Paraplanning lessons from abroad - and especially Australia - will be the focus of Valenta BPO UK director Anna Sofat when she takes the stage at Professional Adviser's inaugural PA360 event next Tuesday.
Taking place at The Brewery in central London on 24 April, this exciting all-day conference will offer a comprehensive 360-degree view of financial advice, with an unmissable line-up of dynamic speakers ranged across three streams focusing on what matters most to advisers - ‘You and your business', ‘You and your clients' and ‘You and your profession'.
Australia has been at the vanguard of paraplanning, with a respected and decade-long established industry that has seen explosive growth - and, with that growth now mirrored in this country in recent years, Sofat will examine key issues facing UK paraplanners, consider the lessons and best practice both paraplanners and advice firms can glean from the Australian experience, and discuss what the future could hold for the UK market. You can watch Sofat preview her presentation by clicking on her picture above.
Other speakers you can hear on the day include New Model Business Academy managing director Tom Hegarty who will discuss tackling the crisis in adviser recruitment; and Intelliflo chief commercial officer Mike Clifford, Iress head of market analysis Chris Pitt and the lang cat founder and principal Mark Polson, who will take part in a technology and innovation panel session chaired by F&TRC director Ian McKenna.
Other well-known names appearing at PA 360 - the full programme of which may be viewed here - include consultant and former FCA technical specialist Rory Percival on the importance of product governance, TISA global head of industry policy liaison Peter Smith on regulation, guidance and advice, and Lord Digby Jones on the potential outcomes of Brexit.
To reserve your free place or to find out more about this special event, please click here
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