Financial Advice Across the Client Journey Owning a home is central to many clients’ financial lives but the advice they need shifts dramatically across life stages. This masterclass follows a […]
The advancement in technologies related to the artificial intelligence landscape, have further highlighted and emphasised the role of technology in the advice practice. Although the AI technology may have sound […]
The Anti-Money Laundering and Counter-Terrorism Financing (AML/CTF) Tranche 2 reforms will take effect from 1 July 2026, extending AML/CTF obligations to a wider range of designated services commonly offered by […]
Join us for an exclusive webinar “Introduction to Cyber Security for Financial Professionals”. As financial professionals, safeguarding sensitive data and client trust is critical. This session will cover: Cyber security […]
Presented by our Head of Superannuation, Natasha Panagis, our Superannuation Quarterly Update will get you up to speed on the must-know developments in the superannuation sector over the last three […]
Introducing Our Investment Insight Series Join us for the Institute of Financial Professionals Australia (IFPA) Investment Insight Series, a dynamic and engaging monthly webinar designed to equip you with expert […]
Clients moving in and out of Australia face a range of investment and tax decisions that can have a major impact on their wealth. This practical session focuses on the […]
Introducing Our Investment Insight Series Join us for the Institute of Financial Professionals Australia (IFPA) Investment Insight Series, a dynamic and engaging monthly webinar designed to equip you with expert […]
Finance professionals are trusted holders of highly sensitive personal and financial data. Following on from Introduction to Cyber Security, this one‑hour webinar goes beyond the basics to unpack how modern […]
Using AI to support and speed up everyday business tasks has become the new normal. To stay competitive, it is critical to keep your AI skills up to date. Building […]
Presented by our Head of Technical Services, Natasha Panagis, our Superannuation Quarterly Update will get you up to speed on the must-know developments in the superannuation sector over the last […]
Introducing Our Investment Insight Series Join us for the Institute of Financial Professionals Australia (IFPA) Investment Insight Series, a dynamic and engaging monthly webinar designed to equip you with expert […]
