Licensee Summit

June 6-7, 2022

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.


Listening to great presentations and offline hearing individual views from people in the know

Bernie RipollFormer Australian Labor Party MP

Ability to discuss issues with other colleagues and be informed of trends and issues facing the industry as we all accelerate it into a profession

Nigel StewartChair, Stewart Partners

Packed content in one place over a short time, plus the networking

Todd CliffordExecutive advisor and head of client experience, Viridian Advisory

The focus on transformation and the future operations of advice

Ross BarnwellGeneral manager of advice partnerships, NAB Wealth

The exposure to what the regulator was thinking and the challenges facing planning firms and licensees in general over the coming 3 years

Adrian AshtonGeneral manager financial planning, AZ NGA

To hear similar issues with a willingness to focus on the solutions moving forward. Nathan Jacobsen’s statement summed it up: ‘the golden opportunity

Anthea HickeyConsultant psychologist, Hipotential


Upcoming events



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Researcher Forum

March 7, 2022

InterContinental Double Bay, Sydney NSW,





Professional Planner

Licensee Summit

June 6, 2022 - June 7, 2022

Blue Mountains, NSW,

see all events

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