Best Practice Forum - Sydney 2017 | Conexus Financial | 8 August 2017 | Ivy Ballroom, Level 1, Ivy, 320 George Street, Sydney NSW 2000, Australia
Venue
Ivy Ballroom
Ivy Ballroom, Level 1, Ivy, 320 George Street, Sydney NSW 2000, Australia
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| Event Date |
Tue Aug 8 HKT (over 7 years ago)
In your timezone (EST): Tue Aug 8 12:00am - Tue Aug 8 12:00am |
| Location |
Ivy Ballroom
Level 1, Ivy, 320 George Street, Sydney NSW 2000, 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
Amanda Cassar,
Financial Adviser, Wealth Planning Partners
Michelle Flanagan,
Principal Adviser, Genesis Financial Partners
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
Debra McQuinn,
Principal, Strategic Resources Network
Gary Chapman,
Managing Director, Integrated Wealth Solutions
David Akers,
Director, Channel Strategy and Services, AMP
Grahame Evans,
Managing Director, GPS Wealth
Bianca Dezotti,
Financial Adviser, Morgan Stanley Private Wealth Management
Peita Diamantidis,
Co-Founder, Caboodle Financial Services
Chris Bates,
Founder, Wealthful
Taylor Thao,
Business Development Manager, ANZ Wealth
Toby Potter,
Chair, Institute of Managed Account Providers
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 Financial Services
Dante De Gori,
Chief Executive, 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