28 events found.
Conexus Financial hosts a series of premium conferences that connect and inform leaders in institutional investment and wealth management around the world. They attract senior executives, company directors, academics and policymakers to discuss and debate best practice, professionalism and innovative thinking, aimed at improving the global financial system for end consumers.
6Dec2017
7Aug2018
Best Practice Forum
Amora Hotel Jamison,
9Aug2018
Best Practice Forum
Online digital conference
5Oct2018
Professional Planner | Zenith Fund Awards
Ivy Ballroom, Sydney, NSW, Australia
4Dec2018
20Mar2019
Retirement Conference – Retail
Amora Hotel Jamison,
3Jun
to
4Jun2019 
Licensee Summit
SUITABLE FOR: Licensee and dealer group heads. The annual Licensee Summit is recognised as the key event for the leaders of financial planning dealer groups and licensees to meet and engage with peers and colleagues to discuss the issues that underpin great businesses and the delivery of great advice.
SUITABLE FOR: Licensee and dealer group heads.
The annual Licensee Summit is recognised as the key event for the leaders of financial planning dealer groups and licensees to meet and engage with peers and colleagues to discuss the issues that underpin great businesses and the delivery of great advice.
30Jul2019
Best Practice Forum
SUITABLE FOR: Financial planning practice owners and principals. 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.
SUITABLE FOR: Financial planning practice owners and principals.
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.
1Aug2019
Best Practice Forum
Park Hyatt, VIC,, AustraliaSUITABLE FOR: Financial planning practice owners and principals. The Professional Planner | Financial Planning Association Best Practice Forum taps into the experience and insights of practice owners, principals, consultants and […]
SUITABLE FOR: Financial planning practice owners and principals.
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.
4Dec2019
Researcher Forum
InterContinental Double Bay, NSW,, AustraliaSUITABLE FOR: Heads of dealer group and licensee research businesses, senior executives of independent research firms, and senior professionals involved in researching investment products for inclusion in model portfolios and implemented consulting. The forum focuses on issues related to the generation and delivery of research and research-related materials to clients.
SUITABLE FOR: Heads of dealer group and licensee research businesses, senior executives of independent research firms, and senior professionals involved in researching investment products for inclusion in model portfolios and implemented consulting.
The forum focuses on issues related to the generation and delivery of research and research-related materials to clients.
31Mar2020
Retirement Conference: Digital
SUITABLE FOR: Chief executives, chief investment officers and heads of product and personnel working in member services and advice of Superannuation funds
SUITABLE FOR: Chief executives, chief investment officers and heads of product and personnel working in member services and advice of Superannuation funds
2Jun2020
Licensee Summit
SUITABLE FOR: Licensee and dealer group heads. The annual Licensee Summit is recognised as the key event for the leaders of financial planning dealer groups and licensees to meet and engage with peers and colleagues to discuss the issues that underpin great businesses and the delivery of great advice.
SUITABLE FOR: Licensee and dealer group heads.
The annual Licensee Summit is recognised as the key event for the leaders of financial planning dealer groups and licensees to meet and engage with peers and colleagues to discuss the issues that underpin great businesses and the delivery of great advice.
4Aug2020
Best Practice Forum
Online digital conferenceSUITABLE FOR: Financial planning practice owners and principals. The Professional Planner | Financial Planning Association Best Practice Forum taps into the experience and insights of practice owners, principals, consultants and other industry […]
SUITABLE FOR: Financial planning practice owners and principals.
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.
2Dec2020
Researcher Forum
Online digital conferenceSUITABLE FOR: Heads of dealer group and licensee research businesses, senior executives of independent research firms, and senior professionals involved in researching investment products for inclusion in model portfolios and implemented consulting. The event designed specifically for senior research professionals. The forum focuses on issues related to the generation and delivery of research and research-related […]
SUITABLE FOR: Heads of dealer group and licensee research businesses, senior executives of independent research firms, and senior professionals involved in researching investment products for inclusion in model portfolios and implemented consulting.
The event designed specifically for senior research professionals. The forum focuses on issues related to the generation and delivery of research and research-related materials to clients.
7Jun
to
8Jun2021 
Licensee Summit
Blue Mountains, NSWSUITABLE FOR: Licensee and dealer group heads. The annual Licensee Summit is recognised as the key event for the leaders of financial planning dealer groups and licensees to meet and engage with peers and colleagues to discuss the issues that underpin great businesses and the delivery of great advice.
SUITABLE FOR: Licensee and dealer group heads.
The annual Licensee Summit is recognised as the key event for the leaders of financial planning dealer groups and licensees to meet and engage with peers and colleagues to discuss the issues that underpin great businesses and the delivery of great advice.
27Jul2021
Best Practice Forum
Online digital conferenceSUITABLE FOR: Financial planning practice owners and principals. 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.
SUITABLE FOR: Financial planning practice owners and principals.
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.
1Dec2022
Researcher Forum
InterContinental Double Bay, NSWThe event designed specifically for senior research professionals. The forum focuses on issues related to the generation and delivery of research and research-related materials to clients.
The event designed specifically for senior research professionals. The forum focuses on issues related to the generation and delivery of research and research-related materials to clients.
8Dec2022
Political Series | Hon Stephen Jones MP
Four Seasons, Sydney NSWIn this first event of the Conexus Political Series, Minister Jones will make his inaugural luncheon address to the financial services industry which focuses on the future of innovation in financial services and how the industry can leverage technology to further its capability.
In this first event of the Conexus Political Series, Minister Jones will make his inaugural luncheon address to the financial services industry which focuses on the future of innovation in financial services and how the industry can leverage technology to further its capability.
8Feb2023
Advice Practitioner Summit
Four Seasons, Sydney NSWThe Professional Planner | Financial Planning Association Advice Practitioner Summit 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 Professional Planner | Financial Planning Association Advice Practitioner Summit 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.
19Jun
to
20Jun2023
Licensee Summit
Hydro Majestic & Lilianfels, Blue Mountains, NSWThe annual Licensee Summit is recognised as the key event for the leaders of financial planning dealer groups and licensees to meet and engage with peers and colleagues to discuss the issues that underpin great businesses and the delivery of great advice.
The annual Licensee Summit is recognised as the key event for the leaders of financial planning dealer groups and licensees to meet and engage with peers and colleagues to discuss the issues that underpin great businesses and the delivery of great advice.
28Aug2023
Political Series | Shadow Finance Minister Hume and Shadow Treasurer Taylor
Park Hyatt, Melbourne VIC,, AustraliaFor our third Political Series event on 28 August in Melbourne, I am excited to announce that we are hosting Senator the Hon Jane Hume, Shadow Finance Minister and the Hon Angus Taylor MP, Shadow Treasurer. The discussion will be hosted by Conexus Financial managing director Colin Tate AM and editor-in-chief Aleks Vickovich. Don’t miss this exclusive opportunity […]
For our third Political Series event on 28 August in Melbourne, I am excited to announce that we are hosting Senator the Hon Jane Hume, Shadow Finance Minister and the Hon Angus Taylor MP, Shadow Treasurer.
The discussion will be hosted by Conexus Financial managing director Colin Tate AM and editor-in-chief Aleks Vickovich.
Don’t miss this exclusive opportunity to put your questions to two senior members of the Opposition as together they critique the Albanese Government’s performance to date, including its management of the economy and its response to the Quality of Advice Review.
5Dec2023
Researcher Forum
InterContinental Double Bay, NSWThe event is designed specifically for senior research professionals. The forum focuses on issues related to the generation and delivery of research and research-related materials to clients. Register now. For content about the previous event, please visit our publication website.
18Jun
to
19Jun2024
Licensee Summit
Hydro Majestic & Lilianfels, Blue Mountains, NSWThe annual Licensee Summit is recognised as the key event for the leaders of financial planning dealer groups and licensees to meet and engage with peers and colleagues to discuss the issues that underpin great businesses and the delivery of great advice. Email to register now. For content about the previous event, please visit our […]
The annual Licensee Summit is recognised as the key event for the leaders of financial planning dealer groups and licensees to meet and engage with peers and colleagues to discuss the issues that underpin great businesses and the delivery of great advice.
Email to register now.
For content about the previous event, please visit our publication website.
2Dec
to
3Dec2024 
Researcher Forum
Hydro Majestic & Lilianfels, Blue Mountains, NSW
10Feb
to
11Feb2025 
Advice Policy Summit
Old Parliament House, ACTThis event is open to CEOs and senior leaders of financial planning licensees, dealer groups and boutique advice firms, along with C-suite executives in superannuation funds with oversight of advice, […]
This event is open to CEOs and senior leaders of financial planning licensees, dealer groups and boutique advice firms, along with C-suite executives in superannuation funds with oversight of advice, education and guidance.
23Jun
to
24Jun2025 
Licensee Summit
Hydro Majestic & Lilianfels, Blue Mountains, NSW
2Dec
to
3Dec2025 
Researcher Forum
Hydro Majestic & Lilianfels, Blue Mountains, NSWFor key influencers in portfolio construction for financial advisers, including executives across research houses, asset consulting, responsible entities and managed accounts/platforms.
For key influencers in portfolio construction for financial advisers, including executives across research houses, asset consulting, responsible entities and managed accounts/platforms.
23Feb
to
24Feb2026 
Advice Policy Summit
National Press Club of Australia, ACTThis event is open to CEOs and senior leaders of financial planning licensees, dealer groups and boutique advice firms, along with C-suite executives in superannuation funds with oversight of advice, […]
This event is open to CEOs and senior leaders of financial planning licensees, dealer groups and boutique advice firms, along with C-suite executives in superannuation funds with oversight of advice, education and guidance.