Events

Professional Planner | Zenith Distributor of the Year revealed

Tuesday, 21 August 2018

Pinnacle Investment Management, two-time defending winner of the highly contested Distributor of the Year award, is among the finalists again.

Aged-care decisions must involve the whole family

Louise Biti
Monday, 13 August 2018
As clients plan for old age, family groups need to come together and make decisions about the life that each member wants to live, Louise Biti says.

Focus on clients, not compliance

Michelle Tate-Loverty
Friday, 10 August 2018
Michelle Tate-Lovery says advisers would benefit from slowing down and focusing on the client before them, not the compliance around them.

Ray Miles fronts ASIC’s Macaulay on licensing

Thursday, 9 August 2018
The industry stalwart took the regulator’s advice leader to task about its oversight capabilities on stage at a Professional Planner conference in Melbourne.

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