Brad Toerien – CEO of FMI
Brad spoke to us about Income protection and why it’s so important.
Kobus Kleyn – Financial Planning Professional for the CFP
Kobus chatted about some of the key takeaways from the conference.
Sandro Forte – Financial Practitioner & Professional Speaker
Talks to us about being the best you can be and his 6 Steps to Success.
Brett Davidson – Founder of FP Advance
Brett chatted about practice management and making financial planners professional and successful.
Craig Osland – Former Senior Manager at Ombudsman
Craig chatted about the relevance of the figures that came out of the Australian Ombudsman reports and what challenges they faced that South Africa could learn from.
Ronald King – Head of Regulatory Affairs at PSG
Ronald talks about the importance of self-development of financial advisers.
Anton Swanepoel – Industry Expert & former Financial Planner of year award finalist
From practice management and compliance point of view, Anton described the current feeling in the market and spoke about where people in the industry need to up their game.
Naresh Tulsie – FAIS Ombud
Naresh spoke to us about his approach and how he would like to interact with the industry.
Trevor Stacey – Atwork
Trevor chatted to us about Atwork, what’s new with them and what we can expect in the future.
Kobus Barnard – Managing director and owner of Allegiance Consulting
Kobus filled us in on Allegiance, who they are and what they do.