We organised back-to-back sessions on the day and perhaps you didn't get a chance to visit all the exhibitor booths. If you would like to meet with any of our presenters or exhibitors, please fill out this Request for Meeting form and we will pass on your details.
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STEP 1:
Claire Wivell Plater, The Fold Legal |
Demystifying the industry jargon |
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| Alex Dunnin, Rainmaker Group |
Financial Standard 2017 Adviser Survey on Managed Accounts |
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STEP 2:
Nick Mitchell, Netwealth
Jonathan Hoyle, Stanford Brown |
Key themes driving the growth of the managed accounts industry |
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STEP 3:
Adrian Rowley, Watershed Funds Management
Tim Townsend, TownsendCobain Private Wealth |
How to choose the right managed account solutions for your advice business |
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STEP 4:
George Deva, Hub24
Rob McGregor, GPS Wealth |
Planning the implementation of managed accounts in your advice business |
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STEP 5:
Tony Nejasmic, managedaccounts.com.au
Keith Jones, Affinity Wealth Services |
The First 100 Days: Steps to take in preparing a financial planning practice to offer managed accounts to clients |
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STEP 6:
Thomas Bignill, Mason Stevens
Gareth Jakeman, Praescius Financial Group |
How does a licensee or dealer group deliver better investment outcomes using managed accounts? |
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STEP 7:
Christian Ryan, Beulah Capital
Chrissie Betts, Choice Capital |
The impact of a successfully implemented managed accounts offering on client experience |
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STEP 8:
Bianca De Melo, Macquarie
Bernard Gresser, Infinitas Asset Management |
Enhancing client relationships with managed accounts |
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