1st Annual Paraplanners Forum

A 1-day intensive workshop for quality paraplanners, support staff & client services. Delve into complex technical and risk management solutions and client facing strategies.

In what is a first, the Paraplanners Forum will take attendees through 4 practical workshop style sessions. The evolving role of paraplanners all around the world has meant there skills and qualities are in high demand! Held in Sydney & Melbourne this 1-day workshop will give paraplanners the opportunity to not only network with other paraplanners but also delve into quality topics directly relating to issues that paraplanners face everyday.

Key In-Depth Sessions

  • Risk Management Solutions
  • Compliance planning – are you ticking all the right boxes?
  • Trust structures – do you understand the mechanics?
  • Risk profiling and asset allocation in the new credit world – how does this change your strategy?

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In One Sentence

Attending this session will equip attendees with practical solutions and strategies to apply the next day with clients.

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