Adviser Roadshow: Emerging & Flourishing in the financial industry
Insights to help you flourish in this complex environment
You're invited: Join Netwealth, Perpetual, Futurity and Drummond Capital for morning tea.
Date: Thursday 8th September
Time: 9:00am – 11:30am (morning tea)
Location: Pullman Cairns International, 17 Abbott Street, Cairns City QLD 4870
Hear from four industry experts with 20+ years experience as they present on four topics that will help you navigate through changes in the financial industry.
You will learn about two important customer segments, the Established Affluent and the Emerging Affluent and their financial advice preferences, how to adopt a new investing mindset amongst the changing landscape, implementing a managed accounts strategy successfully in order to thrive, and a deep dive into intergenerational wealth opportunities.
Join us for 4 educational presentations, earn CPD points and enjoy a morning tea.
- Netwealth presents: The Advisable Australian – A new way to think about Australian investors
- Perpetual presents: Finding the hidden investment gems amid the fog of COVID, Stimulus, inflation, and war!
- Futurity presents: “Unlock” intergenerational wealth opportunities within your business.
- Drummond Capital presents: Why Managed Accounts are the solution that will enable advice firms to capitalise and flourish
Tickets are limited so make sure you register and don't miss out.
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Agenda
The Advisable Australian – A new way to think about Australian investors
Netwealth
In this presentation we look at two important segments, the Established Affluent and the Emerging Affluent – one is a younger cohort, largely millennials who are highly engaged in investing and digital natives, whilst the older 60+ group asset-rich individual, also highly engaged in investing. Together they make up around 25% of the population, but close to 50% of total household wealth, and both are heavy users of advisers.
You will learn about how to attract, advise and service these segments with many important opportunities and tactics.
Why Managed Accounts are the solution that will enable advice firms to capitalise and flourish
Drummond Capital Partners
As a result of the combined impact of increased regulation, decreasing adviser numbers, improved technology, volatile markets and global uncertainty, a unique opportunity has emerged for advice firms. This session will explore how Managed Accounts are the solution that will enable advice firms to capitalise on this opportunity and flourish… but only if they can implement.
Find out why picking the right partner(s), who can assist with this journey and take action, is the key to success.
Finding the hidden investment gems amid the fog of COVID, Stimulus, inflation, and war!
Perpetual Asset Management
In this presentation, we will examine how the investment landscape has altered dramatically in the wake of COVID, war and inflation and how to adopt an new investing mindset.
How to “Unlock” intergenerational wealth opportunities within your business.
Futurity
Don’t get hung-up on the word education… Discover how the Futurity Family Education Bond can “unlock” intergenerational wealth opportunities within your business. This session will discuss how a “tax paid” investment structure can produce tax free investment outcomes to facilitate short, medium and long term goals.
The unique family trust style bond will reduce administration inefficiency, and provide a genuine reason to meet your clients parents, children and future grandchildren.
Speakers
Emalee Vidulin - Key Account Manager QLD - Perpetual Asset Management Australia
Emalee started in the financial services industry 28 years ago, with her own business in lending and from there moved into Financial Advice in 1998.
Emalee’s career has had her in a variety of roles including Financial Planning in her own Financial Advice business. Emalee has spent a majority of her career in a corporate environment with industry leading organisations.
James Noone – Regional Manager QLD - Drummond Capital Partners
James has 25 years’ experience in Financial Services and joined the team in April 2022. As Regional Manager Queensland, James is responsible for leading our client facing activity and driving growth in the state and nationally. James works with our clients to establish their optimal managed account solution.
James was most recently Client Sales Executive for Vanguard and was responsible for the distribution of their products and services within the Queensland Intermediary Channel.
Justin Carroll – State Manager QLD - Netwealth
Justin Carroll is Netwealth’s State Manager for Queensland and enjoys working with Financial Planning Professionals to help them deliver better business and client outcomes using Netwealth’s award-winning* platform.
With over 25 years in the Financial Services industry, Justin knows the importance of partnering with Advice firms to ease their administration burden, so they can spend more time helping their clients to achieve their goals.
Adam Tyley – Business Development Manager QLD - Futurity
Adam has 20 years’ experience in Financial Services, as a product provider representative and in business development roles, supporting financial planning practices across Queensland.
In this time, Adam has developed a strong understanding of estate planning strategies, personal insurance, and business protection. During his time at TAL, Adam worked closely with some of Queensland’s most experienced financial planning practices, followed by a role as State Manager at AIA, heading the largest distribution team in the QLD insurance market.