Plenary Two - The Road Ahead: Leading the profession
Speakers
General Manager Policy, Advocacy & Standards • FAAA
He has previously worked for Netwealth as General Manager Governance and Advice, and Colonial First State, where he was the Head of Risk Management & Compliance for the CFS Advice business. Phil has been in the financial services industry for over 25 years, having also worked with AMP, MLC and Perpetual.
Phil has been responsible for policy, including the Quality of Advice Review, and the implementation of the requirements of the Professional Standards legislation and the Royal Commission Recommendations. Phil has previously been integrally involved in the FoFA, TASA, Education/Professional Standards and the Life Insurance Framework debates including driving the development of submissions to FASEA, Treasury, ASIC, the Tax Practitioners Board and Parliamentary Committees. Phil is a CPA and has a Bachelor and Masters of Commerce along with the DFP and ADFP.
Senior Manager Government Relations and Policy • FAAA
Chair • FAAA Board
Prior to being elected onto the board David spent four years on the WA FAAA Chapter, including two years as Chapter Chair. David can often be found in various media roles (TV, radio and print) advocating strongly for the value of advice. David chairs the Governance and Remuneration Committee, and is a member of the Board Finance, Risk and Audit Committee.
Chief Executive Officer • FAAA
Hear directly from the CEO, Chair, GM Policy, Advocacy and Professional Standards and Senior Manager Government Relations as they unpack the evolving regulatory landscape and what it means for the profession.
A unique opportunity to hear what has been going on in front of and behind the scenes with the Government and regulators. Be part of shaping what’s next.
Learning Outcomes
Attendees will learn about the following:
- The latest on CSLR, DBFO and other regulatory updates etc
- What are FAAA Policy insights and advocacy for leading the advice profession
- Discussion on what are the top of mind topics affecting you and the financial advice profession
Date & Time: Tuesday, November 18, 2025 • 4:00 PM - 5:15 PM
Location: Riverside Theatre
Type: Session