Licensee Summit 2027

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.

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 | 22-23 June 2027
The Hydro Majestic Hotel Blue Mountains
52/88 Great Western Hwy, Medlow Bath NSW 2780

Networking drinks and dinner | 22 June 2027
Lilianfels Blue Mountains Resort & Spa
5/19 Lilianfels Ave, Katoomba NSW 2780

ACCOMMODATION
Special room rates will be available at Lilianfels Blue Mountains Resort & Spa.

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.