Licensee Summit 2025 - Return to Growth Mode
After a decade of decline marked by major commercial and policy disruption, improved capital and supply dynamics present licensee businesses with a lucrative opportunity to play a leadership role in meeting heightened consumer demand for advice. Emerging commercial levers from tech innovation to legislative certainty to new pathways to the advice profession are underpinning a positive trajectory and move to a growth footing for licensees.
Sub-themes:
- Corporate and M&A strategy
- Big Data, AI, outsourcing & Productivity
- Professional Year and pathways opportunity
- Client demographics and segmentation
- Insurance, retirement and specialised advice channels
- Financial complaints and compensation
Delegate profile:
CEOs/executives/managers of licensees (i.e. organisations who authorise self-employed or salaried advisers under their AFSL)
Owners/principals of self-licensed advice boutiques
NB: Following changes to the eligibility criteria for this event, APRA-regulated superannuation funds will only be admitted via sponsorship.
VENUES
Conference proceedings | 23 - 24 June 2025
Registration
The Hydro Majestic Hotel Blue Mountains
52/88 Great Western Hwy, Medlow Bath NSW 2780
Networking drinks and dinner | 23 June 2025
Lilianfels Lower Lounge and Darley's Restaurant
Lilianfels Blue Mountains Resort & Spa
5/19 Lilianfels Ave, Katoomba NSW 2780
ACCOMMODATION
Special room rates have been arranged at Lilianfels Blue Mountains Resort & Spa.
Please contact events@conexusfinancial.com.au to access the booking link. All bookings are subject to hotel availability.
Alternative option: We recommend The Hydro Majestic Hotel Blue Mountains. Please contact events@conexusfinancial.com.au to assist with booking this hotel. All bookings are subject to hotel availability.
Alternatively, you are welcome to make your own arrangements.
PARKING
- Hydro Majestic - Free onsite parking available. Use first entrance, via PAVILLION gift shop
- Lilianfels - Free onsite and underground parking available
COACH TRANSFERS
Coach transfers will be scheduled to and from Sydney Domestic Airport.
Details and timings will be communicated shortly.
DRESS CODE
Business Casual
The agenda will be released shortly.
For questions or more information, please contact us at events@conexusfinancial.com.au.
To discuss sponsorship opportunities, please email sales@conexusfinancial.com.au.
