FBAA National Industry Conference 2018 evolution

“It is not the strongest of the species that survives,

not the most intelligent that survives.

It is the one that is the most adaptable to change.”

Charles Darwin

2018 National Industry Conference

Friday 16th November 2018

Seaworld Conference Centre on the Gold Coast

There is nothing so constant as change, and the finance broking industry is changing continuously due to technology, regulation and customer behaviour. In our industry, it is our responsibility to evolve too; to shape our own future, to explore the needs of our customers today and tomorrow, to embrace innovation and opportunity, and lead the change. Join us and discover the next phase of evolution.

The FBAA National Industry Conference returns in November 2018, once again, maintaining its position as Australia’s largest finance industry event. Join over 1,000 finance professionals and discover new products, services and tools that can help you evolve your career as a broker. Connect with peers and build your network, share your knowledge, and be inspired by a stellar line up of influential and inspiring speakers.

In the evening we will host the FBAA Gala Dinner & Awards of Supremacy at Movie World, followed by the industry-renowned after party.

5 Reasons to Register Today

  1. Learn effective small business building tools to continue building your brand
  2. Acquire firsthand knowledge from leading industry speakers
  3. Receive training from top sales experts
  4. Be heard and influence change within the sector
  5. Get fancy at the most talked about night, the FBAA Gala Dinner and Awards of Supremacy

Who should attend?

FBAA’s National Industry Conference is an essential event for all practitioners in the finance industry who embrace the evolution of the finance broking industry and their own career, or business. small business owners, sole traders, BDMs, new to industry and senior executives must attend to ensure they are fully engaged with the industry.

Conference Agenda

9.00am – 9.10am National Conference Open Rob Carleton
9.10am- 9.20am Welcome Peter White
9.20am – 9.45am ASIC Update
9.45am – 10.45am Attraction Broker 5.0. it’s not who you know, it’s who knows you Tom Panos
10.45am – 11.15am Morning Tea
11.15am – 12.15pm Acclaimed International Keynote speaker & Mindfulness coach Chelsea Pottenger
12.15pm – 1.15pm The Rules in the Game of Business Martin Grunstein
1.15pm – 2.00pm Lunch
2.00pm – 3.00pm Housing Prices, Cost of Funds Changes in lending and a Royal Commission, what does it all mean and what are the flow on effects. Peter Switzer
3.00pm – 4.00pm A consistently great attitude and great customer  service always makes any new or veteran mortgage & finance broker and their company a great income too. Niik Stewart
4.00pm – 4.45pm Innovation Pavilion Opens
5.00pm Innovation Pavilion Closes


Members –$FREE*

Non-Members – $198*


* All Registrations incur an Admin Fee of $22 on top of the above
which is non-refundable.


National Industry Conference




The 2018 FBAA National Industry Conference has shaped up to be our largest event to date, we are not only celebrating our 25th anniversary we will also be looking at the “evolution” of Finance Professionals in our Industry.

To help us do this we have secured some of the most dynamic and best Industry and small business speakers.

Here is a sneak peak at what they will be presenting on:

Acclaimed International Keynote Speaker – Chelsea Pottenger

Chelsea Pottenger is an international speaker, a proud ambassador for mental health charities including RUOK? and The Gidget Foundation and an established authority on Mindfulness and productivity both locally and internationally.

For 12-years Chelsea was known for her extraordinary work ethic and as a high performer she delivered results for a variety of big name organisations.

Then a life-challenge happened. In 2015, Chelsea experienced debilitating Post-Natal Depression, which sent her spiralling to the lower depths of mental health. With determination, help and resilience Chelsea bounced back with a new purpose, passion and education.

Chelsea embarked on her PHD in psychology and neuroscience and became the poster girl for mental health and mindfulness in Australia. Chelsea now recognizes that burnout is not an indicator of success.

On her days off, she surfs with her husband Jay, hikes in nature, jumps out of planes and bike rides around their coastal beach town, with her 3 year old daughter, Clara, who often whispers in her ear ‘Mummy we live in heaven.’

If you’re ready to feel inspired and discover new techniques to achieve high performance… Chelsea Pottenger will transform your approach to life!


Attraction Broker 5.0
It is not who you know, it is who knows you!

In this session you will learn what the modern-day broker is doing to acquire clients who are time poor, social media savvy

and know the price of everything but the value of nothing.

In the new connection economy, we live in, there are no more blind dates in broking, there is a new digital interview that takes place!

Tom will show you how to become a world class brand and your own media company to attract an endless list of potential prospects.


Housing Prices, Cost of Funds, Changes in lending and a Royal Commission. What does it all mean and what are the flow on effects?

Back for his 6th FBAA National Industry Conference, Peter Switzer will be keeping the

Industry up to date with the state of play of the economy for 2019 and beyond.

Peter Switzer is not only one of Australia’s leading business and financial commentators but also a successful businessman in his own right. Launched more than 20 years ago, The Switzer Group has grown into three successful companies spanning media and publishing, non-commission financial planning, home loans, a managed fund and business coaching.

In what has been an interesting year of market change around Australia this will be a session you won’t want to miss out on?


A consistently great attitude and great customer service always makes any new or veteran mortgage and finance broker and their company a great income too.

Niik Stewart is well considered by most in the industry to be the #1 success mentor for

mortgage and finance brokers in the world. In the area of personal and professional development, high-performance and income increasing strategies for salespeople Niik is unmatched.

From Los Angeles, California, Niik overcame the obstacles to become a successful professional basketball player who then became a top-producing and top-earning salesperson and now works with and mentors the best athletes, mortgage brokers, high-profile celebrities and real estate agents in the world. His session will not only be inspiring, but practical, results-oriented, entertaining and enlightening as well.

Some of the success and high-performance strategies that small businesses learn from Niiks Success + Mindset Pep-Talk in Finance include:

  • How ANY finance professional can FOCUS more time on being PRODUCTIVE and EFFECTIVE rather than being just BUSY each day
  • How ANY finance professional can become more COMMITTED to achieving CONSISTENT positive results in their office and mortgage business.
  • How ANY finance professional can adjust their ATTITUDE and PERSPECTIVE of their current marketplace so that they can achieve more success in the next 12 months, regardless of the ECONOMY.
  • How ANYONE in business can develop an ACTION-PLAN to put in place the strategies and techniques that they already ‘know’ but still have NOT applied yet in their finance business.



Martin Grunstein studied Psychology and Marketing at University of N.S.W. He spent four years in sales and marketing with Colgate-Palmolive before setting up ‘SUCCESS COMMUNICATIONS’ in 1985.

In this session, you will learn ‘The Rules to a Successful Business’ from understanding that the customer is almost always never right, but you leave them thinking they were, to Understanding your first impression is a lasting impression and not to forget Reducing the Risk not the Price.

A great informative session that is sure to leave you wanting more!


In what has become an Industry stand out session hear directly from our Industries regulator on the matters that have affected the financial services sector in 2018.

ASIC’s front-line team will be there to deliver the 2018 review and what is ahead for 2019

and answer any questions that our attendees may have regarding the changes that are coming in to effect.

This Is one of the only Industry opportunities to hear it straight from the regulator and if time permits have your questions answered directly.


MC- Logie Award Winning Australian Actor

Rob has been a professional actor since the age of 14 and has appeared in many television series from Young Ramsay to A Country Practice, Home and away, Blue

Heelers, Water Rats, Fireflies, McLeod’s Daughters and All Saints. He has also appeared in many movies including Strange Bedfellows, You Can’t Stop the Murders and The Year My Voice Broke. Carlton trained with the Australian Theatre for Young People in Sydney, Australia for many years learning the foundations of acting for screen and stage.

He starred in the short film Carmichael & Shane, which was the winner of Tropfest in 2006. He also wrote, co-produced and co-directed the film. He co-starred with his real-life twin sons Jim and Leo Carlton, who played the title characters Carmichael and Shane. Carlton also won the award for Best Male Actor.

In April 2011 Carlton starred in the Australian Broadcasting Corporation’s Paper Giants: The Birth of Cleo as the acerbic and charismatic king of Australian media, Kerry Packer. The mini-series rated strongly over two nights on 17 and 18 April 2011 and Carlton’s performance, along with co-star Asher Keddie as Ita Buttrose, was well received by audiences and critics alike. In April 2012, Carlton won a Silver Logie Award for his performance in the role.

With a comprehensive understanding of the Australian Financial Services Sector Rob is sure to bring his understanding and passion for our Industry into his role as our MC for the day!

National Office

Hours: 8:30am – 5pm Monday to Friday
Phone: 07 3847 8119 Email: info@fbaa.com.au

National Office

Street: Level 1, 116 Ipswich Road, Woolloongabba, QLD 4102
Post: PO BOX 234, Stones Corner, QLD 4120

Finance Brokers Association of Australia Limited

ACN: 094 784 040 ABN: 22 094 784 040
Privacy Policy  |  Terms of Use  |  Complaints