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Event Date |
Thu Aug 1 AEST (over 5 years ago)
In your timezone (EST): Wed Jul 31 6:30pm - Thu Aug 1 3:30am |
Location |
Park Hyatt
1 Parliament Pl, Melbourne VIC 3002, Australia |
Region | Americas |
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 2019 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.
2019 Speakers
SPEAKERS:
Naomi Abbott
Founder, Conscious Presence
Mark Bland
Partner, Mills Oakley
Todd Clifford
Executive Adviser, Viridian Advisory
Kon Costas
Head of Services, BT Open, BT Financial Group
Maria Falas
Head of Mental Health and Wellness, Onepath
Anne Fuchs
Head of Advice, Sunsuper
Peter Greste
Journalist, the Alliance for Journalists Freedom
David Haintz
Principal, Global Alpha Advice
Jordan Hawke
Principal/Director, Austbrokers Financial Solutions
Anthea Hickey
Director, Consultant Psychologist, Hipotential
Vince Lepre
Managing Director, Financial Adviser, Homestead Financial
Justine Marquet
Senior Technical Manager, AIA Technical Education Centre of Excellence
Oscar Martinis
Senior Partner, Mcdougell Kelly & Martinis
Nathan Macphee
Chief Executive, Ccube Integrated Wealth
Peter Mcveigh
Executive Chairman, Elston
Jamie Melville
Division Director, Macquarie
James Mirams
Director, Senior Adviser, Paradigm Group
Laurel Moulynox
General Manager, Morrows
Ryan Pickles
Senior Financial Planner, Hamilton Morelllo
Leigh Sales
Abc News Presenter, Journalist and Author, Abc News
Peter Singer
Princeton University Professor and Melbourne University Laureate Professor
Colin Tate
Chief Executive, Conexus Financial
Ken Whitton
Professional Partnerships Manager, Financial Planning Association of Australia
Caitriona Wortley
Head of Distribution, Allianz Retire+
Chris Yena
General Manager, Warringal Financial Services
ADVISORY BOARD:
Terry Bell
Partner, Business Health
Matt Fenning
Managing Director, Advise Wise
David Haintz
Principal, Global Adviser Alpha
Adrian Johnstone
Chief Commercial Officer, Practifi
Angela Martyn
Director, Personal Financial Services
Tony Mcdonald
Director, T&c Consulting Services
2019 Sponsors and Partners
EVENT PARTNER:
• FPA
PLATINUM SPONSOR:
• Healthier, Longer, Better Lives
• Allianz Retire+
• BT Financial Group
GOLD SPONSORS:
• CCube
• MacQuarie
• OnePath
• SunSuper
BRONZE SPONSOR:
• MLC