Licensee Summit 2021 | Conexus Financial | 6 June 2021 | The Hydro Majestic Hotel Blue Mountains, Medlow Bath, Australia, Blue Mountains, NSW
Venue
The Hydro Majestic Hotel Blue Mountains, Medlow Bath, Australia
The Hydro Majestic Hotel Blue Mountains, Medlow Bath, Australia, Blue Mountains, NSW
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| Event Date |
Mon Jun 7 AEST - Tue Jun 8 AEST (over 3 years ago)
In your timezone (EST): Sun Jun 6 6:00pm - Tue Jun 8 3:00am |
| Location |
The Hydro Majestic Hotel Blue Mountains, Medlow Bath, Australia
Blue Mountains, NSW |
| Region | APAC |
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
2021 Speakers
Andrew Alcock
Chief executive officer, HUB24
Christopher Ash
Senior legal officer, Australian Law Reform Commission
Paul Barrett
Chief executive officer, AZ Next Generation Advisory
Michael Blomfield
Chief Commercial Officer, Iress
Iris Davila
Managing director, investment stewardship, Blackrock
Dante De Gori
Chief Executive, Financial Planning Association
Hon Justice SC Derrington
President, Australian Law Reform Commission
Annick Donat
Chief Executive, Madison Financial Group
Matt Fogarty
Chief executive officer, Fitzpatrick Private Wealth
Adrian Gervasoni
Executive Manager of Advice Solutions, Industry Fund Services
Stephen Hallyburton
Director, insurance and financial intermediaries branch, The Treasury Department
Pamela Hanrahan
Professor of commercial law and regulation, UNSW
Scott Hartley
Chief executive, AMP Australia
Andrew Inwood
Global Chief Executive, CoreData Group
Nathan Jacobsen
Managing Director, Easton Investments
Tom Keenan
Head of retail distribution, MLC Asset Management
Renato Mota
Chief executive, IOOF
Evan Poole
Manager, Advice Operations, Sunsuper
Laurence Parker-Brown
Institutional content producer, Conexus Financial
Danielle Press
Commissioner, ASIC
Bryce Quirk
General Manager, Advice Relationships, Colonial First State
Tom Redacliffe
Director, Encore Advisory Group
Don Russell
Chair, Australian Super
Stephen Scheeler
Chief Executive, the Digital CEO and former Chief Executive of Facebook Australia
Matthew Smith
Head of Retail Content, Conexus Financial
Colin Tate
Chief Executive, Conexus Financial
Kerry Thomas
Head of Compliance, Risk & Governance, Madison Financial
Darren Whereat
Chief advice officer, IOOF
Mohita Zaheed
Assistant secretary, insurance and financial intermediaries branch, The Treasury Department
Sponsors & Partners
2021 Sponsors and Partner/s
CONFERENCE PARTNER:
• Financial Planning Association of Australia
PLATINUM:
• BlackRock
• BT Financial Group
• Colonial First State
• Hub24
• 100F
• Iress
• MetLife
• MLC Asset Management
GOLD:
• Healthier, Longer, BetterLives
• Allianz Retire
• AXA Investment Managers
• Franklin Templeton
• MLC Life Insurance
• Plutosoft
• TAL