Best Practice Forum 2018 - Sydney | Conexus Financial | 7 August 2018 | Amora Hotel, 11 Jamison St, Sydney NSW 2000, Australia

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.

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

2018 Sponsors and Partners

EVENT PARTNER:
• FPA Financial Planning Association of Australia

PLATINUM SPONSORS:
• BLACK ROCK
• MACQUARIE

GOLD SPONSORS:
• advice intelligence
• BT Financial Group
• Colonial First State
• MLC Life Insurance
• Super Concepts
• ZURICH

BRONZE SPONSORS:
• Intiger Asset Management Financial Sevices Charge