As debate over who “owns” client data rages on, licensees should be entitled to controlling platform data as they are ultimately responsible for governance of advice by network operators, the Professional Planner Licensee Summit heard.
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.
2026 Licensee Summit