Join us at CPA Australia’s TAFF event

From September 15 to 16, CPA Australia’s annual Technology, Accounting and Finance Forum (TAFF) returns, with another informative, exciting and educational event. From management sessions to product demos, TAFF provides an invaluable opportunity to learn more about the latest and greatest technological advancements for financial and accounting professionals.

CPA Australia is one of the world’s largest accounting bodies, boasting over 155,000 members working in 118 countries. Primarily concerned with training, edification, advocacy and technical support, CPA Australia hosts a number of events to provide opportunities for both members and non-members to gain insights into developments in the accountancy and financial adviser spheres.

The 2016 TAFF event will educate attendees about a number of matters, including how to utilise technological developments to advance your practice and how to protect clients from cyber security threats. There is also a specialised program available for public practice, SMEs and not-for-profit businesses, also educating attendees on methods to incorporate new technological developments into your business.

On Day One of the TAFF event, Mark Hudson and Richard Liverpool of Ignition Wealth and Tony Bates of FPT Wealth will present a panel discussion covering the practical applications of digital financial advice (or ‘robo-advice’). This is a unique opportunity to learn from people who are already working in the digital space. Mark is a pioneer of the technology driving the Australian digital financial advice industry. Richard is extremely experienced in delivering solutions that work for accountants and advisers. Tony will share his current experience of integrating the Ignition Wealth technology into the FPT Wealth business.

Join the discussion to hear these three experts as they deliver rare hands on insights into the new world of digital financial advice and how it will impact your accountancy or financial advice business.

Mark Hudson

Mark Hudson is the COO of fintech Ignition Wealth. Mark boasts two decades of experience in software technology development and is a leading expert in digital financial advice.

Richard Liverpool

Richard Liverpool leads business development at Ignition Wealth. With a huge depth of experience in financial services Richard also currently holds CPA accreditation. Richard has a real passion for solutions that deliver great results both for accountants and their clients.

Tony Bates

Tony Bates is director of FPT Wealth, which offers client wealth advice solutions for accountants. Tony has worked extensively with both private and not-for-profit clients with specialities ranging from responsible investment to managing stakeholder expectations.

Date: 15/09/2016
Time: 1.30pm – 2.00pm
Session Title: A2: The practical applications of digital financial advice: Are you ready to ROBO?
Presenters: Mark Hudson, Richard Liverpool and Tony Bates

On Day Two of the event Mike Giles CTO of Ignition Wealth will provide a live demonstration of the Ignition Wealth digital financial advice technology including a preview of our single page financial snapshot.

Using the latest in cloud-based financial aggregation technology Ignition Wealth provides consumers with a holistic, interactive, personal financial wellness profile. One simple registration process allows the consumer to aggregate all of their financial data within the Ignition Wealth app.

Mike Giles

Mike Giles is the CTO of fintech Ignition Wealth. Mike has almost 30 years experience in financial services software development, demonstrating a combination of deep technology skills, strong communication and leadership and a track record of successful project delivery.

Mike is a global expert in digital financial advice. Having conceptualised and built the technology stack that powers the Ignition Wealth digital financial advice offering Mike is uniquely qualified to present a valuable hands on demonstration of the technology.

Date: 16/09/2016
Time: 2.10pm – 2.40pm
Session Title: G2: Ignition Wealth: Product Demonstration
Presenter: Mike Giles