Financial Services Council recently hosted the “Shaping Advice in a Time of Change” event in Sydney, which attracted 275 attendees from various sectors of the financial advice industry. The event, sponsored by Challenger and QIC, featured a lineup of speakers and panel discussions focusing on the urgent need for industry reform and action.
Alexis George, CEO of AMP and deputy chair of the Financial Services Council, shared insights from her extensive experience in the financial services industry, emphasizing the importance of strategic initiatives and leadership in driving industry change. With over 25 years of experience, Alexis highlighted the ongoing reforms and challenges facing the sector.
Andrew Alcock, CEO of hub24, brought his wealth of experience in wealth management and technology to the event, discussing the evolution of platform solutions and the role of technology in shaping the future of financial advice. Andrew’s leadership at hub24 has positioned the company as a market leader in platform and data solutions.
Andrew Inwood, founder of CoreData, provided valuable insights into client behavior and the significance of client experience in financial services. With over 30 years in the industry, Andrew’s research-driven approach has contributed to a deeper understanding of client needs and preferences in the evolving financial landscape.
Blake Briggs, CEO of the Financial Services Council, highlighted the council’s advocacy efforts and policy initiatives aimed at driving positive change within the industry. With a background in government affairs and policy development, Blake emphasized the importance of collaboration and industry engagement in shaping the future of financial advice.
The event also featured industry experts such as Daniel Shrimski from Vanguard Australia, Darren Pettiona from DASH Technology, and Hon Dr. Daniel Mulino MP, Assistant Treasurer & Minister for Financial Services, each bringing unique perspectives on industry trends and regulatory developments.
Keith Cullen, founder of WT Financial Group Limited, shared his vision for consumer-centric regulatory reform and improving access to financial advice for Australians. With over 35 years of experience, Keith’s advocacy for the advice profession underscores the importance of tailored advice and client-focused solutions.
The event showcased a diverse range of speakers, including industry leaders like Kelly Power from Colonial First State Investments, Linda Elkins from KPMG, and Liz McCarthy from MLC Wrap, each offering valuable insights into the changing landscape of wealth management and financial advice.
With a focus on innovation and industry collaboration, the “Shaping Advice in a Time of Change” event provided a platform for industry stakeholders to discuss key challenges and opportunities facing the financial advice sector. The event underscored the importance of proactive reform and strategic leadership in navigating the evolving financial services landscape.
As the industry continues to adapt to regulatory changes and consumer demands, events like these play a crucial role in shaping the future of financial advice and fostering a culture of innovation and excellence within the sector.
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