$21.89 – $32.34

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AMP

Podium Level, 192 Ann Street

Brisbane, QLD 4000

Australia

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AFA Genxt Ales & Tales - Success can happen by accident but planning, delivering and monitoring is a lot more reliable - with Paul Forbes from Robina Financial Solutions

Robina Financial Solutions (RFS) is one of the most successful practices in Queensland and that has not happened by accident.

Paul Forbes and Troy Theobald, the directors in the firm, have consciously worked on all parts of the business to ensure their business continues to thrive and delivers the service our clients should expect.

Jim Collins (Good to Great) said, “get the ‘right’ people on the bus and then work out where you are going” but tapping into that potential is not always easy. Paul will run through how RFS works on:

  • its value proposition,
  • using perception points to build on your procedures,
  • what drives your business and how to measure it,
  • the culture that enables it.

Parking

Note: Evening parking at the Wintergarden booked via www.secureparking.com.au from 4pm costs only $7 (use promo code: RACQEVE). You are allowed to enter the car park 15 minutes before your booking start time.

PAUL FORBES GAICD, GRAD DIP EC., B.BUS (MGT), DIP FP


Paul is Robina Financial Solutions’ (RFS) Chief Executive Officer (RFS was twice a finalist in the AFA’s National Practice of the year awards (2014 & 2015) and also the CEO of the Australian Advice Network (Winner of ‘Best New Licensee’ IFA Awards 2016).

Paul started his career in financial services in 1985 and has experience across nearly all facets of the industry and the financial planning profession.

Paul has worked in accounting, agency management, general insurance, funds management and business development, as well as licensee management and most recently practice management. Paul senior roles include Head of Distribution, AM Corporation, Head of Platform IOOF, General Manager Guardian Financial Planning and Chief Operating Officer, Professional Investment Services.

Paul started in the industry in 1985 when in his words, “Financial Services was simply the marketing of Life Insurance Products” with the dominant players being AMP and National Mutual. Paul believes that Australian Advice has evolved into one of the best ‘advice’ models in the world but it can be better. “How consumers perceive our profession is in our hands and its future will depend on the decisions we make now.”

Paul’s formal qualifications include a Bachelor of Business, a Diploma in Financial Planning, a Graduate Diploma in Economics and he is a Graduate of the Australian Institute of Company Directors.

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Date and Time

Location

AMP

Podium Level, 192 Ann Street

Brisbane, QLD 4000

Australia

View Map

Refund Policy

Refunds up to 7 days before event

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