With around 100 advisers and more than 250 staff, Shadforth is seeking to dramatically improve productivity and enhance adviser efficiency. It’s in the first year of a journey that will overhaul its advice tech stack which it expects will help the group double in size.
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.
2025 Licensee Summit