Professional Planner | Financial Planning Association

Best Practice Forum

July 21 (Syd) & July 23 (Mel), 2020

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

Event partner


I gained new information and resources that are really helpful and can
be applied back in our business. The day was really well done.

Tracy DuttPractice manager, Whittle & Skok

Lots of topics covered in succinct sessions. Focus on content,
rather than flogging product or house view.

Andrew McGrathPrincipal adviser, Windsor Advisory

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


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