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Conexus Financial is Australia’s largest, independently owned publishing and events company. Its products span the institutional and retail financial services sectors in Australia and around the world. Conexus Financial boasts an unparalleled understanding of the markets, companies and individuals its products touch. Extensive editorial contacts and experience, along with comprehensive events-management capability, position Conexus uniquely among its competitors. Its events are staged both globally and domestically, and key decision-makers around the globe read its publications.

Through knowlege, insights and connections, Conexus Financial is a catalyst for a more informed world.

PARTNER WITH PROFESSIONALISM

Professional Planner is the leading publication for financial planners who are committed to raising the industry’s standards of behaviour and competence while striving to achieve professional status.

Published online daily, it also stages high-profile industry conferences, facilitating unparalleled coverage across the key content areas that affect that affect how individual planners and their businesses can prosper in today’s fast-changing environment.


chris dastoor

EDITOR, PROFESSIONAL pLANNER

Insights from the editor

There are approximately 16,000 financial planners in Australia. They perform a critical public duty in helping individuals make the most of their financial resources, including enjoying a dignified and comfortable retirement.

As the industry moves towards adopting professional standards, Professional Planner continues to help advisers understand how to adhere to the highest possible standards for the wellbeing of their clients, while at the same time owning and operating sustainable advice practices.

Our editorial direction is informed by an advisory board of industry experts and led by our unrivalled editorial team – including contributors who are among the country’s leading practitioners.

Investment

Markets and the implementation side of financial advice

PROFILES

Behind the thinking of practice owners and senior leaders

INDUSTRY

News and analysis on pertinent topics of the day

REGULATION

The forming and changing rules the industry abides by

OPINION

Views from thought provokers and industry leaders

Editorial team

The Professional Planner editorial team have over 30 years combined experience in financial services. Our team of expert journalists boast extensive editorial contacts, connections and experience deliver the industry's highest quality content through our publications and events.

David Stratford

Senior Content and Relationship Manager

Aleks Vickovich

Editor-in-Chief

Chris Dastoor

Editor, Professional Planner

Simon Hoyle

Editor at large

Advisory board

Our esteemed advisory board leverage the intellectual capital and thought leadership of Australia’s most prominent industry stakeholders to ensure the themes and topics of our editorial and events is highly relevant and addresses the most pertinent issues in the industry today.

Deborah Kent

Practice owner, Integra Financial Services

Michael Wright

Chief executive, Lonsec

Paul Barrett

Chief executive, AZ Next Generation Advisory

Jeff Thurecht

Practice owner, Evalesco Financial Services

Tony Rumble

Director, The Wealth Partnership

Hon. Bernie Ripoll

Chairman, Map My Plan

Lena Ridley

Chief executive, Profile Financial Services

Nathan Jacobsen

Managing director, Diverger

Paul Heath

Chief executive, Koda Capital

Pamela Hanrahan

Professor of Commercial Law and Regulation, UNSW Business School

Peter Foley

Practice owner, Thirdview

Simon Carrodus

Partner, Hamilton Locke

Events

3

Annual events

169

Delegates hosted in 2022

90

Percent attendance rate in 2022

We are experts in deliving exceptional and unique experinces, IN PERSON AND ONLINE.

We are committed to providing engaging and memorable experiences to inspire a sense of community within the financial planning and advice industry.

Laser focus on thought leadership and educational content 

Our programs are uniquely designed to offer deepened knowledge and understanding of the opportunities and challenges the industry is facing through case studies, panel sessions and table discussions, which are infused into the program to promote peer learning and cohesion. The content of our programs evolves throughout the events; we guide the audience on a content journey through our curated programs. We enforce a strict no marketing environment where the focus is on knowledge sharing and thought leadership.

Exceptional access to Australia's advice community

Our events are designed to be highly interactive and to facilitate interaction between sponsor partners and key participants of the financial planning and advice community.

Unparalleled networking opportunities 

True value is derived from quality time spent with delegates over the course of the events and we provide an excellent platform for learning, networking and thought-provoking conversations. Our events offer a variety of opportunities to deepen relationships with asset owners including allocated seating and table discussions. These formalities and contrasted with informal networking experiences ranging from gala dinners to orchestrated seated lunches. Our events provide an unparalleled platform for embracing new contacts or strengthening relationships with new or existing clients.

Maximise your ROI

To ensure you derive the most value from our events, we highly recommended that attendees are present for all conference sessions and social functions, are actively engaged and participate in table discussions and debates.

25

YEARS OF 
CONFERENCES

4,584

DELEGATES HOSTED
IN 2020

EXPERTS IN PHYSICAL & DIGITAL EXPERIENCES

11

ANNUAL EVENTS

A wide range of topical issues covered with good content and speakers. Conference provided insights and different views on some very topical issues.

Allan Bowles

Senior Manager, Retirement Solutions, REST Industry Super

A wide range of topical issues covered with good content and speakers. Conference provided insights and different views on some very topical issues.

Allan Bowles

Senior Manager, Retirement Solutions, REST Industry Super

Exceeded expectations. Speakers were great and the debate lively and interesting even in the digital format.

Tim Dowling

Research Relationship Manager, Allianz Retire

Good range of speakers and topics, great for a self-licensed business.

Jennifer Porter

Chief executive, Bloom Advisory Group

Meaningful sessions, great content, timed beautifully, terrific work by the individual chairs.

Mark De Wan

Consultant

Plenty of great knowledge shared.

Michael Gershkov

National practice manager, Lifespan Financial Planning

Good range and choice of topics and speakers.

Allison Dummett

CEO of Matrix and Clearview, Matrix Planning Solutions

Well organised with good speakers, topical issues and engaging discussions.

Nigel Stewart

Chairman, Stewart Partners

Great to connect with such a good mix of people in the licensee space. Organisation of the event and table mix planning was very well done which made for good conversations.

Lisa Norris

General Manager – Clients, The Investment Collective

Always very well run. Great content and excellent networking opportunities.

John Corcoran

Head of Standards and Documentation, MLC Wealth

Great selection of high-quality speakers and opportunity for sharing of ideas.

Jeff Everett

Head of advice operations, Centrepoint Alliance

Excellent conversation with committed people about the future of advice and how we need to move forward.

Paul Harding-Davis

General Manager, AdviceIQ Partners

Great location, good size of participants and excellent presenters/ topics.

Scott Brewster

Director, Umlaut

The content and discussion were both positive and constructive. I walked away from the Summit feeling optimistic about the future of the financial planning profession.

Dante De Gori

Chief executive, Financial Planning Association of Australia

Well-constructed agenda, great facilitation of discussions & great use of technology.

Sophie Firminger

Practice Development Manager, Madison Financial Group

Great quality speakers, great venue and quality delegates.

Phillip Win

Managing director, senior financial adviser, Profile Financial Services

Exceeded my expectations, was seamless in fact. Beneficial keeping up to date and hearing what other practices are doing and how they are feeling.

Kathy Hickey

Operations Manager, Zone Financial

Loved the whole experience - this is definitely something I would consider as an annual must attend, great to hear from other advisers and how they are feeling in our ever-changing world.

Lee Mowat

Chief Operating Officer, Olive Financial Markets

Excellent quality event. A very strong agenda and great speakers.

Nick Mitchell

Managing Director - Global Investment Service, Mason Stevens

Presenters all very knowledgeable and presented well.

Denise Lee Long

Accountant, Get Smart Financial Solutions

One of the better conferences I've been to in some time, with the breadth of presenters and details they were happy to share. Take my hat off to the organisers. Very well done.

Jason Petersen

Head of Advice Wealth Management, 5 Financial

A great event. Nice to get my head out of the reeds for a day.

Jim Fenwicke

Principal, Fenwicke Financial

This is an event I never miss.

Michael Allen

CFP, Keystone Advice Partners

Good speakers with relevant content.

Jan Kerridge

CFP, Supernova Financial

It was great to hear ideas and perspectives of other professionals (especially advisers) in the industry.

Sam Ryma

Financial Planner, Forest Wealth

Interactive and thought provoking.

Louise Parker

Practice Principal, Financial Lifestyle Managers

It was a great opportunity to get insights from practitioners and providers outside of the usual talent pool we get exposure to.

Morton Wagner

Director, Q Advice

Very professionally organised and presented.

Alison Williamson

Financial Planner, PF Financial Advisers

This is a test

Test 2 For PP

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Professional Planner events are a great way to network and develop professionally.

TEST FOR PP

CEO

Events Calendar |

2023

Conexus Financial events provide an excellent platform for peer learning, networking and collaboration. Click below to explore our event portfolio.

Audience insights

Readership by state

54,178

Average monthly pageviews

20,000

Email Subscribers

3,764

Twitter Followers

4,929

LinkedIn Followers

Numbers as at September 2023

Sample Reader Profile

funds under advice

< $50 Million
49%
$50 Million to < $100 Million
32%
$100 Million to < $150 Million
13%
< $150 Million
5%
0%
50%

Role

Financial Planner
Practice Principal
Risk Adviser
Practice Principal (non-advising)
0
60

Licencee

SMSF Advisers Network
AMP Financial Planning
Synchronised Business Services
Morgans Financial
Charter Finacnial Planning
GWM Advisers Services
Merit Wealth
Interprac Financial Planning
Lifespan Financial Planning
Bell Potter Securities
Milennium3 Financial Services
Capstone Financial Planning
Aware Financial Services Australia
Count Financial
Ord Minnett
Commonwealth Financial Planning
GPS Wealth
Hillross Financial Services
Fortnum Private Wealth
JBWere
0
1,000

Data provided by CoreData, September 2021

Digital advertisements

Professional Planner is the leading publication for financial planners who are committed to raising the industry’s standards of behaviour and competence while striving to achieve professional status.

Billboard

970 x 250px

320 x 100px

Features globally across the website on all pages.

0.11%

Average click through rate

42,000

Average impressions

100%

Share of voice

Example billboard
Billboard digital advetisment

Hover to see example

Leaderboard

970 x 90px

320 x 50px

Homepage placement.

0.11%

Average click through rate

35,000

Average impressions

100%

Share of voice

Example leaderboard
leaderboard digital advetisment

Hover to see example

Rolling half page

300 x 600px

300 x 600px

Features globally across the site. Sticky placement that follows the user down the page on scroll.

0.05%

Average click through rate

40,000

Average impressions

100%

Share of voice

Example half page
half page digital advetisment

Hover to see example

Mrec

300 x 250px

300 x 250px

Features globally across the website on all pages.

0.03%

Average click through rate

36,000

Average impressions

100%

Share of voice

Example MREC
Digital Advertising MREC Example

Hover to see example

Sponsored content

Provided on Request

Provided on request

Native advertising placement. Appears globally on the homepage and article pages.
(Note: Stock images to be provided by the client. No branded images to be provided by the client and client names are not to be featured.)

0.13%

Average click through rate

28,000

Average Impressions

100%

Share of Voice

Example sponsored content
Media Example Sponsored post

Hover to see example

Skins

200 x 1050px

200 x 1050px

Features globally across the website on all pages.
*Does not display on screens smaller than 1800px wide

0.10%

Average click through rate

25,000

Average impressions

100%

Share of voice

Example skins
Skins Digital Advertising Example

Hover to see example

Interstitial

500 x 500px

970 x 250px

Displays for 5 seconds before closing automatically. Users can manually close the window.

2.50%

Average click through rate

25,000

Average impressions

100%

Share of voice

Example interstitial
Digital Advertisment Institiial Example

Hover to see example

Website

General Specifications

  • Accepted file formats .jpg; .gif; .png; HTML5
  • Files should be optimised for web, large file sizes increase page load time
  • Please see Google DFP list of supported rich content vendors. If the creative tag comes from an unsupported vendor, we may not be able to provide analytics
  • 15-second max animation length
  • Max initial file load size 200kb

The Professional Planner newsletter is delivered daily to our 15,800+ subscribers, with an open rate of 48%

Leaderboard

728 x 90px

728 x 90px

Our most prominent branding placement.

0.09%

Average click through rate

48%

Average open rate

100%

Share of voice

Example Leaderboard
leaderboard digital advetisment

Hover to see example

Mrec

300 x 250px

300 x 250px

The largest newsletter advertising placement.

0.04%

Average click through rate

48%

Average open rate

100%

Share of voice

Hover to see example

Sponsored Content

264 x 207px

264 x 207px

Native advertising placement. We can accommodate up to three placements per month.

0.11%

Average click through rate

48%

Average open rate

100%

Share of voice

Example Sponsored Content
Sponsored Content

Hover to see example

Newsletter

General Specifications

  • Accepted file formats .jpg; .gif; .png;
  • Large file sizes increase creative load time
  • HTML5 is not supported
Roundtables Digital Professional Planner

Roundtables

Professional Planner roundtables, both in person or digital, present an opportunity to demonstrate thought leadership on key topical issues and trends that shape institutional investors’ decision-making. Roundtable participants consider pertinent industry issues, rather than being overt sales or marketing strategies.

Our roundtables comprise of six to eight leading figures from key stakeholder organisations to the chosen topic, plus two sponsor representatives. They are hosted bymanagingeditor Julia Newbould’. 

Participants are determined collaboratively, leveraging both of our connections.

content amplification

The coverage from the roundtable will be published as an exclusive online feature and promoted via:

Website

Newsletter

Social Media

Sponsored microsite

Microsites are a highly collaborative content partnership, with an opportunity to exclusively own a section within the website.

Branding & concept

Microsites enable an equilibrium between branding and native content. The microsite will feature your branding, while the content is displayed in a native format that resonates with our readers.

Our editoial and client partnerships team will collaborate with you on a theme or topic based on our deep audience insights to promote your thought leadership and presence in the market.

Microsites showcase your thought leadership in the form of articles, videos, papers or podcasts that you would like to amplify to our audience.

Each month we will provide detailed performance analytics and collaborate with you on content decisions and amplification.

Content Distribution

Published as an exclusive online feature and promoted via:

Website

Social Media

Infocus report

Sponsored feature

Sponsored features, or InFocus Reports, are the most impactful media product in the market. Sponsored features allow you to skilfully showcase your organisations thought leadership, leveraging our editorial independence and insights.

Together we will workshop a topical issue, then ignite a conversation with your key brand representative to discuss the issue at length in an interview, collaborating with you on the questions content and editorial lens.

Two key industry stakeholders are then invited to provide input to add weight and diversity of thought to the conversation.

CONTENT DISTRIBUTION

Published as an exclusive online feature and promoted via:

Website

Newsletter

Social Media

Podcasts

Podcasts content has sky-rocketed as our audience embrace the convenience and diversity of multimedia to consume high quality content.

Podcasts are a highly-effective way to bring your brand to life and promote your key thought leaders alongside some of the country’s leading subject matter experts, boasting a long-term appeal with downloads and subscribers growing over time.

Partnership opportunities include bespoke podcast series, such as our Ethics for Advice, or standalone podcasts as part of The Shape of Advice Series.

We provide detailed feedback and analytics, allowing you to accurately measure the success of your campaign against key metrics.

All content eligible for CPD points can also be promoted via our CPD platform, where advisers visit and consume quality information that contributes to their professional development.

Content Distribution

Published online feature and promoted via:

Investment Magazine Website Content Distribution

Website

Investment Magazine News Letter Content Distribution

Newsletter

Social Media

Video

Take a deep dive into a conversational style video interview with our in-house editorial and production team. We provide content curation and scripting, shooting, editing and distribution, including:

  • Editorial workshops and consultancy, scripting, leveraging our deep insights of content and digital events and roundtables
  • Professional shooting and production of a three to six-minute video
  • Video assets will be provided for distribution through your own channels
  • After your video has run, we will provide analytics, feedback and benchmarking.
Investment Magazine Video

Content Distribution

Published as an exclusive online feature and promoted via:

Website

Newsletter

Testimonials

Connect with our team

TIM BAKER

Sales and Sponsorship

ROGER PREZENS

Head of Institutional Sales - Australia

Collaborate with us

We are a highly collaborative and purpose-driven organisation, and we take the time to understand your business and strategy to harness collaboration for the long-term.

Get in touch today for a bespoke partnership proposal.

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