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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 approximately 16,000  financial planners in Australia. They perform a critical 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, Professional Planner continues to help advisers understand how to adhere to the highest possible standards for the wellbeing of their clients, while at the same time owning and operating sustainable advice practices. 

Professional Planner is published 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 – and provides 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

INVESTMENT

Tailoring strategies for your clients

REGULATION

Setting the bar higher

Events

Professional Planner stages a series of annual conferences tailored to the Australian financial advice community.  Our events bring leaders in the industry together and create a dynamic environment for them to engage with peers and colleagues, to learn from one another and discuss the issues and strategies that underpin businesses and the delivery of great advice. 

Who should attend: 

  • CEO and CIOs of the top industry superfunds
  • CEOs and executives of licensee organisations
  • Heads of advisory services
  • Heads of distribution
  • Key account managers
  • National practice managers
2Dec
to
3Dec2024
:
  • Professional Planner

Researcher Forum

The event is 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. Email to register...
Lilianfels, Blue Mountains, NSW

Media & Event Enquiries

We are passionate about providing our clients with solutions in advertising, marketing, research and lead generation. Get in touch with us to explore how these solutions work.

For digital advertising, event sponsorship and bespoke partnership opportunities get in touch.

Jordan Coleman

Sales Director - Australia

Tim Baker

Media Sales Manager - Australia

MEDIA PARTNERS

Professional Planner offers unparalleled reach to the financial planning ecosystem due to our association with peak bodies and industry associations.

THE ADVISORY BOARD

Our highly respected advisory board helps direct content themes for editorial strategy and our associated events.

Paul Barrett

Chief executive, AZ Next Generation Advisory

Simon Carrodus

Partner, Hamilton Locke

Peter Foley

Practice owner, Thirdview

Pamela Hanrahan

Professor of commercial law and regulation, UNSW Business School

Paul Heath

Chief executive, Koda Capital

Deborah Kent

Practice owner, Integra Financial Services

Lena Ridley

Chief executive, Profile Financial Services

Hon. Bernie Ripoll

Chairman, Map My Plan

Tony Rumble

Director, The Wealth Partnership

Jeff Thurecht

Practice owner, Evalesco Financial Services

Michael Wright

Chief executive, Lonsec