The advice industry is at a critical point in its journey towards professionalism. The wealth management exit, education standards and convoluted compliance all make offering advice more complicated than ever before. This session considers the undersupply challenge and how to make the work more rewarding and appealing to both new entrants and fatigued incumbents.

SPEAKERS:
Dante De Gori, chief executive, Financial Planning Association, Australia
Jeffrey Scott, head of advice strategy, MetLife
MODERATOR: Colin Tate, chief executive, Conexus Financial

VIEW ROB’S PRESENTATION SLIDES HERE

Poll results

What is it going to take to get more young people interested in financial planning and willing to join the profession?

  • More advocacy in schools and universities
  • Simpler and clearer pathways from FASEA
  • The industry regaining trust in the eyes of the public
  • More successful practices willing to invest in young talent undertaking the PY
Join the discussion