Several prominent female advisers have moved from serving higher balance, retirement-focused clients to roles coaching women in financial literacy. But while these women have branched out to serve a much-needed market, there is still a gap in the provision of holistic advice that needs to be filled by more women.
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.
Roundtables