Registration is now open for our November-December Professional Development Days, our final event series for 2025.

These in-person events provide sessions designed to enhance your professional development and offer opportunities to connect with peers and new members of the Centrepoint Alliance community.

The days will run from 8:15am – 3:45pm local time and featuring sessions on ethics, technical insights, crypto in super, fraud and cyber security, industry super and an annual economic and market update

Access the agenda, including session synopses and estimated CPD areas, here.

11 November Perth, University Club of WA

13 November Adelaide, Adelaide Pavilion

25 November Sunshine Coast, Mantra Mooloolaba Beach

26 November Brisbane, Victoria Park

27 November Gold Coast, Home of the Arts

2 December Newcastle, Rydges

4 December Sydney, Amora Hotel

5 December Canberra, Federal Golf Club

9 December Melbourne, RACV City Club

Click here to register.

Jason Curtrupi, Atlas Outsourcing, will be joining this session to discuss the offshoring landscape and data security and examine how Atlas protects client data.

Date: 6 November 2025 at 12:00pm AEDT.

Register for this recurring webinar series here.

Join us for an exclusive CPAL webinar to explore the newest capabilities of Filenote AI — including the integration of CPAL’s Fact Find and Paraplanning templates. We’ll also demonstrate how advisers can use AI to streamline the creation of strategy papers, advice flowcharts, and client documentation, all while maintaining compliance and quality standards.

This session is ideal for advisers and support staff looking to reduce manual admin, boost efficiency, and enhance the overall client experience.

Click here to register.

This session explores effective strategies for attracting and retaining top graduate talent in the financial planning profession. With a growing need for fresh talent, practice principals must understand what motivates graduates and how to create environments that support long-term career growth.
Striver, a specialist graduate recruitment platform, plays a pivotal role in this process by connecting financial planning practices with high-quality, pre-screened graduates who align with their business values and goals.
Alisdair Barr, the founder of Striver, will cover how Striver’s tailored matching process, industry insights, and ongoing support help practice principals find the right graduate fit—ensuring both immediate impact and long-term retention.
Click here to register.

Ben Arnold, Global Equities Investment Director, will share insights into navigating diverse market environments through fundamental bottom-up stock selection. While markets have oscillated between growth and value regimes, momentum swings, and heightened volatility, our bottom-up research-driven approach has delivered consistent outperformance independent of market darlings or thematic plays. Through real-world examples from our global equity team, Ben will explore how disciplined bottom-up, fundamental research identifies opportunities that markets are missing. The session will examine the enduring principles behind successful stock picking in the context of today’s investment landscape, which is increasingly dominated by short-term thinking. Attendees will gain practical insights into active management techniques and proven investment principles that have consistently delivered alpha across different market conditions. This session will provide Securities CPD to help meet the ongoing education requirements.

Click here to register.

Our agenda, featuring industry leaders and experts, will provide you with the latest research, best practices and commentary to refine your learning. We have also selected sessions to help close gaps in some less common CPD topic areas, such as Client Care and Practice and Professionalism and Ethics.

With 15 sessions over three days, you will find key insights and practical guidance to assist you in continuing to provide your clients with quality advice to help them achieve their financial goals.

Can’t commit to all 15 sessions? No problem! You only need to register once to personalise your agenda by selecting only those sessions relevant to you.

Click here for the full recordings from this series or select the titles below to access the slide decks from each session.

Day 1

Investment Insights from Leading Global Equity Managers, Franklin Templeton, Loftus Peak, PM Capital, Schroders

2025 is the year to get greedy in Commercial Real Estate Debt, Fidante

Longevity Product Case Study, Allianz Retire+

Emerging from the Pack: A Quarter of a Century of Strong Results in Emerging Market Equities, Dimensional

Is Value Dead, Brandywine Global / Franklin Templeton

Day 2

The Hidden Forces Behind Financial Decisions, ClearView

Decoding Financials: Smarter Underwriting, Better Claims, AIA

Longevity Product Case Study, Challenger

Total Recourse: Managing Risk in SMSFs, MLC / Acenda

Ethical Dilemmas: Embracing Imperfection, TAL

Day 3

SMA Investing: Building Tomorrow’s Portfolios Today, BlackRock, Human Financial, Morningstar

SMSF Investments and 13.22C Unit Trusts, BT

Longevity Product Case Study, Generation Life

The Rise of Private Credit, Australian Retirement Trust

Trust by Design: Applying Ethics in Retirement, Alliance Retire+

This month’s editions will feature a CSLR updated and our usual quarterly AFSL compliance update.

CSLR Update with Phil Anderson

For the September edition of Licensee Live, we are extremely lucky to have secured Phil Anderson, General Manager, Policy, Advocacy and Standards, FAAA, who will provide an update on the Compensation Scheme of Last Resort.

Quarterly AFSL Compliance Update

Nicole Alexander, Head of Licensee Standards, will provide an update a compliance update.

Date: 2 October 2025 at 12:00pm AEST.

Register for this recurring webinar series here.

Click here to watch the recording.

A new Aged Care Act will commence from 1 November 2025 containing the largest reforms to the system in more than a decade. Join Michael Tran, BT Technical Consultant for this one-hour webinar that will help with understanding the financial aspects of residential aged care including:

• Review the changes to fees compared to pre-1 November 2025 residential aged care entrants

• Analyse the new means test

• Advice strategies and considerations that can reduce aged care fees

• Further considerations for clients who may wish to enter before 1 November 2025 and grandfathering arrangements

You can watch the full recording here.

Join this CPD-accredited Masterclass, facilitated by Daniel Stojanovski, CIO at Ventura Funds Management. Designed for practice principals and financial advisers, this session will help you elevate your client offering by crafting a robust, authentic, and actionable investment philosophy aligned with your values, client base, and business model.

The day begins with lunch at 1:00pm, followed by the session from 1:30pm to 4:00pm, covering core beliefs, client alignment, evidence-based frameworks, portfolio construction, and effective communication.

Melbourne, RACV City Club | 16 September 2025
Sydney, Amora Hotel | 17 September 2025
Brisbane, Victoria Park | 18 September 2025
Perth, University Club of WA | 23 September 2025
Adelaide, Adelaide Pavilion | 25 September 2025

Watch the recording from our Sydney session here.

Review of Ongoing Fee Arrangements Webinar – 28 August

Watch the Review of Ongoing Fee Arrangements and Australian Super webinar recording here.

Watch the Review of Ongoing Fee Arrangements webinar recording here.

Schedule a call back so we can answer your questions

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Phone:
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