Licensee Summit 2026

Risk and reward in a rapidly changing world

Between the application of AI to the financial advice process, the $1 billion Shield and First Guardian collapse, and continuing rise of managed accounts and private market investments, there’s never been a more crucial time for the executives of major licensees and self-licensed practitioners to stay ahead of change and collaborate on industry best practice to create sustainable businesses.

The Professional Planner Licensee Summit is the premier annual gathering for Australia's financial advice leaders to speak frankly about the opportunities and challenges confronting their businesses. It fosters collaboration, good governance and risk management across the financial advice sector.

Key discussion points:

  • Technological innovation and productivity in wealth management
  • The next steps of AI governance and application in the advice process
  • Compliance and oversight of adviser allocations to private assets
  • The future of licensee business models and advice networks
  • How licensees can add capacity and supply to advice process
  • How licensees can maintain the highest levels of cybersecurity standards
  • Compliance obligations and oversight in the post-Shield and First Guardian world
  • Best practice for licensee managed account offerings
  • Bridging the gap between advice and super to solve for retirement

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 | 10-11 June 2026
Registration
The Hydro Majestic Hotel Blue Mountains
52/88 Great Western Hwy, Medlow Bath NSW 2780

Networking drinks and dinner | 10 June 2026
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.