Super Wednesday – Financial Planning and Investments

We are excited to be bringing to you the first of many Super Wednesdays with a Financial Planning/Investment focus

This Super Wednesday webinar will be facilitated by Christine Hay, Financial Planning/Investment – Member Advisory Committee (MAC) Chair, as we cover key insights, updates, and best practice for financial planners and investment advisers.

The agenda:

Introduction of the MAC – Let’s meet the team. The MAC team work hard on your behalf to ensure we have a sound knowledge base that feeds into government submissions and escalates issues that affect you in your roles as financial advisers.

Panel discussion on factors affecting investment markets and financial planning

PESTLE analysis on the financial planning world and future insights. This session will highlight the political, economic, social, technological, legal and environmental factors which impact on your everyday world.

Let’s ask our expert panel for their thoughts:

1. Bevan Graham, Salt Funds
2. David Boyle, Mint Asset
3. Maaike von Tol,  ANZ Investments
4. Ainsley McLaren, Harbour Asset

Case Study – tax & investment focus

This is a workshop session which will unpack some of the investment tax issues you have to consider when providing advice.

We call on the experts to provide case studies around tax and investments and what you should consider for your clients to get the right outcomes.

• Deborah Carlyon – Certified Financial Planner CM
• Dean Anderson – Kernel Wealth

This information packed webinar is one not to be missed for financial planners and investment advisers!

How do I join the webinar series? Zoom Link– simply click on the link to register for the series
Can I ask questions during the webinar? Members will be provided the opportunity to ask questions via the written ‘chat’ function or the Q & A tab.
What is the cost? Free for Financial Advice Members and $50+gst for non-members.

CPD will automatically be applied to member’s accounts within 10 working days after the webinar. If you are not a member and would like a Certificate of Attendance, please indicate on the webinar registration page.