Information for advice professionals only.
The pace of change within the advice industry has never been more rapid and the next few years will provide unprecedented potential for practice growth despite the known challenges in the environment.
BT is committed to supporting you through this change and we are delighted to invite you to attend a peer led insights session focused on helping your business thrive.
The webinar shares insights including:
Speakers: Andrew Inwood, CEO Core Data, Steve Fort - Director and Head of Financial Planning at Invest Blue, Simone McMullin, Principal at Annex Wealth.
This session will be CPD accredited.
ASIC General Knowledge = 1.25
FASEA Client Care and Practice = 1.25
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.
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.