Advice Policy Summit

About

Professional Planner’s Advice Practitioner Summit brings together financial planning practice principles who are motivated to adapt and disrupt themselves in order to navigate the strong forces of commercial and regulatory winds. Now is the time for financial planners and practice owners to be proactive and positive agents of change.

Audience

Financial planning practice principles and advisers

Date

February 10, 2025

Location

Canberra, ATC

Agenda Overview

1 day physical event

The sponsor experience

Exceptional sponsor-to-asset owner ratio

Our events are designed to be highly interactive and to facilitate interaction between sponsor partners and financial planners. Our events are exclusive and we strictly limit our sponsors to less than 35% of the total audience.

Unparalleled networking opportunities

True value is derived from quality time spent with financial planners over the course of the event and we provide an excellent platform for learning, networking and thought-provoking conversations. Our events offer a variety of opportunities to deepen relationships with financial planners. These formalities are contrasted with informal networking experiences. Our conferences provide an unparalleled platform for embracing new contacts or strengthening relationships with new or existing clients.

Laser focus on thought leadership and educational content

Our programs are uniquely designed to offer deepened knowledge and understanding of the opportunities and challenges the industry is facing through case studies, panel sessions and table discussions, which are infused into the program to promote peer learning and cohesion. The content of our programs evolves throughout the events; we guide the audience on a journey through our curated programs. We enforce a strict no marketing environment where the focus is on knowledge sharing and thought leadership.

Maximise your ROI

To ensure you derive the most value from our events, we highly recommended that attendees are present for all conference sessions and social functions, are actively engaged and participate in table discussions and debates.

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Very professionally organised and presented.

Alison Williamson

Financial Planner, PF Financial Advisers

Very professionally organised and presented.

Alison Williamson

Financial Planner, PF Financial Advisers

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

Interactive and thought provoking.

Louise Parker

Practice Principal, Financial Lifestyle Managers

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

Sam Ryma

Financial Planner, Forest Wealth

Good speakers with relevant content.

Jan Kerridge

CFP, Supernova Financial

This is an event I never miss.

Michael Allen

CFP, Keystone Advice Partners

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

Jim Fenwicke

Principal, Fenwicke Financial

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

Presenters all very knowledgeable and presented well.

Denise Lee Long

Accountant, Get Smart Financial Solutions

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

Nick Mitchell

Managing Director - Global Investment Service, Mason Stevens

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

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

Events Calendar |

2024-25

Conexus Financial events provide an excellent platform for peer learning, networking and collaboration. Click below to explore our event portfolio.

Connect with our team

Maryann Mannix-White

Sales and Sponsorship

Thelis Moral-Abad

Sales and Sponsorship

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We are a highly collaborative and purpose-driven organisation, and we take the time to understand your business and strategy to harness collaboration for the long-term.

Get in touch today for a bespoke partnership proposal.

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