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,


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 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

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.

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.