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Professional Planner|Financial Planning Association Best Practice Forum – photo gallery

Professional Planner

1 September 2016 14:48

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Advisers are satisfied with licensees… except in one area

Advisers are satisfied with licensees… except in one area

‘The money always wins’: Access to capital a defining test for licensee growth

‘The money always wins’: Access to capital a defining test for licensee growth

‘Data war’ a major roadblock to big productivity gains for advisers

‘Data war’ a major roadblock to big productivity gains for advisers

Shield and First Guardian AFCA complaints almost 3500 amid awareness drive

Shield and First Guardian AFCA complaints almost 3500 amid awareness drive

Advisers are satisfied with licensees… except in one area

Advisers are satisfied with licensees… except in one area

Advisers are satisfied with their licensee in all but one area: helping business growth, according to annual research from CoreData. That factor may be the difference that motivates self-licensed practices to join larger networks as the data shows that the impact of those responsibilities is leading to sleepless nights.

Chris Dastoor

June 11, 2026

‘The money always wins’: Access to capital a defining test for licensee growth

‘The money always wins’: Access to capital a defining test for licensee growth

Simon Hoyle

June 11, 2026

‘Data war’ a major roadblock to big productivity gains for advisers

Simon Hoyle

June 10, 2026

Shield and First Guardian AFCA complaints almost 3500 amid awareness drive

Chris Dastoor

June 10, 2026

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Are we there yet? The journey towards true professionalism

Are we there yet? The journey towards true professionalism

Mark Rantall

June 16, 2014

ASIC cuts highlight the need for better financial planning self-regulation

ASIC cuts highlight the need for better financial planning self-regulation

Glenn Freeman

June 13, 2014

<span style=FEATURE The true value of letting independents be independent"/>

FEATURE The true value of letting independents be independent

Simon Hoyle

June 13, 2014

New rules could lead to disability income insurance issues for SMSFs

New rules could lead to disability income insurance issues for SMSFs

David Shirlow

June 13, 2014

Financial planner knowledge shortfall could hinder Australia’s $500 billion-plus SMSF sector

Financial planner knowledge shortfall could hinder Australia’s $500 billion-plus SMSF sector

Glenn Freeman

June 11, 2014

Helping clients to negotiate the many risks in retirement

Helping clients to negotiate the many risks in retirement

Assyat David

June 11, 2014

What’s consistent with the banks is inconsistent with professionalism

What’s consistent with the banks is inconsistent with professionalism

Robbie Campo

June 11, 2014

<span style=IN FOCUS: Getting a fix on bond funds"/>

IN FOCUS: Getting a fix on bond funds

Simon Hoyle

June 10, 2014

Financial planners urged to check professional indemnity fine print

Financial planners urged to check professional indemnity fine print

Glenn Freeman

June 10, 2014

As the government pulls the watchdog’s teeth, co-regulation starts at home

As the government pulls the watchdog’s teeth, co-regulation starts at home

Simon Hoyle

June 10, 2014

The best way to generate strong referrals is also the simplest

The best way to generate strong referrals is also the simplest

Professional Planner

June 10, 2014

Great financial planning finally has a value: 23 per cent more in retirement

Great financial planning finally has a value: 23 per cent more in retirement

Simon Hoyle

June 06, 2014

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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. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.

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