Professional Planner | Inspiring Advice
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 …
DBFO served up as ‘low hanging fruit’ for next government
13 hours ago · The Albanese government is expected to release draft legislation for the contentious second tranche of the Delivering Better Financial Outcomes reforms before the …
Three years on, RIC’s intersection of product and advice still evolving
13 hours ago · Delivering information, guidance and advice to super fund members at the scale that’s going to be required is too big a task to be tackled by any one part of the ecosystem on …
Jones opens the pipeline ‘as wide as possible’ to new entrants
2 days ago · In one of his final speeches to industry, Minister for Financial Services Stephen Jones has told the Professional Planner Advice Policy Summit he wants to smoothen entry …
Jones hints at ‘but for’ exclusion for CSLR - Professional Planner
2 days ago · Jones has opened up on the shortcomings of the Compensation Scheme of Last Resort at the Professional Planner Advice Policy Summit, acknowledging flaws in the system …
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 …
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 …
2025 Advice Policy Summit - Professional Planner
There was once broad consensus that the laws governing financial advice had become too wieldy and complex, with bipartisan political support for the objective of helping millions of unadvised …
A ‘clean’ client book beats a big book - Professional Planner
Jan 9, 2025 · Forest Wealth financial planner Sam Ryma says low touch point clients might only want to catch up once a year to plan the next year.. Sam Ryma “For a book like this, with the …
Subscriptions - 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 …