Professional Planner | Financial Planning Association

BEST PRACTICE FORUM DIGITAL

August 4, 2020

Best Practice Forum Digital: Survival, sustainability and development in challenging times

The Professional Planner | Financial Planning Association Best Practice Forum Digital is an interactive event broadcast across the country that taps into the experience and insights of practice owners, principals, consultants and other industry participants on surviving and thriving in this year of change and challenge.

Conversations include leadership, mental health, regulation, practice efficiencies, measuring progress, FPA’s perspective, licensee choice, nurturing new advisors, ethics and a regional view.

CPD accreditation for all delegates will be provided by the Financial Planning Association of Australia (up to 5 points)

Event partner

Major partner

Sponsors

PLatinum

Silver

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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