QUARTERLY UPDATES FOR TECHNICAL SERVICES PROFESSIONALS
The Technical Services Forum has concluded for 2023 and will be back in 2024. Details to be announced shortly.
The Financial Standard Technical Services Forum brings together technical services professionals over four sessions in the calendar year.
The forum is open to technical professionals, including technical services experts, paraplanners, research, policy and advice specialists.
The Forum will be lead by industry technical experts, covering best practice retirement strategies, SMSF income streams, aged care, estate planning, taxation and more.
The forum has an open style for sharing case studies and best practices, to help provide upskilling and networking opportunities for attendees.
Financial Standard's Technical Services Forum will be accredited by the Financial Advice Association Australia (FAAA) for CPD hours aligned to Legislated CPD learning areas and ASIC Knowledge Requirements.
The latest 2023 Technical Services Forum was accredited by the FAAA for 1.5 hours.
If you are after additional professional development content or would like to access the CPD content from other Financial Standard Events check out Financial Standard's CPD program FS Aspire CPD.
AGENDA - 9 NOVEMBER 2023
12:00pm
Registrations open
12:30pm
Welcome from Financial Standard
Roger Marshman Technical editor, Financial Standard
12:35pm
SMSF and wider superannuation insurance strategies
Natasha Panagis Head of Superannuation and Financial Services, Institute of Financial Professionals
Natasha is a highly experienced wealth management specialist with expertise in superannuation, SMSFs, retirement planning, taxation, estate planning, insurance, social security and aged care. With a seasoned ability to interpret and broadly disseminate complex information through an understandable and practical lens, she has often been sought by and quoted in the media. By developing policy and advocacy positions to Government, regulators and other key stakeholders, Natasha is actively involved in shaping Australia's financial services industry.
1:15pm
Break
1:40pm
Are options an option? Key considerations for client portfolios
What are options, how do they work and what are the pros and cons?
Options in practice-some working technical examples
The ways in which options can boost portfolio returns and manage risks
Te Okeroa Head of Sales, Trading and Customer Relationships, AUSIEX
Te joined AUSIEX in July 2022 as Head of Sales, Trading and Customer Relationships. He is the Chair of the ASX Risk Consultative Committee and the Stockbrokers and Investment Advisers Association's Derivatives Sub-Committee. Te has over 20 years' experience in financial services and has held senior positions with Macquarie Group and Reserve Bank of New Zealand. He holds a Master's Degree in Applied Finance and undergraduate qualifications in Business and Arts (Psychology).
2:25pm
Concluding remarks
2:30pm
Networking drinks until 3:30pm
REGISTER FOR THE TECHNICAL SERVICES FORUM
