There would be no need for a new class of adviser if advice practices were to lift productivity and the education standard was fixed, according to WT chief executive Keith Cullen. Ahead of next month’s Licensee Summit, Cullen tells Professional Planner that lifting client capacity is just one of four pillars he sees as supporting success for advice practices in his network.
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.
Licensees