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Melbourne Advice Summit

Crest has a strong commitment to the ongoing training and development of our financial planners and staff. Recently 6 of our team attended the annual AMP Advice Summit held at the Melbourne Convention Centre. The summit offered a great forum to mix with other experts and peers from around the country.

This year, the 3 day conference was attended by over 2,200 delegates from around Australia. The Summit was again expertly hosted by comedian and mathematician Adam Spencer with guest speakers including Carl Richards (New York Times Columnist), Daniel Pink (author), Naomi Simson (founder of RedBalloon), Mike Walsh (Futurist) and Anh Do (comedian). The program was a great combination of peer to peer learning, workshops and industry specialist speakers which covered various aspects crucial to the financial planning profession.

As always, the Summit culminated with a Gala Dinner and awards ceremony. It was great to see Andrew Thomas, awarded the Australian ‘New Adviser of the Year’ (after previously winning the NSW state award). The team was pleased to see Crest Financial Services again recognised for their ongoing commitment to clients, the profession, and the Charter network by being named a ‘Leader Practice’ for 2017. It was an enjoyable night that recognised the positive impact that advisers make in the lives of their clients and celebrated the high professional standards required to deliver this advice. The team look forward to attending the 2018 Summit to be held in Sydney.