Adviser events
Helping you identify the best investment solutions for your clients

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

Start Investing Today

Complete your application online.

If you have any questions at any time,
Call 1800 806 362 or
Email

You can save your progress at any time during your application.

Please read the Product Disclosure Statement and our Privacy Statement to find out how we collect, use, store and disclose your personal information. By completing your details you agree that we may contact you in regards to this Application.