Blue Mountains, NSW

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Event Date Mon Jun 3 AEST - Tue Jun 4 AEST (over 2 years ago)
In your timezone (EST): Sun Jun 2 6:30pm - Tue Jun 4 1:15am
Location Blue Mountains, NSW
Region APAC

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.


2019 Speakers

Sarah Abood
Chief Executive, Profile Financial Services

Paul Barrett
Chief Executive, Az Nga

Angus Benbow
Chief Executive, Centrepoint Alliance

Joanna Bird
Executive Director, Wealth Management, Asic

Mark Carnegie
Founding Partner, M.h. Carnegie & Co

Samantha Clarke
Chief Executive and Co-founder, Advice Regtech

Todd Clifford
Head of Advice, Viridian Advisory

Rhett Das
Managing Director, Integrity Compliance

Dante De Gori
Chief Executive, Financial Planning Association of Australia

Michael Downey
General Manager Advice Partnerships, Nab

Stuart Dunn
Head of Wealth Distribution, Blackrock

Rod Edge
Head of Advice Education, Capability and Careers, Amp

Maria Falas
Head of Mental Health, Onepath

Stephen Glenfield
Chief Executive, Financial Adviser Standards and Ethics Authority (Fasea)

Emma Heath
Founder, Words by Nuance

Jacqui Henderson
Chief Executive, Advice Intelligence

Anthea Hickey
Director, Hipotential

Katherine Hunt
Program Advisor and Lecturer, Griffith University

Andrew Inwood
Founder and Principal, Coredata

Nathan Jacobsen
Managing Director, Paragem Moderator

Rob Jones
Managing Director, Peloton Partners

Ian Knox
Non-executive Director, Lonsec Holdings

Marcus O’sullivan
Managing Director, Affinia Financial Advisers

Hillary Ray
Partner, Cowell Clarke

Graham Rich
Managing Director, Portfolio Construction Forum

Beau Riley
Head of Licensees and Partnerships, Tal

Bernie Ripoll
Former Australian Labor Party Mp

June Smith
Lead Ombudsman, Investments and Advice, Australian Financial Complaints Authority’

Matthew Smith
Head of Retail Content, Conexus Financial

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

Colin Tate
Chief Executive, Conexus Financial

Marcus Wallace
Intermediary Sales Manager, Platforms, Dealer Groups and Brokers, Vanguard Investments

Darren Whereat
General Manager, Advice, Ioof

Aaron Williams
Chief Executive and Co-founder, Mindstar

Neil Younger
Group Chief Executive and Managing Director, Fortnum Financial Group

Sponsors & Partners

2019 Sponsors

• Advice Intelligence
• Healthier, Longer, Better Lives
• BlackRock
• Centerpoint Alliance
• One Path
• Vanguard

• Allianz Retire
• Colonial First State
• Pendal

• BT Financial Group
• Iress
• MLC Life Insurance
• Perennial
• Russell Investments
• Zurich