Earn CPD Points - Practice Management Webinar 2020

On the back of most large banks exiting the financial planning space, advice businesses have had to pursue new business models to allow them to not only survive but, ultimately thrive.

Adopting the right business model is crucial as financial planning practices face some of the biggest challenges the industry has ever faced, including reduced planner numbers and increased regulatory requirements.

Join HUB24's Nathan Jacobsen, Netwealth's Matt Heine, Focus Wealth Advisers' Eleanor Dartnall and Business Health's Terry Bell as they discuss:

What successful advice businesses of the future look like
The future role of dealer groups
Whether self-licensing could be the answer

Earn CPD Points!

Join over 700 peers as we discuss key areas of the industry and equip you for the ever-changing environment.

To find out more about the webinar series, click here.

Hear from industry experts and earn CPD points by registering above for FREE*! Once registered, you will have access to the full Six-Part Webinar Series.

*The Future of Wealth Management Community is specially designed for members of the financial advice community, if you are a supplier to the industry, please contact our events team at events@moneymanagement.com.au.

INDUSTRY EXPERTS

Eleanor Dartnall
Principal and Senior Adviser
Focus Wealth Advisers

Eleanor established Focus Wealth Advisers in the Southern Highlands of NSW in 2006, building a business based on an understanding of the DNA of her clients’ wealth.

Eleanor loves to explore new ways to deliver advice and wants to ensure her clients understand the decisions they make, she acknowledges, that this starts with how she identifies each client’s tolerance to investment risk. Over the years, with many trials and much error, Eleanor has identified a way to educate her clients about risk and how to have each client choose their own investment profile.

She is quick to state, this is a client by client approach, many clients with an existing knowledge and a deep understanding of investing are taken on a different advice journey.

Accredited Trust and Estate Practitioner™

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.

Nathan Jacobsen
Group Executive Advice & Technology Solutions
HUB24

Nathan is an experienced executive with a proven background in growing & transforming wealth management businesses since 2006, including market strategy, M&A, business development, technology, operations and organisation transformation.
Nathan previously worked for Perpetual Private, a high net worth advice business and was responsible for developing new market segments, including advice & trustee services to accounting firms, medical specialists and indigenous communities. Prior to joining financial services, Nathan worked in strategy & management consulting and as an officer in the Australian Navy, including running leadership programs on the square rig sailing ship Young Endeavour.

Terry Bell

Principal
Business Health Pty Ltd

Business Health is headquartered in Sydney, Australia and was established in 2000 to provide practical “down to earth” assistance to businesses with particular emphasis in the financial services industry.

Terry has had (unfortunately!) many years experience in a variety of senior management, business development and operational roles. Through his consulting he has been able to help businesses position themselves for success in the 21st Century. His knowledge of market trends and business structures, both in Australia and internationally has allowed many professional advisers to build valuable, profitable, sustainable and relevant practices.

We'd like to thank our 2020 sponsors for supporting the Practice Management Webinar 2020.

WEBINAR SPONSORS

© 2019 FE Money Management Pty Ltd
Level 11
4 Martin Place
Sydney, NSW 2000
Australia

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