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Professional Planner/FPA Best Practice Forum 2017 – Photo Gallery

Professional Planner

9 August 2017 11:51

 

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Fortnum Private Wealth pays $1.35m to resolve cyber case

Fortnum Private Wealth pays $1.35m to resolve cyber case

Lifespan’s strong growth sparks significant investment in marketing, brand and technology

Lifespan’s strong growth sparks significant investment in marketing, brand and technology

Clients’ growing use of AI serves up opportunities for advisers

Clients’ growing use of AI serves up opportunities for advisers

Equip Super on track to boost member engagement with super and advice

Equip Super on track to boost member engagement with super and advice

Fortnum Private Wealth pays $1.35m to resolve cyber case

Fortnum Private Wealth pays $1.35m to resolve cyber case

The Entireti-owned Fortnum Private Wealth has agreed to pay $1.35 million to resolve a lawsuit brought by the Australian Securities and Investments Commission over alleged failures to manage and mitigate cyber-security risks.

Samira Sarraf

October 12, 2026

Lifespan’s strong growth sparks significant investment in marketing, brand and technology

Lifespan’s strong growth sparks significant investment in marketing, brand and technology

Samira Sarraf and Simon Hoyle

October 12, 2026

Clients’ growing use of AI serves up opportunities for advisers

Samira Sarraf

October 09, 2026

Equip Super on track to boost member engagement with super and advice

Simon Hoyle

October 09, 2026

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<span style="color: #3366ff;">In focus:</span> The retirement bucket list – why effective solutions require a rethink

In focus: The retirement bucket list – why effective solutions require a rethink

Simon Hoyle

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Expressions of dissatisfaction: How to effectively respond when a client complains

Expressions of dissatisfaction: How to effectively respond when a client complains

Francis Fung

August 30, 2014

Financial planning practices speak out on adviser education standards

Financial planning practices speak out on adviser education standards

Professional Planner

August 29, 2014

Understanding the alphabet soup of financial planning’s new education standards

Understanding the alphabet soup of financial planning’s new education standards

Professional Planner

August 29, 2014

Redesigning retirement incomes policy – from the ground up

Redesigning retirement incomes policy – from the ground up

David Shirlow

August 27, 2014

Financial planning risk conversations must change in new fact-based landscape

Financial planning risk conversations must change in new fact-based landscape

Glenn Freeman

August 27, 2014

Financial planners can learn from the Wizard of Oz and building teddy bears

Financial planners can learn from the Wizard of Oz and building teddy bears

Simon Hoyle

August 27, 2014

Proof of non-aligned business model emerging in Centrepoint performance

Proof of non-aligned business model emerging in Centrepoint performance

Simon Hoyle

August 25, 2014

Dam wall holding back financial planning standards is showing some serious cracks

Dam wall holding back financial planning standards is showing some serious cracks

Simon Hoyle

August 25, 2014

Zenith investment analyst wins 2014 IMCA scholarship

Zenith investment analyst wins 2014 IMCA scholarship

Glenn Freeman

August 25, 2014

Meet Australia’s most-trusted financial planners. How do <em>you</em></span> become one of them?

Meet Australia’s most-trusted financial planners. How do you become one of them?

Simon Hoyle

August 22, 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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