Best Practice Forum - Managed Accounts

Managed Accounts Forum - top image

The 2019 Best Practice Forum on Managed Accounts will look at how financial advisers can establish a successful advice practice through a program that challenges the conventional thinking on how to run investment portfolios.

The demand for managed accounts has grown rapidly in Australia in the last few years alone, with advisers seeking to learn more about the scaleability benefits of utilising a managed accounts platform.

The forum continues to comprehensively discuss the practical application and implementation of managed accounts in Australia's financial planning environment.

The event will provide CPD hours that are FPA accredited will include a FASEA CPD breakdown. 

Date
TUESDAY
10 SEPTEMBER 2019
Time
8:30AM - 3:30PM
Location
FOUR SEASONS HOTEL
199 GEORGE STREET
SYDNEY NSW 2000
Cost$120 + GST
FOR FINANCIAL PLANNERS
$495 + GST
STANDARD REGISTRATION
 
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ADDITIONAL COMMENTS (including dietary requirements):
Items
QuantityItemUnit PriceTotal
Financial Standard Best Practice Forum - Managed Accounts Registration$495.00$0.00
Financial Standard Best Practice Forum - Managed Accounts Registration (Financial Planner Special)$120.00$0.00
Sub Total$0.00
GST (10%)$0.00
Total Payable (including GST)$0.00
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  Agenda
The agenda is subject to change
   
8:30am Registrations open
8:55am Welcome Remarks
Tim Townsend, Master of Ceremonies
9:00am The Managed Accounts landscape in 2019
James Mantella, Netwealth Investments
9:30am How managed accounts can comply with the best interest duty
Gregory Newman, Hub24
10:00am Direct securities and ETF focused SMA approach
Nick Morton & Glen Holder, Resonant Asset Management
10:30am Morning tea
11:00am What drives client satisfaction and what can increase clients' propensity to continue doing business with your firm?
Bianca De Melo, Macquarie Investment Management
Lisa Fuentes, Affinity Wealth Services
11:30am The evolving world of managed accounts
Ben Davis, Zenith Investment Partners
12:00pm Adviser panel - Smart investing - What are the trends in the market?
Thomas Bignill, Mason Stevens
Gareth Jakeman, Praescius
Mark Minchin, Minchin Moore Private Wealth Advisers
Phil Smith, Cutcher and Neale
12:30pm Lunch
1:15pm How much impact is your business model and technology partner having on profit?
Martin Morris, Praemium
1:45pm Choosing the right structure for your managed accounts
Bryce Quirk, Colonial First State
2:15pm Panel session - Moving into 2020 and beyond with managed accounts
Christopher Mather and Zac Leman, BT
Brett Sanders, Philo Capital Advisers
Alan Kenny, Ironbark Asset Management
2:45pm Closing remarks
2:50pm Networking drinks and afternoon tea
 
  2018 Gallery
 
  2018 Highlights

GOLD PARTNER

Event Partner - Netwealth

SILVER PARTNERS

Event Partner - Hub24          Event Partner - Macquarie

Event Partner - Hub24          Event Partner - Macquarie

Event Partner - Mason Stevens          Event Partner - Praemium

Event Partner - SSGA          Event Partner - Zenith

EXHIBITOR PARTNERS

Event Partner - Leveraged Equities          Event Partner - SSGA

Event Partner - XPlore Wealth

 
FOR MORE INFORMATION
EMAIL    marketing@financialstandard.com.au
PHONE  1300 884 434
 
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