FPA Professionals Congress 2017

FPA Professionals Congress 2017

FPA Professionals Congress 2017

Look for Financial Mappers at the Fintech Hub.

We’ll be there – will you?

The annual Australian Financial Planners’ Professional Congress 2017 in Hobart is already booked out this year!  It must be because they heard we were going to be there!

Financial Mappers have been invited to participate in the Fintech Hub.  The Fintech Hub is an area where delegates can roam between event sessions during tea and lunch breaks.  It has been designed as an adjunct to a White Paper being presented on Day 1 called “Fintech – Powering Innovation in Delivering Advice”.

Now I’m sworn to secrecy regarding the contents of this White Paper, but I think I’m allowed to say that it is a vital subject for current Financial Planners to be across in this age of digital disruption.  Any attendee of this session will leave with inspiration and direction about how to navigate the Fintech landscape to maximise the impact of their business and keep ahead of the game.

We are going to present on the topic of how our Fintech solution – Financial Mappers, maps onto the Advice Process.  This means that we will discuss which steps of the advice process can utilise our Financial Mappers PRO software, and the exact value this adds to your Financial Planning process and most importantly, your customers.

 

Where Can You Find Us?

The Fintech Hub will be in action during all breaks during days 2 and 3 of the Congress. Presentations will be for 10 minutes and rotate around various Fintech providers.  Each of us will be presenting a few times throughout the 2 days.  We will also have a dedicated area within the Fintech Hub for Congress delegates to come and discuss their requirements, observations, and questions with us personally, and even have a quick demo of the Financial Mappers Software.

At the Congress we are going to launch our Financial Mappers Incubator,  and qualified Advisers will be invited to participate.  This is a Software Refinement Initiative which will have a win-win outcome for all involved. Come and see us at the Hub to find out more!  We look forward to meeting you.

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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