Certainty Conference

Thursday 02 July – Friday 03 July 2026

ā€œI’ve got massive benefits from Certainty Advice Group. I’ve had a massive uplift in revenue, the business and work is so much more fulfilling. We can benefit clients so much more with this style of advice. It is the future of our industry.ā€

Josh Dalton | Director, Dalton Financial Partners

“This Certainty Conference was so wonderful and I really, for the first time in a long time, feel like I have a path forward”

Mandy Newman | Principal Adviser, AJN Financial Services

ā€œGetting an understanding of the value of our advice, and being confident to help clients see that value has been a huge change for us. We couldn’t have done it without Certainty Advice Group. If I think back to where we were before we started working together, we were unsure, we thought we were engaging clients but probably doing too much work and not charging enough. I feel more excited than I ever have about Braeside Wealth and the future.ā€

Lance SwansbraĀ | Principal Adviser, Braeside Wealth

Establishing your own advice firm is daunting. However it does enable me to start right from the get-go and the Certainty Advice process which gets to the detailed value my client seek, is as essential as my technical qualfications.ā€

Michael Para | Principal Adviser, Sovereign Oak

What is the objective of the Certainty Conference?
The main objective of the Certainty Conference is SUPPORTING GROWTH.

This Conference will share the tools, experiences, and lessons for any advice team wanting to lead their clients and teams into enduring and valuable client relationships without key-person or product dependency.

The 2 days will bring together progressive and innovative advisory teams all focused on advancing the value for their clients and returns for their own businesses.

Who else is attending the Certainty Conference?
Attendees will range from very new to Certainty Advice and very experienced with Certainty Advice.

The roles of people attending will range from operations, management, technical, junior and senior advisers, and client support. Every attendee’s role will be involved with the implementation of Certainty Advice for some or all their clients.

The firms will range from one-person operations to larger forty-person advisory teams.

Is there a fee? How many of my team can attend?

Guest seats for the 2-day conference are $1950+GST.

2 seats for 1 registration is open until 30 April.

Can I or members of my team attend the Certainty Conference virtually?
At this stage, no.

After the COVID-19 years of balancing virtual and live events, we have decided not to record or offer the Certainty Conference as a virtual event for those that cannot attend in person.

The reasoning is to maximise the collaboration benefits of the conference’s group sessions.

We will continue to review the design and approach and welcome your feedback regarding the hosting of these events virtually.

Where is the Certainty Conference held?
At the Boathouse Manly Pavilion, situated at our home base here in Manly Beach Sydney.

The exact venue map can be found on the conference page as well as our recommendations for how to best get here from the airport (i.e. train/ferry), plus local accommodation, cafes and restaurants to enjoy the unique Manly Beach environs.

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Use the query form below to let us know – or give us a call on +61 (0)2 8966 9135 – or email Marina at admin@certaintyadvicegroup.com.

Certainty Conference Registration

Please complete the following form.

We will be in touch by email to finalise your registration.

Meet The Convenor

Jim Stackpool

Jim Stackpool

Founder - Certainty Advice Group

For nearly 30 years Jim has influenced, coached, and consulted to advisory firms across Australia. As founder of Certainty Advice Group, he leads a like-minded team of professional advisory firms seeking to create greater certainty for their clients. As an author, blogger, columnist, and keynote speaker, Jim is regularly called upon for his professional insights into the advice industry.

Get In Touch

We welcome your questions regarding our 2-3 July Conference…

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