7:30am - 8:45am
The FPA is delighted to offer a client focused event to start Your Inaugural Professionals Congress. The Client Breakfast is hosted by 'Platinum Asset Management' CEO Kerr Neilson, where he will be covering a range of topics relevant to both planners and clients.
Bring your existing or prospective clients to this social function which includes access to the first plenary session opened by VC winner Benjamin Roberts-Smith.
Access is also granted to the re-vamped exhibitor’s hall allowing you to talk your clients through some of the more technical aspects of the planning process. Let them see first hand just how much commitment you place on self-development and best practice in order to provide the best possible advice to help change their lives for the better.
Kerr Neilson has over 40 years of experience in financial markets both in broking and funds management. This has involved a stint in London, followed by managing the research department for a stockbroker in South Africa. Upon migrating to Australia he joined Bankers Trust, where he made important contributions to the development of that company's highly successful retail funds management division.
Kerr left Bankers Trust Australia as an Executive Vice President to form Platinum Asset Management in February 1994. Having held the position of Chief Investment Officer until May 2013, Kerr remains Chief Executive Officer and portfolio manager for the global mandates and is the principal shareholder.
NETWORKING DRINKS
Hosted by leading broadcaster Ray Hadley, the Future 2 Gala Dinner is an evening not to be missed. Members and non-members are invited to celebrate the difficult journey we've all been on to make it into the post FOFA environment. The challenges are by no means over but it's important to take the time to recognise our collective successes and enjoy a night of fun and entertainment. |
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WOMEN IN FINANCE BREAKFAST
Join some of the leading female financial planners in our profession at a networking and speaker function on Day 2 of Your Inaugural Professionals Congress.
Covering all the challenges faced by women in this space and featuring a quality guest speaker in ACP Magazine's Deborah Thomas, the Women in Finance breakfast is a great way to start the second day of Your Congress. Click here to view Deborah Thomas's full Bio |
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As part of the Commonwealth Bank's wealth division, Wealth Management Advice seeks to excel at securing and enhancing the financial wellbeing of people, businesses and communities. We do this by providing trusted advice from our financial planning businesses. These include, Commonwealth Financial Planning, Financial Wisdom, Count Financial, and BW Financial Advice.
Customers are increasingly seeking a different approach when it comes to managing their wealth. Wealth Management Advice assists its financial planning businesses to develop a range of options to provide customers greater flexibility in the type of advice they receive and the way they access it.
Our 1700 advisers are well-positioned to provide the right level of advice and delivery method to suit the diverse needs of our customers; whether that’s in person, over the phone or via video conference. Helping our advisers provide trusted advice means ensuring we have a range of quality financial solutions to enable our advisers to deliver advice effectively and efficiently through which ever channel the customer chooses.
What we offer advisers
The diversity of our advice businesses – which covers employed, self-employed, and an accountancy based model - offer advisers choice in how they work as well as opportunities to take their career in a number of directions within the one group.
As part of the CBA Group, we offer the strength and resources to meet the changing nature and challenges of the industry.
We offer well-resourced back office support which includes award-winning technical services, class-leading professional development, technology, compliance, and marketing support, along with a comprehensive practice support model for our self-employed advisers.
We have an established ‘advice community’ where advisers can share ideas and successes outside of their individual teams or peer groups.