Making your breaks in a universe of opportunities
Amie Wild has gone from jazz-singing single mother to founder of her own financial planning firm by taking full advantage whenever good fortune has come her way.
October 03, 2017
Many channels, many voices, one message
Get the most out of your marketing by sending one consistent message via several means of engagement, and consulting with experts who specialise in each strategy.
October 03, 2017
We’re an industry about to come of age
Financial planning will come into its own and businesses will change dramatically – but winning value propositions will always remain the same.
September 29, 2017
Reflection: It’s worse in real estate
If you're stressed about the pain and difficulties with turning financial planning into a profession, take comfort in the knowledge that other sectors have much farther to go.
September 29, 2017
Don’t wind back the clock on consumer protections
Conservatives in the US want to dismantle consumer protections put in place after the global financial crisis. Similar forces in Australia must be kept from doing the same here.
September 28, 2017
A broader definition of competence
Researchers and industry stakeholders joined forces to determine all the skills and behaviours a financial planner needs. The Financial Advice Competency Framework is the result.
September 28, 2017
What’s next for licensees?
As reform shifts many responsibilities onto individual advisers, it’s uncertain what’s on the cards for licensees. However, as always, those who add value will survive.
September 27, 2017
Past and present: Kell, Gonski laud industry
Speaking at PP’s 10th-birthday bash, ASIC’s Peter Kell said financial planning was fast becoming a profession and ANZ’s David Gonski praised the industry's achievements.
September 27, 2017
Professional Planner’s 10th birthday party – photo gallery
Click on an image below to enlarge
September 26, 2017
Professional Planner celebrates its first decade
PP's 10th-birthday bash was a gathering of industry heavyweights. David Gonski, Peter Kell and Bernie Ripoll were among the bright lights who addressed the crowd.
September 26, 2017
Stories of the decade: Professional Planner, from birth to 2017
In continued celebration of Professional Planner's 10th birthday, please enjoy this collection of some of the most influential and engaging stories from our first decade.
September 26, 2017
Eyes firmly on the future
Professional Planner has pushed for change from the start. As the industry continues its transformation, PP will keep advancing the conversation. Thank you for making it possible.
September 26, 2017
