Professional Planner

Researcher Forum

December 4, 2018

Amora Hotel Jamison, Sydney

The Professional Planner | Portfolio Construction Forum Research Forum is a full-day event designed specifically for senior research professionals.

The forum focused on issues related to the generation and delivery of research and research-related materials to clients. It was conducted under the Chatham House Rules to enable robust and open conversations among all participants.

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An opportunity to share the concerns and needs of the community we serve
(and subsequently the clients they serve).

Annick DonatChief executive, Madison Financial Group

Chatham house rules allowing senior heads to speak freely was very beneficial

Todd WaltersPrincipal, member education, Portfolio Construction Forum

It was great listening to the differing views on Goals based verses Objectives based investing along with catching up with members of the industry that I had not had the opportunity to meet for a good while.

Graham FoxPrincipal consultant, chief executive, financial adviser, FOX Wealth Management

Hearing how other researchers are tackling the same issues we all face was very beneficial.

Leanne MiltonHead of advice research, channel strategy and services, AMP Financial Planning

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