Want to Join MyPlanner?
Talk with us today or complete an online application

Talk With Us Today

We understand that selecting a Licensee is a strategic decision that requires plenty of thought and that’s why we have developed our transitional program to make joining MyPlanner a smooth and easy process.

Our team will guide you through the process, providing assistance every step of the way. We aim to have you up and running as soon as possible, so you can spend your time with your clients which is what you do best.

Interested in joining MyPlanner?
Want to know more?  
Feel free to call us on (07) 5560 2300

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Joining MyPlanner is Easy

Transition can be a daunting and challenging time; and that’s why we are with you every step of the way. Our proven practice transition support model and dedicated staff help ensure your move is seamless and that your time is optimised.

  • Face to face Meeting

    Face to Face meetings with key management to ensure cultural alignment

  • Submit Application

    Application to join our Licensee which is reviewed and discussed with you

  • Setup & Client Transition

    Setting up of Adviser Codes and transitioning clients to the Adviser codes on your behalf

  • Software Setup & Transition

    Set up of your software including software transition if required

  • Induction

    We offer a 1 Day Induction Program to help get you up and running quickly and efficiently