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    Should ethics get in the way of good advice?

    Webinar

    Information for advice professionals only.

    The answer to this session is absolutely yes and no! When it comes to ethical dilemmas, the answer is rarely black and white. But a good understanding of ethical issues and how to approach them can ensure they are managed and don’t stand in the way of you delivering quality advice outcomes to your clients. In this session, we will consider a range of ethical case studies to see how they could be managed, as well as explore ethical considerations that are currently facing the advice profession.

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    06 Jun 2023

    BT & BlackRock - Engaging the next generation of advised clients

    According to the Productivity Commission's report on wealth transfers, the total value of inheritances passed onto the next generation is projected to increase nearly fourfold between 2020 and 2050, thus representing a significant opportunity and continued need for financial advice in Australia.
    Webinar
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    24 May 2023

    Reflecting on Budget 2023 (& EOFY)

    Having had time to reflect on the 2023 Federal Budget, now might be just the right time to assess the changes you need to make to your clients existing strategies. Join me as we work through the key issues for the remainder of the financial year, and reflect on how you could optimise your clients 2024 FY by taking proactive action today.
    Webinar
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    10 May 2023

    Federal Budget 2023

    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




    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.