Investment Magazine

Professional Planner

Top1000Funds

A wide range of topical issues covered with good content and speakers. Conference provided insights and different views on some very topical issues.

Allan Bowles

Senior Manager, Retirement Solutions, REST Industry Super

Exceeded expectations. Speakers were great and the debate lively and interesting even in the digital format.

Tim Dowling

Research Relationship Manager, Allianz Retire

Good range of speakers and topics, great for a self-licensed business.

Jennifer Porter

Chief executive, Bloom Advisory Group

Meaningful sessions, great content, timed beautifully, terrific work by the individual chairs.

Mark De Wan

Consultant

Plenty of great knowledge shared.

Michael Gershkov

National practice manager, Lifespan Financial Planning

Good range and choice of topics and speakers.

Allison Dummett

CEO of Matrix and Clearview, Matrix Planning Solutions

Well organised with good speakers, topical issues and engaging discussions.

Nigel Stewart

Chairman, Stewart Partners

Great to connect with such a good mix of people in the licensee space. Organisation of the event and table mix planning was very well done which made for good conversations.

Lisa Norris

General Manager – Clients, The Investment Collective

Always very well run. Great content and excellent networking opportunities.

John Corcoran

Head of Standards and Documentation, MLC Wealth

Great selection of high-quality speakers and opportunity for sharing of ideas.

Jeff Everett

Head of advice operations, Centrepoint Alliance

Excellent conversation with committed people about the future of advice and how we need to move forward.

Paul Harding-Davis

General Manager, AdviceIQ Partners

Great location, good size of participants and excellent presenters/ topics.

Scott Brewster

Director, Umlaut

The content and discussion were both positive and constructive. I walked away from the Summit feeling optimistic about the future of the financial planning profession.

Dante De Gori

Chief executive, Financial Planning Association of Australia

Well-constructed agenda, great facilitation of discussions & great use of technology.

Sophie Firminger

Practice Development Manager, Madison Financial Group

Great quality speakers, great venue and quality delegates.

Phillip Win

Managing director, senior financial adviser, Profile Financial Services

Exceeded my expectations, was seamless in fact. Beneficial keeping up to date and hearing what other practices are doing and how they are feeling.

Kathy Hickey

Operations Manager, Zone Financial

Loved the whole experience - this is definitely something I would consider as an annual must attend, great to hear from other advisers and how they are feeling in our ever-changing world.

Lee Mowat

Chief Operating Officer, Olive Financial Markets

Excellent quality event. A very strong agenda and great speakers.

Nick Mitchell

Managing Director - Global Investment Service, Mason Stevens

Presenters all very knowledgeable and presented well.

Denise Lee Long

Accountant, Get Smart Financial Solutions

One of the better conferences I've been to in some time, with the breadth of presenters and details they were happy to share. Take my hat off to the organisers. Very well done.

Jason Petersen

Head of Advice Wealth Management, 5 Financial

A great event. Nice to get my head out of the reeds for a day.

Jim Fenwicke

Principal, Fenwicke Financial

This is an event I never miss.

Michael Allen

CFP, Keystone Advice Partners

Good speakers with relevant content.

Jan Kerridge

CFP, Supernova Financial

It was great to hear ideas and perspectives of other professionals (especially advisers) in the industry.

Sam Ryma

Financial Planner, Forest Wealth

Interactive and thought provoking.

Louise Parker

Practice Principal, Financial Lifestyle Managers

It was a great opportunity to get insights from practitioners and providers outside of the usual talent pool we get exposure to.

Morton Wagner

Director, Q Advice

Very professionally organised and presented.

Alison Williamson

Financial Planner, PF Financial Advisers

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Professional Planner events are a great way to network and develop professionally.

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