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Licensee Summit 2020

Professional Planner’s annual Licensee Summit is recognised as the key event on the calendar for the leaders of financial planning and super fund licensees to meet and engage with peers and colleagues to discuss the issues that underpin great businesses and the delivery of great advice. The Summit focuses on the fundamental challenges, including regulatory change, rising standards, defining a licensee value proposition to remain relevant and compelling, finding people with the right skill sets to support new advice offerings and supporting financial planners as they continue progressing towards professionalism.

Session audio

Jane Hume: Policy priorities – Q&A with Minister Hume

Minister Jane Hume addresses the government’s new near-term priorities and answers questions about policy initiatives for the future.

Session audio

Angus Benbow, Lena Ridley, Darren Whereat: Leading through a pandemic

Demands on licensees have never been more pressing as advisers seek direction and leadership at a time when survival is not assured and reinvention is a must.

Session audio

Joanna Bird, Dante De Gori, Kelly Power: Regulating in a crisis

ASIC is moving to grant industry relief to provide affordable and timely advice during a crisis.

Session audio

Paul Barrett, Bernie Ripoll, John Sullivan, Michael Mulholland: Today’s actions, tomorrow’s future

Leaders make their case for the best path forward.   

Session audio

Simon Longstaff, Richard Brandweiner: Making ethics a priority

FASEA board member and Australia’s foremost ethics expert Dr Simon Longstaff explore ethics in finance.   

Session audio

Simon Longstaff, Shail Singh: Workshop: Life under the code

Experts in advice, ethics and mediation put their knowledge and experience to the test

Session audio

Andrew Inwood, Manuel Damianakis: Where we’re heading: Unique research insights

CoreData’s founder and managing director looks into the minds of advisers, drawing on field research gathered during recent months as the crisis situation has emerged.

Session audio

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.

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