December 12 @ 12:30 PM - 1:30 PM AEDT
Introducing Our New Investment Insight Series
Join us for the Institute of Financial Professionals Australia (IFPA) brand-new Investment Insight Series, a dynamic and engaging monthly webinar designed to equip you with expert analysis, independent market insights, and practical strategies in an ever-changing investment landscape. Whether you’re navigating shares, bonds, real estate, alternatives, or even cryptocurrencies, this series will help you stay informed and make smarter investment decisions.
Why You Should Attend
Designed for financial advisers seeking real, actionable insights, this series goes beyond short-term market fluctuations to focus on the bigger picture. Each session will cover:
- Key investment themes shaping portfolio construction
- Portfolio design considerations for intergenerational wealth planning and retirement strategies
- Smart money management strategies for different time horizons and financial goals
- Practical, independent analysis to help you cut through market noise and navigate uncertainty
Flexible and Convenient Learning
The Investment Insight Series will be available live on the second Friday of every month, with recordings available on demand. Each session runs for up to 60 minutes, delivering high-impact insights without disrupting your schedule.
Register now to secure your place!
Free For All (Members and Non Members)
TPB CPD Hours:1 hour | Legislated CPD Hours: To be confirmed
Meet Your Expert Speaker – Ashley Owen
Leading the conversation is Ashley Owen, one of Australia’s most experienced Chief Investment Officers and portfolio managers. Renowned for his fact-based research and straight-talking approach, Ashley will take a deep dive into key investment themes, cutting through market noise to uncover the long-term trends shaping portfolio returns. Expect an independent, no-holds-barred exploration of the forces driving investment markets – without the hype.
Your Host – Natasha Panagis
Guiding each session is Natasha Panagis, IFPA’s Head of Technical Services. A sought-after commentator and policy influencer, Natasha brings a wealth of expertise in wealth management, superannuation, taxation, estate planning, and retirement strategies. Together with Ashley, they will break down complex financial concepts into actionable insights you can use to better serve your clients.
