Licensee Summit
Amelia Constantinidis, Stephen Glenfield, Bryan Ashenden: FASEA’S next phase: insights and Q&A
Hear insights into FASEA’s activities during the past year and participate in the discussion regarding the future.
Licensee Summit
Recognised as the key event for the leaders of the financial planning wholesale market, with licensees coming together to discuss the issues that underpin the delivery of advice and the businesses behind it.
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Licensee Summit
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Excellent conversation with committed people about the future of advice and how we need to move forward.
Paul Harding-Davis
General manager, AdviceIQ Partners Pty Limited
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The content and discussion were both positive and constructive. I walked away from the Summit feeling optimistic about the future of the financial planning profession.
Dante De Gori
Chief executive, Financial Planning Association of Australia
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Great quality speakers, great venue and quality delegates.
Phillip Win
Managing director, senior financial adviser, Profile Financial Services
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.