AIOFP
Association of Independently Owned Financial Planners People

AIOFP Annual On-Shore Conference

Gold Coast, Surfers Paradise

19th October – 21st October 2011

The AIOFP is one of the largest organisations for independently owned financial planning practices. More than 100 AIOFP member directors and practice managers will gather together at the Association’s conference on the Gold Coast in October 2011. All AIOFP members are invited to attend.

Venue: Surfers Paradise Marriott Resort & Spa
Dates: Wednesday, 19th October – Friday, 21st October 2011
Special Guest Speakers: Delia Rickard & Julia Fewster, ASIC
Mathew Jeremy, Caravel Consulting Services

This year’s onshore conference will be held at the superior Surfers Paradise Marriott Resort and Spa. The conference will focus on the three major themes of compliance, product selection and market timing. ASIC’s ACT Regional Commisioner, Delia Rickard and Senior Investigator, Julie Fewster will be speaking about what they expect your business to look like. We will continue with the highly successful Portfolio Construction Session from the Hong Kong Conference held in March 2011. We will also hear from our guest speaker Mathew Jeremy, Caravel Consulting Services about market timing. Members will also present some non standard business models and advice strategies. We need to equip ourselves with the necessary knowledge and tools to navigate through these uncertain times and this program should deliver what you need to survive.

Agenda

Click here to view the agenda.

Accommodation

Accommodation has been reserved at a discounted conference rate at the elegant Surfers Paradise Marriott Resort and Spa. Surfers Paradise Marriott Resort and Spa combines casual Queensland charm with superior international style and service. It offers five star elegance and comfort, with spacious rooms including large living areas. You are able to snorkel amidst the simulated coral reed or scuba dive in the salt water lagoon. Relax in the spa or take shelter on a sandy, secluded beach – all without leaving the resort.

This year you are required to make your own reservations at the specially discounted conference rate by contacting the Marriott directly or by simply following the on line link available on the registration form and conference flyer.

Registration

Registrations are now due to secure your place on this conference. Payment is due at the time of registering to confirm your registration and involvement in confernce events.

Click here to download the conference flyer and registration form.

To find out about sponsorship and marketing opportunities for the Association please email Peter Johnston or contact AIOFP

Conference Review

The conference was considered by many to be our most informative to date. With FOFA, ASIC on the war path and global market turmoil there was plenty of information to present. We sought 3 different Economist views, introduced more ASX products, had the best active managers, some market warnings from ASIC and some really good marketing style presentations from members on how to tap into new client opportunities.

Speaker Presentations (where available)

To find out more about the information shared click the speaker’s presentation name to download their presentation from the conference.

Speaker Company Presentation Title
Andrew Andreyev Estate Planning Strategists Making Money out of Estate Planning
Bryan Ashendon Asgard Technical Services FOFA Update
Justin Braitling Watermark Funds Manager of the Australian Leaders Fund Making Money in a Volatile Market
Mathew Jeremy Caravel Consulting Where to Invest in the Next 2 Years
Peter Johnston AIOFP AIOFP Executive Director’s Report
Michael Karagianis MLC Stairway to Heaven or Close to the Precipice and Investment Returns – Oh Where Art Thou?
Stuart Korchinski Diversa Limited Trustee Services
Alison Maynard FOS FOS Procedural Changes
Michael Phillips Phillips Financial Estate Planning – More than Just a Will
Graham Smith State Street Global Advisors ETF’s Explained

 


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