Professional Planner

December, 2020

The Professional Planner Researcher 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.


The conference provides a mechanism to stay update to date with research related issues and the research community more broadly

Dominic McCormickDPM Financial Services

Content, networking with peers, gaining new ideas and perspectives

Michael Rees-EvansEFS Strategic

Content, relevance and the opportunity to network with peers

Damian CilmiPraemium

Hearing views of other researchers and what is happening in their businesses

Leanne MiltonAMP Australia

The subject matter and relevance to researchers, as well as the opportunity to network with a diverse group from around the industry and outside the industry.

Tim MurphyMorningstar

ASIC and the networking amongst other AFSL owners

Matt HaggartyMaxim Private Clients


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