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


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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