We are excited to be bringing to you the first of many Super Wednesdays with a Financial Planning/Investment focus.
This Super Wednesday webinar will be facilitated by Christine Hay, Financial Planning/Investment - Member Advisory Committee (MAC) Chair, as we cover key insights, updates, and best practice for financial planners and investment advisers.
Introduction of the MAC – Let’s meet the team. The MAC team work hard on your behalf to ensure we have a sound knowledge base that feeds into government submissions and escalates issues that affect you in your roles as financial advisers.
Panel discussion on factors affecting investment markets and financial planning.
PESTLE analysis on the financial planning world and future insights. This session will highlight the political, economic, social, technological, legal and environmental factors which impact on your everyday world.
Let’s ask our expert panel for their thoughts:
• Bevan Graham, Salt Funds
• David Boyle, Mint Asset
• Maaike von Tol, ANZ Investments
• Ainsley McLaren, Harbour Asset
Case Study – tax & investment focus
This is a workshop session which will unpack some of the investment tax issues you have to consider when providing advice.
We call on the experts to provide case studies around tax and investments and what you should consider for your clients to get the right outcomes.
• Deborah Carlyon - Certified Financial Planner CM
• Dean Anderson – Kernel Wealth
This information packed webinar is one not to be missed for Financial Planners and Investment advisers!
1.5 CPD hours will be allocated for this webinar
Free for Financial Advice Members and $50+gst for non-members.