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One of the better conferences I’ve been to in some time, with the breadth of presenters and details they were happy to share. Take my hat off to the organisers. Very well done.
Jason Petersen
Head of advice wealth management, 5 Financial
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Exceeded my expectations, was seamless in fact. Beneficial keeping up to date and hearing what other practices are doing and how they are feeling.
Kathy Hickey
Operations manager, Zone Financial
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Loved the whole experience – this is definitely something I would consider as an annual must attend, great to hear from other advisers and how they are feeling in our ever-changing world.
Lee Mowat
Chief operating officer, Olive Financial Markets
10 - 11 February, 2025
Advice Policy Summit
The Advice Policy 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.
Email to register now.
23 - 24 June, 2025
Licensee Summit
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.
Email to register now.
1 - 2 December, 2025
Researcher Forum
The event is designed specifically for senior research professionals. The forum focuses on issues related to the generation and delivery of research and research-related materials to clients.