Advice licensees and advice firms hold client data valuable enough to make every business a target. The 2026 Professional Planner Licensee Summit heard that the only way to know a cybersecurity policy is working is to verify the controls in real time, and that industry-wide standards are a must.
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.
FEATURE: Inside Ray White’s ten-year financial planning business strategy"/>
2026 Licensee Summit