1. Our Families Mean Business! VICTORIA ADVISERS “KICK START” MEETING 20th MARCH 09

2. Our Families Mean Business! What we will talk about Adviser update and overview – Chris Jones FBA organisation update – Philippa Taylor Adviser survey – Steve Dowling Open Forum – Jon Kenfield Next steps – Jason Chequer/ Rachel Cox Focus = Shift to the Future

3. Our Families Mean Business! Committee – who are these people Steve Dowling – Clientlink (marketing strategy) Ed Paton – Hall & Wilcox (legal) Jon Kenfield – Solutionist (family solutions) Rachel Cox – Fordham (wealth management) Jason Chequer – Goldman Sachs (investment) Peter Hately – Foresight (finance) Chris Jones – Shirlaws (business coaching)/chair

4. Our Families Mean Business! Some Acknowledgements St George – our hosts FBA executive - support Advisers – engaged Committee - volunteers

5. Our Families Mean Business! Meeting Context Payback + Choice Leverage +

6. Our Families Mean Business! What we will talk about Adviser update and overview – Chris Jones FBA organisation update – Philippa Taylor Adviser survey – Steve Dowling Open Forum – Jon Kenfield Next steps – Jason Chequer/ Rachel Cox Focus = Shift to the Future

7. Our Families Mean Business! Adviser Update & Overview What got us here = past Where are we now = present Where to next = future

8. Our Families Mean Business! What got us here = PAST 90 Victoria advisers – diversity Previous efforts – 5years then brick wall Un-met expectations – frustrations FBA organisation - growth & change Adviser accreditation – advocacy & divisive Adviser new start – re-energise & focus

9. Our Families Mean Business! Where are we now = PRESENT Set up committee – clarity & alignment Create context – Vision & Mission defined Codes of Behaviour (Ethics/Conduct) – guidelines & obligations (WIP) FBA dialogue – co-ordination (Trudy; state chapter) Adviser needs & wants – surveys & research Sharing /learning /planning – scheduled meetings Payback & ROI – participation & activity program

10. Our Families Mean Business! Guiding Context Vision “To be the leading professional body for Family Business Advisers in Victoria”

11. Our Families Mean Business! Guiding Context Mission “To maximise Adviser capacity to facilitate best possible outcomes for Australian Family Business through collaborative learning, sharing and professional support”

12. Our Families Mean Business! Where to next = FUTURE our objectives what we offer working together how to market Advisers Organise ourselves

13. Our Families Mean Business! Where to next = FUTURE our objectives what we offer working together how to market AdvisersFBA company direction overall role of advisers how to support assist promotion ClarityOrganise

14. Our Families Mean Business! Where to next = FUTURE our objectives what we offer working together how to market/brand FBA AdvisersFBA Company direction overall role of advisers how to support assist promotion FBA Members confirm needs use of advisers making contact receiving services Alignment Clarity Organise

15. Our Families Mean Business! So we have to agree What is our ROI? What Choices do we make? How do we Leverage?

16. Our Families Mean Business! What we will talk about Adviser update and overview – Chris Jones FBA organisation update – Philippa Taylor Adviser survey – Steve Dowling Open Forum – Jon Kenfield Next steps – Jason Chequer/ Rachel Cox Focus = Shift to the Future

17. Our Families Mean Business! What we will talk about Adviser update and overview – Chris Jones FBA organisation update – Philippa Taylor Adviser survey – Steve Dowling Open Forum – Jon Kenfield Next steps – Jason Chequer/ Rachel Cox Focus = Shift to the Future

18. Our Families Mean Business! What we will talk about Adviser update and overview – Chris Jones FBA organisation update – Philippa Taylor Adviser survey – Steve Dowling Open Forum – Jon Kenfield Next steps – Jason Chequer/ Rachel Cox Focus = Shift to the Future

19. Our Families Mean Business! What we will talk about Adviser update and overview – Chris Jones FBA organisation update – Philippa Taylor Adviser survey – Steve Dowling Open Forum – Jon Kenfield Next steps – Jason Chequer/ Rachel Cox Focus = Shift to the Future

20. Our Families Mean Business! Guiding Context