The Licensee Leadership Forum has been working on an AI governance due diligence program to develop best practice guidelines to lift industry standards, as some high-performing networks have leveraged AI to lift adviser output to serving over 200 clients.
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.
REVEALED The value of advice: $300"/>
2026 Licensee Summit