FBAA Conference Program Booklet 15.cdr

GET ON YOUR FEET
& Cement your Future
FBAA National Industry Conference
FBAA Conference
Program and Registration
15 – 17 FEBRUARY, 2012
Sydney Convention and Exhibition Centre
Parkside Auditorium
Darling Harbour, Sydney NSW
Register online at
www.fbaa.com.au
Finance Brokers Association of Australia
A Warm Welcome from the President
Peter J White
President FBAA
On behalf of the Finance Brokers Association of Australia (FBAA), I would like to
welcome you to our inaugural FBAA National Conference “Get on your Feet
and Cement your Future” in Sydney on 15 – 17 February, 2012 at Sydney
Convention and Exhibition Centre, Sydney NSW.
With the continual changing market in mind FBAA has made certain to custommake our inaugural conference to help meet the concerns of its members and the
industry at large. We believe there is something for everyone!
We are extremely excited about the high calibre of speakers ranging from the
charismatic Max Walker as MC, Amanda Stevens - SheMarketing and Peter
Irvine the inspiring CEO of Gloria Jean to name a few. There will be the
powerful industry professionals such as Greg Kirk, ASIC; Sue Vroombout, The
Treasury and Peter Switzer renowned economist and TV personality.
FBAA feels that there has never been a better time to refocus on marketing
strategies, rethink customer relations and explore some innovative ideas to keep
you active in the industry and successful with sales. To enhance this we have an
outstanding line up of trade exhibitors for you to gain much valued information
over the two days of the conference.
FBAA is the industry's preferred association for finance broking. It has become
highly recognisable and synonymous with professional conduct, industry training
and accreditation, gives advice to members on legal matters affecting our
industry.
This is your conference. It has been designed by FBAA for industry stakeholders
and will assist both you and your staff in facing challenges now and in the future,
and help you to be ahead of your completion.
I look forward to seeing you at Sydney Conference and Exhibition Centre
15–17 February, 2012.
Peter J White
President FBAA
www.fbaa.com.au
Page 2
Program
DAY 1
Wednesday 15 February, 2012
2.00pm – 5.00pm
Registration
5.00pm – 7.00pm
FBAA Networking Drinks
DAY 2
Thursday 16 February, 2012
7.30am – 9.00am
Registration
SESSION 1
...................................................................................................................
9.00am – 9.05am
Conference Overview by Max Walker MC
9.05am – 9.15am
Conference Welcome FBAA President – Peter White
9.15am – 10.30am
Opening Ceremony
10.30am – 11.15am
Morning Tea
SESSION 2
...................................................................................................................
11.15am – 12.30pm
Peter Switzer – Switzer Group
12.30pm – 1.30pm
Lunch
SESSION 3
...................................................................................................................
1.30pm – 2.15pm
Amanda Stevens – SheMarketing
2.15pm – 2.25pm
Ron Guthrie – TFP Co-Operative Ltd
2.25pm – 2.30pm
Partner's Address
SESSION 4
...................................................................................................................
2.30pm – 3.00pm
Sue Vroombout –The Treasury
3.00pm – 3.30pm
Jason Urbanowicz – Create PT Wealth
3.30pm – 4.00pm
Afternoon Tea
SESSION 5
4.00pm – 5.00pm
www.fbaa.com.au
...................................................................................................................
Vernon Spencer, Steve Weston, Kym Dalton – Legends of
Industry – How they see the Past, Present and the Future
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DAY 3
Friday 17 February, 2012
7.30am – 9.00am
Registration
SESSION 6
...................................................................................................................
8.30am – 8.40am
Conference Overview FBAA President – Peter White
8.40am – 9.30am
VIP Appearance
9.30am – 10.30am
Mark Bouris – Yellow Brick Road
10.30am – 11.00am
Morning Tea
SESSION 7
...................................................................................................................
11.00am – 11.45am
Bae Bastian – Legal Counsel Financial Ombudsman
Service Ltd
11.45am – 12.30pm
Greg Kirk – ASIC
12.30pm – 1.30pm
Lunch
SESSION 8
...................................................................................................................
1.30pm – 2.30pm
SESSION 9
John Floros – Detective Sergeant Strike Force APIA
...................................................................................................................
2.30pm – 3.00pm
Philip Joe-Low – Deloitte Touche Tohmatsu
3.00pm – 3.30pm
David Baker – AUSTRAC
3.30pm – 4.00pm
Afternoon Tea
SESSION 10
...................................................................................................................
4.00pm – 5.00pm
Peter Irvine – Managing Director Gloria Jean Coffee
5.00pm – 5.15pm
FBAA Summary and Close of Conference
Note: Program is correct at time of printing; however, FBAA reserve the right to alter the
program as necessary.
www.fbaa.com.au
Page 4
MC
Max Walker
In the space of five decades Max Walker has travelled an amazing road from schoolboy sporting
prodigy to having one of the most recognisable faces and voices in Australian society. Along the
way he managed to play Test Cricket in a golden era, play VFL/AFL football for the Melbourne
Football Club, take centre stage in the sports media arena and author 14 books – of which 7 are
No.1 best sellers.
The Walker smile and abundant enthusiasm is contagious. As a talent, Max has been described as
'extremely user friendly'. He is a master communicator who excels as a consultant/moderator and
is renowned as a corporate connector, matching the synergies of people and their interests.
.............................................................................................................................................................
Speakers
Peter Switzer
Peter is one of Australia's leading business and financial commentators, launching his own business
20 years ago. The Switzer Group has since grown over three successful companies spanning media
and publishing, financial services and business coaching.
Peter is an award-winning broadcaster, twice runner up for the Best Current Affairs Commentator
award for radio, behind broadcaster Alan Jones. A former lecturer in economics at the University of
NSW, Peter is currently:
Ÿ weekly columnist for Yahoo!7 Finance
Ÿ a regular contributor to The Australian newspaper and ABC radio
Ÿ host of his own TV shows, Switzer and Grow Your Business, on SKY News Business
Ÿ senior contributor on investment site switzer.com.au
Ÿ host of the Switzer Super Show on radio 2GB
.............................................................................................................................................................
Amanda Stevens
Former Young Businesswoman of the Year and Young Australian of the Year (NSW), Amanda
Stevens is a highly successful entrepreneur and widely recognised as a global authority on
marketing. Her engaging and humorous style on stage has seen her voted the top speaker of the
conference over 80% of the time. Her international marketing, research and PR firm Splash
Consulting Group works with businesses large and small to assist them with harnessing the growing
influence of the female consumer dollar. She has been described by many as a female Allan Pease.
.............................................................................................................................................................
Sue Vroombout
Sue Vroombout was recently appointed as General Manager of the Retail Investor Division in
Markets Group of the Treasury, with responsibility for providing policy advice to the government on
the licensing of financial services providers, product disclosure and financial advice requirements
and the reform of consumer credit arrangements. Sue has previously held a number of senior
positions in the Treasury and the Attorney-General's Department, providing advice on a range of
issues including in the taxation, corporate law and financial services areas. Most recently, Sue was
General Manager of the Commonwealth-State Relations Division in the Treasury.
.............................................................................................................................................................
Jasson Urbanowicz
After spending the past 13 years studying what holds people back from reaching their full potential
in life Jason has designed a blueprint for success that work's for 99% of people who apply it. He has
taught these techniques to thousands of people all around the globe and revealed to people how
they can smash through self-sabotaging roadblocks so they can have it all in life.
His mission in life is to teach people the tools necessary for creating a road map that will help them
stay on the path to success.
www.fbaa.com.au
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Vernon Spencer
Vernon Spencer, Executive Chairman and President of the Stargate Corporation Group, is a
renowned industry leader in the business of wholesale mortgage lending, mortgage processing and
mortgage-backed securities in Australia.
In 1972 he founded Stargate Corporation, in 1992 Stargate formed the Interstar Securities Group
which became one of the nation's largest non-bank wholesale loan financiers, funded by the
issuance of mortgage-backed securities to major institutions and investors in Australia, Europe, Asia
and USA.
Vernon is a Fellow of the Institute of Chartered Accountants in Australia, a Board Member of the
Australian Securitisation Forum, Chairman of its Market Standards and Practices Committee.
.............................................................................................................................................................
Steve Weston
Steve Weston’s career spans over 25 years in the banking and finance space; the last six years with
Advantedge Financial Services. Steve’s current role as General Manager, Broker Platforms, sees
him responsible for Advantedge’s aggregation businesses. Prior to joining Advantedge, Steve spent
four years as General Manager of Mortgages at St.George Bank. Steve has an extensive end to
end knowledge of the mortgage business and is an energetic and knowledgeable speaker who has
an established track record of providing accurate insights into the mortgage industry.
.............................................................................................................................................................
Kym Dalton
Kym has worked in financial services for over 30 years, during which time he's held CEO roles with
major corporations in Australia and New Zealand; whilst also gaining wide ranging on the ground
experience in the USA and UK.
He was instrumental in pioneering the residential mortgage securitisation and 'non-bank' lending
industries in Australia and New Zealand
He is currently the Executive Chairman of CreditED- an online financial literacy initiative, as well as
being a frequent commentator and consultant on industry matters via Futurology Pty Ltd.
.............................................................................................................................................................
Mark Bouris
Mark Bouris is one of Australia's most respected businessmen, with a career that spans three
decades in the financial services industry.
Mark believes that every Australian deserves access to quality financial advice, which is the driving
force behind his latest venture, Yellow Brick Road Wealth Management. Since its inception in 2007,
Yellow Brick Road has built a national branch network with the aim to bring first class financial
services to the suburbs. Yellow Brick Road offers advice and products for home loans, financial
planning, insurance, term deposits, accounting and tax.
Mark built his reputation as Executive Chairman of Wizard Home Loans, which he founded in 1996.
.............................................................................................................................................................
Bae Bastian
Bae Bastian is Legal Counsel to the Ombudsman – Banking & Finance in the Financial Ombudsman
Service. She had been the Team Leader for the Lending team, which deals with all disputes
regarding credit facilities.
Bae has practised in the areas of financial service law, dispute resolution and insolvency for over 20
years. Bae joined the Banking & Financial Services Ombudsman (the predecessor to the Financial
Ombudsman Service) four years ago. Prior to that, her experience included private practice as a
lawyer then senior associate in Minter Ellison's dispute resolution group and 8 years as Senior
Corporate Lawyer – Dispute Resolution at National Australia Bank.
www.fbaa.com.au
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Greg Kirk
Greg Kirk is Senior Executive Leader of ASIC's Deposit Takers, Credit and Insurers stakeholder team.
The team's work is strongly focused on the retail end of the financial services market, including
deposit and transaction banking, all aspects of consumer credit and the general and life insurance
markets. It conducts general surveillance and compliance work as well as undertaking major
projects on issues causing consumer detriment.
Most recently Greg has lead an internal project team responsible for the implementation of the new
national consumer credit laws.
Greg was formerly the Director, Compliance and Campaigns, Consumer Protection, ASIC. Before
joining ASIC, he was Principal Solicitor at the Public Interest Advocacy Centre.
.............................................................................................................................................................
John Floros
John has been in the NSW Police Force for 19 years with over 16 years in criminal investigation.
He has experience in serious violent crimes ranging from extortion, homicide and kidnap for ransom.
John is the officer in charge of Strike Force Apia that has terms of reference to investigate organised
mortgage fraud and over 7 years in the Fraud Squad.
He runs the NSW Police Force Fraud Investigation Training Course when available for investigators
working in the private sector.
.............................................................................................................................................................
Philip Joe-Low
Philip Joe-Low currently manages the Deloitte Digital Identity Products. He has extensive experience
in Compliance, with a focus on AML, having worked at one of the Big 4 for a number of years. He
frequently liaises with Government on regulatory issues and has taken a prominent role on Deloitte’s
technology response to the NCCP obligations.
.............................................................................................................................................................
David Baker
David has worked in the Banking and Finance industry for over 17 years in various diverse roles
ranging from investments, credit sanctioning, management accounting and internal auditing, with
organisations such as ANZ Esanda, GE Capital, Sanwa UFJ, BankWest, Lloyds Banking Group and
now with AUSTRAC.
His current role as Director of the Supervision Central Region encompasses NSW and ACT and is
responsible for supervising over 8,000 reporting entities across a range of sectors including foreign
banks, fund managers, stockbrokers, superannuation trustees, lenders, credit unions/building
societies, casinos and other gaming and wagering venues, bullion dealers and remittance
businesses.
.............................................................................................................................................................
Peter Irvine
Since opening their first coffee house in November 1996, Gloria Jean Coffees has grown to be the
largest specialty coffee retailer and one of the fastest growing franchise organisations in Australia.
Today there are over 410 Gloria Jean stores and kiosks across Australia and over 750 coffee houses
in 25 countries worldwide.
In January 2005, Peter purchased the international Master Franchise brand and supply and
roasting rights for all countries. Gloria Jean Coffees has continued to grow, demonstrating
excellence in franchising and setting the standard internationally for franchise models. This was
recognized in 2005 when Gloria Jean Coffees won the PricewaterhouseCoopers Excellence in
Franchising - Franchisor of the Year Award.
www.fbaa.com.au
Page 7
Social Program
Wednesday 15 February, 2012
5.00pm – 7.00pm
SCEC
Dress casual
FBAA Networking Drinks
A casual evening to kick start the conference, the
opportunity for trade exhibitors and delegates to
mix, the opportunity to walk around the exhibition
area and experience all the new products and the
opportunity catch up with old friends and
acquaintances.
.............................................................................................................................................................
Thursday 16 February, 2012
6.30pm – 11.00pm
King Street Warf
Dress favourite T-Shirt
Harbour Cruise and T-Shirt Party
Time to bring out that much loved T-Shirt that your
partner would not let you wear in public, dance the
night away with some great 70’s music, on the
majestic Sydney Glass Island. Prizes for the best
T-Shirt.
.............................................................................................................................................................
Thursday 16 February, 2012
6.30pm – 11.00pm
Dress to impress
The Summit Restaurant
-Ultimate Wine & Dine Experience
A nine course degustation with matching Australian
wines designed by renowned chef/owner Michael
Moore, surrounded by a breathtaking, panoramic
360 degree view of Sydney through floor to ceiling
windows at this unique revolving restaurant on the
47 floor of Harry Seidler's imposing Australia
Square at The Summit Restaurant.
.............................................................................................................................................................
Thursday 16 Twilight Bridge Climbs or
Friday 17 Twilight Bridge
and Night Climbs
6.25pm limited numbers
Sydney Harbour Bridge
The Bridge Climb is a 3½ hour guided journey to
the top of the Sydney Harbour Bridge. It takes
you along the outer arch of the bridge on
catwalks and ladders to the summit. The steady
incline leaves you free to focus your attention on
your Sydney experience, with opportunities to
witness 360 degree views of Sydney, including east
to the Sydney Opera House, west to the Blue
Mountains and the Harbour city surrounds.
.............................................................................................................................................................
Friday 17 February, 2012
7.00pm – 12.00pm
Dress Formal
www.fbaa.com.au
A Night at the Opera Conference Dinner
Under the Sydney Opera House sails on iconic
Bennelong Point with views across magnificent
Sydney Harbour enjoy a night of complete
indulgence and spectacular entertainment. This is a
rare opportunity and the perfect way to wrap up the
conference.
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Registration Form
FBAA National Industry Conference
15 – 17 February, 2012
Sydney Convention and Exhibition Centre
Delegate's Details
Title
First Name
Surname
Preferred name on badge
Position
Organisation
Postal Address
Suburb
State
Phone
PC
Mobile
Email
Special Dietary Requirements………………………….…………………………………………………………………………
Please tick this box if you DO NOT want your details to appear on a list of delegates
Conference Registration
Member Early Bird Registration
$ 770
Member Registration
$ 990
Non-member Early Bird Registration
$ 990
Non-member Registration
$1,320
www.fbaa.com.au
Page 9
FBAA Membership
Accredited Member – finance brokers with more than 2 years experience
$385
Associate Members – finance broker with less than 2 years experience
$275
Corporate Members – Credit Providers, Insurers, Mortgage Managers
$654
Affiliate Members – Industry Suppliers not covered by Corporate Memberships
$495
Social Get Togethers
Date / Time
Event
Cost per person
15 February
5pm – 7pm
FBAA Networking
Drinks
Included in
registration
16 February
6.30pm – 11pm
Harbour Cruise
and T-Shirt
Party
$132.00
16 February
6.30pm – 11pm
The Summit
Restaurant
Degustation Dinner
$220.00
16 & 17 February
Sydney Harbour
Bridge Climb
Twilight $268
Night $188
(Friday only)
17 February
7pm – 12pm
A Night at the Opera
Conference Dinner
$250.00
www.fbaa.com.au
No. attending
Total
Page 10
Accommodation Options
N
1
7
4
2
5
3
Sydney Convention and Exhibition Centre
6
All rates quoted are per room, per night and exclude breakfast. All rates include GST. For more detail on each property
please check their webpage. Due to the high demand of accommodation in Sydney and particularly Darling Harbour we
urge you to book asap. A deposit equal to one night's accommodation will be deducted on October 1 to guarantee your
hotel reservation. FBAA have negotiated the best rate available.
Please always check the cancellation policy prior to booking.
1. Star City
80 Pyrmont Street
Pyrmont NSW 2009
www.starcity.com.au
Star City Hotel and Casino is 5 star luxury and only five to seven minutes walk and three minutes on the light rail from
Sydney Convention and Exhibition Centre.
Delux King Pyrmont View Room
$280.00
Delux Twin Pyrmont View Room
$280.00
Delux King City View Room
$315.00
Delux King Harbour Bridge View
$330.00
Two Bedroom Pyrmont View Apartment
$330.00
Two Bedroom City View Apartment
$350.00
2. Hilton Hotel
488 George Street
Sydney NSW 2000
www.hilton.com
The 5 star Hilton Sydney is superbly located right in the heart of the city and one block from the monorail which departs
every ten minutes for Darling Harbour.
Hilton Guest Room Plus
www.fbaa.com.au
$349.00
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3. Sheraton on the Park
161 Elizabeth Street
Sydney NSW 2000
www.sheraton.com/sydneysuites
Opposite Hyde Park, a tree-lined oasis in the heart of Sydney, Sheraton on the Park is a 5 star hotel a block away from the
monorail.
Cityside King
$320.00
Parkview
$370.00
4. Four Points by Sheraton
161 Sussex Street,
Sydney NSW 2000
www.fourpoints.com/sydney
Located on the city side of Darling Harbour, Four Points by Sheraton is a five minute walk to the Sydney Convention and
Exhibition Centre and rated 4.5 star.
Cityside Room
$305.00
Harbourside Rooms
$335.00
5. Novotel Sydney on Darling Harbour
100 Murray Street
Pyrmont NSW 2009
www.novoteldarlingharbour.com.au
Located in the heart of Darling Harbour this 4.5 star hotel is central to everything including the monorail.
Pymont View
$279.00
Darling Harbour View
$299.00
6. Holiday Inn Darling Harbour
68 Harbour Street
Darling Harbour NSW 2000
www.holidayinn.com.au
Located in Chinatown this 4 star hotel is only 5 minutes walk to the Sydney Convention and Exhibition Centre.
Superior Room - Twin
$215.00
Superior Room - Queen
$215.00
7. Ibis Hotel Darling Harbour
70 Murray Street
Pyrmont NSW 2009
www.ibishotel.com.au
Located beside the Novotel Sydney on Darling Harbour the 3 star Ibis Hotel is a two minute walk from the Sydney
Convention and Exhibition Centre.
Pyrmont View
$219.00
Darling Harbour View
$239.00
Name of Hotel:……………………………………………………………………….....................……………………….…
Check in: …….........……………. Check out: …………………………………. No of nights: ……...........…………
www.fbaa.com.au
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Payment Options
Registration Fee Total
FBAA Networking Drinks
FBAA Membership
Harbour Cruise and T-Shirt Party
The Summit Restaurant
Sydney Bridge Climb
FBAA Conference Dinner – A Night at the Opera
Accommodation – to secure one night will be deducted on October 1.
Total to Pay
Payment Details – all prices include GST
Cheques payable in AUS $ to FBAA c/- Bright and Bold Events and Conferences, PO Box 701,
Broadbeach QLD 4218
Electronic funds transfer (EFT) Account Name: FBAA
Bank:
CBA
BSB:
064 121
Account No:
1013 6428
Please email EFT remittance advice including name to ensure correct payment allocation to
[email protected]
Credit Card – please tick
Mastercard
Visa
American Express
Diners Club
Card holders name:
Credit card number:
Expiry date:
Signature:
Please note: Credit Cards incur a 1.1% surcharge, Amex and Diners 3.3%
ABN: 22 094 784 040 Tax Invoice / Receipt. This document will be a tax invoice for GST purposes once payment is made.
Only cancellations made prior to 15 November, 2011 will be entitled to a 50% refund. After that time no refunds are
available, however substitute delegates are welcome.
www.fbaa.com.au
Page 13
CONFERENCE DETAILS:
VENUE
Sydney Convention and Exhibition Centre
Darling Harbour NSW
Tel: 02 9282 5000
www.scec.com.au
CPD POINTS
Full Delegate: 12 points and certificate if all sessions are attended.
REGISTRATION PROCEDURES
1. All delegates attending the conference, including the presenters, must complete a registration form and
return by post to Bright and Bold Events and Conferences; PO Box 701, Broadbeach QLD 4218 or scan
and email to [email protected]
2. Registrations will not be activated without payment being either a cheque made out to FBAA National
Industry Conference or credit card facilities of Visa, Mastercard or electronic transfer marked Conf 2012
3. Once your registration form and payment has been received, you will be sent a confirmation letter. Please
ensure you read the confirmation letter carefully and advise us immediately of any changes or corrections
4. Registration deadline: Close of business on Friday 2 February, 2012
5. Early Bird registration rate available until Tuesday 15 November, 2011
6. Registration is 2pm – 7pm Wednesday 15 February, 7.30am – 11am Thursday 16 February and 7.30am –
9am Friday 17 February in Parkside Foyer, Level 1 of Sydney Convention and Entertainment Centre Darling
Harbour.
TAX INVOICE AND RECEIPTS
Please note that the registration form is recognised by the Australian Tax Office as a compliant tax invoice.
CANCELLATIONS OR ALTERATIONS POLICY
Cancellations received in writing on or before Tuesday 15 November, 2011 will be subject to a refund, less 50%.
No refunds will be made after close of business Tuesday 15 November, 2011, however substitute delegates are
accepted. All alterations must be received no later than Thursday 12 January, 2012 and must be in writing
forwarded by email or post to Bright and Bold Events and Conferences [email protected] or PO Box
701, Broadbeach, QLD 4218.
PROGRAM CHANGES
FBAA reserves the right to make changes in the program and speakers or to cancel programs or exclude
delegates if the enrolment criteria are not met or when conditions beyond their control prevail. Every effort will be
made to contact each delegate if a program is cancelled. If a program is not held for any reason, our liability is
limited to the program fee only.
PROGRAM DETAILS
The conference program was correct at the time of printing however FBAA reserves the right to make changes to
the program as necessary.
PRIVACY NOTICE
Name/organisation details will be provided in a delegate list for the benefit of all delegates and will be made
available to partner. Should you not wish your details to be used for this purpose, please indicate in the box
below ‘registration details’.
www.fbaa.com.au
Page 14
PARKING
The Centre Car Park is located off Darling Drive, underneath the Centre’s five exhibition halls. It has direct access
to the venue and the Darling Harbour precinct. The Car Park features 18 disabled parking spaces and access to
the Centre can also be gained via ramps and lifts. The Car Park is open 24 hours, Monday to Sunday.
PARKING RATES
Day time
0- 1
1- 2
2- 3
3- 4
4+
hours
hours
hours
hours
hours
$ 8.00
$16.00
$24.00
$29.00
$32.00
ACCOMMODATION
There is a great variety of accommodation available from 3 stars to 5 stars and as Sydney is always at a
premium we would suggest you book to avoid disappointment.
TRADE EXPO
This year there is a great trade exhibition for you to visit with fresh ideas, innovations, new products and services
to take your business to the next level!.
All refreshment breaks and lunches will be served in the Expo area to give you the maximum opportunity to
browse and chat with exhibitors or catch up with current suppliers.
Expo hours are: Wednesday 15 February 5pm – 7pm,
Thursday
16 February 8am – 5pm and
Friday
17 February 8am – 3.30pm
Contacts
B
B
BRIGHT & BOLD
Events & Conferences
Further Information
Julia Atkinson / Brian Knight
Bright and Bold Events and Conferences
PO Box 701
Broadbeach, QLD 4218
Tel: 07 5668 5403 / 0412 00 55 37
E-mail: [email protected] / [email protected]
www.fbaa.com.au
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