The FAAA Gippsland Chapter Committee invite you to attend their Advisers’ Forum Event on Wednesday 2 October, at the Quality Inn, Traralgon.
This workshop is designed specifically for Gippsland advisers and practice staff, providing an intimate setting to explore the latest trends, tools, and strategies in retirement income planning and it is also a great chance to network with peers and industry experts.
Don’t miss out on this event, register now! CPD points will be awarded for this event.
We look forward to seeing you there.
FAAA Gippsland Chapter Committee
Our guest speakers will include:
Lauren Matthews
Business Development Manager, Challenger
From Research to Reality: Applying Retirement Income Insights to Financial Planning
This session will provide an overview of new key insights into the retirement space looking at how to implement these learnings into determining a client’s purpose and happiness and then how to apply to provide sustainability and security in retirement reviewing industry leading research from Capital Preferences and Mercer.
Olivia Hawkes
Regional Sales Manager, Fidelity
Exploring inefficient markets: Investment Opportunities outside Australian companies
In this presentation Fidelity will explore the investment opportunity within two key equity asset classes; Global Mid-Caps and Asian Equities. Both asset classes are considered inefficient, under researched and often misunderstood. Mispricing opportunities are abundant if you know where yo look. Fidelity will explore these two critical markets, the opportunity today, uncover why active management is critical within these asset classes, and show you how to access these incredible stories.
Samantha Hawkins
Regional Sales Manager (VIC, TAS, NSW, ACT), Netwealth
What Australian’s want from their advice relationship: The Advisable Australian Research
In this presentation we will examine Netwealth’s Advisable Australian research of Australians 18 years who receive advice today to understand what makes clients satisfied.
We will look at the different generation of clients and their digital, pricing needs and other service needs to better understand their service expectations.
This presentation (white paper) will be of value to those advice firms looking to evolve their service proposition to better meet the advice needs of current and future clients.
Thank you to our event partners
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