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 – 8.30pmWelcome Drinks & Canapes
Partners are welcome
Mosaic Lounge,
Ovolo Nishi Hotel
Friday 18th November 
8.30am – 8.55amRegistration Opens
Tea & coffee served
Monster Salon,
Ovolo Nishi Hotel
8.55am – 9.00amDelegates take their seats 
9.00am – 10.00am

Conference Opening & Keynote address
Build a Champion Mindset and Reinvent You 

Kerri Pottharst, OAM MC
10.00am – 11.00am

Focus Special: Mental Health & Wellbeing of Financial Advisers
What successful advisers are doing to face the growing challenges in financial services

Dr. John Molineux,
Deakin University

11.00am – 11.20amMORNING TEA

Monster Salon,
Ovolo Nishi Hotel

11.20am – 12.20pm

Unpacking the Amygdala Hijack
Building a framework to understand how you respond to emotional threats & how to improve your communication & your business style

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!
Putting the power & responsibility back on PIFA advisers. What does a functioning Profession looks like; how members interact with it and each other on a daily basis.

John Rappell,
Emergence Consulting
1.20pm – 2.00pmLUNCHMonster Salon,
Ovolo Nishi Hotel
2.00pm – 2.30pm

Member experience
Hear from a PIFA Member talk about their experience on nearly dying last year from a one in a million illness, his road to recovery, and how this has changed his perspective, his service, and pushed him to focus on his core principles.

PIFA Practising Member
2.30pm – 3.10pm

Member Presentations
How has my service evolved since becoming an “Indie” and a PIFA Member.

PIFA Practising & Associate Member
3.10pm – 3.25pm

Group photo
All attending delegates

Ovolo Nishi Hotel

3.25pm – 3.40pmAFTERNOON TEA &
PIFA Video Showcase
Palace Electric Cinemas,
Cinema 5
3.40pm – 3.45pmGroup Pledge RecitalPalace Electric Cinemas,
Cinema 5
3.45pm – 3.55pmNew members Gold Medallion presentation and individual photoPalace Electric Cinemas,
Cinema 5
3.55pm – 4.10pmPresident’s address
“Independence is a calling” &
closing remarks
Palace Electric Cinemas,
Cinema 5
4.10pm – 5.20pmDrinksPalace Electric Cinema
Bar & Lounge

Delegate Dinner
Partners are welcome at an additional cost

Mosiac Lounge,
Ovolo Nishi Hotel

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.