FAAA Gold Coast Chapter Professional Development Lunch Event


The FAAA Gold Coast Chapter Committee invite you to join them for their Professional Development Lunch Event on Thursday 21 March at QT Hotel, Gold Coast.

Organisational and regulatory shifts continue to forge the future of what financial advice will look like as we face into the largest intergenerational wealth transfer in history. Join our event partners BlackRock and HUB24, and Morgan Hayward, of Yield Advisory, for a guided panel discussion on how advice service offerings are evolving amid these shifts.

Following the panel discussion, BlackRock and HUB24 will also share strategies designed to address the changing needs of accumulator clients from the day they begin their investing journey, through to retirement.

Our guest speakers include:

Uwe Helmes, Vice President, CFA, is a Strategist in BlackRock‘s Multi-Asset Strategies & Solutions (MASS) Group based in Sydney. Uwe joined BlackRock in August 2016. Prior to joining BlackRock, he worked as a senior market research analyst at Investment Trends. He holds a Bachelor of Economics (Econometrics and Finance) and an Honours in Finance (First Class) from the University of New South Wales.

Ben Coombs is a key member of HUB24‘s distribution team as a National Manager in Strategic Sales. His role is centered around creating and enhancing technology solutions to help advisers provide high quality advise to clients and run efficient, profitable businesses. Ben has spent 18 years in the Australian financial services industry across multiple facets of the advice value chain, licenses, investment management with a focus on managed portfolios and investment platforms. Ben’s formal qualifications include an MBA at QUT and is currently completing the AICF, company directors’ course.

Morgan Hayward is the Director of Yield Advisory and has a heavy focus on educating and empowering her clients to make better and more informed financial decisions that align with their core personal and financial goals. Morgans diversity of experience allows her to provide unique insights when researching and implementing strategies for her clients, together with any associated risks to achieve optimal outcomes. In 2022, Morgan was listed as one of the top 50 “Most Influential Financial Advisers” by the Financial Standard Magazine.

This event is in support of the Future2 Foundation. All funds, including any profit from event ticket sales from this event, will be donated to the Future2 Foundation.

CPD hours will be awarded for this event. Tickets are limited so register now to avoid disappointment!

Date: Thursday 21 March
RSVP: By Thursday 14 March
Registration: From 12:00pm

Event time: 12:15pm – 1:30pm

Location: Malibu Room, QT Hotel Gold Coast 7 Staghorn Avenue, Surfers Paradise, QLD 4217

Cost: $20 for FAAA Members, non-members and students

REGISTER NOW

MEMBERS             NON-MEMBERS


Chapter: FAAA Gold Coast Chapter
Venue: Malibu Room, QT Hotel Gold Coast
Address: 7 Staghorn Avenue, Surfers Paradise QLD, Australia
Cost:

Cost: $20 for FAAA Members, non-members and students

Contact: [email protected]

To attend this event, please click below to book.

Register Now - Members