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“Australia’s BIGGEST and BOLDEST business event for the world of accountancy and finance management”

20 - 21 March 2019
ICC Sydney Exhibition Centre
Darling Harbour, Sydney

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How to add a profitable financial planning practice to your firm in 60 days

Purple Theatre
Strategy & Culture
Wealth & SMSF
Practice Management
Advisory & Services

Building a financial planning practice that is profitable, compliant, adds value to your clients and doesn’t distract you from your accounting work is a complex equation. Learn how to create this solution, build a significant new business line and asset, improve profitability and ring fence your clients in the rapidly changing financial services sector.

Key Takeaways:

  • Learn the different ways you can create a financial services solution
  • Find out which strategies are most appropriate for your business
  • Walk away with a blueprint to create your own financial services practice