
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 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.
- Professional Planner
Licensee Summit
- 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
SUITABLE FOR: Chief executives, chief investment officers and heads of product and personnel working in member services and advice of superannuation funds
- Professional Planner
Best Practice Forum
- 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.
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.
what our partners say


Media
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.
RECENT EDITIONS
For digital advertising, event sponsorship and bespoke partnership opportunities get in touch.
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.
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
Jeff Thurecht
Adviser, Evalesco Financial Services
Michael Wright
General manager, BT Advice