MyPlanner

Independently owned Licensee supporting Planners who provide objective based advice. Australia-wide.

[MyPlanner @MyPlannerLS]

@MyPlannerLS is very excited to be right in the middle of the #CommonwealthGames2018 on the Gold Coast! #Borobi pictured across from our offices!

[Practifi @Practifi]

By having an audit trail financial organisations can both anticipate regulatory changes and respond quickly to comply. PractiFI automatically logs the history of changes to a client record so that you are never caught short. #CRMreimagined

[MyPlanner @MyPlannerLS]

We are very excited to announce another keynote speaker for the national conference entitled STAND. Tall. Proud. Together. @BernieRipoll will be presenting on Sunday, 28th October followed by a delegate Q&A.

[MyPlanner @MyPlannerLS]

We are very excited to announce another keynote speaker for the national conference entitled STAND. Tall. Proud. Together. @AllanPease will be presenting on Monday, 29th October and we cannot wait to hear his message.

[MyPlanner @MyPlannerLS]

That's right @PhilippaSheehan the older child program includes such things as high ropes, surf rescue, kayaking, ping pong championships, surf lessons, standup paddle....the list is long! #happykids #happyplanners #familycomestoo https://t.co/lWof70OLFq

[Philippa Sheehan @PhilippaSheehan]

Having families at the @MyPlannerLS conference is just so important....the kids program is looking to be busier (and can we say even better) than our own. #conference #Stand @Tall #Proud #Together #2018

[MyPlanner @MyPlannerLS]

We are very excited to announce a keynote speaker for the national conference entitled STAND. Tall. Proud. Together. Chris Helder will be presenting on Saturday, 27th October and we cannot wait to hear his message about cutting noise in our lives. https://t.co/YMNegsfFeV

[MyPlanner @MyPlannerLS]

Its been a big year @PhilippaSheehan - perhaps no snowboarding accidents before this year's awards! https://t.co/UNSIAQF5eB

[Philippa Sheehan @PhilippaSheehan]

Very honoured to be named in 2 individual categories @IFA_AU - Thought Leader & Licensee Executive. @MyPlannerLS also for Licensee of Year!

[MyPlanner @MyPlannerLS]

It is so important that the #mentalhealth of our Planners is not forgotten. #financialplanners themselves sometimes need help too. https://t.co/PejooSxkD2

[Philippa Sheehan @PhilippaSheehan]

Mental health of financial planners in changing times is essential. Well done to @MyPlannerLS for providing key ways to help! #youaregreat

[MyPlanner @MyPlannerLS]

@Midwinterfs @Naomi_Midwinter @julian_plummer @Helen__Thom @JamesMurphymfs Let the snow dances begin!

[MyPlanner @MyPlannerLS]

@MyPlannerLS has never advertised or cold called prospective Planners. Do these things still happen? Last time we saw this was 15 years ago! https://t.co/T0dOW4EVNP

[Philippa Sheehan @PhilippaSheehan]

Licensee taking names from ASIC register to send "join us" letters. Maybe you should check the list @dover_financial - you sent one to me! 😂

[Philippa Sheehan @PhilippaSheehan]

@MyPlannerLS offices are closed due to local government recommendation thanks to cyclone Debbie. Wishing everyone a safe journey.

[MyPlanner @MyPlannerLS]

My Planner ran an AMAZING PD day. Extremely impressed with everything. So happy to be part of the My Planner family. @change_brisbane

[MyPlanner @MyPlannerLS]

Great day held in Brisbane yesterday. Focus was Planners presenting to Planners & Technology @salesforce https://t.co/e7OtTFGyWw

[Philippa Sheehan @PhilippaSheehan]

Packed training room today (can't get all the tables in) working on changing legislation and how to help each other get ahead #change

[MyPlanner @MyPlannerLS]

Great feedback coming in from our Brisbane PD Day. Makes such a difference when Planners present to Planners #noproduct https://t.co/ovyNdqFySw

[Philippa Sheehan @PhilippaSheehan]

#feedback Wanted to send a very quick email to congratulate you on an awesome PD Day. The content was second to none #happyplanners

[Sue Viskovic @ElixirCoaches]

Strive for excellence because you're great not just because you're a woman @PhilippaSheehan #BoldForChange #afaau #internationalwomensday

[Forwood Planning @ForwoodPlanning]

Monday Morning Quote... No matter what your financial past, it is nothing to be embarrased about!! #LiveLifeYourWay

[MyPlanner @MyPlannerLS]

Self-licensing not for everyone, says Harding-Davis - ifa https://t.co/H0tfXuuaWB

[MyPlanner @MyPlannerLS]

Great feedback from one of our planning businesses #collaborate #yourbusiness #licenseesupport #wearedifferent https://t.co/LKJteJ6H8S

[Philippa Sheehan @PhilippaSheehan]

#Feedback I can't believe I'm seeing material coming from a Licesee that has our branding all over it instead of Dealers #toogoodtobetrue

[Philippa Sheehan @PhilippaSheehan]

Welcome @Timothy_Munro @change_brisbane to the family @MyPlannerLS. We look forward to a long and collaborative journey!

[MyPlanner @MyPlannerLS]

Very excited to welcome @change_brisbane to the @MyPlannerLS family! #collaborate to make things #better #licenseechangeforbetter