1. 17-18 September 2015 Hobart Function & Conference Centre Tasmania This activity has been accredited for continuing professional development points by the Financial Planning Association of Australia but does not constitute FPA’s endorsement of the activity. Accreditation number 007284 for 11.5 points

2. Welcome from the President Dacian Moses As you can see Our Annual Conference is different this year. A new State A new Format A new Process A new Look A new Price - all inclusive (Early Bird rate) A new Buddy system for New Members or 1st time Conference Attendees A new, more structured Program including expert, paid Speakers New Social Events to enhance networking and sharing of ideas This conference is a celebration of how far we have come with acknowledgement the journey has not been easy. To go from having a good to great sustainable self-licensed financial planning practice, a practice of the future, will require rewinding and recalibrating as we move forward to increase the standard of advice and instil confidence in the consumer to seek financial advice. We have welcomed your feedback from past conferences and the Committee have put together a conference that still has at it's core, hearing from members and what has worked for them. In addition, this year we have professional paid speakers who are not only engaging but who will present invaluable content for all to take away and implement in our practices. With a diverse group of members and practices, be assured there is something for everyone - focusing on practice management, client engagement, pricing and valuing advice along with investment philosophies and personal development in the form of resilience for what is ahead. As more and more advisers are becoming self licensed and looking to become self licensed, being a member of the BFP has never been more significant. Let's harness our collective energy, let's challenge ourselves to explore, let's share and learn from each other. The conference is as good as the members put in. You will notice the Program at this stage is still in draft form as we call for expression of hot topics. Please ensure you register before 14 th July to secure your Early Bird Rate and to claim a tax deduction for 2015. Having an early commitment from you, will ensure the Conference Program is developed to its full potential. We urge you to block out the time in your busy schedules to attend this conference. All advisers in your practice and support staff are able to attend. A special thanks to the organisers of this Conference - you ROCK! See you at BFP Conference - The Best Investment you will make in 2015!

3. CHOICE OF ACCOMMODATION - Book your own Somerset on the Pier (above the Hobart Function Centre complex) 1 bedroom executive - $225.00 per night Hotel Collins 58 Collins Street, Hobart Queen room - $259.00 per night Quest Savoy Serviced Apartments 38 Elizabeth Street, Hobart Studio Deluxe Apartment - $155.00 per night Customs House 1 Murray Street, Hobart Standard Queen - $150.00 per night The Old Woolstore Apartments 1 Macquarie Street, Hobart Hotel Room - $289.00 per night SOCIAL FUNCTIONS - Monday 14 th & Tuesday 15 th – Golf Barnbougle inclusive of accommodation. Contact Andrew Peters Semaphore Private (03) 9629 8182 Thursday 17 th – Gala Dinner - part of your registration fee. Beginning with Cocktail party inclusive of canapes at the venue at 5-6pm followed by 3 course dinner – Tasmania’s finest produce. Share your music - BYO 80’s CD Friday 18 th – free night. For dinner options see attached list of Restaurants Saturday 19 th – Contact Catherine Reading GDA Financial Services (03) 6234 4413 for Salamanca market excursion followed by tour of Mona and dinner at Mona PRESENTATIONS On the basis that presentations are made available to us electronically, we will load these to the BFP website RECOMMENDED DRESS The recommended attire for the general conference sessions and dinner event is smart casual FEEDBACK AND CPD POINTS Feedback forms will be available and you will be required to submit feedback online in order to qualify for CPD points - FPA CPD – 11.5 points CONFERENCE ORGANISER - OUR HOST GDA Financial Services Hobart CONFERENCE PROGRAM COMMITTEE Andrew Peters, Semaphore Private – Melbourne Cameron Howlett, Moran Howlett Financial Planners – Melbourne Michelle Tate-Lovery, Unified Financial Services – Melbourne INTRODUCING THE BUDDY SYSTEM FOR NEW MEMBERS For new members or first time attendees we would like to Buddy You Up (so to speak) with a member suited to your area of interest/need. This person's role is to introduce you to other members and make you feel at home. To help make this work best we would like you to answer 3 questions as part of your registration. General Information

4. DAY ONE – THURSDAY 17 SEPTEMBER 2015 8.00 – 8.30Registration opens 8.30 – 8.45Welcome - Dacian Moses, President 8.45 – 9.00Introducing New Members 9.00 – 10.00Gihan Perera, Futurist - Thinking Ahead: Innovation, Collaboration and Business Success in a Client Centric World 10.00 – 10.30Mark Rantall, CEO FPA - The Future of Boutique AFSLs 10.30 – 11.00Morning Tea 11.00 – 12.30Panel – Where Regulators see the Practice of the Future Chair – Dacian Moses FPA (Mark Rantall), Stewart Chandler (Compliance), Sue Viskovic (Elixir) 12.30 – 1.00Lunch 1.00 – 2.00Craig Hassed – Mindfulness, Being in the Zone for Life 2.00 – 2.45Sue Viskovic, Elixir Consulting – How to Position Yourself and Your Offer to Demonstrate Value So Price Is Never An Issue 2.45 – 3.15Afternoon Tea 3.15 – 4.00Sue Viskovic, Elixir Consulting – How to create a business plan for a financial planning practice and what to measure to define progress? 4.00 – 5.00Hot Topics Tech savvy ideas to create efficiency – Delma Newton Successful succession planning – Phil Clancy and Stephen Smallcalder Best tech strategies Best things in relation to the financial planning software you are using Other 5.00 – 6.00Cocktail Networking Function followed by Dinner and Entertainment 6.00 – 9.00Doors are bolted – no one to leave! Let’s make the most of this great networking opportunity

5. DAY TWO – FRIDAY 18 SEPTEMBER 2015 8.00 – 8.30Get Ready 8.30 – 9.30Client Engagement – How these two different style of practices engage clients initially and keep them engaged? Justin Hooper – Non-Investment Focus Ian Bailey – Investment Focus 9.30 – 10.30Marketing – Chair Andrew Peters Panel – Doug Turek and Claire MacKay Raising your Profile – Being Media Savvy The number one question – is it worth it? Members will illustrate their approach, their costs and quantify how their marketing efforts have flowed through into their businesses. Also, some useful tips along the way in dealing with media. 10.30 – 11.00Morning Tea 11.00 – 12.00HR and Succession Planning – A split session – Chair Susan Leon Ric Zanetti – Are we paying our staff enough? How do we manage our most important asset? Steve Prendeville – How to get your business ready for sale (internal or external), transitioning effectively and efficiently to maximise value. 12.00 – 12.30Lunch 12.30 – 1.30Practices of the Future Chair – Cameron Howlett Panel – Neil Kendall, Michelle Tate-Lovery, Tim Mackay describe their “best model” Financial Planning Practice – what will it look like and what are they working towards in their own practices? IT, staffing, financially etc... 1.30 – 2.30Andrew Hughes – Resilience and Self-Leadership... Taking on the Future, the Easy Way. Don’t miss this speaker to put you in the right mindset to take on the Challenge of Your Life... The future as a Financial Planner! 2.30 – 3.00Afternoon Tea 3.00 – 4.00Other matters and Official Close

6. 1. GIHAN PERERA, I MATTER TITLE: Thinking Ahead: Innovation, Collaboration and Business Success in a Client-Centric World DESCRIPTION: The Internet has transformed the way clients interact with you. They have more power than ever before, want to be more involved in planning their financial future, and are demanding better experiences in every service interaction. Smart financial planning practices are tapping into the power of their clients, staff, and broader networks to design better products and systems, prevent problems before they occur, and future-proof their success. ABOUT THE SPEAKER Gihan Perera is a futurist and an expert in helping leaders understand how the Internet has changed their world. He has been using the Internet since 1987, long before many people knew it existed. For the last 15 years, he has been a speaker, trainer, webinar presenter and mentor, helping thought leaders and business leaders with their e-marketing, e-learning and business strategies. He has clients throughout Australia, as well as in New Zealand, South Africa, the United Kingdom, Singapore and Canada. He is the author of “Fast, Flat and Free: How the Internet Has Changed Your Business”, “Out of Office: Using the Internet for Greater Freedom in Your Work Life”, “Webinar Smarts”, and eight other books. As an educator, Gihan has been at the leading edge. He is entertaining, engaging, challenging and thought provoking. Forbes magazine rated him the #5 social media influencer in the world in his area of expertise. 2. CRAIG HASSED TITLE: Mindfulness - Being in the Zone for Life DESCRIPTION: Mindfulness provides a reliable means for establishing peace and clarity amongst a complex and busy world. Mindfulness is both a form of meditation and a way of living and it relates to the ability to focus and use attention. It is a generic skill with many particular applications - the benefits are profound. With a little practice, anyone can be in the zone. This presentation will give an overview of the principles and applications of mindfulness for personal and professional life including an increased sense of happiness and well being, managing stress, enhanced mental and physical health, improved performance and decision making. ABOUT THE SPEAKER Dr Craig Hassed is an internationally recognised expert in mindfulness who has widely presented at national and international conferences and seminars. He is a General Practitioner and Senior Lecturer in the Monash University Department of General Practice where he has been teaching since 1989. He has been instrumental in introducing a variety of innovations into medical education and practice with an emphasis on the application of holistic, integrative and mind-body medicine in medical practice and reconnecting different knowledge systems e.g. medical science and philosophy, in a way which is grounded, balanced, scientifically valid and clinically effective. He has published 7 well regarded books on this subject. Guest Speakers

7. 3. SUE VISKOVIC, ELIXIR CONSULTING TITLE A: Pricing Advice and Demonstrating Value DESCRIPTION: Price is never an issue if clients can see value. In this presentation Sue will share practical insights and use case studies to illustrate how advisers charge for their services, what they do for their fee and how they deliver tangible value. You will learn how to position yourself and your offer to have a client for life. TITLE B: How to Create a Business Plan for a Financial Planning Practice and What to Measure to Define Progress? DESCRIPTION: Busted - the Myth of Working On Your Business...so many advisers don't know how to work on their businesses and how to interpret their results in a meaningful way to help build their business plan. This presentation will show you how to achieve the growth and the development you are looking for by extracting maximum value from the time you spend on/in your business. ABOUT THE SPEAKER A name that is familiar to many of you, Sue Viskovic has successfully run Elixir Consulting for 8 years. In that time she’s built it from just herself, conducting research into adviser pricing models from Perth WA, to the national business that it is today, with consultants around the country, being called upon by advice firms, licensees and institutions for their counsel on how to improve their businesses, and evolve for what is a very different future world of advice. Sue is one of the rare breed of consultants who has actually sat in our chairs, so not only has experience at the coalface of advice, but also has knowledge of successful practices from hundreds of different advisers around Australia and the world. 4. RIC ZANETTI, FOUNDER THE BUSINESS OF ADVICE, PRINCIPAL ZANETTI RECRUITING AND CONSULTING TITLE: Split Session – HR and Succession Planning Are we Paying Our Staff Enough? How do we Manage our Most Important Asset? ABOUT THE SPEAKER Ric has a career history spanning 22 years in the financial planning industry and 8 years in recruitment and consulting specifically for financial planning, funds management, insurance and superannuation. His simple theory and passion for success is to focus on helping others succeed both professionally and personally. His business has now created “The Business of Advice”. This remuneration research and subsequent tools being created empower SME financial planning business owners to BENCHMARK their team, PLAN for staff movement, CONSTRUCT resourcing plans & IMPROVE the attraction & retention of quality staff. Guest Speakers

8. 5. STEPHEN PRENDEVILLE, MANAGING DIRECTOR OF FORTE ASSET SOLUATION AND FORTE DEALER SOLUTIONS TITLE: Split Session – HR and Succession Planning How to Get Your Business Ready For Sale (internal or external), Transitioning Effectively and Efficiently to Maximise Value ABOUT THE SPEAKER With 30 years in financial services, Steve has sold more financial services businesses than any-one else in the country. Steve created Australia’s first specialist financial services M & A group Kenyon Prendeville, which he later split from to create Forte Asset Solutions Pty Ltd in 2011. In 2014 Steve acquired My Dealer and under the business name of Forte Dealer Solutions assists practices to migrate to new Dealer Groups. Steve is a financial services business valuer, an active media commentator and public speaker on all issues affecting financial services businesses, especially financial planning businesses and Dealer groups. Steve has judged IFA Excellence Awards (categories of Dealer Group of the Year and Rookie Adviser of Year). Steve has run, managed and sold national Dealer Groups, financial planning, risk and accounting businesses in Australia and is uniquely positioned to address the subject matter. DESCRIPTION: Ric and Steve will present a powerful, succinct presentation of 20 mins each before opening up to 20 mins of questions from the Members. 6. ANDREW HUGHES TITLE: Taking on Your future, the Easy Way DESCRIPTION: No matter how much action you take, your internal world will make or break your external results, no exception. Discover the easy way to keep yourself up, become a magnet to the clients you want, set and achieve kick arse goals, and tip the odds of success in your favour. ABOUT THE SPEAKER Andrew is an international speaker on the art of fulfilment, the science of human potential and being a true leader. A recovered lawyer, Andrew has trained and coached thousands of people to access their personal power, bringing peace, authenticity and fulfilment to their lives. Audiences ranging from school children to CEOs are engaged and inspired by Andrew’s energetic and passionate delivery of his core message: You are a walking miracle. Your potential is profound. Follow your heart. Discover your joy. Never settle for anything less. With degrees in Economics and Law, and a Masters degree in International Law, Andrew has had plenty of exposure to the corporate world. He now combines that experience with what he has discovered about living an extraordinary and authentic life. Known for his ability to challenge, inspire and energise audiences, Andrew now works with groups across the globe leading them to become their authentic, fulfilled selves. Guest Speakers

9. 7. STEWART CHANDLER, AFSL COMPLIANCE ABOUT THE SPEAKER AFSL Compliance provides compliance support to practices which hold their own Australian Financial Services licence or are looking to obtain their own licence. Stewart is a Chartered Accountant with 15 years experience in risk management, compliance and financial services. AFSL Compliance has assisted over 100 practices successfully apply for their own licence and currently provides 80 licensees with ongoing compliance support. Our clients are typically small financial planning practices and investment advisory firms. We pride ourselves on being able to deliver straightforward practical solutions which make compliance easy. 8. MARK RANTALL, CEO of FPA ABOUT THE SPEAKER Mark Rantall has been Chief Executive Officer at Financial Planning Association of Australia Limited since July 1, 2010. Mr. Mark is highly qualified and respected within the profession and has a wealth of experience working with financial planning practices of all sizes over the past 25 years. He served as Dean of Advice at The NAB Academy. He currently chairs the CFP Certification Committee for the FPA, and initially joined NAB as Managing Director of financial planning firm, Godfrey Pembroke from 2003 to 2008. In 2008, he was a part of the creation of The NAB Academy, which was created as a Corporate University with the aim of lifting capability and culture within the business. Guest Speakers

10. The Beef And Seafood Grill at Salamanca Inn Prime beef and local seafood a few steps from Salamanca Place and Salamanca Market 10 Gladstone Street, Salamanca 6220 0404 www.beefandseafoodgrill.com.au ethos | eat drink ANA National Award winner; THA award winner 2012 100 Elizabeth Street, Hobart 6234 9476 www.ethoseatdrink.com.au Mures Upper Deck on Hobart’s waterfront at Victoria Dock Ask about the Crayfish Specials. 6234 3664 www.mures.com.au Alexanders Restaurant – Lenna of Hobart 20 Runnymede Street, Battery Point 6232 3900 www.lenna.com.au Annapurna Indian Cuisine 93 Salamanca Place, Hobart 6224 0400 www.annapurnaindiancuisine.com/salamanca Restaurant TASMAN - Hotel Grand Chancellor "Contemporary dishes with a Tasmanian twist" 1 Davey Street, Hobart Ph 03 62354547 The Drunken Admiral Seafarers Restaurant "Best Seafood Restaurant" 2012 17-19 Hunter Street, Old Wharf, Hobart 6231 3717 www.drunkenadmiral.com.au Suwan Thai Restaurant Hobart Level 2-33 Salamanca Place, Hobart 6223 8014 www.suwanthaihobart.com.au Quarry Salamanca Breakfast, Lunch & Dinner 7 Days 27 Salamanca Place, Hobart 6223 6552 www.thequarry.com.au Zum Salamanca Breakfast & Lunch cafe 29 Salamanca Place, Hobart 6223 2323 www.zumsalamanca.com.au Customs House Hotel Breakfast Lunch & Dinner 7 days 1 Murray Street, Hobart 6231 1156 www.customshousehotel.com The Squires Bounty Many Premium Beers and matching food noon - 9pm 55 Salamanca Place, Hobart 6224 0402 www.thesquiresbounty.com.au Grape Bar / Bottleshop Tapas from noon - 9pm Many wines by the glass, extensive range 55 Salamanca Place, Hobart 6224 4845 www.grape.net.au Mezethes Greek Taverna Salamanca Square 6224 4601 mezethes.com.au Henry's Restaurant at the Henry Jones Art Hotel Open 7 days 7am till late 25 Hunter Street, Old Wharf, Hobart 6210 7706 www.thehenryjones.com The Saffron Authentic Indian Cuisine On the waterfront in Sullivans Cove 2/15 Hunter Street, Old Wharf, Hobart 6231 4715 www.thesaffron.com.au Hobart Restaurants

11. Conference Registration Form 2015 Conference (Thursday 17 th and Friday 18 th September 2015) Hobart Function and Conference Centre - Elizabeth Street Pier, Waterfront Hobart MEMBERS ONLY - YOU MUST REGISTER TO ATTEND AND HAVE PAID BY 14/7/2015 TO RECEIVE EARLYBIRD PRICE BFP Practitioner Member  Yes  NoBFP Practitioner Member  Yes  No Delegate Details:  New  Existing  Conference 1 st timer  New  Existing  Conference 1 st timer (2 nd or subsequent Attendee) Title: ________________________________ Surname: ________________________________ First Name: ________________________________ Organisation: ________________________________ Organisation:________________________________ Position: ________________________________ Position:________________________________ Address: ________________________________ ___________________________________________________________________________________________ Phone: ________________________________ Phone:________________________________ Mobile: ________________________________ Mobile:________________________________ Email: ________________________________ NEW MEMBER Request to be buddied by: ___________________________________________________________________________________ What’s your Practice flavour/specialty/style: ____________________________________________________________________ Your Size in terms of staff: ___________________________________________________________________________________ What are you looking for from this Conference? __________________________________________________________________ Completion by you of this document represents an Invoice from BFP to you for the amount calculated below. Please tick: FeeAmount  Conference Fee inclusive of Cocktail Function & Dinner (member only early bird must register and pay by 14/7/2015 )$595$________ or  Standard Conference Fee (non-early bird rate), BFP Member $750$________  Accompanying person for dinner (Name)___________________________________$120$________  Conference Fee Non-Member – must be a practicing financial planner $900$________  Expression of interest - Monday 14 th & Tuesday 15 th Golf Barnbougle inc accomm TBA  Expression of interest – Saturday 19 th Salamanca, Mona, DinnerTBA Total$________ Total amount paid on _______________ by EFT $_________ Please advise of any dietary requirements. Provide at least one hot topic/best idea for discussion. _______________________ _________________________________________________________________________________________________________ ________________________________________________________________________________________________________ Please pay by EFT with your business name as reference Account Name: Boutique Financial Planning Principals Group BSB:184 446 Account No:120 354 162 Email Registration Form to: BFP Conference c/- Greg Hunter, Email: secretary@bfp.asn.au Ph: 0408 987 620