Licensee Summit 2020 | Conexus Financial | 2 June 2020 | Virtual Event
Venue
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| Event Date | Tue Jun 2 EDT (over 4 years ago) |
| Location | Virtual Event |
| Region | Americas |
Details
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.
Speakers
2020 Speakers
Bryan Ashenden
Head of financial literacy and advocacy, BT Financial
Paul Barrett
Chief executive, AZ NGA
Angus Benbow
Chief executive, Centrepoint Alliance
Joanna Bird
Executive director, Australian Securities and Investments Commission
Richard Brandweiner
Chief executive – Australia, Pendal Group
Amelia Constantinidis
Amelia Constantinidis, standards director, FASEA
Manuel Damianakis
Head of retail business, Franklin Templeton
Dante De Gori
Chief executive, Financial Planning Association
Stephen Glenfield
Chief executive, FASEA
Andrew Inwood
Founder and principal, CoreData
Simon Longstaff
Executive director, the Ethics Centre
Richard Nunn
Chief executive, MetLife
Kelly Power
General manager remediation, product and marketing, Colonial First State
Lena Ridley
General manager, Profile Financial Services
Hon. Bernie Ripoll
Chairman of FinTech Map my Plan
Shail Singh
Ombudsman, investments and advice , AFCA
Matthew Smith
Head of retail content, Conexus Financial
Darren Whereat
Chief advice officer, IOOF
Sponsors & Partners
2020 Sponsors
CONFERENCE PARTNER:
• Financial Planning Association of AUSTRALIA
PLATINUM:
• BT
• CENTREPOINT
• Colonial First State
• FRANKLIN TEMPLETON
• 100 F
• MACQUARIE
• MetLife
• PENDAL