Discover opportunities.Share solutions. Lead the future.

0202

Welcome to the Hanoi 2018 Annual Partner Summit program!

This year’s summit theme “Discover opportunities, Share solutions and Lead

the future” has been designed to deliver you with opportunities to take your

firm to the next level.

Throughout the summit program, you will hear from our line-up of world

class keynote speakers as they share their expertise to help you navigate

disruption and inspire you with ways to drive innovation within your firms.

Networking with entrepreneurs and learning from industry leaders, you’ll be

challenged and inspired as you learn new ways to articulate your intangible

value. Through workshops, keynotes and specialist streams, you’ll hear

new and compelling ways your firm can build more trust, develop deeper

relationships with your clients, and define your unique points of difference.

As a first-time attendee, I’m looking forward to the opportunity to meet

more of our community and share first hand my thoughts on the future of

our industry and the role I see Centrepoint playing.

There is nothing more empowering than a community of like-minded

advisers coming together to share ideas and that plays a huge part in what

makes Centrepoint and the Annual Partner Summit such a great experience.

I am excited to share this unique learning experience with you.

Angus Benbow

Chief Executive Officer

Centrepoint Alliance

WELCOME NOTE

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SUMMIT THEME | Discover opportunities. Share solutions. Lead the future. 02

Welcome note 03

WELCOME DINNER 05

DAY ONE 06

TUESDAY PROGRAM SUMMARY 1 07

TUESDAY PROGRAM SUMMARY 2 08

The power of personal stories in business - Gabrielle Dolan 09

The value of advice - Carl Richards 10

Streamed Sessions - Session one 11

Streamed Sessions - Session two 12

Streamed Sessions - Session three 13

Preparing for what’s next - Michael McQueen 14

TASTE OF HANOI DINNER 15

DAY TWO 16

WEDNESDAY PROGRAM SUMMARY 17

How Centrepoint adds value to your firm 18

Peer knowledge exchange - Jason McArthur & Cameron Cogle 19

The sights you cannot miss 20-21

DAY THREE 22

THURSDAY 6 SEPTEMBER 23

Optional breakfast session - VenturaFM 24

Inspired leadership - Kevin Gaskell 25

The science of trust - David Penglase 26

Together we make a difference - Jason McArthur & Cameron Cogle 27

Flourishing in a complex world - Dr. Adam Fraser 28

‘COLOURS OF VIETNAM’ GALA DINNER 29

SUMMIT PARTNERS 30-31

SOCIAL PROGRAM 40

LOCAL GUIDE 41-42

SUMMIT CONTACTS AND LANYARD KEY 43

HOTEL MAP 44

DELEGATE LIST 45

TABLE OF CONTENTS

WHENDate | Monday 3 September 2018

Time | 7.00 pm Welcome Drinks, 7.30 pm

Welcome Dinner

Location | The Lake

Seating | Free seating

Dress | Smart casual – dress for outside

humid warm temperatures

YOU’RE INVITED:WELCOME DINNERThe Welcome Dinner is an opportunity for you to catch up with

familiar faces and meet some new ones! Your fellow delegates

and Centrepoint Alliance representatives will join you for a night

filled with local culture and cuisine.

All delegates, registered partners and accompanying children

are invited to join us.

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Tuesday 4 September 2018DAY ONE

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06

07

Time Activity Location

From 6.00 am Breakfast JW Café

8.10 am Assemble for opening

8.25 amWelcome and opening

Angus Benbow

8.40 amMaster of ceremony

David Penglase

8.50 amThe power of personal stories in business

Gabrielle Dolan

9.50 am Opening keynote | Questions

10.00 am Introduce Summit charity and fine masters

10.05 am Work group introductions

10.15 am

Morning tea – networking areas

1. Julian Pitt

2. Marty Carne

3. Mark Teale

4. Claudio Orrico - 2017 Centrepoint Alliance Award Winner

10.55 amThe value of advice

Carl Richards Grand Ballroom

12.05 pm Stream sessions one Location

The proposed shake up of default insurance cover: Implications and opportunities for retail advice.

Kyleigh Perkins, National Technical Manager - CommInsure

Grand Ballroom

The future of risk advice

Scott Hoger, Technical Account Manager, TALEvents 1

Q&A

Peter Kelly & Mark Teale, Centrepoint Alliance Events 2

Retail property: Armageddon or Darwinian evolution?

Simone Newman, Head of Group Marketing and Distribution - APN GroupEvents 3

12.55 pm Lunch JW Café

1.50 pm Stream sessions two Location

Conversations you can use now

Carl Richards brought to you by VenturaFMGrand Ballroom

The meaning of life

Sheldon Hatzantonis, State Underwriting Manager - BT LifeEvents 1

Into the PDS and beyond: Group insurance insights and their place in a best interest world

James Needs, Business Development Manager – Zurich

Events 2

Applying behavioural economics to life insurance

Dinah Munro – Strategic Account Manager – MLC Life InsuranceEvents 3

PROGRAM SUMMARYTUESDAY 4 SEPTEMBER 2018

Pre-function

Grand Ballroom

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2.40 pm Stream sessions three Location

Uncovering business insights with data and analytics

Mark Tully, Business Development Manager - Colonial First StateGrand Ballroom

Building your insurance philosophy

Matthew Wakefield, National Account Manager - AIAEvents 1

Q&A

Marty Carne, Centrepoint AllianceEvents 2

Overcoming risk advice objections

Andrew Bridgland, Senior Business Development Manager - Asteron LifeEvents 3

3.30 pm

Afternoon tea – networking areas

1. John Lubberink & Maggie Tagg - 2017 Centrepoint Alliance Award Winners

2. Peter Kelly

3. David Spiteri

4. Dale Wright

Pre-function

4.00 pmPreparing now for what’s next

Michael McQueen

5.00 pm Keynote questions

5.10 pm Summary and close

6.10 pm Transfer to Do Temple Ground Lobby

7.00 pm Pre-dinner drinks

7.30 pm Taste of Hanoi dinner

9.45 pm Transfers to hotel

PROGRAM SUMMARYTUESDAY 4 SEPTEMBER 2018

Grand Ballroom

Do Temple, Hanoi

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In an ongoing age of information overload and technical disruption, connecting in a way that is both

effective and engaging is needed more than ever before.

In this entertaining and educational keynote, Gabrielle will show leaders how they can ensure their

messages are not only understood but remembered. Pointing out the hidden consequences and often

hilarious absurdity of using corporate jargon and business speak, Gabrielle will provide compelling reasons

and insights for why leaders need to embrace storytelling to connect, engage and inspire.

The audience will experience first-hand the power of sharing personal stories to communicate business

messages. In addition, they will gain valuable insights on what makes a story a story and how to avoid the

most common mistakes when sharing stories in business.

ABOUT THIS SESSIONDay one 8.50 am - 10.00 am

Gabrielle Dolan can tell you a story or two. In fact, it was while working in a senior leadership role at National Australia Bank that she realised the power of storytelling in effective business communication. Since that epiphany, Gabrielle has found her calling as a global thought leader on authentic leadership and business storytelling, and is a highly sought-after keynote speaker, educator and author.

THE POWER OF PERSONAL

STORIES IN BUSINESSGABRIELLE DOLAN

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THE VALUE OF ADVICECARL RICHARDS

Carl Richards is a certified financial planner, the creator of the weekly Sketch Guy column in the New York Times and a columnist for Morningstar Advisor. Through his simple sketches, Carl makes complex financial concepts easy to understand. His sketches also serve as the foundation for his two books; The One-Page Financial Plan: A Simple Way to Be Smart About Your Money and The Behaviour Gap: Simple Ways to Stop Doing Dumb Things with Money (Portfolio/Penguin).

ABOUT THIS SESSIONDay one 10.55 am - 12.05 pm

The value of a real financial adviser has never been higher! In this keynote, Carl Richards will explore why

that is true and provide some concrete examples of how you can communicate that value to clients.

Proudly sponsored by

Speaker: Simone Newman,Head of Group Marketing and DistributionAPN Property Group

Retail property

The advent of online retailing provides a

dynamic landscape for commercial property.

With the hype of Amazon and US department

store closures, coupled with low wages growth,

it’s understandable to be concerned about the

future of shopping malls. But how does this

explain the heaving crowds and low vacancy

rates in the best shopping centres in Australia?

Simone will explain why it’s not Armageddon

for retailers and shopping centres – those who

adapt, invest and innovate will succeed in the

natural retail evolution, where the fittest will

survive and thrive.

Location: Events 1

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SESSION ONE – DAY ONE 12.05 PM – 12.55 PMSTREAMED SESSIONS

Speaker: Scott Hoger,Technical Account ManagerTAL

The future of risk adviceWhat does the future of risk advice look like?

And how can the financial advice practice of

the future meet the challenges of change and

continue to help their clients profitably?

The risk practice of the future will start to

charge advice fees, but not in the traditional

sense. A shift in thinking is needed about how

we value the advice we provide. We believe

that by shifting the focus of advice from the

product itself to the possible claim, we can

assist advisers in demonstrating the value

of advice. This session will look to the future

with a view to help retain and grow practice

revenue in the risk space.

The proposed shake up of default insurance cover

In the 2018 Federal Budget, the Government

announced proposed changes to default insurance

arrangements. This presentation will cover some

of the hidden concerns and opportunities to

consider when engaging with clients pre and post

the implementation of these changes. In particular,

assumptions around the default insurance existing

for many industry funds, the impacts for the

broader community beyond just those aged under

25, and the opportunities for advice.

Implications and opportunities for retail advice.

Speaker: Kyleigh Perkins, National Technical Manager CommInsure

Location: Grand Ballroom

Speakers: Peter Kelly & Mark Teale, Retirement Strategies and SolutionsCentrepoint Alliance

Q&A

Location: Events 2

Armageddon or Darwinian evolution?

Location: Events 3

Speaker: Dinah Munro, Strategic Account ManagerMLC Life Insurance

Applying behavioural economics to life insuranceBehavioural economics is the combination of

insights from psychology, judgement, decision

making and economics – which allows us to

better understand human behaviour.

This session provides a quick overview and

practical approach to ‘nudging’ our clients to

make better decisions.

Location: Events 2

Location: Events 1

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SESSION TWO – DAY ONE 1.50 PM – 2.40 PMSTREAMED SESSIONS

Speaker: Sheldon Hatzantonis, State Underwriting ManagerTAL

The meaning of lifeAn underwriting workshop focusing on

controlling post lodgement outcomes by

providing:

• Insights on how to control and manage

unknown outcomes

• Ensure your underwriter is working for you

by providing timely and efficient process and

commercially sound outcomes that work for

you and your client.

Conversations you canuse nowIn order to thrive in the changing landscape

of advice a real adviser has to be a master

communicator. In this workshop we will talk about

three conversations you can have with clients and

clients-to-be to make sure you are adding value to

their lives.

Speaker: Carl Richards, Brought to you by VenturaFM

Location: Grand Ballroom

Location: Events 3

Speaker: James Needs, Business Development Manager Zurich

Into the PDS and beyond

Australia is in the midst of an insurance

product revolution.

In this presentation, we explore a number

of the specific changes being made across

death and terminal illness benefits, total

and permanent disablement and income

protection covers. James will also look at

what these alterations mean for clients and

the suite of policies that they hold, including

where individual members may have acquired

the cover by default or been personally

underwritten.

Group insurance insights and their place in a best interest world

Location: Events 2

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SESSION THREE – DAY ONE 2.40 PM –3.30 PMSTREAMED SESSIONS

Speaker: Marty Carne,General CounselCentrepoint Alliance

Q&A

Location: Events 1

Speaker: Matthew Wakefield, National Account ManagerTAL

Building your insurance philosophyASIC report 413 provides an outline of

strategic life insurance advice and states the

need to have a framework for your product

advice. Whether you call it strategic life

insurance advice or an insurance philosophy,

a robust framework not only protects you but

leads to better client engagement.

Uncovering business insights with data and analyticsThis edition of The Big Questions Series looks at

how advice businesses can use data and analytics

to better understand their clients and business.

In this presentation, we use Colonial First State

DNA packs to discuss business growth, revenue

and asset allocation results for a sample advice

business, and highlight insights which will help

them evolve. We also look deeper into three

factors that play a major part in the success of

any advice business – pension outflows, SG rates

and rollovers – and show how to analyse this

information.

Speaker: Mark Tully,Business Development ManagerColonial First State

Location: Grand Ballroom

Speaker: Andrew Bridgland, Senior Business Development ManagerAsteron Life

Overcoming risk advice objectionsHow much time (and money) do you waste

when business written falls over after the

application has been submitted and many

hours of your time has already been invested?

This session will prepare you to overcome

some of the common and not so common

objections and provide you with the tools to

overcome the classic denial “It won’t happen

to me!” This is an interactive “workshop style”

session where we all get to share ideas.

Location: Events 3

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Michael McQueen understands what it takes to thrive in a rapidly evolving world. Widely recognised for having his finger on the pulse of business and culture, he has helped some of the words best-known brands navigate change and stay ahead of the curve. Michael has written five bestselling books and features regularly as a commentator on TV and radio.

ABOUT THIS SESSIONDay one 4.00 pm – 5.10 pm

PREPARING FOR WHAT’S

NEXTMICHAEL MCQUEEN

Every business and industry today are facing a perfect storm of disruption and upheaval. In the face of

the changes ahead, agility and adaptability will be more important than ever.

The future success and survival of your firm will rest on the ability to anticipate, prepare for and pre-empt

disruption.

Proudly sponsored by

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WHENDate | Tuesday 4 September 2018

Time | 6.10 pm Transfer to dinner, 7.00pm

Welcome Drinks, 7.30pm Dinner

Location | Do Temple

Seating | Please sit at your allocated

table with your social group

Dress | Smart casual – dress for outside

humid warm temperatures

Join us for the highlight of the Summit, the Taste of Hanoi dinner at Do Temple. Be transported to the year 1030 and immerse yourself in the cultural architecture. Walk along the pathway of trees with aqua plaques for luck and follow the journey of how Vietnam was brought to a new era of independence and prosperity by the Nine Kings of Ly Dynasty. Tantalise your tastebuds with traditional Vietnamese cuisine under the stars and enjoy the entertainment that follows.

All delegates, registered partners and accompanying children are invited to join us.

YOU’RE INVITED:

TASTE OF HANOI DINNER

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Wednesday 5 September 2018

DAY TWO

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Time Activity Location

From 6.00 am Breakfast JW Café

From

6.30 am - 7.30 Centrepoint Alliance early morning revival station Pre-function

7.30 am Housekeeping and fines

7.40 am

How Centrepoint adds value to your firm

David Spiteri, Peter Kelly, Mark Teale, Marty Carne, Julian Pitt

* Summit Partners are not required to attend this session

9.15 amCentrepoint Alliance update

Angus Benbow

10.30 amAdvice Firm of the Year awards

Soula Cargakis

9.45 am

Morning tea – networking areas

1. David Spiteri

2. Marty Carne

3. Julian Pitt

4. Peter Kelly

Pre-function

11.25 am Peer knowledge exchange panel

Facilitated by: David Penglase, Jason McArthur and Cameron Cogle

1.15 pm My ideas and day two evaluation

1.25 pm Summary and close

1.30 pm Day concludes

Afternoon Free evening

One of the many benefits of attending a conference in Hanoi is, well… being in Hanoi!

Which is why we have made Wednesday an early start to get our six hours of learning in (required by

FOFA) before exploring the beautiful location!

PROGRAM SUMMARYWEDNESDAY 5 SEPTEMBER 2018

Grand Ballroom

Grand Ballroom

HTTPS://SIZZY.CO/

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PETER KELLYRetirement Strategies

and Solutions

MARK TEALERetirement Strategies

and Solutions

DAVID SPITERILife Insurance

Specialist

JULIAN PITTHead of Investment

Management

MARTY CARNEGeneral

Counsel

During this session, various experts and leaders from across the Centrepoint Group will provide a brief overview of the service they offer and the ways in which we can assist our advisers to grow.

Following this, we will break into table discussions where you can ask more questions on how they can add value to your business and hear how other delegates are utilising our services.

Day two 7.40 am – 9.15 am

HOW CENTREPOINT

ADDS VALUE TO YOUR FIRM

Summit Partners are not required to attend this session

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Panel One | What are

you doing different

today to what you were

doing three years ago?

Panel Two | Together

we make a difference

– how are you working

with like-minded

professionals?

ABOUT THIS SESSIONDay two 11.25 am – 1.15 pm

Peer sessions are always filled with practical ideas, insights and inspiration. You will have an opportunity

to hear from a panel of your peers and exchange ideas in a highly collaborative learning environment.

This session will allow you to explore ways to take your business to the next level with time proven ideas.

PEER KNOWLEDGE EXCHANGEFacilitated by:DAVID PENGLASEJASON MCARTHURCAMERON COGLE

CLAUDIO ORRICOStephens Plattfuss &

Co Financial Services

TOM MOMSENArmcrest

Financial Advise

MICHAEL GOODWINEthica Private

Wealth Specialists

MAGGIE TAGGCitadel Wealth

Solutions

KAYLEIGH PATMORESouth Coast

Wealth Management

PAUL WRIGHTInnovus

Advice Solutions

THE SIGHTS YOUCANNOT MISS

Opening Hours: Daily 8.00 am – 12.30 pm & 1.30 pm – 7.30 pm Location: Quan Thanh, Ba Dinh, Hanoi

The Imperial Citadel of Thang Long is a captivating icon of Vietnam’s history and, signifying its historical and cultural importance, is now a UNESCO World Heritage Site. The flag tower is the most identifiable feature of the Imperial Citadel and is often used as a symbol of Hanoi. The Imperial Citadel served as the political centre for eight centuries. Located in Ba Dinh, the Imperial Citadel of Thang Long is close to many other tourist attractions.

Imperial Citadel of Thang Long

Opening Hours: Daily 3.00 pm, 4.10 pm, 5. 20 pm, 6.30 pm & 8 pm Location: 57B, Dinh Tien Hoang Street, Hoan Kiem District, Hanoi

The traditional art form of water puppetry has a long association with Hanoi.There are many theatres where visitors can enjoy the Vietnamese take on Asia’s puppet tradition. The original and noted as the best theatre in town, is the Thang Long Puppet Theatre. Puppets dance and slide elegantly over the liquid stage, controlled by the puppet masters hiding behind a screen. Most shows also feature the famous Legend of the Restored Sword of King Le which tells the tale of Hoan Kiem Lake and the giant tortoise.

Water Puppet Theatre

Opening Hours: Tuesday - Thursday 7.30 am – 10.30 am, Saturday & Sunday 7.30 am – 11.00 am Location: 8 Hung Vuong, Dien Bien, Ba Dinh, Hanoi

Ho Chi Minh has left a permanent mark on Vietnamese history and he is admired in Hanoi as the country’s greatest leader. Nicknamed ‘Uncle Ho’ by the Vietnamese locals, his body is now laid to rest in the Ba Dinh area of Hanoi. This is more than a tourist site, it is a part of living history and a visit here stays long in the memory.

Ho Chi Minh Mausoleum

Opening Hours: Daily 6.30 pm - 5.00 pm Location: Huong Son, My Duc, Hanoi

The Perfume Pagoda is a beautiful temple complex thought to have been first built in the 15th century. This collection of Buddhist temples sit on a mountain range with rich forests and graceful streams surrounding. Located approximately 60km south of Hanoi in the Son Mountains, the journey here is an experience in itself: first you must take a two hour trip by car or bus before travelling by boat to the foot of the mountains.

The Perfume Pagoda

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Opening Hours: Daily 6.00 am – 7. 00 pmLocation: Dong Xuan Street, Hoan Kiem District, Hanoi

Dong Xuan Market is the one of the biggest in Hanoi. Located within a four-storey Soviet-style building, this complex offers a widespread collection of fashion, apparel and souvenirs . Even if you’re not interested in printed T-shirts or cheap sunglasses, it is still captivating to see the comings and goings of the local traders.

Dong Xuan Market

Opening Hours: All dayLocation: Hanoi Old Quarter, Hoan Kiem District

Hanoi Old Quarter is an area of the city where visitors can enjoy many examples of colonial architecture bursting along narrow streets. Infinite packs of scooters, motorbikes, bicycles and cars manoeuvre around traders selling fruit and souvenirs and narrow shop houses sell wonderful Vietnamese food for pennies. The Old Quarter brings to life what many people imagine Hanoi to be, and exploring this area on foot is highly recommended for all visitors to Vietnam’s capital city.

Hanoi Old Quarter

Opening Hours: All dayLocation: 58 kilometres west of Hanoi

Ba Vi National Park is a nature reserve of captivating beauty located around two hours from Hanoi. Renowned for its three-peaked mountain that peaks up into the sky and is often encapsulated by cloud, Ba Vi National Park has unforgettable scenery and a various range of jungle plants and animals. At the summit of the tallest mountain, is an 11th century temple offering views of the neighboring countryside and on the forest floor are natural hot springs.

Ba Vi National Park

Opening Hours: All dayLocation: 1 Trang Tien, Hoan Kiem District, Hanoi

Set in the French Quarter, The Hanoi Opera House is possibly one of the most elegant buildings in Hanoi. Built in 1911 and modelled after the Paris Opera House, this historical landmark radiates Parisian charm from its ivory-toned columns, ornate balustrades and Gothic domes. Priced at VND 100,000 +, guests can enjoy classical performances ranging from Vietnamese opera and dance performances to sketches and music concerts by world-renowned artists.

Hanoi Opera House

Opening Hours: Tuesday - Sunday 8.30 am – 11.30 am & 1.30 pm – 4.30 pm Location: 58 Quoc Tu Giam, Van Mieu, Dong Da, Hanoi

The Temple of Literature is a delightful temple complex in the centre of Hanoi that was originally built to be a centre of learning dedicated to the Chinese sage and scholar Confucius. Over the next 1000 years, many more buildings have been added and redecorated so that now this expansive area is filled with ornate pavilions, shrines, and a rich garden. It has become a rite of passage for graduating doctors to visit The Temple of Literature and the whole place is suffused in Vietnamese history.

Temple of Literature

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DAY THREE

Thursday 6 September 2018

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Time Activity Location

From 6.00 am Breakfast JW Café

7.20 amOptional breakfast session

VenturaFM

8.20 am Compulsory program resumes

8.30 amInspired leadership

Kevin Gaskell Pre-function

9.30 am Keynote questions

9.40 am Keynote workshop

Kevin Gaskell

10.40 am

Morning tea

1. Mark Teale

2. Marty Carne

3. Paul Wright - Innovus Advice Solutions

4. Tom Momsen - Armcrest Finance

Pre-function

11.25 amThe science of trust

David Penglase

12.25 pm Keynote questions

12.35 pm Lunch JW Café

1.35 pmTogether we make a difference

Jason McArthur and Cameron Cogle

2.25 pmFlourishing in a complex world

Dr. Adam Fraser - Spouse and children are welcome to attend

3.25 pmSummary and close

Angus Benbow

3.45 pm Group photo

7.00 pm Pre-dinner drinks Pre-function

7.30 pm The Colours of Vietnam Gala Dinner Grand Ballroom

PROGRAM SUMMARYTHURSDAY 6 SEPTEMBER 2018

Events 3/4

Grand Ballroom

Grand Ballroom

Grand Ballroom

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THE FUTURE OF INVESTMENTS IN A CHANGING ADVICE

LANDSCAPEVENTURAFM

ABOUT THIS SESSIONDay three 7.20 am – 8.20 am

There is no doubt that investment advice and implementation is set for change.

The current environment is dynamic in the face of regulatory scrutiny, structural changes in capital

markets, and technological developments. Join the conversation over breakfast to position your clients

and your firm for the path that resonates with you.

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INSPIREDLEADERSHIP

KEVIN GASKELL

A highly motivational and engaging speaker, Kevin Gaskell believes that ordinary people can achieve extraordinary results - and he has the experiences to prove it. He has led global corporations, start-ups, private equity portfolio companies and organisations large and small to create shareholder value in excess of $5 Billion. He has also found the time to walk to both the North and South Poles and climb the world’s highest mountains to fund the construction of a cancer treatment unit.

ABOUT THIS SESSIONDay three 8.30 am – 9.40 am

How you can achieve extraordinary results in business.

Key Deliverables:

• Become an inspiring leader, stimulate your team’s desire to be world class

• Commit to change, build belief, dare to dream, build the plan

• Connect the team with the plan, make the impossible possible

• Create a culture of innovation, motivate genius, recognise and reward

• Become better then bigger, achieve extraordinary results

INSPIRED LEADERSHIP WORKSHOPFacilitated by Kevin Gaskell

The most successful companies recognise the need to periodically stop, step away from daily operations

and take some quality time to refresh their thinking and planning. This is necessary to challenge the

current reality and to drive the business onto the next level of success.

This interactive session will support the delegate to apply the process of review and regeneration. The

workshop is designed to encourage the delegate to achieve a clarity of vision, a prioritised activity plan

and an introduction to a series of practical tools developed to support the leadership team to engage the

entire workforce in building a world class future.

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The financial advice profession has been built on trust. However, when trust is at risk… everything is at risk.

Many advisers today are facing a world of distracting ‘noise’, including increased competition, confusing

media negativity, the time-consuming realities of compliance, and a complex future with robo-advice and

the impact of emerging artificial intelligence driven solutions. This noise creates doubt and apprehension

in the minds and hearts of existing and potential clients (and quite a few advisers as well). To silence the

noise, more than ever, a revisit of what it really means to be trustworthy is not only timely, but essential

to winning and retaining more clients

This session will show you how to develop more confidence for self-trust and trusting others, and the

combined character and competence required to earn others’ trust.

ABOUT THIS SESSIONDay three 11.25 am – 12.35 pm

Academically, David is a behavioural scientist. For most of his adult life, he has been fascinated by what causes people to think, feel and act the way they do. His ground-breaking research linking employee intention, trust and self-determination provides insights to practical strategies and a blueprint for corporations to build collaborative trust relationships that are good for employees, customers and the bottom line.

THE SCIENCE OF TRUST

DAVID PENGLASE

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ABOUT THIS SESSIONDay three 1.35 pm – 2.25 pm

This session is an opportunity for you to share with your peers your key learnings and ideas from the

Summit. What will you be implementing to continue to grow and empower your firm to be future ready ?

TOGETHER WE MAKE A DIFFERENCEJASON McARTHURCAMERON COGLE

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The pace and complexity of life has dramatically increased. The real question is how do we keep up with

life while looking after our mental wellbeing? Using research from extreme athletes and Special Forces

soldiers, Dr Adam will discuss why the typical strategies we are taught to manage negative thoughts and

emotion are no longer relevant. In addition, he will share simple strategies to manage fear and doubt in

the moment and choose constructive behaviours that improve your business, your relationships and your

wellbeing.

ABOUT THIS SESSIONDay three 2.25 pm– 3.35 pm

Dr. Adam Fraser is at the forefront of how neuroscience and positive psychology can be used to improve work place performance. In fact, he is thought to be the only keynote speaker in the world to have had the impact of his keynote presentation measured in a University study (It improved the behaviour of attendees by 41%).

FLOURISHING IN A COMPLEX

WORLDDR. ADAM FRASER

Proudly sponsored by

Spouse and children are invited to attend

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‘COLOURS OF VIETNAM’ GALA DINNERFinish off the Annual Partner Summit by letting your hair down

at the Gala Dinner! The Gala Dinner is a chance to celebrate

the completion of the Summit and offers you the perfect

chance to catch up and unwind with your peers.

This year’s theme is ‘The Colours of Vietnam’ - immerse

yourself in Vietnamese culture and come dressed in red and

gold. Red is the symbol of good fortune and the colour of

the Vietnamese flag, and gold is the symbol of good luck.

Registered accompanying partners, and family are also

encouraged to attend (this does not include

‘accommodation only’ registrations).

Enjoy the festivities!

YOU’RE INVITED:

Date | Thursday 6 September 2018

Time | 7.00 pm Welcome Drinks,

7.30 pm Dinner

Location | Grand Ballroom

Dress | Colours of Vietnam themed

Band | The Party Republic

WHEN

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THANK YOUTO OUR SUMMIT

PARTNERS

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THANK YOUTO OUR SUMMIT PARTNERS THANK YOU

TO OUR SUMMIT PARTNERS

Learn more with Asteron Life

Part of theSuncorp Network

Suncorp Life & Superannuation Limited ABN 87 073 979 530 AFSL 229880. Suncorp Portfolio Services Limited ABN 61 063 427 958 AFSL 237905 RSE Licence No L0002059

At Asteron Life, we understand the important role financial advisers play in helping Australians reach their financial goals. And we know education is an important way we can support you. That’s why over the years we’ve committed to partnering with the AFA in the Excellence in Education Award, running industry events, training and undertaking research.

Now we’re strengthening our education offering with a well-rounded program called The Sophisticated Adviser. It’s designed to give advisers like you the edge in your professional development.

To find out more contact your Asteron Life BDM, visit asteronlife.com.au or call us on 1800 739 641

We understand the hard work you put in for your clients. That’s why we work hard to offer you personal service and support that’s unrivalled. Because we believe the best investment we can make isn’t just in our award-winning platforms or best-in-class investment options. It’s spending time with you, to listen and understand how we can improve and enhance our offering to benefit you and your clients.

It’s personal service and support to keep you ahead.

Visit colonialfirststate.com.au/service for more information and to get in touch with our National BDM network and support team.

ADVISER USE ONLY

Adviser use only. This information has been prepared by Colonial First State Investments Limited ABN 98 002 348 352, AFS Licence 232468 (Colonial First State). Colonial First State is a wholly owned subsidiary of the Commonwealth Bank of Australia. The Bank and its subsidiaries do not guarantee the performance of products or the repayment of capital from any investments. This is general information only and does not take into account any person’s individual objectives, financial situation or needs. Investors should consider the relevant PDS before making an investment decision, which can be obtained from colonialfirststate.com.au, calling us on 13 18 36 or from your financial adviser. CFS2287_HPC_APSCT

WE WORK HARD FOR YOU

YOU WORK HARD FOR YOUR CLIENTS

NEVER ASK AN ACCOUNTANT IF THEY WORK UNDERWATER.You know your business better than anyone, so it’s frustrating when the systems you work on aren’t as intelligent as you are. The new application system, MyApply, helps you ask the right questions, at the right time, to the right people.

It has been developed in collaboration with advisers, leveraging market-leading technology and more sophisticated, intuitive rules. You’ll enjoy smart decisions which means a better experience for your customers, and a more fulfilling one yourself.

To find out more about the big changes to MyApply and the new look MyQuote visit: comminsureadviser.com.au/smarterapply

Important information: This was prepared by The Colonial Mutual Life Assurance Society Limited (CMLA). Please visit comminsureadviser.com.au/smarterapply for more information.

Issued by IOOF Investment Management Limited (IIML) ABN 53 006 695 021 AFS Licence No. 230524.

Annex - IOOF Pursuit

Family Fee Aggregation expanded for up to 6 accounts!

Packed with smart functionality

Together, we’re improving the quality of advice.

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Australia and New Zealand Banking Group Limited (ANZ) 2018 ABN 11 005 357 522. OneCare issued by OnePath Life Limited (ABN 33 009 657 176 AFSL 238341). View PDS available at onepath.com.au and consider if it’s right for you.

Phillip Kim, Senior Reinsurance Tech Analyst

OneCare now offers:

Market-first pre-assessment wizard

Upgraded OneView Life platform

Online tele-interview bookings

Client URL for applications

Integration with leading investment platforms

XPLAN Data feeds

Finding pathways to better efficiency.

HE’S JUST FOUND YOU ANOTHER TIME SAVER

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LEARN MORE ATONEPATH.COM.AU/PATHWAYS

WIN A GOOGLE HOMEVentura FM is giving you the chance

to win your own Google Home.

All you need to do is fill in the form on our exclusive Hanoi event page to

enter in the draw.bit.ly/VenturaPS2018

APN wishes all delegates a wonderful time in Hanoi

Come and say “xin chào” to us at the APN Property Group stand

Visit apngroup.com.au

PROPERTY FOR INCOME

Introducing Mental Health Navigator by Best Doctors Offering even more value to your clients

One in five Australians aged 16-85 experience a mental health condition in any year.1

Mental health conditions affect so many people from all walks of life, it’s likely you have a client who is impacted.

Through MLC Life Insurance, your clients and their families2 can access the Best Doctors service, connecting them with a network of more than 50,000 leading medical specialists for a second medical opinion when they need it most.

Empowering your clients to better mental health

We’ve now extended Best Doctors to cover mental health conditions with the launch of Mental Health Navigator. It gives your clients and their families access to a clinical review of their diagnosis and treatment plan, sourcing a specialist from a network of leading Australian-based clinical psychologists and psychiatrists, all in the comfort of their own home.

Find out how Best Doctors with Mental Health Navigator can support your clients and business

Visit mlcinsurance.com.au/clientmentalhealth or speak to your local MLC Life Insurance BDM today.

1 Australian Bureau of Statistics. (2009). National Survey of Mental Health and Wellbeing: Summary of Results, 4326.0, 2007. ABS: Canberra.2 Best Doctors is available to eligible MLC Life Insurance’s customers as well as their immediate families including children, parents, partner and partner’s parents.

The Mental Health Navigator service is only available if you are 18 years of age and over.

MLC Limited ABN 90 000 000 402 AFSL 230694 (the Insurer) uses the MLC brand under licence. MLC Limited is part of the Nippon Life Insurance Group and not a part of the NAB Group of companies. Any references to ‘we’, ‘us’ and ‘our’ means MLC Limited. Best Doctors® is not insurance (including health insurance) and it does not replace your client’s relationship with their current doctor or medical specialist. MLC Limited reserves the right to withdraw the service at any time or to change the terms on which the service is provided to customers. If your client’s insurance is held within the MLC Super Fund, the Trustee also reserves the right to withdraw the service at any time.

IN YOUR CLIENTS’ MOMENT OF NEED, WE’RE HERE In 2017 alone, we paid over $1.3 billion in claims. That’s over $5 million every working day.

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Exclusive Professional Indemnity Program for boutique licencees:

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CONTACT Shane Upton, Breeze UnderwritingT 0400 483 159 E supton@breezeuw.com.auor your Centerpoint Business Consultant.

Some things in life are complicated, your insurance shouldn’t be

OUTSOURCE SOLUTIONS FOR FINANCIAL PLANNERS• Virtual Administrators• Back Office Support• Statements of Advice• Records of Advice• Modelling/Projections

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Visit our stand at the 2018 Annual

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THANK YOU TO ALL OUR 2018

SUMMIT PARTNERS

Evening: Welcome dinner

This dinner is an opportunity for you to catch up with familiar faces and meet some new ones! Your fellow delegates and Centrepoint Alliance representatives will join you for a night filled with local culture and cuisine.

All delegates, registered partners and accompanying children are invited to join us.

Monday 3 September 2018

Day: Recreational activity options for spouse and children

Attendees will develop a deep appreciation of the flavours, history and culture of Vietnamese cuisine by taking part in a Vietnamese cooking class at the Hanoi Cooking Centre. After indulging in a magnificent lunch – attendees will be transported to the Old Quarter.

Tuesday 4 September 2018

Evening: Official ‘Taste of Hanoi’ off-site dinner

Join us in thanking our official Summit Partners for their ongoing support at this wonderful event.

Afternoon: Free afternoon and evening

Take some time out from the official summit program to soak up your surroundings and spend time with old friends and new acquaintances. Whether you prefer to go out and explore, or simply relax, this is your time to discover Hanoi and all its ancient wonders for yourself!

Wednesday 5 September 2018

Afternoon: Partner Summit concluding address

Evening: Annual Gala Dinner

Accompanying partners and children are welcome to join all delegates for the final keynote presentation and conference group photo.

Thursday 6 September 2018

SOCIALPROGRAM

40

Hanoi, located on the banks of the Red River, is one

of the most ancient capitals in the world, where

travellers can find well-preserved colonial buildings,

ancient pagodas, and unique museums within the city

centre. A great place to explore on foot, this French-

colonial city is also known for its delectable cuisine,

vibrant nightlife, silks and handicrafts, as well as a

multi-cultural community that’s made up of Chinese,

French and Russian influences. Meanwhile, its tranquil

countryside is a short drive away, featuring lush parks,

verdant mountains, and traditional villages, and not

forgetting, the iconic Ha Long Bay. If you’re a first-

time visitor to the Vietnamese capital, our Hanoi travel

guide has everything you need to know for a fulfilling

holiday, including the best accommodation, restaurants,

attractions, shopping, and detailed information on the

local culture, currency, climate, and transport options.

LOCAL GUIDE41

Shopping

Tipping

What Should I Expect?

For more information regarding the hotel or local surroundings, please visit the hotel concierge or Centrepoint registration desk.

Visitors often opt to rent a private car (and driver) when arriving at the airport in Hanoi. This is considered to be an efficient and inexpensive form of transportation. Car rental companies assign drivers as guides to assist visitors in getting around the area. This is standard procedure and a common way for visitors to get in and out of the city after arriving in Hanoi. Having a private car hire and driver which serves as a guide as well is a good way to become acquainted with Hanoi and/or surrounding area when arriving. Visitors interested in getting themselves around without a driver often rent motorcycles or mopeds instead of cars. For more information on public transport click here.

Hanoi shopping scene is renowned for its bustling markets and colonial shophouses, but there are a growing number of flash boutiques and shopping malls thanks to the city’s rapid modernisation. Traditional markets (outdoor and indoor) are scattered across the city with local vendors selling Vietnamese coffee beans, household supplies, and Vietnamese street food at attractive prices, while Hang Da Street is great for purchasing quality textiles and custom-made clothes. Shopping malls in Hanoi are great options for when you need to escape the afternoon heat, catch the latest Hollywood films, and shop for internationally-renowned brands. Many of these establishments are also fitted with arcade centres, ice-skating rinks, and theme parks – perfect for travellers with young children. If you’re visiting the capital city of Vietnam for the first time, make sure you check out our helpful guide on what to buy and where to shop in Hanoi. For more information on shopping in Hanoi please click here.

Tipping for service is not expected in Vietnam but is most certainly appreciated. A tip of one or two dollars for a meal or one dollar to a cyclo driver can be a substantial bonus in a country where the annual average income is only US$ 600! You should tip at your own discretion however we recommend you allow $25 per day for your driver and guide.

Expect a new travel experience. Expect to see a picture-perfect landscape of rice paddies and water buffaloes. Expect bustling cities and busy streets of bicycles and motorcycles which are a challenge to cross. Expect to be popular with the locals, to be stopped in the street for an unexpected conversation. Expect lazy afternoons at a beach where fresh crab is on the menu. Expect newly built international hotel properties in the major centers and renovated 3-star properties in the provinces. Expect stunning mountain passes and endless photo opportunities. Expect to take caution with your valuables. Expect to find unexpected bargains! Expect crowded airports. Expect your guide to take care of that for you. Expect to sample a new and unique cuisine. Expect a hamburger from the hotel buffet when you crave it. Expect the noise, expect the heat. Expect to learn about daily rituals and traditions performed for hundreds of years, to hear legends, to smell exotic spices in a local market. Expect to eat French loaves. Expect to marvel at ancient towers that remain standing after 500 years, through wars and countless monsoon storms. Expect exciting new art. Expect welcoming smiles …

Getting aroundGetting around

42

High | 31

Low | 26

Humidity | 73%

Number of wet days | 15

Climate averages in September

The name of the currency in Hanoi and Vietnam is

Vietnamese Dong (VND) AU$1.00 = 17,068.50 VND

(Last updated 09 July 2018)

Currency

Smart-casual wear is appropriate for some

restaurants, hotels, and the theatre. Bring

comfortable walking/hiking shoes if you plan to

explore Hanoi and make sure you are well-armed

with strong sunscreen!

Dress

Hanoi | 220v We encourage you to bring an

adapter and power board.

Electrical appliances

Depending on your departure city, the flight

time from Australia to Hanoi is approximately 12

hours and 45 minutes including stop overs.

Flying time

Check in time: 2.00 pm

Check out time: 11.00 am

Hotel check-in and check-out times

The main public hospitals in Hanoi are:

Medical

HANDY HINTS

Australian Eastern Standard Time (AEST) is

three hours ahead of Hanoi, Vietnam.

Time difference

Tipping the bellmen or the housekeepers is not

compulsory like it is in some other countries,

and it all depends on the quality of the

accommodation service. The suitable tips for

hotel staff are around one or two dollars, and

you can give the money to them directly or put it

on the desk in your room before leaving.

Tipping

• Ha Noi Department of Tourism: + 84 24 3733

9898

• Vietnam Directory +84 16 3284 3769

• Emergency Services (local Police): 113

• Family Medical Practice Hanoi: +84 24 3843

0748

• Ambulance: 11

Useful/Emergency Numbers

Meals not stated in the Summit program will be at

the delegate’s own expense. Laundry, mini-bars,

telephone calls, and personal beverages from your

hotel room are at your own expense.

Personal expenses

When calling Vietnam from Australia dial 0011 84

24 followed by the telephone number:

Telephone

• 00 is the international prefix used to dial

somewhere outside of Vietnam.

• 61 is the international code used to dial to

Australia.

• 0011 is the international prefix used to dial

somewhere outside of Australia.

• 84 - Vietnamese country code for inbound calls.

• 24 - Hanoi city code.

When calling Australia from Vietnam, dial 00 61

24 and your state’s area code followed by the

telephone number:

• Family Medical Practice Hanoi

• Saint Paul General Hospital

• Hospital 198

• Giao Thong Hospital

CONFERENCE CONTACTS

AND LANYARD KEY

MELISSA LAMB

+61 4 23 793 457Melissa.Lamb@cpal.com.au

Manager - Client Conferences and Events

JESS TODHUNTER

Jessica.Todhunter@cpal.com.au Event Coordinator

Sarah.Hurley@cpal.com.au

SARAH HURLEYEvent Coordinator

JARED AHEARNAV Coordinator

LANYARD KEY

Grey

Spouse/Partners

Black

Summit Partners

Blue

Delegates

White

Staff

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DELEGATE LISTAdam

Adrian

Alan

Alex

Alistair

Andrew

Andrew

Andrew

Angus

Anthony

Barbara

Bas

Belinda

Ben

Ben

Ben

Ben

Bernard

Billy

Bronwyn

Caitlin

Cameron

Catherine

Christine

Claudia

Claudio

Clydenn

Craig

Dale

Damian

Daniel

Darko

Darren

Darren

David

David

David

David

Deborah

Deborah

Di

Di

Mackenzie

Milham

Fisher

Aranguren

Blake

Gaston

Westcott

Bridgeland

Benbow

Mirandilla

Simpson

Jammal

Veriton

Buchanan

Jessop

Latham

Bancroft

Ryan

Lowdell

Coy

Gardiner

Cogle

Wells

Keen

Mejia

Orrico

Cuibal

Slaughter

Wright

Knoblanche

Angelovich

Zigic

Madge

Smith

Webb

Withers

Herbert

Spiteri

Brown

Mcwilliam

Toll

Bland

Dinah

Drew

Elaine

Elizabeth

Faye

Ferdi

Filippo

Francis

Gabriel

Georg

Glenys

Graeme

Graham

Gregor

Gregory

Hayden

Ian

James

James

James

Jason

Jason

Jen

Jessica

Jill

Jodie

Jodie

John

John

Jonathan

Joshua

Josiah

Julian

Justin

Karen

Katrina

Kayleigh

Kevin

Kevin

Kyleigh

Kylie

Kylie

Munro

Latham

Sze

Scott

Whiting

Kayakesen

Battisti

Rigby

Vella

Chmiel

Cook

Matthews

Mcintyre

Thomson

Stephens

Loxton

Henderson

Ford

Noone

Needs

Cutrupi

McArthur

Burrows

Todhunter

Gordon

Marquardt

Saw

Whiting

Lubberink

Garabos

Mccutcheon

Li

Pitt

Fraser

Walmsley

Atkinson

Patmore

Cuthbert

Canning

Perkins

Waugh

Grotheer

Louise

Maddie

Maggie

Marcello

Mark

Mark

Mark

Martin

Martin

Marty

Maryann

Matthew

Melanie

Melissa

Michael

Michael

Michael

Michelle

Mick

Mike

Mike

Narelle

Natalie

Nicky

Nicola

Nicola

Patrick

Patrick

Patrick

Paul

Paul

Peter

PJ

Rachel

Rajani

Rebecca

Rhett

Richard

Richella

Rick

Rob

Robert

Jones

Scott

Tagg

Blasi

Holzworth

Tully

Teale

Haley

Craig

Carne

Lee

Wakefield

Ingram

Lamb

Goodwin

Lacuone

Wundke

Taylor

Alexander

Gunnion

Liu

Lyon

Goodall

Gardner

Schneider

Welch

Kelly

Johnston

Jackson

Brown

Wright

Kelly

Patterson

Elfverson

Aryal

Brougham

Das

Latham

Daly

Williams

O'Donnell

Beutum

Robert

Robert

Rodney

Ross

Sally

Scott

Shane

Shane

Shaylee

Sheldon

Simon

Simon

Simone

Soula

Stephen

Stephen

Steven

Steven

Steven

Stuart

Sunil

Susan

Tom

Tom

Tony

Tracey

Tracey

Tricia

Bacsko

Koschel

Crouch

Maclean

Portley

Hoger

Bond

Upton

Crisp

Hatzantonis

Dowd

Green

Newman

Cargakis

Caswell

Greatrex

Pugh

Skoglund

Black

Iles

Gupta

Paterson

Momsen

Ryan

Harte

Prattley

Dickson

Peters

#CAAPS2018

1300 557 598centrepointalliance.com.au

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