Compliance and Risk Management 2019
How to protect your financial planning business following the royal commission fallout
Presenter:
Christina Kalantzis is founding director of Alexis Compliance and Risk Solutions, a Sydney-based financial services compliance and risk management company. She provides advi..
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SMSF Trustee Empowerment Day 2019
The SMSF Trustee Empowerment Day will give you the knowledge you need to navigate your way through these challenging times as your own superannuation fund manager. It is an event SMSF trustees simply can’t afford to miss...
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Invest in Tech
The inaugural Invest in Tech event provides you with the opportunity to meet six technology game changers in one afternoon in Sydney’s CBD.
The participating companies have been hand-picked from six niches and chosen for their investor opportunity, management team and high product ..
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Financial Observer Aged Care Summit
financialobserver’s upcoming Aged Care Summit will help advisers stay on top of changes in the evolving aged care space.
Melbourne – Tuesday 23 October; Sydney – Thursday 25 October.
The recording for the event with CPD points is available for purchase, click on re..
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Compliance and risk management for financial advisers
RECORDED WEBCAST WITH CPD AVAILABLE NOW.
Following the recent reviews into financial planning advice and the banks, advisers are finding themselves having to defend their advice to licensees. This session will examine what a financial services expert considers to be a bulletproof client file a..
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