PIFA PRESENTS:
Symposium 2022 November 17th & 18th
In mid to late November each year, the members of the Profession of Independent Financial Advisers, the financial advice community, and other stakeholders come together from all over the country to PIFA’s Symposium for the opportunity to rub shoulders, network and take home unique and thought-leading content delivered by passionate and engaging speakers.
This year, at PIFA’s 2022 national event, ‘Reuniting Advisers’, we celebrate the end of two years of ‘global conference lockdown’ at the landmark Ovolo Nishi hotel, in Canberra’s New Acton precinct.
Financial Advisers, their support teams, and industry stakeholders are all invited to join us at this year’s event to enjoy the strong sense of community and comradeship we enjoy as supporters of the concept of the
Gold Standard of IndependenceTM.
Program Outline
| Thursday 17th November | ||
|---|---|---|
| 6.30pm – 8.30pm | Welcome Drinks & Canapes Partners are welcome | Mosaic Lounge, Ovolo Nishi Hotel |
| Friday 18th November | ||
| 8.30am – 8.55am | Registration Opens Tea & coffee served | Monster Salon, Ovolo Nishi Hotel |
| 8.55am – 9.00am | Delegates take their seats | |
| 9.00am – 10.00am | Conference Opening & Keynote address | Kerri Pottharst, OAM MC |
| 10.00am – 11.00am | Focus Special: Mental Health & Wellbeing of Financial Advisers | Dr. John Molineux, |
| 11.00am – 11.20am | MORNING TEA | Monster Salon, |
| 11.20am – 12.20pm | Unpacking the Amygdala Hijack | Chris Collings, Former International & Corporate Executive, Busines & Leadership Coach |
| 12.20pm – 1.20pm | You don’t apply to run a Scheme; you simply run it! | John Rappell, Emergence Consulting |
| 1.20pm – 2.00pm | LUNCH | Monster Salon, Ovolo Nishi Hotel |
| 2.00pm – 2.30pm | Member experience | PIFA Practising Member |
| 2.30pm – 3.10pm | Member Presentations | PIFA Practising & Associate Member |
| 3.10pm – 3.25pm | Group photo | Staircase, |
| 3.25pm – 3.40pm | AFTERNOON TEA & PIFA Video Showcase | Palace Electric Cinemas, Cinema 5 |
| 3.40pm – 3.45pm | Group Pledge Recital | Palace Electric Cinemas, Cinema 5 |
| 3.45pm – 3.55pm | New members Gold Medallion presentation and individual photo | Palace Electric Cinemas, Cinema 5 |
| 3.55pm – 4.10pm | President’s address “Independence is a calling” & closing remarks | Palace Electric Cinemas, Cinema 5 |
| 4.10pm – 5.20pm | Drinks | Palace Electric Cinema Bar & Lounge |
| 6.30pm | Delegate Dinner | Mosiac Lounge, |
Hear from the following passionate experts...
Chris Collings - Unpacking the Amygdala Hijack
We all have pre-determined, emotional responses to pressure. It’s the survival mechanism in us. But why is it that sometimes we react in ways that are ‘out of measure’? This is called an amygdala hijack. Using his skills as a leadership coach, Chris will demonstrate the four distinct ways people respond to pressure so that we can deal with ‘perceived threats’ better, communicate in a more productive way and improve our relationships with ourselves, our team, and our clients.
Dr. John Molineux – Adviser Mental Health & Wellbeing: The Future of the ‘Thriving’ Adviser
In 2021, a first-of-its kind study of financial adviser mental health and wellbeing was conducted and the results confirmed the troubling state of the industry: 73% of advisers are experiencing high levels of burnout from work. The results also showed that 33% are seeking medical care to manage the stress of their role, 61% have poor sleep, 67% experience some level of depression and 17% of advisers said they were depressed most or all of the time. Yet, amongst these advisers, a group emerged whose businesses were in fact growing. In his address, Dr. John Molineux will share key insights from the study, what inparticular was triggering these worrying statistics, and importantly what was learned about the habits & behaviours of the ‘thriving’ advisers who seemed to hold the key to having sustained careers as financial advisers.
John Rappell – You don’t apply to run a Professional Scheme; you simply run it
From the architect who designed, built, and delivered the system to operate a professional scheme, no one else is better placed to illustrate just how an association and its members can work symbiotically to run a Professional Scheme. John will share the benefits small business owners receive by belonging to a Professional Scheme and how the Association can work with its members to help its members for the benefit of the adviser, their business, and their clients.
Kerri Pottharst—From one of the world’s fiercest competitors to one of Australia’s most inspiring speakers
Come and hear Kerri share her ‘Gold Medal Excellence’ strategies
with unforgettable tales that combine motivational messages with fun.
Kerri brings her hard earned skills of leadership, teamwork and communication to keep you, your team and your client’s spirits high.
Venue Details
The chosen venue for the 2022 PIFA Annual National Symposium is the Ovolo Nishi Hotel in the New Acton precinct in Canberra.
Ovolo Nishi Hotel
NewActon Precinct, 25 Edinburgh Ave Canberra
Phone: +61 2 6287 6287 | https://ovolohotels.com/ovolo/nishi/
Meet the speakers
Chris Collings
Chris has been an advisor to companies and their leaders for over 30 years. A
former Senior Managing Director of Deutsche Bank based in London, Asia and
Australia, he was responsible for growing and leading his teams through rapid
growth, cultural change and external crisis.
Since 2012, Chris has utilised this experience as a Business and Leadership
Coach, specialising in working with Boards and senior management teams on
strategy, leadership development and optimising team performance.
Chris works across a variety of industries, however he is frequently engaged by clients in the Financial Services and Charitable Sectors. Chris is passionate about helping clients to think really clearly about the decisions they need through connecting them with their ‘True North’.
Dr. John Molineux
Dr John Molineux, FCPHR, is a Senior Lecturer in the Department of Management at Deakin Business School and Course Director of the Master of Human Resource Management program. John joined Deakin in 2010 after over 30 years in human resource management (HRM).
He is currently teaching HRM and leadership to postgraduate students, plus supervising PhD students. His research interests focus on industry-sponsored projects, with an emphasis on human performance and wellbeing.
In his previous career, he worked in HR roles in several organisations as a HR manager/director, HR strategist and other HR professional roles.
He completed his PhD in 2005 which was an action research project that developed a systemic approach to Strategic HRM and resulted in organisational cultural change.
He also serves in voluntary roles with the Australian HR Institute, where he is a Fellow Certified Practitioner in HR, plus is a board member and Honorary Treasurer of the Action Learning Action Research Association.
John Rappell
John is an experienced advisor in complex regulatory environments with wide experience in collaborative solutions.
His interest is focused on the role professions occupy in society, their relationship to law and regulation, and how ethics and professionalism affect consumer protection and confidence.
If you want to understand the guts of a how a Profession operates and the impact it will have on your business, John is the person to come and listen to. He was the architect who designed, built, and delivered the new application guidelines while working for the Professional Standards Authority, consulting with 100’s of stakeholders. He wrote the application for the FPA when they attempted to become a profession.
He has excellent grounding in financial services, having started in 1984, working in banks, with derivatives, in compliance and regulation, then moved onto law and corporate governance. He set up the Stockbrokers Association in 1999, now known as the Stockbrokers and Investment Advisers Association, and worked closely with the FPA.
John now works with organisations to deliver professional conduct programs while in consultation with regulators. With a focus on delivering ethical, fit-for-purpose, efficient and sustainable solutions, John has worked in the private and public sectors, financial services and energy companies, professional bodies, charities, and tertiary education providers.
Kerri Pottharst, OAM
As a 3 x Olympian, Bronze and Gold Medallist, Kerri is one of Australia’s most successful female athletes. Having represented her country for 20 years she was renowned for being one of the fiercest competitors in the world of Volleyball.
Kerri is also known for being one of Australia’s most successful speakers. She’s also an MC, workshop facilitator, coach, mentor, entrepreneur and published author.
Drawing on anecdotes from her experiences as a competitor, and as a regular
commentator at the Olympic Games and other sporting events, Kerri motivates and inspires people to overcome their fears and self- doubts, to set goals and to push through any barrier to achieve them.
An expert at reinventing herself time and time again, Kerri can relate to the constant need to deal with a changing world to stay successful and reach even greater goals. The same strategies that took her to Gold are easily adapted by audiences to achieve their own corporate and personal goals.
A consummate professional and experienced presenter, she is as quick-thinking on her feet now as she was on the court.
