Licensee Summit 2023 | Professional Planner | 18 June 2023 | Lilianfels Blue Mountains Resort & Spa, 5/19 Lilianfels Ave, Katoomba NSW 2780, Australia

Recognised as the premier event for the leaders of the financial planning wholesale market, with licensees coming together to discuss issues underpinning the delivery of advice and the businesses behind it.

2023 Speakers

Sarah Abood
Chief executive officer, FAAA

Andrew Alcock
Chief executive officer, HUB24

Philip Anderson
General manager policy and advocacy, FAAA

Mark Ballantyne
General manager, Equity partnerships, AMP

Paul Barrett
Chief executive officer, AZ Next Generation Advisory

Bradley Betts
Managing director, Member of global equity research team, Blackrock

Helen Blackford
Chief executive officer, Millennium 3, Lonsdale, IOOF Alliances

Peter Bobbin
Consultant lawyer, Coleman Greig Lawyers

Keith Cullen
Founder and managing director, WT Financial Group

Christine Cupitt
Chief executive officer, Council of Australian life insurers

Chris Dastoor
Editor, Professional Planner

Ben Devenish
Managing director, Vantage Wealth Management

Allison Dummett
General manager licensees, Centrepoint

Grahame Evans
Senior consultant, CoreData

Anne Fuchs
Executive general manager, advice guidance and education, Australian Retirement Trust

Alexis George
Chief executive officer, AMP

Adrian Gervasoni
Executive manager - Advice solutions, Industry Fund Services

Simon Hoyle
Group publisher, Conexus Financial

Andrew Inwood
Global chief executive officer, CoreData

Fraser Jack
Founder, Cyber Collective

Nathan Jacobsen
Managing director, Diverger

Jaime Johns
Managing director, Avanzare Group

Paul Kelly
Managing director, Futuro Financial Services

Matt Lawler
Managing director of advice, AMP

Nicole Mahan
Commercial director ANZ, Iress

Duncan McPherson
Chief executive officer, Link Advice

Josh Mennen
Principal lawyer, Maurice Blackburn

Renato Mota
Chief executive officer, Insignia Financial

Julia Newbould
Managing editor, Conexus Financial

Peter Ornsby
Chief executive, RI Advice Group

Craig Parker
General manager, Retail distribution, AIA Australia

Matthew Rady
Chief executive officer, BT

Leah Sciacca
Senior executive leader, Financial advisers, ASIC

Daniel Shrimski
Managing director, Vanguard Australia

Shail Singh
Lead ombudsman investments and advice, AFCA

Darren Steinhardt
Managing director, Infocus

Colin Tate AM
Managing director, Conexus Financial

Michael Tomalaris
Former host of the Tour de France, cyclist and mental health ambassador

James Tracey
Director, Industrials research, Veritas Securities

Michael Wright
Chief executive officer, Lonsec Holdings

Cristean Yazbeck
Managing director, Hamilton Blackstone Lawyers

Neil Younger
Managing director and group chief executive officer, Fortnum Financial Group

2023 Partners

PLATINUM:
• advice intelligence
• AIA Healthier, Longer, Better LIves
• Australian Retirement Trust
• Blackrock
• BT
• HUB 24
• Insignia Financial
• iress
• Lonsec
• Vanguard

GOLD:
• FRANKLIN TEMPLETON
• generatiion life
• intelliflo
• MLC Life Insurance
• North
• TAL
• ZURICH
• OnePath