The Financial Planning Association of Australia The Financial Planning Association of Australia

FPA South East Melbourne Chapter Breakfast Seminar

Wednesday 11 March 2020, 7:30am – 9:00am 

We invite you to join the FPA South East Melbourne Chapter Committee for an informative seminar with panel session at the Mornington Golf Club, to explore the pros and cons of different licencing options, including an open forum for questions. 

We have seen a significant jump in licensee fees across the industry as AFSL’s look to move away from traditional operating models. This has left many advisers weighing up their options of staying with their dealer group, moving to a new licensee or going it alone. Hear from Mark Stephen, CEO of Lonsdale Financial Group; Joe McCann, National Manager of Growth, Count Financial; and Kon Costas, Head of Services, BT Principals Community. This panel session will give you the opportunity to hear from two leading dealer groups, including how each is handling the current challenges and their plan for the future. We will also hear a voice from the self-licensed community to provide a balanced view. 

The event is complimentary for members and $25 for non members with breakfast provided. 

CPD hours will be awarded for this event. 

We look forward to seeing you there. 

FPA South East Melbourne Chapter Committee

Date: 11 March
Registration Time: 7:15am 
Event Time: 7:30am – 9:00am 
RSVP: 28 February
Cost: Complimentary for members, $25 for non members

Chapter: VIC-South East Melbourne
Venue: Mornington Golf Club
Address: Tallis Dr, Mornington VIC 3931

Member = $0.00, Non-Member = $25.00

Contact: [email protected]