Professional Planner | Financial Planning Association

BEST PRACTICE FORUM

July 27, 2021

DIGITAL

Professional Planner’s Best Practice Forum brings together financial planning practice principles who are motivated to adapt and disrupt themselves in order to navigate the strong forces of commercial and regulatory winds. Now is the time for financial planners and practice owners to be proactive and positive agents of change.

Event partner

Sponsors

Platinum

Gold

Gallery

Learning that financial advisers from all size practices are going through the same issues and change

Tony PerreeDirector, Perreemium Accountants

We get hit with so much from an industry perspective it was great to have sessions that
were a little more personal than professional development

Michael GrammaticoDirector, Innovative Financial Solutions

The practice focused sessions, and the fact that they were able to be covered in 1 day

Stuart McKenzieDirector; representative, Strategem Investment Services

The focus on change and the new ethical overlay for financial planning practices

Kym BaileyTechnical services manager, JBWere

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