Matthew Smith

Director of retail content

Professional Planner is the leading publication for financial planners who are committed to raising the industry’s standards of behaviour and competence while striving to achieve professional status.
There are an estimated 24,000 financial planners in Australia. They perform an important public duty in helping individuals make the most of their financial resources, including enjoying a dignified and comfortable retirement.
As the industry moves towards adopting professional standards, spearheaded by the Financial Adviser Standards and Ethics Authority, Professional Plannercontinues to help advisers learn how to adhere to the highest possible standards for the wellbeing of their clients.
Professional Planner is published in print and online, and stages high-level industry conferences.
Our editorial direction is informed by an advisory board of industry experts and led by our unrivalled editorial team – including contributors who are among the country’s leading practitioners, providing coverage of all the issues and events that affect how individual planners and their businesses can prosper in today’s fast- changing environment.

INDUSTRY

Tracking evolution and trends

ON PRACTICE

Your blueprint for success and innovation

INVESTING

Tailoring strategies for your clients

STANDARDS

Setting the bar higher

Events

Professional Planner stages conferences tailored to the wholesale advice community that facilitate a dynamic platform for them to meet, engage, learn and discuss with their peers and colleagues the issues and strategies that underpin businesses and the delivery of great advice.

24Sep
:
  • Professional Planner

Risk Advice Summit

Insurance advice professionals will come together as a single voice at the inaugural Risk Advice Summit in Sydney in September, initiated by AIA Australia and facilitated by Professional Planner.

Listen to and interact with policymakers, consumer groups, overseas risk advice experts, as well as your peers and industry leaders, to map out a sustainable future underpinned by better outcomes for all Australians.

Hilton, Sydney, NSW + Google Map
:
  • Professional Planner

Risk Advice Summit

Hilton, Sydney, NSW + Google Map
24Sep

Insurance advice professionals will come together as a single voice at the inaugural Risk Advice Summit in Sydney in September, initiated by AIA Australia and facilitated by Professional Planner.

Listen to and interact with policymakers, consumer groups, overseas risk advice experts, as well as your peers and industry leaders, to map out a sustainable future underpinned by better outcomes for all Australians.

Details
4Dec
:
  • Professional Planner

Researcher Forum

SUITABLE FOR: Heads of dealer group and licensee research businesses, senior executives of independent research firms, and senior professionals involved in researching investment products for inclusion in model portfolios and implemented consulting.

The forum focuses on issues related to the generation and delivery of research and research-related materials to clients.

InterContinental Double Bay, NSW, Australia + Google Map
:
  • Professional Planner

Researcher Forum

InterContinental Double Bay, NSW, Australia + Google Map
4Dec

SUITABLE FOR: Heads of dealer group and licensee research businesses, senior executives of independent research firms, and senior professionals involved in researching investment products for inclusion in model portfolios and implemented consulting.

The forum focuses on issues related to the generation and delivery of research and research-related materials to clients.

Details
31Mar
:
  • Investment Magazine
  • Professional Planner

Retirement Conference

SUITABLE FOR: Chief executives, chief investment officers and heads of product and personnel working in member services and advice of Superannuation funds

 

Fullerton Hotel, Sydney (formerly The Westin), NSW Australia + Google Map
:
  • Investment Magazine
  • Professional Planner

Retirement Conference

Fullerton Hotel, Sydney (formerly The Westin), NSW Australia + Google Map
31Mar

SUITABLE FOR: Chief executives, chief investment officers and heads of product and personnel working in member services and advice of Superannuation funds

 

Details
8Jun
to
9Jun
:
  • Professional Planner

Licensee Summit

SUITABLE FOR: Licensee and dealer group heads.
The annual Licensee Summit is recognised as the key event for the leaders of financial planning dealer groups and licensees to meet and engage with peers and colleagues to discuss the issues that underpin great businesses and the delivery of great advice.
Regional NSW, Australia + Google Map
:
  • Professional Planner

Licensee Summit

Regional NSW, Australia + Google Map
8Jun
to
9Jun
SUITABLE FOR: Licensee and dealer group heads.
The annual Licensee Summit is recognised as the key event for the leaders of financial planning dealer groups and licensees to meet and engage with peers and colleagues to discuss the issues that underpin great businesses and the delivery of great advice.
Details
21Jul
:
  • Professional Planner

Best Practice Forum

SUITABLE FOR: Financial planning practice owners and principals.
The Professional Planner | Financial Planning Association Best Practice Forum taps into the experience and insights of practice owners, principals, consultants and other industry participants to deliver leading-edge thinking on financial planning best practice.
Amora Hotel Jamison, NSW, Australia + Google Map
:
  • Professional Planner

Best Practice Forum

Amora Hotel Jamison, NSW, Australia + Google Map
21Jul
SUITABLE FOR: Financial planning practice owners and principals.
The Professional Planner | Financial Planning Association Best Practice Forum taps into the experience and insights of practice owners, principals, consultants and other industry participants to deliver leading-edge thinking on financial planning best practice.
Details
23Jul
:
  • Professional Planner

Best Practice Forum

SUITABLE FOR: Financial planning practice owners and principals.
The Professional Planner | Financial Planning Association Best Practice Forum taps into the experience and insights of practice owners, principals, consultants and other industry participants to deliver leading-edge thinking on financial planning best practice.
Melbourne CBD, VIC, Australia + Google Map
:
  • Professional Planner

Best Practice Forum

Melbourne CBD, VIC, Australia + Google Map
23Jul
SUITABLE FOR: Financial planning practice owners and principals.
The Professional Planner | Financial Planning Association Best Practice Forum taps into the experience and insights of practice owners, principals, consultants and other industry participants to deliver leading-edge thinking on financial planning best practice.
Details
2Dec
:
  • Professional Planner

Researcher Forum

SUITABLE FOR: Heads of dealer group and licensee research businesses, senior executives of independent research firms, and senior professionals involved in researching investment products for inclusion in model portfolios and implemented consulting.
The event designed specifically for senior research professionals. The forum focuses on issues related to the generation and delivery of research and research-related materials to clients.
InterContinental Double Bay, NSW, Australia + Google Map
:
  • Professional Planner

Researcher Forum

InterContinental Double Bay, NSW, Australia + Google Map
2Dec
SUITABLE FOR: Heads of dealer group and licensee research businesses, senior executives of independent research firms, and senior professionals involved in researching investment products for inclusion in model portfolios and implemented consulting.
The event designed specifically for senior research professionals. The forum focuses on issues related to the generation and delivery of research and research-related materials to clients.
Details
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Thelis Moral Abad

Business development manager

RECENT EDITIONS

MEDIA PARTNERS

Professional Planner works closely with a variety of peak bodies and not for profit industry associations. These include:

THE ADVISORY BOARD

Each year the editor of Professional Planner appoints an advisory board to help direct content themes for the editorial strategy and our associated events.

Sarah Abood
Chief executive, Profile Financial
Services

Paul Barrett
Chief executive, AZ NGA

Simon Carrodus
Senior associate, The Fold Legal

Steve Crawford
Adviser, Experience Wealth

Annick Donat
Chief executive, Madison Financial Group

Peter Foley
Practice owner/adviser, Thirdview

Pamela Hanrahan
Deputy head, UNSW Business School

Paul Heath
Chief executive, Koda Capital

Nathan Jacobsen
Managing director, Paragem

Bernie Ripoll
Director, Map My Plan

Jeff Thurecht
Adviser, Evalesco Financial Services

Michael Wright
General manager, BT Advice