This event is designed for licensee heads, CEOs, group heads of dealer groups, advice leads, general managers, heads of compliance and responsible managers. The delegate fee is $1,950 and includes registration and meals, unique content and unparalleled networking with your peers, including dinner at a hatted restaurant, Darley's.
Recognised as the premier event for the leaders of the financial planning wholesale market, with licensees coming together to discuss issues underpinning the delivery of advice and the businesses behind it.
Excellent conversation with committed people about the future of advice and how we need to move forward.
General manager, AdviceIQ Partners Pty Limited
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
Great quality speakers, great venue and quality delegates.
Managing director, senior financial adviser, Profile Financial Services