Best Practice Forum 2018 - Melbourne | Conexus Financial | 9 August 2018 | Park Hyatt, 1 Parliament Pl, East Melbourne VIC 3002, Australia
Venue
Park Hyatt
Park Hyatt, 1 Parliament Pl, East Melbourne VIC 3002, Australia
What is Qwoted?
Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.
| Event Date |
Thu Aug 9 HKT (over 6 years ago)
In your timezone (EST): Thu Aug 9 12:00am - Thu Aug 9 12:00am |
| Location |
Park Hyatt
1 Parliament Pl, East Melbourne VIC 3002, Australia |
| Region | APAC |
Details
The Professional Planner | Financial Planning Association Best Practice Forum is a full-day event that taps into the experience and insights of practice owners, principals, consultants and other industry participants to deliver leading-edge thinking on financial planning best practice.
The 2018 Best Practice Forum considers the financial planning business through the lens of the investment lifecycle – from start up, to consolidation and exit. Best-in-class practice leaders at different stages of business maturity will share their wisdom and knowledge, as well as providing actionable insights across a range of topics.
It’s time to find focus again and practise investing in your business.
Speakers
2018 Speakers
Terry Bell
Partner, Business Health
Louise Biti
Director, Aged Care Steps
Amanda Cassar
Director, Wealth Planning Partners
Michelle Cull
Director of Academic Program, Accounting and Financial Planning, Western Sydney University
Dante De Gori
Chief Executive, Financial Planning Association of Australia
Annick Donat
Chief Executive, Madison Financial Group
Katrina Haskew
Financial Adviser and Managing Director, Leading Advice
Margo Lydon
Chief Executive and Company Secretary, Superfriend
Debra Mcquinn
Principal, Strategic Resources Network
Liam Shorte
Director, Verante Financial Planning
Laird Abernethy
Head of Platform Sales, Colonial First State
Joanna Bird
Senior Executive Leader, Financial Advisers, Asic (Sydney Only)
Anne Graham
Managing Director and Senior Financial Planner, Story Wealth Management (Melbourne Only)
Cathryn Gross
Principal, Twelve Wealth
Jacqui Henderson
Chief Executive, Advice Intelligence
Naomi Holmes
General Manager, Corporate Services, Super Concepts
Simon Hoyle
Head of Market Insights, Coredata
Deborah Kent
Director, Integra Financial Services
Louise Macauley
Senior Executive Leader, Financial Advisers, Asic (Melbourne Only)
Ben Marshan
Head of Policy and Government Relations, Financial Planning Association of Australia
Sherise Mercer
Head of Virtual Adviser Network, Macquarie
Michael Misiti
Director/financial Planner, Smart Financial Pty Ltd
Jo Moxey
Head of Adviser Distribution, Bt Financial Group
Geoff Rimmer
Founder, Greenzone Financial Services Consulting
Sean Scallan
Business Development Manager
Colin Tate
Chief Executive, Conexus Financial
Michelle Tate-lovery
Director and Principal Financial Adviser, Unified Financial Services (Sydney Only)
Danielle Visser
Head of Sales, Life Risk, Zurich Financial Servicesrisk Strategy Specialist, Retail Life Risk and Investments, Zurich
Sponsors & Partners
2018 Sponsors and Partners
EVENT PARTNER:
• FPA Financial Planning Association of Australia
PLATINUM SPONSORS:
• BLACK ROCK
• MACQUARIE
GOLD:
• advice intelligence
• BT Financial Group
• Colonial First State
• MLC Life Insurance
• Super Concepts
• ZURICH
BRONZE:
• Intiger Asset Management Financial Sevices Charge