Managed Accounts - Ask The Experts

Live Webinar

EXPERT KNOWLEDGE

Money Management has partnered with BT, AMP, Praemium and Netwealth to deliver a webinar aimed at examining this developing landscape and discussing how advisers can act to ensure the best value for their clients.

CPD ACCREDITED

Register for FREE, tune in to our Live webinar on 10th June at 11:00am, learn all about Managed Accounts and earn CPD points!

CONTENTS DRIVEN BY YOU

Content discussed on the day is driven by you, so include your question when you register or send it through on the day and have your question answered live!

The Experts:

Over 18 years Zac has acquired extensive experience in the wealth management and platforms industry, with a particular in-depth focus on Managed Accounts. At BT, Zac brings together his extensive knowledge of managed accounts, platforms and investments to lead the Managed Accounts business, developing unique, contemporary investment solutions for financial planners and their clients.

Zac Leman

Head of Managed Accounts
BT

Shaune has been designing and implementing superannuation, investment and retirement income solutions for clients and their advisers for more than 20 years, and as part of his current role is now responsible for AMP’s Wrap Platforms model portfolio and managed account capabilities. Prior to AMP Shaune spent 7 years at NAB and 10 years at AXA including as Group Manager, Public Policy & Regulatory Affairs and as a member of AXA’s Investment Committee.

Shaune Egan
Head of Product Management - Wrap Platforms
AMP MyNorth

Martin has 26 years of industry experience spanning both Australia and the UK markets and has held national roles in both product distribution and AFSL management. His role includes mentoring and managing the distribution team to grow the Praemium platform and suite of solutions by helping advisers build more profitable, engaging and sustainable businesses.

Martin Morris

Head of Distribution
Praemium

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.

Matt Heine
Joint Managing Director
Netwealth

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