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 2019 Indexing & ETF Masterclass will provide Australian financial advisers with new insights into the evolving marketplace. Don’t miss the opportunity 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.

The half-day event will discuss:

  • What happens when advisers outsource the CIO function
  • How can advisers use customised index solutions to build investment strategies for their clients
  • How advisers can use index-tracking investment vehicles to expand their capabilities in portfolio construction
  • A direct Q&A with a ETF practitioners to address questions of constructing ETF portfolios

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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