Philippa Sheehan

Director, Manager and Speaker with history in the financial services industry - 2017 Dealer Group Executive, 2016 Thought Leader, 2015 Innovator of Year

[Philippa Sheehan @PhilippaSheehan]

@Midwinterfs @julian_plummer @netwealthInvest @mattheine @Kamino_Cyber @Naomi_Midwinter @abraun64 @SteveCrawford78 @MelissaCrawf @peitad Looks brilliant. Great idea @julian_plummer @mattheine #bringiton

[Philippa Sheehan @PhilippaSheehan]

@Naomi_Midwinter @julian_plummer @Midwinterfs @Kamino_Cyber @julian_plummer just looks so happy 😀

[Practifi @Practifi]

"Financial planning firms need to pay attention to whether or not they need different hardware, software, or storage technology now and as they head into the next decade of imminent industry change." - @PwC_AU

[Philippa Sheehan @PhilippaSheehan]

Advice issues here too .... mis selling, forgery, providing advice without consideration of clients situation, inappropriate switching #notjustaus #singapore

[Philippa Sheehan @PhilippaSheehan]

Lest we forget #thankyou #anzacday

[Philippa Sheehan @PhilippaSheehan]

Farewell @MyPlannerLS

[David Haintz @david_haintz]

I keep hearing the term ‘advice industry’ yet all the issues seem to be in some way product related. If we are ever going to be an advice industry or even better an advice profession, there must be a clear distinction. Separate product from advice. #bankingRC #RoyalCommission

[David Haintz @david_haintz]

There is no doubt in my mind we are at that inflection point. I believe there must be a clear separation of advice from product, if the industry is to become a true profession. And I believe the overdue separation is coming https://t.co/HRTpMb8U4J

[Doug Webber @DougWebberBB]

As #royalcommission goes on here's a shout out to all the advisers out there (silent majority) who do the right thing. You're the backbone of the industry (as evidenced by your satisfied clients), and should use this as an opportunity to grow and prosper.

[IFA Magazine @IFA_AU]

#EXCLUSIVE: Philippa Sheehan steps down as MyPlanner managing director https://t.co/WqJDO3B2AC

[Philippa Sheehan @PhilippaSheehan]

@claireqfadvice @QFAdvice @timqfadvice You have made him proud. Sorry to hear of your loss.

[Philippa Sheehan @PhilippaSheehan]

@PractiFI ❤️ @PractiFI who make it so easy

[Philippa Sheehan @PhilippaSheehan]

@ForwoodPlanning @MyPlannerLS @AllanPease I know its exciting right....just like the old days...his new stuff (and his new book) are awesome!

[Practifi @Practifi]

In a heavily regulated industry like #financialadvice it is crucial to ensure that the right people are giving out the right advice. Having a complete view over services allows visibility of authorised advice. #compliance #CRMreimagined

[Philippa Sheehan @PhilippaSheehan]

Do you remember when you joined Twitter? I do! #MyTwitterAnniversary

[Philippa Sheehan @PhilippaSheehan]

@EdifyPrivate @MyPlannerLS Every Planner is important. Love that our old fashioned mail personalised approach is still being appreciated in today’s technology age.

[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

[Philippa Sheehan @PhilippaSheehan]

@ForwoodPlanning You should make a book of these @ForwoodPlanning

[Philippa Sheehan @PhilippaSheehan]

@timqfadvice Ive always said our industry has "Chicken Little" moments in the farmyard. "The sky is falling" and it is just an acorn. When will our industry stop the farmyard moments