Information for advice professionals only.
As we bring the year to a close, this session will crack open the Legislative and Regulatory bon-bon to see what we have received during 2023 and what we can take into 2024. No useless toys here, but a focus on those innovative and exciting advice gadgets to get you and your clients through the next 12 months. Put on your party hats and be prepared for a few bad puns as we wrap up the year that was, and look forward to 2024.
This session will be CPD accredited.
CPD Accredited - Watch now
Explore BT Panorama
Increase efficiency and client value with online consent, our award winning mobile app and more.
We're here to help
Speak to a BDM or
call 1300 784 207
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.