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    Events & webinars

    Webinar: Captains of the Industry

    Webinar

    Information for advice professionals only.

    In this panel session Kathy Vincent, Managing Director Platforms, Investments & Operations, BT Financial  sits down with Sally Loane, CEO, FSC, and Mathew Cassidy, Partners Wealth Group, to discuss the current state of the advice industry, the advice gap and what impact it is having as well as how the FSC and other industry bodies are working to influence the future of advice.
     

    Captains of the Industry

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    10 Jun 2021

    Webinar: How to build the perfect investment governance framework

    During this roundtable, advisers and investment governance experts discuss how to establish a best practice investment governance framework while staying focused on client service and business growth.
    Webinar
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    27 May 2021

    Webinar: Project Uplift

    This webinar outlines how and where you can establish a Cash Investment Strategy for your clients, along with further related reporting and how it interacts with other Panorama functionality.

    Webinar
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    05 May 2021

    Webinar: Gearing - Is it time to jump back on the roller-coaster?

    With interest rates now at record low levels, many investors are still gun shy about using gearing as part of their wealth creation strategy, particularly given the significant ups and downs that can be experienced. This presentation will delve into the various possible ways to use leverage and gearing, as well as the important considerations to be aware of when doing so.
    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.