| 18 months into the pandemic and many advice businesses have had to adjust their practices to deliver client outcomes in new ways.
What does a successful business look like in the current climate, and how does this affect the future of practice management?
Money Management will gather a panel of industry experts to explore what needs to be done for practices to not only survive in the face of reduced planner numbers and increased regulatory change, but ultimately to thrive.
Join us to hear insights from:
Matt Heine, Netwealth
Andrew Alcock, Hub24
Jill Tunkin, Lifespan Financial Planning
Tracey Sofra, Sofcorp Wealth Financial Advisors |
|
|
Time: 11AM - 12PM
Date: Thursday, 26th August 2021
|
|
| Join over 500 peers who have already registered for the Practice Management Webinar, earn CPD points and hear from industry experts.
|
|
| Already registered for other webinars in the Future of Wealth Management Series and want to add Practice Management Webinar to your registration?
Login to your Virtual Event Space below using the same email address you provided during registration and go to the "All Webinars" tab.
|
|
Matt Heine
Joint Managing Director
Netwealth
Matt started his career in financial services over 17 years ago when he joined Netwealth in July 2001. Matt’s experience in industry-wide sales, marketing and product brings a ‘hands on’ understanding to his role as Joint Managing Director of the Netwealth group. His skills, knowledge and passion for the industry span many aspects including advice, superannuation, investment and IT. Matt is a regular commentator and presenter on these topics. |
|
|
Andrew Alcock
Managing Director
Hub24
Andrew has over 20 years experience across wealth management encompassing advice, platforms, industry superannuation, insurance and information technology. Andrew was formerly Chief Operating Officer of Genesys Wealth Advisers and Head of the Genesys Equity Program, where he was a director of over 20 financial planning practices across Australia.
Andrew’s extensive financial services experience solidly underpins his role as Managing Director of HUB24 Limited. |
|
|
Jill Tunkin
National Practice Consultant
Lifespan Financial Planning
Jill joined Lifespan in October 2019, to build a Licensee Support Service offering, now known as Lifespan Partnership.
Prior to joining Lifespan, Jill gained over 15 years’ experience as National Account Manager/Consultant within a broad range of financial organisations, namely Dynamic Asset Consulting, Presidium Investment & Research Management, Associated Advisory Practices, Chubb Insurance Company, Morningstar, HSBC and Fidelity Worldwide Investment.
Previously, Jill worked as a Financial Planner and Commercial Lending Manager, with over 25 years’ experience in the Financial Services industry. |
|
|
Tracey Sofra
Partner / Financial Planner
Sofcorp Wealth Financial Advisors
Tracey Sofra, is Australia’s leading Financial Advisor specialising in Women’s Financial Confidence. As a Business Leader, Mentor, Financial Advisor, Author, Speaker and Mum, for over three decades Tracey has shared her proven method for shifting mindsets and the limits to financial success for thousands of women. Her passion around financial freedom is infectious leaving you inspired to challenge the status quo, build confidence and create change.
With over 30 years’ experience as a Financial Advisor, Tracey is dedicated to Investing in Women's Empowerment by shifting mindsets from crossroads and crisis to clarity and confidence so that we reach economic equality. Tracey brings her expertise in wealth creation, leadership, achievement and fulfilment to every table. |
|
|
The Future of Wealth Management Webinar Series is a six-part webinar event that will run from March to November 2021. We will be covering six of the most relevant topics for the wealth management industry including Managed Accounts, ESG/Responsible Investment and many more.
|
|
|
| | |
|
