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Technical Services Forum

Chief Economists Forum

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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 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 - 13 JUNE 2024

Agenda subject to change.


Registrations open


Welcome from Financial Standard

Roger Marshman
Technical editor, Financial Standard


Understanding spam obligations in financial services

  • Key elements of a spam policy and implications for the financial services industry
  • The Australian Communications and Media Authority's powers regarding financial services
  • Items that are deemed spam-policy breaches, potential penalties and other costs.

Lynda Dowling
Chief compliance officer, Webull Securities

  Find out more about Lynda
Piers Bolger

Lynda is chief compliance officer within the local Australian entity of global fintech Webull. She has over 20 years' compliance experience supporting high-performance businesses in investment banking, stockbroking, domestic commercial banking, and inter-dealer broking. Lynda holds the Governance Risk and Compliance Institute senior accreditation of Certified Compliance and Risk Professional.




Portfolio solutions using managed accounts

While often viewed as an outsourced 'CIO function', a managed account solution has multiple layers. This presentation looks at the interaction of those layers across managed accounts in terms of:

  • The investment case
  • What it can mean for advice businesses and their clients
  • Working with platforms-what to be aware of, opportunities and pitfalls etc.

Piers Bolger
Chief Investment Officer, Infinity Capital Solutions

  Find out more about Piers
Piers Bolger

Piers is the CIO for Infinity Capital Solutions, the investment management business within the broader Viridian Financial Group. He is also Infinity's lead portfolio manager for multi-asset investment solutions and responsible for its macroeconomic research. His previous roles include head of diversified portfolio management at BT Investment Solutions, and head of research & investments within UBS Global Asset Management. Piers holds a Master of Applied Finance, BCom and BA, and is an associate member of FINSIA.


Concluding remarks



The Technical Services Forum has concluded for 2023 and will be back in 2024. Details to be announced shortly.

  Date Location Time
Tuesday, 5 September 2024 Fullerton Hotel (Barnet Room), 1 Martin Place Sydney NSW 2000 12:00pm - 2:30pm
Thursday, 14 November 2024 Fullerton Hotel (Barnet Room), 1 Martin Place Sydney NSW 2000 12:00pm - 3:30pm
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