Best Practice Forum - Melbourne 2017 | Conexus Financial | 10 August 2017 | Sofitel Hotel - Collins Place, 25 Collins St, Melbourne VIC 3000, Australia
Venue
Sofitel Hotel - Collins Place
Sofitel Hotel - Collins Place, 25 Collins St, Melbourne VIC 3000, Australia
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| Event Date |
Thu Aug 10 HKT (over 7 years ago)
In your timezone (EST): Thu Aug 10 12:00am - Thu Aug 10 12:00am |
| Location |
Sofitel Hotel - Collins Place
25 Collins St, Melbourne VIC 3000, 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 2017 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
Tricia Peters,
Director, McKeown Peters
Andrew Gregory,
General Manager, NAB Financial Planning
Wade Matterson,
Principal and Senior Consultant, Milliman
Stewart Bell, Founder,
Audere Coaching & Consulting
Tony McDonald,
Director, T&C Consulting
Chris Wrightson,
Chief Executive, Centurion Market Makers
Vanessa Bennett,
Chief Executive, Next Evolution Performance
Esther Althaus,
Managing Director, Perspective Financial
David Akers,
Director, Channel Strategy and Services, AMP
Grahame Evans,
Managing Director, GPS Wealth
Bianca Dezotti,
Financial adviser, Morgan Stanley Private Wealth
Peita Diamantidis,
Co-Founder, Caboodle
Chris Bates,
Founder, Wealthful
Taylor Thao,
Business Development Manager, ANZ Wealth
Toby Potter,
Chair, IMAP
Matt Esler,
Executive Chairman, Padua Financial Group
Deborah Kent,
Founder and Director, Integra Financial Services
Sean Allen,
Managing Director, CoreData
Amanda Cassar,
Financial Adviser, Wealth Planning Partners
Peita Diamantides,
Co-founder, Caboodle
Ben Marshan,
Head of policy, Financial Planning Association of Australia
Heath Brown,
Executive Manager Customer Innovation & Engagement, Commonwealth Bank of Australia
Sponsors & Partners
Colonial First State
CommSec Adviser Services
praemium
Super Concepts
Vanguard