Licensee Summit

JUNE 3-4, 2019

Blue Mountains, NSW

Professional Planner’s annual Licensee Summit is recognised as the key event on the calendar for the leaders of financial planning and super fund licensees to meet and engage with peers and colleagues to discuss the issues that underpin great businesses and the delivery of great advice. The Summit focuses on the fundamental challenges, including regulatory change, rising standards, defining a licensee value proposition to remain relevant and compelling, finding people with the right skill sets to support new advice offerings and supporting financial planners as they continue progressing towards professionalism.

This year, we’ll give you insights into how to implement and maintain a best-in-class digital advice offering, and explore emerging customer and business models to increase your ROI, so you can accelerate your business’s growth and profitability.


Understanding key issues facing the industry, who are thought leaders,
who think they are thought leaders.

Ric ZanettiPrincipal, Zanetti Recruitment & Consulting

There was a great atmosphere combating the issues that licensees are facing and to see that senior players were attending this conference.

Mike GilesCTO, Ignition Wealth

Getting to interact with impressive individuals.

Stewart BellFounder and business coach, Audere Coaching & Consulting

I found the networking really beneficial, and the program as a whole was really good.

David HarrisCEO, Advice Evolution

Network building opportunity and industry/licensee assessment content.

Jason TattershallHead of advice partnerships and membership, Financial Planning Association of Australia

Getting likeminded people in similar positions in the same room talking about important things.

Jacqueline MinellDirector professional standards, Dixon Advisory


Upcoming events



Professional Planner

Researcher Forum

December 4, 2019

InterContinental Double Bay,, NSW, Australia



Professional Planner

Retirement Conference

March 31, 2020

Fullerton Hotel, Sydney (formerly The Westin),, NSW Australia

see all events

Join our newsletter

To get the latest news and updates from our publications and events.