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Solving the unmet advice gap

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Solving the unmet advice gap

45 mins
0.75 CPD Hours

CMSF 2020 Operations

Amid increased regulation and heightened educational standards, advice professionals face the challenge of servicing the unmet needs of millions of super fund members.

This session will look at developments that might help the advice industry tackle this challenge.

 

Speakers

Sarah Forman, Group Executive Advice, First State Super

Sarah was appointed the Group Executive, Advice at First State Super in October 2019. Prior to that Sarah was employed at BT Financial Group (BTFG) as Acting National Manager, BT Financial Advice where she was responsible for the financial performance of the salaried financial planning business of 600. Across a span of 25 years at BTFG, Sarah worked in Operations, Marketing, Product and Program Management.


Fraser Jack, Head of Partnerships, Advice Intelligence

An experienced financial adviser and after exiting his financial planning business in 2015, Fraser spent time learning the intricacies within an AFSL before developing RegTech solutions as co-founder of Advice RegTech.

Providing ongoing mentorship and coaching to new advisers through leadership roles with the Association of Financial Advisers (AFA), Fraser is currently the host of The Goals-Based Advice Podcast, helping advisers learn from their peers.

Fraser is now the Head of Partnerships at Advice Intelligence, where he uses his extensive experience in goals-based advice and compliance regulation to helps licensees and advisers successfully grow their businesses and build their customer engagement via the use of smart technologies.


Maurizio Lombardi, Head of Advice & Financial Planning, Hostplus

Having joined Hostplus as Head of Advice & Financial Planning in July 2015, Maurizio is responsible for leading and developing the national team of comprehensive financial planners as well as the development and delivery of Hostplus’ broader financial planning and advice strategy including telephone and digital advice.

Previous to Hostplus, Maurizio held advice and practice manager roles at Commbank since 2010, managing successful advice teams within metropolitan Melbourne and regional Victoria/Tasmania.

Maurizio holds a MBA from Melbourne Business School and is a Certified Financial Planner®.


Chair

Adrian Gervasoni, Executive Manager, Advice Solutions, Industry Fund Services

As the Executive Manager of Advice Solutions, Adrian is responsible for managing and growing IFS’ financial advice business encompassing Licensee services, thought leadership and Financial Advice strategy. With the help of our committed financial planning staff, Adrian is responsible for helping our valued client funds expand their advice offers and reach.

Adrian has been working within the financial planning industry for 15 years for organisations in both the retail and profit for member sector and has held a broad range of superannuation leadership roles spanning organisational strategy, project management, financial advice and mergers/acquisitions.

He is passionate about the role financial advice can play in helping superannuation members achieve a better retirement outcome, sharing the goal of making advice affordable to everyday Australians.

Adrian is currently working his way towards a Masters in Organisational Leadership, holds an Advanced Diploma of Financial Services (Financial Planning) and is a Certified Financial Planner.


CPD 0.75pt

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