How to have a successful PY and be an asset to your firm
CONGRESS DAY ONE | WED 27 NOVEMBER | 1:30pm - 3:30pm
Earn up to 2 CPD hours
Please note, this session is open to Emerging Professionals, Paraplanners and Students.
Session overview
As an emerging professional you would be eager to build your technical ability and strive for adviser mastery, “unconscious competence”. There is so much to learn and experience but the one thing that builds confidence more quickly is your ability to effectively communicate with people, your clients. In growing the next generation of adviser, you will hear about what makes for a successful Professional Year from the supervisor’s/ business owner’s perspective and the Pyer and unpack the secrets of being a great adviser. Furthermore, you will learn about whole brain thinking and communicating effectively for your career.
Using the HBDI (Herrmann Brain Dominance Instrument) model, the activities our expert presenter will take you through, will be engaging and fun. Delegates will visually identify with their thinking and communication preferences and see how others in the room differ to theirs. Whether its within your business or with clients, understanding and adapting to communication bias can unlock the door to and power up, your personal and career growth. Learn how mastering effective communication will advance your career. Why understanding yourself and how you think enables you to communicate in the workplace more effectively with your team members and clients. Intro to HBDI and how the skill of adaptability relates to this.
Dr Kirsten MacDonald Program Director - Commerce, Griffith Business School
Dr Kirsten MacDonald is a Senior Lecturer in Griffith Business School’s Department of Accounting, Finance and Economics and serves as the Program Director for Commerce programs. Kirsten is also the Co-Chair of the Financial Planning Academics Forum, a member of the Financial Planning Education Council and an Associate Editor for the CFP Board’s Financial Planning Review. Kirsten’s contributions to teaching and learning have been recognised with numerous citations and awards.
Kirsten's research expertise is in personal finance and financial education with recent consultation work, grants and publications focusing on retirement outcomes, education for emerging and existing financial professionals, and the value of financial advice.
Panelists
Jayden Adams Founder, Adams Financial Group
Jayden finished his PY in January 2023. He is the owner of Adams Financial Group, established to bring to life his long-term business vision. After nearly a decade in the Financial Planning industry, he thought it was the right time to begin the venture. In 12 months, Jayden has grown the business significantly, which now includes staff and becoming a National Award-Winning Adviser , the FAAA Gen Next Rising Star of the Year.
Jayden provides insight into approaching the professional year, how to maximise this time, building a brand and how this all benefits an adviser when looking ahead to future proof their career.
Jacob Eliopoulos Associate Financial Adviser, The Hopkins Group
Jacob Eliopoulos is an Associate Financial Advisor at The Hopkins Group. Although a relatively new entrant in the financial advisory industry, Jacob brings an infectious enthusiasm to help his clients achieve their financial goals and secure their financial futures. A natural facilitator and tactician, Jacob has an innate gift for understanding what his clients genuinely desire and helping them achieve their goals through a systematic and practical financial plan.As of July 2024, Jacob is in Q2 of PY and looking to finalise some requirements to transition to Q3.
Jacob has completed his Bachelor of Commerce in Financial Planning & Finance at Deakin University. Jacob shares his experience around exposure to clients early on in his PY and some of the techniques he used to grow his knowledge along the way.
Kirra Sharrock Financial Adviser at Bravium
Kirra Sharrock is a Financial Adviser at Bravium, based in Braddon, ACT and has worked in various financial planning related support roles since 2008. Kirra completed her PY during 2022/23 and is very much enjoying practicing as a fully-fledged adviser in a small, self-licenced practice and loves helping her clients achieve financial security and success. She is currently studying her Master of Financial Planning and Certified Financial Planner designation.
Kirra is passionate about supporting the next generation of advisers and is a member of both the FAAA Emerging Professionals Committee and Gen Next Committee. She also volunteers her time with the Pro Bono Financial Advice Network because it is important to her to give back and believes everyone deserves access to high quality advice, especially those most in need.
Michael Williams MD & Authorised Representative, The Hopkins Group
The Hopkins Group is a holistic financial and property advisory firm in Melbourne. Over his 22-year tenure, Michael has transformed the firm into an industry-leading provider of end-to-end wealth management solutions through strategic acquisitions, partnerships, mergers, and organic growth, from exceptional services tailored to his clients. Michael is also the supervisor of FAAA Award winner Jacob Eliopoulos who appears in this session.
Your presenter for part 2
Charmion Ingram Strategic Business Consultant & Capability Expert
For the past 18 years Charmion Ingram has built a strong background in Strategic Business Consulting, Culture and Organisational Change. Her roles have included Manager, Business Consulting and Planning at AMP where she was instrumental in building the “coach to coach” training program for the Business Partnership Managers that supported the wider AMP Financial Advisor network of 800 businesses. She has also been part of a team that has built and led the Business Blueprint Consultative program that analysed businesses based on industry benchmarks.
Charmion has personally worked with over 500 businesses with this program. This program focused on combining both the commercial and cultural drivers of a business to support businesses implement change towards profit and sustainability and deliver on their intended vision with the right people & culture in place. She has facilitated over 1000 workshops in her 18-year career using strategic business planning and HBDI frameworks to enable change.She has previously come from a strong business Entrepreneurial background, and currently has her own Consultancy business called Blink Consulting. She is passionate about supporting businesses and individuals to reach their business and personal goals.
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