Events and training
Our financial adviser events and training sessions will be available throughout the year.
These events are designed to provide you with the knowledge and skills you need to identify your clients’ investment and estate planning needs. You will learn about our tax effective investment solutions and how to develop financial planning strategies that meet your clients’ needs.
Queensland | Masterclass
Estate Planning, Centrelink & Aged Care
With the removal of Deductible Amounts on Lifetime Annuities, it has never been more prevalent to understand what these changes mean for your clients. These changes also present an opportunity to review what other centrelink propositions are available in the Australian Market that can assist with your centrelink clients, both on an Asset Test and an Income Test perspective.
QT Gold Coast | 7 Staghorn Avenue | Gold Coast, QLD 4217
Wednesday, 21 August 2019 from 8:00 am to 9:30 am
Figs on Sylvan | 65 Sylvan Road | Toowong, QLD 4066
Wednesday, 21 August 2019 from 12:00 pm to 1:30 pm
The Surf Club Mooloolaba | 1 Mooloolaba Esplanade | Mooloolaba, QLD 4557
Thursday, 22 August 2019 from 1:00 pm to 2:30 pm
City Golf Club | 254 South Street | South Toowoomba, QLD 4350
Friday, 23 August 2019 from 12:00 pm to 1:30 pm
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