Adviser Innovation Summit 2019

Adviser Innovation Summit 2019

Adviser Innovation Summit 2019

Showcasing Financial Mappers

Once a year, advisers get the opportunity to catch up on innovations which will keep their practices efficient and help them plan for the future.

 

I urge all financial advisers to take the opportunity to gain insights and takeaways which can immediately be applied to their business.

 

If you’re an innovative adviser looking to make change, I’ve been given an exclusive limited time discount to share with you.

Enter the code GLENISSAVE to save over 35% on standard ticket pricing!

 

I hope to see you all there: http://ow.ly/BzPN30oFBiJ

 

If you are coming to the event, please come and say hello.

 

The keynote speaker is Anders Sorman-Nilsson, a global futurist and innovation strategist, who will present “How to win the digital minds and the analogue hearts of tomorrow’s customers”.

 

Matt Heine, Joint Managing Director of the Netwealth, and principal partner will deliver this presentation, “Today’s cultural trends your  business cannot ignore”.

 

In addition, a full day of speakers have been organised for the event.

 

I am pleased to announce that I will be presenting on stage a demonstration of Financial Mappers Pro.  I shall show advisers how they can transform their practice to embrace online digital advice.  Others may simply want a more cost effective means of producing a plan and writing an SOA.

 

For more I information

 

Glenis Phillips Designer of Financial Mappers

Disclaimer: Financial Mappers does not have an Australian Financial Services License, does not offer financial planning advice and does not recommend financial products.

I am a founding board member of Plencore Wealth Ltd and Plencore Online Pty Ltd. I am the designer of the product Financial Mappers and Financial Mappers PRO, cloud based modelling software for Personal Finance. This software is sold on the web site www.financialmappers.com.au.I am an educator, investor and expert in both personal finance and mathematical modelling and the author of 'Map Your Finances'.I have both a Graduate Diploma in Applied Finance and Investments and a Diploma in Financial Advising from the Securities Institute of Australia. I also have a Financial Analysis Certificate, by Distance Learning from University of Technology, Sydney. I am a Senior Fellow and Senior Mentor of FINSIA.

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