Information for advice professionals only.
Presented by Bryan Ashenden:
Scratching the surface sometimes might just be the right thing to do. Because when it comes to financial planning, if it “itches”, is it a sign that perhaps the “ethics” have been mixed up? In this session we will explore a range of ethical scenarios to see what feels right, and what ones leave you wanting to scratch the surface, or dig a little deeper. From common scenarios to more complex issues, it’s time to rip the band-aid off and see what remedies could be applied.
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Episode 108 | TPD Insurance
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.
Episode 107 | More age-old old age questions
Episode 106 | 2024/25 Superannuation Strategies
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.