Award winning journalist and author, Leigh Sales, has spoken intimately with individuals who have faced unimaginable situations – from terrorism, to natural disaster, or to just being in the wrong place at the wrong time – to discover how otherwise ordinary people deal with adversity.

Peter Singer, the moral philosopher, Princeton University and Laureate Professor and author frames the topic of ‘ethics’ in professionalism and promotes an interactive discussion to challenge advisers and practice owners about their ethical and moral obligations to clients and society more broadly.

PAPERS

Financial Adviser Standards and Ethics Authority - explanatory statement 
Financial planners and advisers code of ethics 2019

Professional Planner’s Best Practice Forum event partner, the Financial Planning Association, will deliver a keynote to open the day’s practice-focused sessions.

The structural landscape of licencing is going through significant change. Many businesses are considering their licensing options with some naturally considering going self-licensed as one of a range of strategic options for in the future. This panel session is designed to provide Advice businesses with clarity on the considerations, responsibilities and pathway to becoming self-licensed.

PAPER

Is self-licensing right for my business

Unprecedented change in the industry is fuelling merger and acquisition opportunities. Hear from some of the country’s top practices looking to grow through acquisition about how they’re navigating the current landscape

Cost is only an issue in the absence of value. In a world where fee models are in transition, advisers are reinventing where they should be ascribing. New benchmarking research reveals a path forward for practice owners.

The mark of a profession is specialisation, but specialisation in retirement advice means more than just finding a niche and going deep. Hear from advice practice principals who have evolved their businesses through better understanding of their own client’s complex needs, which in turn is helping them to taking a very intentional approach to retirement advice.

Many advice practices are changing starting afresh with new business models sweeping into the industry and aligned dealer groups refreshing their strategies. Learn from advisers at various stages of their journey introducing new systems and ways of designing advice journeys into their businesses.

In 2013, Al-Jazeera journalist Peter Greste and two of his colleagues were arrested and imprisoned in Egypt. Greste’s story of resilience and preservation of ethics under pressure is both inspiring and instructive.

Half the population will probably experience a mental health issue at some point, and research suggests anxiety and depression are more prevalent in financial services than in many other sectors. This session looks at ways managers create immediate and sustainable changes for improving mental health and what are some of the key steps to getting equipped to tackle mental health challenges.