Best Practice Forum
Stephen Scheeler: Big tech is coming to eat your lunch
This session considers the lessons from healthcare, medtech and personalised medicine in reimagining a whole industry and building tomorrow's technologies, today.
Best Practice Forum
Professional Planner’s Best Practice Forum brings together financial planning practice principles who are motivated to adapt and disrupt themselves in order to navigate the strong forces of commercial and regulatory winds. Now is the time for financial planners and practice owners to be proactive and positive agents of change.
Filter by year
Best Practice Forum
“
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
“
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
“
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
7 March, 2022
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 event 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.
6 - 7 June, 2022
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.
19 July, 2022
Best Practice Forum
SUITABLE FOR: Financial planning practice owners and principals.
The Professional Planner | Financial Planning Association Best Practice Forum 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.