CLICK HERE to view the upcoming events in the Madison calendar year.       In this Edition ·       A message from Jaime ·       The View ·       Insurance Specialist Forum ·       Wealthportal new pricing ·       Save the date ·       Upcoming Webinars ·       FSG & Advice document changes ·       CoreData Licensee Survey ·       Kaplan Scholarship ·      …

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Thank you to everyone who joined us at the Investment Specialist Forum last week in Sydney. Once we are able to share some of the slides we will. In the meantime, please provide your feedback, of the two days using the below links. Investment Specialist Forum – Day 1 feedback Investment Specialist Forum – Day…

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‘A Budget funded by unconventional means’ – The View CLICK HERE to read the latest article from John Abernethy.   In this Edition ·       The View ·       CoreData Licensee Survey ·       Investment Specialist Forum ·       FSG and Advice document changes ·       Save the Date ·       Upcoming Webinars ·       CPD Reminder ·       FASEA Exam Update ·      …

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CLICK HERE for a PDF version of the June webinar calendar. Building your Investment Philosophy An Investment Philosophy is a set of core investment principles and beliefs that guides a person’s investment decision making processes. Its application in practice is reflected in the way investment portfolios are constructed and managed. Following feedback from our inaugural…

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There is only 3 weeks to go before the end of the financial year and the CPD period. The link to the current Ontrack platform is: https://ontrack.edu.au If you are unsure of your password simply use the ‘forgot your password’ on the login page and you will receive an email to reset. If you are…

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FASEA Exam Completion Congratulations to everyone who passed the March Financial Adviser Exam sitting. Please forward to us your successful completion notification so we can update your ASIC records. Preparation Support TAL FASEA Masterclass TAL’s award winning FASEA masterclass dates for the remainder of 2021 are now available HERE. FASEA Pre-Exam Webinar Series FASEA have…

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Kaplan Professional has further extended its relief to Financial Advisers by introducing a scholarship scheme. Advisers who are working towards meeting the FASEA education standards will be able to apply for the scholarship. The scholarship will entitle advisers to $100 to be used towards the enrolment fee for each Higher Education subject they enrol in…

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As mentioned in the Madison Service & Pricing Model effective 1 July 2021 email sent to Principals on 4 May, we are in the process of updating our FSG and SoA, RoA, FDS and OSA templates with the changes for both the Madison dealer fees, as well as the legislative changes regarding Fee Disclosure Statements…

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Many of you are familiar with Andrew Inwood and the CoreData team.  Each year, the group conducts a survey to advisers gathering data about Licensee services and support. In the past, we have not formally participated as a community. This year, we’re decided to join the study to gain an understanding of how Madison ranks…

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