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The Professional Planner Research Forum is a one-day event designed specifically for senior research professionals.

Focusing on improvements in the generation and delivery of research and research-related materials to financial planners and their clients, the forum features a mix of panel sessions and open and small-group discussions, and will also provide an insight into what’s expected of the research community by financial planners themselves, licensees, regulators and other parties, including professional indemnity insurers and dispute resolution schemes.

The Professional Planner Research Forum is conducted under the Chatham House Rule to facilitate open and free discussions.


  • Heads of dealer group research divisions
  • Senior research professionals
  • Senior executives of independent research firms
  • Senior executives involved in constructing model portfolios
Amber Daines
Conference content producer
[email protected] +61 404 145 939
Sean Scallan
Business development manager, Conexus Financial
[email protected] +61 422 843 155
Emma Brodie
Senior conference operations manager
E: [email protected] M: +61 435 023 004