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Tuesday, 13 August 2019 1:00 PM - 5:00 PM AEST
Regus - Jagera Room, Mezzanine Level, 200 Mary Street, Brisbane, QLD, 4000, Australia
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IOOF Office, Regus - Jagera Room, Brisbane, QLD, 4000, Australia.
We are delighted to invite you to our upcoming Mini Wealth only PD Days, being held in Brisbane, Melbourne and Sydney. All Authorised Representatives have been invited. Please feel free to invite others in your office, who you feel may obtain benefit.
Based on your feedback, we have varied the proposed content to include topics, which shall be useful and beneficial. There are sessions on Compliance, Strategy, Product and Skills Improvement. We anticipate that approximately 3.5 CPD points shall apply.
Agenda
Topic
Speaker/Facilitator
Wealth Update
Rob Morton
15 mins
Compliance, incorporating Adviser Exam Preparation
Sharon Walker
45 mins
Portfolio Construction:
Multi-Manager/Multi-Asset
Neil Armistead (IOOF)
Morning/Afternoon Tea
Strategy: Estate Planning
Ravi Malhotra (AET)
Skills Improvement
Sharon Walker & Rob Morton
Close and Group Discussion
30 mins
https://www.vow.com.au
Vow Financial
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