The 9th Annual Australian Indexing & ETF Masterclass

Tuesday, March 5, 2019 | 8:30 AM - 2:00 PM | Zinc Federation Square | Melbourne
Thursday, March 7, 2019 | 8:30 AM - 2:00 PM | Ivy Ballroom | Sydney

ACCREDITED TO 3.75 FPA AND 2 SMSFA CPD CREDITS


A Complimentary Event for Financial Advisers

The financial advice landscape is shifting. When seeking opportunities for your clients, are you fully armed with the techniques and solutions needed to meet today's challenges and stay ahead of the game?

The 2019 Indexing & ETF Masterclass will provide Australian financial advisers with new insights into the evolving marketplace. We encourage you to invest a half-day on March 5th in Melbourne or on March 7th in Sydney to listen and interact with other practitioners who have leveraged ETFs and other index solutions, to support the evolution of their business and improve their service to clients.

Agenda >

On Demand Pre-Masterclass Webcast: Best Practices in Practice Management

Don't miss the opportunity to hear our Keynote Speaker, Geoff Eliason of Peak Capital Management, and Stuart Magrath, Head Channel Management, S&P Dow Jones Indices, as Stuart interviews Geoff on his thoughts about best practice ETF usage for financial advisers. Learn how Geoff has developed scalable processes using ETF portfolios to simplify advice practices, raise more profitable assets and strengthen client relationships. Learn how you can be active about passive and provide intelligent alpha & efficient be active about passive and provide intelligent alpha & efficient beta.

Sign up for the webcast >

Speakers >

Geoff Eliason  
 
Geoff Eliason
 
Principal, Chief Compliance Officer
 
Peak Capital Management
 
Andrew Wielandt  
 
Andrew Wielandt
 
Managing Partner, Investment Adviser
 
Dornbusch Partners
 
Terry O’Sullivan  
 
Terry O'Sullivan
 
Financial Planner
 
Right Fit Financial Adviser
 
Jon Reilly  
 
Jon Reilly
 
Chief Investment Officer
 
Implemented Portfolios

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