Professional Planner | Financial Planning Association

Best Practice Forum

AUGUST 7 (Syd) & 9 (Mel), 2018

Amora Hotel, Sydney & Park Hyatt, Melbourne

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 2018 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 practise investing in your business.

Key Speakers

Terry Bell

Partner, Business Health

4:30pm – 5:00pmTRANSITION PLANNING FOR THE PLANNER

Louise Biti

Director, Aged Care Steps

5:00pm – 5:30pmTHE 100-YEAR LIFE

Amanda Cassar

Director, Wealth Planning Partners

4:30pm – 5:00pmTRANSITION PLANNING FOR THE PLANNER

Michelle Cull

Director of academic program, accounting and financial planning, Western Sydney University

12:25pm – 1:00pmBACK TO SCHOOL: EDUCATION REVOLUTION FOR ADVISERS

Dante De Gori

Chief executive, Financial Planning Association of Australia

9:00am – 9:10amWELCOME

Margo Lydon

Chief executive and company secretary, SuperFriend

3:45pm – 4:25pmIMPROVING OUR MENTAL HEALTH AWARENESS

Debra McQuinn

Principal, Strategic Resources Network

9:10am – 9:45amFIRM OF THE FUTURE: WHAT GOT YOU HERE WON’T GET YOU THERE

Liam Shorte

Director, Verante Financial Planning

12:25pm – 1:00pmBACK TO SCHOOL: EDUCATION REVOLUTION FOR ADVISERS

Event partner

Sponsors

PLatinum

Gold

bronze

Gallery

Hearing the differing views and perspectives of so many different individuals,
all successful in their own right

Sean SouthwellProprietor, RI Advice

Hearing from practitioners and thought leaders about the challenges facing
our industry and some insights into how to tackle them

Paul Barrett Wealth adviser, Absolute Wealth Advisors

Content was excellent. Event was extremely well organised and well run.
It provided a great opportunity to learn from my peers

Catriona SgourosSenior Adviser, Dartnall Adviserse

Interesting and engaging content, high quality of the speakers, and generosity in sharing
knowledge and data

Karen WhitwellCertified Practicing Accountant, FinAdvice Financial Planning

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