The Discovery Financial Planning Summit follows on the highly successful 2014 Discovery Leadership Summit, held earlier this year. The Financial Planning Summit will see local and international experts share best practices in financial planning, regulatory developments, branding, succession planning and practice management, and will expose South Africa’s top financial advisers to the business models of globally elite advisers.
Some of the keynote speakers at the event include Canadian practice management expert and President of Détente Financial Corp, Tom Deans; leading authority in financial planning and President of The Oechsli Institute (USA), Matt Oechsli and CEO of Discovery, Adrian Gore.
Former reserve bank governor and Discovery Board member, Tito Mboweni was confirmed as a speaker at the event, but unfortunately had to withdraw his participation for personal reasons.
Colin is head of Goldman Sachs’ Investment Banking Division for Sub-Saharan Africa.
In 1996, Colin was nominated as one of the World Economic Forum’s Global Leaders for Tomorrow. He was also a recipient of Harvard Business School’s “Business Statesman Award” in 1994 and was named one of Euromoney's World Top Ten “Financing leaders for the 21st Century."
Matt Oechsli is a leading authority on attracting, servicing, and retaining affluent clients. He has authored eleven books and his industry expertise has him consistently quoted in the New York Times, Wall Street Journal, and other prominent media outlets.
Tom Deans has authored two international best-sellers and has previously worked as CEO of a major multinational manufacturing concern and Chairman of Headwaters Health Care Foundation. He has been featured in numerous magazines and journals including Profit, Money Sense, Investment Executive, Inc Magazine and the New York Times.
With 16 years of financial services experience, William Rossi is a brand in his own right and chief architect of building the Koss Olinger brand. Other local speakers include Jonathan Dixon, Deputy Executive Officer of the FSB Insurance Division.
About Discovery Limited
Discovery Limited is a South African-founded financial services organisation that operates in the healthcare, life assurance, short-term insurance, savings and investment products and wellness markets. Founded in 1992 by the current Group Chief Executive Officer Adrian Gore, Discovery was guided by a clear core purpose – to make people healthier and to enhance and protect their lives. Underpinning this core purpose is the belief that through innovation Discovery can be a powerful market disruptor.
The company, with headquarters in Johannesburg, South Africa, has expanded its operations globally and currently serves over seven million clients across South Africa, the United Kingdom, the United States, China and Singapore. Vitality, Discovery’s wellness programme, is the world’s largest scientific, incentive-based wellness solution for individuals and corporates. The global Vitality membership base now exceeds 5.5 million lives in five markets.
Discovery is an authorised financial services provider. It trades on the Johannesburg Securities Exchange under the code “DSY”.
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