BFP 2016 Annual Conference – Media Release

BFP ANNUAL CONFERENCE 2016 15 – 16 September 2016 Hobart

Registrations are now open for the 2016 Boutique Financial Planners Annual Conference being held at the Hobart Function and Conference Centre on Thursday 15th and Friday 16th September 2016.

The theme of this year’s conference “Going the Distance” reflects the fast and furious change that Financial Planners are constantly adapting to with a focus on going the distance with their clients.  The conference will be a mix of professional speakers and member presentations with plenty of time for Q&A and networking between members and commercial partners.

Guest speakers include:

  • Dante De Gori – Chief Executive Officer, FPA
  • Dean Lombardo – Founder, Effortless Engagement
  • Ian Tindale, Lawyer, Redchip Lawyers
  • Professor Michael Wesley, Director, Coral Bell School
  • Vicki Writer, The 360o Solution
  • Simon Russell, Founder and Director, Behavioural Finance Australia
  • Tristan Miller, Author, Run Like Crazy

The conference will take place in Hobart, for the second year running, where attendees will have the chance to take in the local sights including the Salamanca Markets, MONA and sample the outstanding wine and produce that Tasmania is famous for.

For full details on the conference please visit http://bfp.asn.au

For journalists interested in covering the event, please contact the BFP President, Dacian Moses, at president@bfp.asn.au.

 

BFP Executive Committee re-elected

At the Annual General Meeting held during the recent 2015 BFP Annual Conference in Hobart the Executive Committee was re-elected as follows:

President: Dacian Moses

Secretary: Greg Hunter

Treasurer: Caroline Bell

Committee Members: Nathan Baker, Tony Gillett, Andrew Peters, Wayne Roggero, Andrew Rowan & Tony Virtue.

 

Contact Details: Greg Hunter, secretary@bfp.asn.au.

 

2015 BFP Annual Conference rated a great success

The first BFP conference held outside of Brisbane was in the beautiful city of Hobart and attracted a record 77 attendees. The conference title was “Running a successful Boutique Financial Planning Practice in 2015 and Beyond”. Further evidence of the arrival of the BFP as a national association of professionals was the inclusion of external expert presenters in what is normally a conference about small AFS licensees helping other small AFSL licensees

Presenter Dr Craid Hassad of Monash University provided interesting research on mindfulness and multitasking

“In 2005, the BBC reported on a research study, funded by Hewlett-Packard, and conducted by the Institute of Psychiatry at the University of London, that found, workers distracted by e-mail and phone calls suffer a fall in IQ more than twice that found in marijuana smokers.” Christine Rosen, “The Myth of Multitasking.” The NewAtlantis thenewatlantis.com. Spring 2008. Web. 14 Apr. 2011.

We were fortunate to have Neil Kendall, current Chair of the FPA in attendance, delivering a thought provoking presentation and participating in a panel discussing the future for financial planning.  All members of the BFP are also FPA members and according to a 2014 member survey  60% of BFP members are CFP’s and 40% of member firms are FPA Professional Practices.

Of course, we also had sessions run by advisers for advisers – including a glimpse of what advisers were doing about the practice of the future in a context of technological disruption, legislative and demographic change. A hallmark of the BFP conference is the extraordinary level of collegiate sharing of business process and activity.

The president, Dacian Moses, said that “the BFP’s greatest strength is our absence of consensus”. While this makes it difficult to provide a loud political voice, our members are constantly challenged about the way they have set up and run their practices. It is rare for BFP members not to glean valuable ideas from the conference that they can apply in their own business.

Other presenters included Sur Viscovic from Elixir, Futurist Gihan Perera, Ric Zanetti talking about staffing issues, Steve Prenderville discussing succession planning, and Andrew Hughes finished off the conference with a high energy presentation on resilience and self-leadership.

Feedback from members rated the Hobart venue 4.6 out of 5 and the overall conference at 4.7 out of 5. As a result it has been decided to hold the 2016 Conference again at the Hobart Function & Conference Centre, on the 15th & 16th September, 2016.

BFP Annual Conference Early Bird Offer Extended

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Early Bird Offer Extended
The BFP Executive & Conference Sub-Committee are pleased to announce an extension of the Member only Early Bird offer until 14 July 2015. Recognising that late June can be hectic the Executive has agreed to extend the Early Bird offer for a few extra days.
Program Finalised 
Sessions on Succession Planning and Staff Management have been added with expert speakers Steve Prendeville and Ric Zanetti.
The Final Program and Registration Form can be viewed here.
Cocktail Function & Dinner Extended to Partners
You can now register your partner to attend the Cocktail Function & Dinner – see the Registration Form attached to the Program.

BFP 2015 Annual Conference Open for Registration

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The BFP Executive and Conference Organising Committee are very pleased to invite members, their staff and advisers to the 2015 BFP Annual Conference to be held on 17 & 18 September at the Hobart Function & Conference Centre.

Download the Conference Brochure and Registration Form by clicking here.

An Early Bird discount is available for BFP members registering & paying by 30 June.

The Conference is also open to non-BFP members who are either CFP’s and AFP’s, whether self-licensed or interested in obtaining their own license.

Look forward to seeing you there!

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BFP 2015 ANNUAL CONFERENCE

We are pleased to announce the BFP 2015 Annual Conference will be held at the Hobart Function & Conference Centre on the 17th & 18th September 2015.

Located on the waterfront next to the Salamanca market & restaurant district this venue is surrounded by a number of different accommodation options and only 800m from the city centre.

Work has commenced on the Conference Program with the intention being to seek member input early in 2015.

Membership growth continues

The Boutique Financial Planners welcomes the following 5 new members:

From South Australia,

Maurice Nistico from Nistico Sen in Port Augusta, looking to apply for his own AFSL

From Victoria, 

Paul Chalmers of Chalmers Financial in Geelong & Mildura

David Bannister of Melbourne based Sira Group

From NSW,  

Mark & Henry Pilat of Pilat Investment in the Sydney CBD

Gerry Zammit  from Zammit Partners in suburban Sydney at Gordon.

 

Great to see a spread of new members accross the States.

BFP congratulates award winners

2014 has proved to be an resounding success for many of our members with the roll call to date being:

Tim Mackay, Quantum Financial, NSW.    

SMSF Professionals Association SMSF Adviser of the Year and National best SMSF PracticeAward

IFA Magazine Excellence Awards, SMSF Adviser of the Year

Claire Mackay, Quantum Financial.  

IFA Magazine Excellence Awards, Investment Adviser of the Year and Excellence in Advice Award (the top award, chosen from the winners of the individual award)

Stephen Godfrey, VISIS Private Wealth, QLD

IFA Magazine Excellence Awards, Rookie Adviser of the Year

FPA Associate Financial Planner  of the Year

Chris Smith, VISIS Private Wealth, 

FPA Certified Financial Planner of the Year QLD State Winner

 

In addition these and other members have been nominees/finalists for various awards during the year. We congratulate all of those members receiving industry recognition for the great work they do with clients and appreciate their input in BFP discussions about best practice when running a small AFSL.