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2022 Webinars

Quality of Advice Review

With submissions now closed for the Quality of Advice Review, Adrian Kwa (Strategie3) and Toby Potter - IMAP Chair share their thoughts on what quality advice is and outline their key recommendations to the Australian Treasury

Specialist Webinar Series: Transforming Advice into Wealth Management - The Strategic role of Wealth Management in a diversified financial services

This webinar is presented by Matthew Swieconek of Findex and Piers Bolger of Viridian Advisory/Infinity Asset Management. Moderated by Paul Forbes of Australian Advice Network

Specialist Webinar Series: Transforming Advice into Wealth Management - Developing Wealth Management from an Accountancy Base

This webinar is presented by Matthew Walker of Dynamic Asset and Michael Rees-Evans of William Buck. Moderated by Paul Forbes of Australian Advice Network

Specialist Webinar Series: Transforming Advice into Wealth Management - Serving HNW Clients

This webinar is presented by Andrew Tracy of JB Were and Scott Fletcher of Woodbury. Moderated by Paul Forbes of Australian Advice Network

Specialist Webinar Series: The Implications of Interest Rate Rises - Portfolio Management

This webinar is presented by Brad Mathews of BMIS and ‍Brendan Paul of Atrium Investment Management. Moderated by David Cohen of Evergreen Consultants

Specialist Webinar Series: The Implications of Interest Rate Rises - Investment Implications

This webinar is presented by Amy Xie Patrick of Pendal Group and ‍Stephen Flegg of AMP Capital. Moderated by David Cohen of Evergreen Consultants

Specialist Webinar Series: The Implications of Interest Rate Rises - Macroeconomic Considerations

This webinar is presented by Alexandre Ventelon from Morgan Stanley and ‍Craig Vardy of BlackRock.   Moderated by David Cohen of Evergreen Consultants

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