After a successful conference and AGM in Melbourne the following people have been elected to the BFP Executive committee for the upcoming year:
President : Dacian Moses
Treasurer : Nathan Baker
Secretary :
Management Committee : Anthony Gillett | Nick Nedechin | Henry Pilat | Wayne Roggero | Andrew Rowan
At the following executive committee meeting Megan Caldwell was elected Secretary.
We congratulate them on their appointments and look forward to a successful year ahead.
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 https://bfp.asn.au
For journalists interested in covering the event, please contact the BFP President, Dacian Moses, at president@bfp.asn.au.
The BFP President Dacian Moses has been interviewed by Professional Planner's Glenn Freeman. Read the article here.
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.
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.
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.
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.
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