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 the Traditional Custodians of this land upon which Conexus Financial sits, the …
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 election despite almost no chance of getting the bill through the Parliament. Industry consensus was reached at the historic Professional Planner Advice Policy Summit, with leaders and lobby groups now able to present a united front ...
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 its own. The Professional Planner Advice Policy Summit has heard that it’s going to require connections, co-operation and collaboration between multiple players in …
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 into the financial advice profession to anyone holding a bachelor’s degree in any discipline, with a “minimum study requirement” in financial concepts such as finance, economics or accounting.
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 that allow victims to be compensated despite not suffering a capital loss. However, he cautioned there wouldn’t be a quick fix given the unique characteristics of the failed firms that have brought the scheme into disrepute.
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
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 Australians with their personal finances. But three years into process of reforming the advice laws and implementing the findings of the Quality of Advice Review, the path ahead is …
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 right support, it isn’t unreasonable to say this adviser can manage 400 clients,” Ryma says adding that would include two meetings a day for 40 weeks a year. “ …
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 the Traditional Custodians of this land upon which Conexus Financial sits, the …