Roundtables

NSW Sydney
July 21 & July 23, 2018

Best Practice Forum 2019

A full-day event that taps into the experience and insights of practice owners, principals, consultants and other industry participants to deliver leading-edge thinking on financial planning best practice.

NSW & VIC Sydney and Melbourne
June 8-9, 2019

Licensee Summit 2019

Recognised as the key event for the leaders of financial planning dealer groups and licensees to discuss the issues that underpin great businesses and the delivery of great advice.

NSW Blue Mountains
March 20, 2019

Retirement Conference 2019

The leading Retirement Conference for financial advisers will help you guide your clients through the transition from employment to retirement.

NSW Sydney
February 20-22, 2019

SMSFA National Conference 2019

Enhance your technical knowledge, advice and service opportunities at the most anticipated conference on SMSF professionals’ calendar.

VIC Melbourne
December 4, 2018

Researcher Forum 2018

An industry-focused event that openly and confidentially debates and discusses the core challenges facing the researcher.

NSW Sydney
November 21-23, 2018

FPA Congress 2018

Coverage from the leading event for financial planners featuring global thought leaders and expert Australian financial planning professionals.

NSW Sydney
August 7 & August 9, 2018

Best Practice Forum 2018

A full-day event that taps into the experience and insights of practice owners, principals, consultants and other industry participants to deliver leading-edge thinking on financial planning best practice.

NSW & VIC Sydney and Melbourne
June 4-5, 2018

Licensee Summit 2018

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.

NSW Blue Mountains
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Attend a Professional Planner Event
December 4, 2019

Researcher Forum

SUITABLE FOR: Heads of dealer group and licensee research businesses, senior executives of independent research firms, and senior professionals involved in researching investment products for inclusion in model portfolios and implemented consulting.

The forum focuses on issues related to the generation and delivery of research and research-related materials to clients.

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March 31, 2020

Retirement Conference

SUITABLE FOR: Chief executives, chief investment officers and heads of product and personnel working in member services and advice of Superannuation funds

 

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June 1, 2020 - June 2, 2020

Licensee Summit

SUITABLE FOR: Licensee and dealer group heads.
The annual Licensee Summit is recognised as the key event for the leaders of financial planning dealer groups and licensees to meet and engage with peers and colleagues to discuss the issues that underpin great businesses and the delivery of great advice.
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