Professional Planner | Inspiring Advice
Dec 19, 2024 · The government’s Delivering Better Financial Outcomes reforms, Insignia’s leadership transition – and the end of the era for institutional ownership of advice licensees – the Compensation Scheme of Last Resort, and troubles with industry fund Cbus dominated the most popular stories published by Professional Planner this year.
About Us - Professional Planner
Professional Planner is the leading publication for financial planners who are committed to raising the industry’s standards of behaviour and competence while striving to achieve professional status.. As the industry moves towards adopting professional standards, spearheaded by the Financial Adviser Standards and Ethics Authority, Professional Planner …
New Website - Professional Planner
Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.. We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the …
2025 Advice Policy Summit - Professional Planner
The Australian Securities and Investments Commission will outline its regulatory enforcement and oversight priorities for 2025 as they pertain to the financial advice profession, while touching on issues including breach reporting, managed accounts, self-managed super fund advice and the extension of Your Future Your Super to choice products.
Little to fear about self-licensing if done for right reasons
Jun 24, 2024 · Licensee heads show little concern about advisers leaving to go the self-licensing route, if it’s for the right reasons and not to cut costs, the Professional Planner Licensee Summit heard.. Keith Cullen, chief executive of WT Financial Group which acquired Sentry Advice, Synchron, and Millenium3, said he could empathise with the decision by advisers to go down the self-licensing route.
Brace yourself, 'super licensees' are coming - Professional Planner
Oct 4, 2024 · The government’s Delivering Better Financial Outcomes reforms, Insignia’s leadership transition – and the end of the era for institutional ownership of advice licensees – the Compensation Scheme of Last Resort, and troubles with industry fund Cbus dominated the most popular stories published by Professional Planner this year.
Opinion - Professional Planner
Dec 17, 2024 · The government’s Delivering Better Financial Outcomes reforms, Insignia’s leadership transition – and the end of the era for institutional ownership of advice licensees – the Compensation Scheme of Last Resort, and troubles with industry fund Cbus dominated the most popular stories published by Professional Planner this year.
On Practice - Professional Planner
Nov 20, 2024 · Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.. We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation.
Events Calendar - Professional Planner
Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas. We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the …
Amid affordability row, clients say advice worth the cost
Oct 2, 2024 · Nine out of 10 advised clients believe the benefits of financial advice outweigh the costs, the Value of Advice Index has found. The index, produced by the Financial Advice Association and presented at a media briefing on Wednesday morning in Sydney, found the benefits of advice included improved personal wellbeing, greater confidence in people’s finances as well as a reduction in both ...