8:45am – 9:30am

The Institute of Chartered Accountants (Sub 363)
Mr Hugh Elvy, Head of Financial Planning
Mr Lee White, General Manager, Leadership and Quality

9:30am – 10:15am

Trustees Corporation of Australia (Sub 337)
Mr Ross Ellis, Executive Director
Mr Tony Fitzgerald, National President
Mr John Atkin, Executive Committee Member

10:15am – 10:30am

Morning tea break

10:30am – 11:15am

Association of Financial Advisers (Sub 344)
Mr Richard Klipin, CEO
Ms Christina Kalantzis, Co-Chair of AFA Government & Policy Committee
Mr Dennis Bateman, National Treasurer
Mr James Taggart, National President
Mr Michael Nowak, Adviser & QLD Chair of the GENXT Committee

11:15am – 12:00pm

Quantum Financial Services (Sub 56)
Mr Tim Mackay, Director & Certified Financial Planner
Ms Claire Mackay, Director & Certified Financial Planner

12:00pm – 1:00pm

Lunch break

1:00pm – 2:30pm

CBA (Sub 357)
Mr Ross McEwan, Group Executive Retail Banking Services
Mr Ian Narev, Group Executive, Business & Private Banking
Mr David Cohen, Group General Counsel
Dr Brendan French, General Manager Customer Relations
Mr Matthew Comyn, Executive General Manager, Equities & Margin Lending
Mr Timothy Gunning, General Manager, Commonwealth Financial Planning

2:30pm – 3:15pm

CHOICE (Sub 361)
Ms Elissa Freeman, Senior Policy Officer

3:15pm – 3:45pm

Afternoon tea

3:45pm – 4:30pm

Professional Investment Services (Sub 336)
Mr Grahame Evans, Managing Director
Miss Bianca Petrik, Corporate Development Manager

4:30pm

Adjournment