2026 CERTAINTY CONFERENCE
Your competition is not AI.
Your competition is your advice model.
Thursday 2 July – Friday 3 July 2026
2026 CERTAINTY CONFERENCE
Thursday 02 July – Friday 03 July 2026
Your competition is not AI.
Your competition is your advice model.
BOATHOUSE MANLY PAVILION, MANLY BEACH
“In implementing Certainty Advice, I’ve found that we’ve been able to get some really great outcomes. It’s so rewarding, not only for you and your team, but it’s so rewarding for clinets. Helping them achieve their goals. There’s nothing like it. It’s a great feeling.”
Annette Pulbrook | Director, FinBiz
“The impact of Certainty Advice has been significant; structure and a framework that’s allowed us to move forward with much more confidence about building the right client base and increasing our fees. If I look back to where we were before engaging them – flat out, trying to be all things to all people – versus now, calm and structured.”
David Foord| Financial Adviser, Andresen McCarthy Private Wealth
“The Certainty Advice approach has enabled us to position and price client value more effectively than ever. In less than six weeks of implementing Certainty Advice, we’ve achieved a six-times return on our investment. We are excited by the potential of what we can now achieve with Certainty.”
Lucian Russ | Director, Emu Wealth
BOOK 2 SEATS FOR THE PRICE OF 1 CLOSING IN
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↓ VIEW AGENDA BELOW ↓
For two days, participate with the most valuable advice teams delivering the most valuable advice propositions that will thrive in the AI era.
Most financial advice teams are technically competent.
Fewer advice teams are valuably competent.
Being valuably competent is the business model for the AI Advice era. It differs from the hourly, FUM-based, key-person-dependent expert approach of the last 30 years.
The future of advice is not built on AI, it’s built on value – client value.
The Certainty Conference closes the gap between technical and value competency for advice teams.
Every participant will develop deeper connections, conversations, and understandings, along with the frameworks that grow valuable advice teams that deliver better returns for clients, teams and directors.
Advance with Certainty.
REGISTRATION FEES:
$1,950+Gst/seat
BOOK TWO SEATS FOR THE PRICE OF 1
ENDS 30 APRIL 2026
AGENDA
(Please note: Subject to Change)
DAY ONE
Thursday 02 July 2026
The Frameworks, Skills & Propositions of Valuable Teams
REGISTRATION
8:45AM – Registration, coffee, tea and morning treats.
WELCOME
9:15AM – Conference Objectives & The Future of Valuable Advice Teams – Two days of leveraging the unique Certainty Community to build advice teams delivering better value and propositions with less dependency.
WHAT IS VALUE?
11AM – Value-based advice is different to traditional financial advice. This session demonstrates the differences.
WHAT IS CLIENT VALUE?
NOON – How advice teams position their role, screen prospects, lead value discussions consistently, methodically, without dependency.
GROWING AGILE TEAMS
2:00PM – Advice’s biggest challenge is capacity. Building agile and valuable teams needs specific tools to manage value workflows, pricing, and client bases.
Pricing 2026 Value
3:15PM – Value drives fees, team capacity & growth, but how? The proven frameworks for advice capacity, breakthroughs & client management.
ENGAGING ON VALUE
4:15PM – Managing the shift from engaging clients on the technical to engaging them on what is of ultimate value to clients.
DAY ONE DEBRIEF
5:00 – 5:30PM Implementation discussions, sharing questions, experience, and wisdom in the room.
DAY TWO
Friday 03 July 2026
The Paths, Experiences & Returns of Valuable Firms
CLIENTS OF THE ADVICE
9AM – How to transition new & existing clients to value-based advice models.
VALUE BREAKTHROUGHS
10:30AM – How Four Client Value Breakthroughs were achieved and the differences for client growth.
ADVICE ALLIANCES OF THE FUTURE
11:30AM – Who are the external subject-matter-experts valuable advice teams need to thrive?
TEAM BREAKTHROUGHS
1:30PM – Four different Advice Team breakthroughs, how dependency changed, how clients engaged and growth ramifications for 26/27
2026 CERTAINTY APPS
2:30PM – Automating Skill Assessment, Management, Terms of Engagement, & Pricing Apps.
2026/7 PLANS
3:00PM – The 26/27 benchmarks for better growth, applying conference learnings
CONFERENCE DEBRIEF
3:30PM – Conference concludes wih open forum, drinks, implementation & follow-up discussions.
POST CONFERENCE
Follow-up support and accountability to guide outcomes and implementation.
“Every Certainty event brings new insights on the power of value to grow our firm.”
Donna Laverick | Practice Manager, Acquira Wealth Partners
“Before Certainty my main role was to support the lead advisers. Over just e ight months of working with Certainty Advice, I can now lead meetings with some of the firm’s best prospects and clients confident that everything I am doing starts from a clear detailed focus of what is of value to the client. I have found this approach very empowering and liberating.”
Alex van Roon | Associate Adviser, Andresen McCarthy Private Wealth
“Hearing everyone’s indepth implementation stories and seeing the enthusiasm of younger attendees makes me feel great about what we are doing, what we are capable of and what we need to do better.”
Madeleine Main | Financial Adviser, FinBiz
Certainty Conference Venue Information
Manly Pavilion, Manly Beach
West Esplanade, Manly NSW 2095
Tips on getting to Manly…
- If coming from the airport not too late at night, we strongly recommend starting your visit using the Airport Train direct to Circular Quay… then take either a Manly Ferry at Wharf 3 or Manly Fast Ferry at Wharf 2
- If arriving late at Sydney airport, we suggest grabbing an Uber from the airport… (approx $80)
- If driving, there are plenty of car parks (avoid the beachfront as it has a strictly enforced two-hour limit)
Our recommendations while in Manly…
OUR FAVOURITE MANLY ACCOMMODATION...
OUR FAVOURITE MANLY RESTAURANTS
OUR FAVOURITE MANLY CAFES
“Engaging with Certainty Advice all the way back in 2019 was one of the best decisions I could have made when I started Harpel Financial Group. It has given us direction as to where we are going, and has helped us add incredible value through deep and meaningful conversations with clients.”
Joel Seach | Principal and Founder, Apprise Harpel Financial Group
Thank You
10% of all proceeds received will be donated to the best unknown charity on our Northern Beaches – Streetwork – the last resort for growing numbers of lost, stressed kids.
Meet The Convenor
Jim Stackpool
Founder - Certainty Advice Group
Since 1989 Jim has influenced, and consulted to advisory firms across Australia. As founder of Certainty Advice Group, he acts primarily as facilitator for professionals seeking to build advice businesses to serve the broad best interests of clients.
He has published four books on advice, written industry white papers, judged industry awards, chaired practice management curriculum for higher education institutions, and has been granted by IP Australia and ACCC, Australia’s first professional financial advice certification standard for unconflicted advice – Certainty Advice.
Get In Touch
Please share with us your questions and comments regarding our 2-3 July Conference…