mar 18 to Mar 22 2024
Type: Non Virtual
Event Location: The Westin Resort Nusa Dua, Bali, Benoa, Nusa Dua, Bali, Indonesia