Professional Planner | Financial Planning Association

August 4, 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.

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 The Professional Planner | Financial Planning Association Best Practice Forum 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.

Event partner

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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