Professional Planner, Author at Professional Planner

Risk Advice Summit

Inside the Risk Advice Summit movement

There's never been a more important time for industry to articulate its value and open conversations with stakeholders including policy makers and regulators, AIA Australia CEO Damien Mu says on the sidelines of the Risk Advice Summit.

Professional PlannerOctober 3, 2019

Risk Advice Summit

Associations weigh in on risk advice review

The importance of documenting advice and explaining what risk advisers do has never been as important, according to Financial Planning Association CEO Dante De Gori and Association of Financial Advisers CEO, Phil Kewin.

Professional PlannerOctober 2, 2019

In Brief

In Brief – October

The news in brief from across the financial planning industry in the month of September.

Professional PlannerOctober 1, 2019

Risk & Insurance

Risk advice: the policy journey has begun

Former Labor MP Bernie Ripoll articulates the journey the risk advice industry will be on for the next two years and the rational for the Professional Planner Risk Advice Summit campaign series.

Professional PlannerSeptember 26, 2019

Risk Advice Summit

Photo Gallery: Risk Advice Summit 2019

Check out some of the pictures from the 2019 Professional Planner and AIA Australia Risk Advice Summit, which took place on September 24 at the Hilton, Sydney.

Professional PlannerSeptember 24, 2019