Madison PD Day 2021
Thank you to those who joined us in Melbourne, Adelaide, Sydney & Brisbane for the March PD Days. If you haven’t yet had the opportunity to provide your feedback, please CLICK HERE to do so.
Principals’ briefing
CLICK HERE to view the slides
Introducing the Adviser Council
CLICK HERE to view the slides.
Masterclass – Royal Commission with Kerry Fleming & Greg Dawes
CLICK HERE to view the slides.
Keep an eye out in the next newsletter for a webinar update on this legislation in late April.
Masterclass – Practice Dashboard with Estelle Oakes, Opex Consulting
CLICK HERE to view the slides
To sign up for Xeppo
- You will need to subscribe to a Microsoft Power BI Pro License (note: this is in addition to your Opex subscription and paid via your Office 365 subscription): https://powerbi.microsoft.com/en-us/power-bi-pro/
- You will then need to subscribe to the Opex Practice Insights solution via a ticket to the support desk support@opexconsulting.com.au
Leadership ‘All ships lift in a rising tide’ – Anthony Noud, Awakened Lifestyles
Click below to watch a recording of Anthony’s presentation in Sydney 10 March 2021.
To get in contact with Anthony, email him at enquiries@awakenedlifestyles.com.au
2021 Economic Update – John Abernethy, Clime
Click below to watch a recording of John Abernethy at the Sydney PD Day 16 March 2021.
Breakout Sessions
Ethics for Risk Professionals: Walking the thin line – Mark Neil, Zurich
CLICK HERE to view the slides
SMSF Succession Planning ‘These are not the SMSF members you are looking for’ – BT Financial Group
CLICK HERE to view the slides
Are Transition to retirement strategies still worthwhile? – BT Financial Group
CLICK HERE to view the slides
All things about Life insurance inside SMSF’s – Benjamin Martin, AIA
CLICK HERE to view the slides
Active Reviews – Kerry Fleming & Greg Dawes
CLICK HERE to view the slides
Check out the Upcoming Events section of this newsletter for details of the fortnightly lunch and learn webinar series from the Governance team. The first sessions will kick off after the PD Days at 12.30pm (AESDT) on 23 March and will cover ‘how to document your advice scope’ and ‘documenting smart goals’. Simply CLICK HERE to register.
Portfolio Construction: Challenge your thinking – Rebecca Jacques, Mercer
CLICK HERE to view the slides
Thank you to our partners for their support of our Education program
In this Edition
| · A note from Annick
· PD Days |
· The View | · FASEA Update |
Madison PD Day 2021
Thank you to those who joined us in Melbourne, Adelaide, Sydney & Brisbane for the March PD Days. If you haven’t yet had the opportunity to provide your feedback, please CLICK HERE to do so.
Principals’ briefing
CLICK HERE to view the slides
Introducing the Adviser Council
CLICK HERE to view the slides.
Masterclass – Royal Commission with Kerry Fleming & Greg Dawes
CLICK HERE to view the slides.
Keep an eye out in the next newsletter for a webinar update on this legislation in late April.
Masterclass – Practice Dashboard with Estelle Oakes, Opex Consulting
CLICK HERE to view the slides
To sign up for Xeppo
- You will need to subscribe to a Microsoft Power BI Pro License (note: this is in addition to your Opex subscription and paid via your Office 365 subscription): https://powerbi.microsoft.com/en-us/power-bi-pro/
- You will then need to subscribe to the Opex Practice Insights solution via a ticket to the support desk support@opexconsulting.com.au
Leadership ‘All ships lift in a rising tide’ – Anthony Noud, Awakened Lifestyles
Click below to watch a recording of Anthony’s presentation in Sydney 10 March 2021.
To get in contact with Anthony, email him at enquiries@awakenedlifestyles.com.au
2021 Economic Update – John Abernethy, Clime
Click below to watch a recording of John Abernethy at the Sydney PD Day 16 March 2021.
Breakout Sessions
Ethics for Risk Professionals: Walking the thin line – Mark Neil, Zurich
CLICK HERE to view the slides
SMSF Succession Planning ‘These are not the SMSF members you are looking for’ – BT Financial Group
CLICK HERE to view the slides
Are Transition to retirement strategies still worthwhile? – BT Financial Group
CLICK HERE to view the slides
All things about Life insurance inside SMSF’s – Benjamin Martin, AIA
CLICK HERE to view the slides
Active Reviews – Kerry Fleming & Greg Dawes
CLICK HERE to view the slides
Check out the Upcoming Events section of this newsletter for details of the fortnightly lunch and learn webinar series from the Governance team. The first sessions will kick off after the PD Days at 12.30pm (AESDT) on 23 March and will cover ‘how to document your advice scope’ and ‘documenting smart goals’. Simply CLICK HERE to register.
Portfolio Construction: Challenge your thinking – Rebecca Jacques, Mercer
CLICK HERE to view the slides
Thank you to our partners for their support of our Education program
In this Edition
| · A note from Annick
· PD Days |
· The View | · FASEA Update |