Love and Marriage

Webinar

Information for advice professionals only.

This life stage strategy based session outlines the financial advice opportunities that arise as a result of a client finding their life partner including, property and asset ownership, savings goals and superannuation strategies.

This session will be CPD accredited. 

CPD ASIC Areas

  • ASIC Life Insurance = 0.25
  • ASIC Superannuation = 0.50
  • ASIC Financial Planning = 0.25

CPD FASEA Areas

  • FASEA Technical Competence = 1.00       

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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.