On behalf of the Finance Brokers Association of Australia (FBAA), I would like to invite you to our inaugural FBAA National Conference "Get on your Feet and Cement your Future" in Sydney on 13-15 June, 2012 at Sydney Convention and Exhibition Centre, Darling Harbour NSW.
With the continual changing market in mind FBAA has made certain to custom make 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's Coffee’s 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 partner of choice for Finance Professionals. It has become highly recognisable and synonymous with professional conduct, industry training and accreditation and gives guidance 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 competition.
I look forward to seeing you at Sydney Conference and Exhibition Centre 13-15 June, 2012.
Peter J White
National President
With the continual changing market in mind FBAA has made certain to custom make 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's Coffee’s 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 partner of choice for Finance Professionals. It has become highly recognisable and synonymous with professional conduct, industry training and accreditation and gives guidance 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 competition.
I look forward to seeing you at Sydney Conference and Exhibition Centre 13-15 June, 2012.
Peter J White
National President
Day 1 - Wednesday 13 June, 2012
| 10.00am – 12.00pm | Registration |
SESSION 1 | |
| 12.00pm – 12.45pm | Conference Overview - Max Walker MC Conference Welcome – FBAA National President, Peter White Opening Ceremony |
| 12.45pm – 1.00pm | Gold Partner – David O'Toole - FAST Group |
| 1.00pm – 2.00pm | Amanda Stevens - She Marketing |
| 2.00pm – 2.30pm | James Morrison – World Renowned Jazz Musician |
| 2.30pm – 3.00pm | Afternoon Tea |
SESSION 2 | |
| 3.00pm - 4.00pm | Peter Switzer – Switzer Group |
| 4:00pm – 5.00pm | Peter Irvine – Managing Director, Gloria Jean's Coffee |
| 5.00pm – 5.10pm | Silver Partner – Sandy Lutersz, Loankit |
| 5.30pm – 7.30pm | FBAA Welcome Networking Drinks – Parkside FBAA Expo Area |
Day 2 - Thursday 14 June, 2012
| 8.00am – 8.30am | Registration |
SESSION 3 | |
| 8.30am – 8.40am | Welcome to Day 2 – Max Walker MC |
| 8.40am – 9.40am | Mark Bouris – Yellow Brick Road – Accepting the Challenges... Pathways in Business |
| 9.40am – 10.40am | Sue Vroombout – The Treasury |
| 10.40am – 11.00am | Morning Tea |
SESSION 4 | |
| 11.00am – 12.00pm | Greg Kirk - ASIC |
| 12.00pm – 1.00pm | VIP Speaker |
| 1.00pm – 1.45pm | Lunch |
SESSION 5 | |
| 1.45pm – 1.55pm | Ron Guthrie – TFP Co-Op |
| 1.55pm – 2.00pm | Silver Partner |
| 2.00pm – 3.00pm | Bae Bastian – Financial Ombudsman Service |
| 3.00pm – 3.20pm | Afternoon Tea |
SESSION 6 | |
| 3.20pm – 3.25pm | Greg Malone – My FNI |
| 3.25pm – 4.25pm | John Floros – Detective Sergeant Strike Force APIA |
| 4.25pm – 5.00pm | Jason Urbanowicz – Beyond Success |
| 6.30pm – 11.00pm | Sydney Harbour Cruise – "A Night to Remember" VIP Guest Mr Ron Lee |
Day 3 - Friday 15 June, 2012
| 8.00am – 8.30am | Registration |
SESSION 7 | |
| 8.30am – 8.40am | Welcome to Day 3 – Max Walker MC |
| 8.40am – 9.40am | Legends of the Industry, How they see the Past, Present, Future |
| 9.40am – 10.40am | Phillip Joe-Low – Deloitte Touche Tohmatsu |
| 10.40am – 11.00am | Morning Tea |
SESSION 8 | |
| 11.00am – 12.00pm | David Baker – AUSTRAC |
| 12.00pm – 12.30pm | FBAA Summary and Close of Conference – Peter White |
| 12.30pm – 1.30pm | Networking Lunch |
Note: Program is correct at time of printing; however, FBAA reserve the right to alter the program as necessary.
![]() | Max Walker (MC)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 atalent, 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. |
![]() | Peter SwitzerPeter 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:
|
![]() | Amanda StevensFormer 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 VroomboutSue 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 UrbanowiczAfter 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. |
![]() | Kym DaltonKym 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 BourisMark 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 BastianBae 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. |
![]() | Greg KirkGreg 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 FlorosJohn 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-LowPhilip 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 BakerDavid 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 IrvineSince 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. |
![]() | James MorrisonJames is, by any standard, a virtuoso. Besides the trumpet, James also plays trombone, euphonium, flugel horn, tuba, saxophones, double bass and piano. He began playing aged 7 and by the age of 16 debuted in the USA at the Monterey Jazz Festival. Now aged 49 he has recorded and performed with various Symphony Orchestras around the world and has performed for royalty and US Presidents. In 1997, James was awarded a medal of The Order of Australia for services to the arts.He spends much time in education, doing master classes and workshops and presenting the James Morrison Jazz Scholarship. In addition to public performance and education, James is busy in the corporate world as a speaker and performer, with clients such as Deloitte, Canon, BMW, Westpac and various government departments and international conferences. |
















