Adviser Forum

Adviser Forum Charter

The Centrepoint Alliance Adviser Forum has been designed to provide a convenient means of exchanging ideas and information to help ensure that we are providing you with the services and solutions you need to grow your business.

Its purpose is to:

– hear your views on what issues are impacting you and how Centrepoint can help to address those issues;
– receive your input into proposed solutions and initiatives that may have a direct impact on advisers; and,
– get your feedback on ways to increase participation in, and strengthening of, the Centrepoint Alliance Adviser community

Please refer to the charter for more information.

The forum is made up of eleven advisers who are Authorised Representatives or Practice Principals of a Corporate Authorised Representative of Alliance Wealth, Professional Investment Services or Matrix Planning Solutions.


Ben Cheney, Retirement Strategies, Westbourne Park, SA,, 08 8299 9544

James Ford, Economic Science, Subiaco, WA,, 08 9388 7277

Benjamin Jessop, Orion Private Wealth Management, Hawthorn East, VIC,, 03 8618 6882

Kate Kimmorley, Kimmorley Financial Management, Gold Coast, QLD,, 07 5591 1725

Adrian Milham, CB Financial, Brisbane, QLD,, 07 3223 6000

Jon Silcock, Connect Financial Advice, Adelaide, SA,, 08 8359 2111

Darren Smith, Financial Advice Matters Group, Toowong, QLD,, 07 3721 4426

Michael Trebilcock, Envision Financial Planning, Belmont, NSW,, 02 4945 4255

Mark Vorwerk, Arcadium Advice, Ballarat, VIC,, 0467 775 279

Karen Walmsley, Powe Financial Advice, Gymea, NSW,, 02 9525 2354


From time-to-time members of the Adviser Forum will reach out to you for your perspective and views. Active participation will allow the Forum to realise its purpose which ultimately is to ensure Centrepoint builds and sustains solutions that improve advice outcomes for clients and improve outcomes for advisers, their businesses, and their staff.

Adviser Forum Meetings

The Adviser Forum will meet at least quarterly.

Read the action items from the latest Adviser Forum meeting on 10 May 2023 and previous meeting minutes:

The next meeting will be held on Wednesday 2 August 2023.

Contact one of the members to provide your input.

We look forward to providing regular updates on the outcomes of the Forum and the key initiatives that have been developed in collaboration with the Forum members.