The Professional Planner | Financial Planning Association Best Practice Forum is a full-day event that taps into the experience and insights of practice owners, principals, consultants and other industry participants to deliver leading-edge thinking on financial planning best practice.
The 2019 Best Practice Forum considers the financial planning business through the lens of the investment lifecycle – from start up, to consolidation and exit. Best-in-class practice leaders at different stages of business maturity will share their wisdom and knowledge, as well as providing actionable insights across a range of topics.
It’s time to find focus again and practice investing in your business.
CPD accreditation for all delegates will be provided by the Financial Planning Association of Australia
I gained new information and resources that are really helpful and canTracy DuttPractice manager, Whittle & Skok
be applied back in our business. The day was really well done.
Lots of topics covered in succinct sessions. Focus on content,Andrew McGrathPrincipal adviser, Windsor Advisory
rather than flogging product or house view.
Time away from business, hearing new ideas, gaining a few key takeaways that I can implement now.Louis van CopenhaggenHead of private wealth, United Global Capital
Relevant subjects, networking and table discussions.Owen WeeksDirector, Lifestyle Matters