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Event Date |
Tue Jul 30 AEST (over 5 years ago)
In your timezone (EST): Mon Jul 29 6:30pm - Tue Jul 30 3:30am |
Location |
Amora Hotel
11 Jamison St, Sydney NSW 2000, Australia |
Region | APAC |
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
Naomi Abbott
Founder, Conscious Presence
Mark Bland
Partner, Mills Oakley
Ken Bloomfield
Principal, Financial Clarity (Sydney)
Todd Clifford
Executive adviser, Viridian Advisory (Melbourne)
Kon Costas
Head of services, BT Open, BT Financial Group
Dante De Gori
Chief executive, Financial Planning Association of Australia (Sydney)
Maria Falas
Head of mental health and wellness, OnePath
Matthew Fenning
Managing director, Advise Wise (Sydney)
Preston Foster
Senior financial planner, Apt. Wealth Partners (Sydney)
Anne Fuchs
Head of advice, Sunsuper
Peter Greste
Journalist, The Alliance for Journalists Freedom
David Haintz
Principal, Global Alpha Advice (Melbourne)
Jordan Hawke
Principal/director, Austbrokers Financial Solutions
Anthea Hickey
Director, consultant psychologist, Hipotential
Keith Jones
Senior partner, Affinity Wealth Services (Sydney)
Vince Lepre
Managing director, financial adviser, Homestead Financial (Melbourne)
Justine Marquet
Senior technical manager, AIA Technical Education Centre of Excellence (TECE)
Oscar Martinis
Senior partner, Mcdougell Kelly & Martinis
Nathan Macphee
Chief executive, Ccube Integrated Wealth
Andrew Mcphee
Director, Synergist (Sydney)
Peter Mcveigh
Executive chairman, Elston
Jamie Melville
Division director, Macquarie
James Mirams
Director, senior adviser, Paradigm Group (Melbourne)
Laurel Moulynox
General manager, Morrows (Melbourne)
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
David Stephen
Managing director, Invest Blue (Sydney)
Michelle Stone
Lead financial adviser, Feel Good Financial Planning (Sydney)
Colin Tate
Chief executive, Conexus Financial
Ken Whitton
Professional partnerships manager, Financial Planning Association of Australia (Melbourne)
Caitriona Wortley
Head of Distribution, Allianz Retire+
Vicki Writer
Director, The 360 Solution (Sydney)
2019 Sponsors and Partners
PLATINUM:
• • AIA
• Allianz Retire
• BT Financial Group
GOLD:
• CCube
• Macquarie
• OnePath
• SunSuper
BRONZE:
• MLC
PARTNER:
• FPA