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    BTIS CIO update: FY2022 in review and insights into the future

    Webinar

    Information for advice professionals only.

    Please join Corrin Collocott, BT Chief Investment Officer for an insightful discussion of the year that was.

    In this session Corrin will share his perspectives on:

    • The drivers of the FY2022 macro, political and investment environments, and their impact on BT and Advance fund returns
    • Whether a strategic approach to asset allocation still has relevance
    • Portfolio positioning for future success
    • The future of BTIS under Mercer

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    ethics in practice
    31 Aug 2022

    Ethics in practice

    Practicing ethical decision making can help maintain a compliant, honest, transparent and client focussed organisational culture. In this session, we will introduce a 7 step ethical decision making model and identify how you can use ethical reflection to meet the Safe Harbour provisions and Code of Ethics.
    Webinar
    with great power...
    17 Aug 2022

    With great power comes great responsibility

    The role of the financial adviser comes with significant responsibility. Custodian of a client’s wishes and desires. Counsellor and guide through the myriad of possibilities and ethical dilemmas that arise – not only for your client, but also for you as an adviser. Whilst not a tangled web, navigating your way can be sticky at times as you deal to the multiverse of completing obligations.
    Webinar




    The views expressed in this webinars are those of the presenters alone unless otherwise quoted, and do not reflect the views or policy of any company in the Westpac Group. The webinar is for adviser use only. They must not be made available to any retail client and any information in them must not be communicated to any retail client or attributed to any entity in the Westpac Group. The information in these webinars is provided solely as general information. The webinar recordings are being shared with the prior written consent of our industry partners.