Licensees not only have to compete against each other for advisers in a reduced market, but also against the potential of self-licensing. The Professional Planner Licensee Summit heard there is little to worry about if advisers and practices are moving to self-licensing for the benefit of their businesses, not for perceived cost savings.
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.
2024 Licensee Summit