It’s been a busy time for Elders Financial Planning after holding their annual conference this month, introducing their own scholarship program, and finalising the addition of their ninth practice in the last seven months.
The EFP national conference was held at Sanctuary Cove on the Gold Coast. Attendees heard presentations from Jenny Brown, AFA adviser of the year in 2013, as well as Brad Fox, CEO of the AFA, who spoke about being able to constantly adapt and evolve to regulatory and legislative change.
Tony Beaven, GM of Elders Financial Planning, said that all feedback from the event had been positive.
“Feedback from the adviser network and product partners on the conference has been excellent -the positivity from everyone was infectious,” he said.
“I think one adviser summed up the conference perfectly when saying they felt like they were part of a community culture.”
As part of the conference, three awards were given to recognise particularly high achievers.
Awards were granted as follows, congratulations to the winners:
Practice of the Year 2016 – Ken Filbey from Sunshine Coast, QLD.
Business Revenue 2016 – Reg Stenhouse from Toowoomba, QLD.
Rising Star Award 2016 – Mike Tidy from Perth, WA.
In addition to forward planning and discussion, as part of the activities surrounding the conference, EPF organised a bike building competition for financial planners and product providers. On completion of the builds, bikes were given to local children from Camp Quality – an organisation that improves the lives of children living with cancer.
In addition to a successful conference, Elders Financial Planning has recently announced the recipients of their education scholarship for their adviser network in anticipation of the proposed education standard reforms that are still to be decided by the government.
The scholarships are part of an education upskilling and adviser support program that has been implemented this year which has contributed to attracting nine practices to the group in the last seven months.
It’s apparent that Elders Financial Planning are undergoing a significant transformation period bringing them closer to their long term objectives. The close working culture being reinforced between EFP and the advisor system is allowing advisors to provide a higher level of service to their clients from within a strong national network.