Licensee Summit 2018 | Conexus Financial | 4 June 2018 | The Hydro Majestic, 52-88 Great Western Hwy, Medlow Bath NSW 2780, Australia

Professional Planner’s annual Licensee Summit is recognised as the key event on the calendar for the leaders of financial planning and super fund licensees to meet and engage with peers and colleagues to discuss the issues that underpin great businesses and the delivery of great advice. The Summit focuses on the fundamental challenges, including regulatory change, rising standards, defining a licensee value proposition to remain relevant and compelling, finding people with the right skill sets to support new advice offerings and supporting financial planners as they continue progressing towards professionalism.

This year, we’ll give you insights into how to implement and maintain a best-in-class digital advice offering, and explore emerging customer and business models to increase your ROI, so you can accelerate your business’s growth and profitability.

2018 Speakers:

Peter Baines
Chief Executive And Founder, Hands Across The Water

Alisdair Barr
Founder, Grad Mentor

Dante De Gori
Chief Executive, Financial Planning Association

Mark Fisher
Managing Director, Securitor

Andrew Inwood
Founder And Principal, Coredata

Sally Loane
Chief Executive, Financial Services Council

Louise Macaulay
Senior Executive Leader, Financial Advisers, Asic

June Smith
Lead Ombudsman, Investments And Advice, Financial Ombudsman Service

Sean Allen
Director Of Financial Services, Coredata

Azaria Bell
Financial Planning Student Of The Year And Adviser Assistant, Stonehouse Group

Julie Bennett
Principal, 64 Media

Jeremy Bernardi
National Account Manager, Aia Australia

Kristine Brooks
Chief Distribution Officer, Life And Investments, Zurich Australia

Samantha Clarke
Chief Executive And Co-founder, Advice Regtech

Peita Diamantidis
Co-founder, Caboodle Financial Services

Annick Donat
Chief Executive, Madison Financial Group

Suzanne Doyle
Head Of Advice, ‎stateplus

Grahame Evans
Managing Director, Gps Wealth

Jacqui Henderson
Chief Executive, Advice Intelligence

Leah Hitchings
Co-founder And Business Consultant, Corporate Playground

Mark Hoven
Chief Executive, Wealth, Adviser Ratings

Jonathan Hoyle
Chief Executive, Stanford Brown

Hugh Humphrey
General Manager, Bank Financial Planning, Commonwealth Bank Of Australia

Kate Humphries
Director, Interactive Governance Solutions

Mathew Keeley
Co-founder, Grow Super

Ian Knox
Co-founder And Managing Director, Paragem

Christopher Mather
Institutional Sales Manager, ‎bt Financial Group

Wade Matterson
Practice Leader, Australia, Milliman

Dan Miles
Managing Director, Innova Asset Management

Peter Ornsby
Chief Executive, Ri Advice Group

Jerry Parwada
Professor Of Finance, Unsw Business School

Hillary Ray
Senior Lawyer, Cowell Clarke

Beau Riley
Head Of Licensees And Partnerships, Tal

Olivia Sarah-le Lacheur
Head Of Life Distribution, Comminsure

Sean Scallan
Business Development Manager, Conexus Financial

Julie Scurfield
Intermediary Sales Manager Ifa And Accounting, Vanguard Investments Australia

Tim Steele
General Manager, Nab Financial Planning, Nab Financial Planning And Nab Direct Advice

Andrew Todd
Chief Technology Officer, Iress

Darren Whereat
General Manager, Aligned Dealers And Advice Standards, Anz Wealth

2018 Sponsors:

PLATINUM:
• Advice Intelligence
• AIA
• BT Financial Group
• CommInsure
• Iress
• TAL
• Vanguard
• Zurich

GOLD:
• Colonial First State
• Pendal

BRONZE:
• Generation Life
• Intiger Asset Management
• Life Insurance
• NAB