PROFESSIONAL PLANNER

Licensee Summit

JUNE 3-4, 2019

Blue Mountains, NSW

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.

Key Speakers

Joanna Bird

Executive director, wealth management, ASIC

12:30pm – 1:15pmFROM THE REGULATOR

Samantha Clarke

Chief executive and co-founder, Advice Regtech

2:15pm – 3:00pmCOMPLAINTS, CODE MONITORING AND THE COMPLIANCE EDGE

Dante De Gori

Chief executive, Financial Planning Association

2:15pm – 3:00pmCOMPLAINTS, CODE MONITORING AND THE COMPLIANCE EDGE

Bernie Ripoll

Former Australian Labor Party MP

6:00pm – 7:00pmFIRESIDE CHAT, Lilianfels

June Smith

Lead ombudsman, investments and advice, Australian Financial Complaints Authority’

Tim Steele

General manager, NAB Financial Planning, NAB Financial Planning and NAB Direct Advice

12:30pm – 1:00pmLICENSEE LEADERSHIP FORUM: ACTIONING CHANGE

Sponsors

PLatinum

Gold

bronze

Gallery

Understanding key issues facing the industry, who are thought leaders,
who think they are thought leaders.

Ric ZanettiPrincipal, Zanetti Recruitment & Consulting

There was a great atmosphere combating the issues that licensees are facing and to see that senior players were attending this conference.

Mike GilesCTO, Ignition Wealth

Getting to interact with impressive individuals.

Stewart BellFounder and business coach, Audere Coaching & Consulting

I found the networking really beneficial, and the program as a whole was really good.

David HarrisCEO, Advice Evolution

Network building opportunity and industry/licensee assessment content.

Jason TattershallHead of advice partnerships and membership, Financial Planning Association of Australia

Getting likeminded people in similar positions in the same room talking about important things.

Jacqueline MinellDirector professional standards, Dixon Advisory

Newsfeed

Upcoming events

30

Jul

Professional Planner

Best Practice Forum

July 30, 2019

Amora Hotel Jamison,, NSW, Australia

1

Aug

Professional Planner

Best Practice Forum

August 1, 2019

Park Hyatt,, VIC, Australia

see all events

Join our newsletter

To get the latest news and updates from our publications and events.

SUBSCRIBE NOW