Best Practice Forum 2021 | Conexus Financial | 26 July 2021 | The Fullerton Hotel Sydney, 1 Martin Pl, Sydney NSW 2000, Australia
Venue
The Fullerton Hotel Sydney
The Fullerton Hotel Sydney, 1 Martin Pl, Sydney NSW 2000, Australia
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| Event Date |
Tue Jul 27 AEST (over 3 years ago)
In your timezone (EST): Mon Jul 26 7:00pm - Tue Jul 27 2:25am |
| Location |
The Fullerton Hotel Sydney
1 Martin Pl, Sydney NSW 2000, Australia |
| Region | APAC |
Details
Best Practice Forum Digital: Survival, sustainability and development in challenging times
The Professional Planner | Financial Planning Association Best Practice Forum Digital is an interactive event broadcast across the country that taps into the experience and insights of practice owners, principals, consultants and other industry participants on surviving and thriving in this year of change and challenge.
Conversations include leadership, mental health, regulation, practice efficiencies, measuring progress, FPA’s perspective, licensee choice, nurturing new advisors, ethics and a regional view.
CPD accreditation for all delegates will be provided by the Financial Planning Association of Australia (up to 5 points)
This is a hybrid event.
Speakers
2021 Speakers
Eugene Ardino
Chief executive, Lifespan Financial Planning, EFFICIENCY, SCALE & OPTIONS: MANAGED ACCOUNTS IN 2021
Paul Barrett
Chief executive, AZ Next Generation Advisory, THRIVING IN TIMES OF CHANGE
David Bell
Executive director, The Conexus Institute, RETIREMENT ADVICE: THE GREAT UNTAPPED OPPORTUNITY
Dante De Gori
Chief executive, Financial Planning Association of Australia, HUMANS OF ADVICE: MORALE, SUPPLY & SUCCESSION
Anne Graham
Managing director, Story Wealth Management, THRIVING IN TIMES OF CHANGE
Paul Heath
Chief executive, Koda Capital, FIRESIDE CHAT: KODA CAPITAL AND ITS FUTURE
Elizabeth Hughes
Director, WealthSpring Financial, RETIREMENT ADVICE: THE GREAT UNTAPPED OPPORTUNITY
Andrew Inwood
Global chief executive, CoreData Group, WHAT IT TAKES TO BE SUCCESSFUL IN INTERESTING TIMES
Rob Jones
Chief executive, Peloton Partners, THRIVING IN TIMES OF CHANGE
Elisabeth Kong
Managing director, Future Creative, THE ROLE OF FINTECH IN THE FUTURE OF ADVICE
Matt Lawler
Managing director of advice, AMP Australia, RESETTING AND MOVING FORWARD
Christopher Mather
Head of distribution, BT Platforms, BT Financial Group, THE ROLE OF FINTECH IN THE FUTURE OF ADVICE
Paddy Mccrudden
Head of retirement solutions and data science, Magellan Financial, RETIREMENT ADVICE: THE GREAT UNTAPPED OPPORTUNITY
Josh Persky
Head of model portfolio solutions, BlackRock, EFFICIENCY, SCALE & OPTIONS: MANAGED ACCOUNTS IN 2021
Stephen Scheeler
Chief executive, The Digital CEO, BIG TECH IS COMING TO EAT YOUR LUNCH
Leah Sciacca
Senior executive director, financial advisers (acting), ASIC, CHANGES AHEAD: THE ASIC PERSPECTIVE
Jeffrey Scott
Head of advice strategy, MetLife Australia, HUMANS OF ADVICE: MORALE, SUPPLY & SUCCESSION
Matt Smith
Director of retail content, WHAT IT TAKES TO BE SUCCESSFUL IN INTERESTING TIMES
Matt Stovold
National sales director, Franklin Templeton, THE ROLE OF FINTECH IN THE FUTURE OF ADVICE
Brett Taggart
Managing director, Financial Planning, Bell Partners, EFFICIENCY, SCALE & OPTIONS: MANAGED ACCOUNTS IN 2021
Colin Tate Am
Chief executive, Conexus Financial, FIRESIDE CHAT: KODA CAPITAL AND ITS FUTURE
Sponsors & Partners
2021 Sponsors and Partners
PARTNER:
• Financial Planning Association of Australia Limited
PLATINUM SPONSOR:
• AMP Share Prices
• BlackRock
• BT
• Franklin Templeton
• Magellan Financial Group
• MetLife Insurance Limited
GOLD SPONSOR:
• AIA Group Limited