At Crest Financial Services, we are committed to providing the highest level of service to our clients. To achieve this goal, we believe in the importance of ongoing professional development and staying up-to-date with the latest industry insights and best practices.
Recently, our advice team (6 financial planners and 3 Professional Year Candidates) had the opportunity to attend a professional development day in the Sydney CBD. The event featured a range of sessions and workshops, focusing on different aspects of investing and technical strategies as they relate to financial planning advice; it was a great opportunity for our team to build on their existing expertise.
The day included legislative and investment updates from a range of well-respected industry experts. There was a wide range of sessions covering topics such as Australian demographics, tax planning strategies, retirement income options, and investment management styles.
There were also 3 practical peer-to-peer sessions that were run by financial planners from across NSW, each sharing their own companies’ experience and insights into providing professional financial planning advice to a wide range of Australians. Our very own Rhys Higgins (Financial Planner/Director at Crest) presented a well-received session, detailing Crest’s experience in providing financial planning advice throughout regional NSW, specifically Gunnedah, Port Stephens, Newcastle, and the Hunter Valley.
One of the highlights of the day was a panel discussion on the topic of Global investment markets, it was interesting to see the forecasts and insights provided by several senior investment professionals.
Throughout the day, we also had the opportunity to network with over 150 financial planners from all across NSW. The team enjoyed exchanging ideas and learning about how others are approaching the provision of professional financial planning advice.
Overall, attending this professional development day was an incredibly valuable experience for our team and worth the time and financial commitments. We look forward to augmenting our current professional planning service with the insights and knowledge gained on the day.
