A recent ASIC media release has raised concerns with the use of the terms ‘independent’ and ‘non-aligned’. Please read this important update from us here.
RISK ROADSHOW WITH DAVID SPITERI
The Centrepoint Alliance Risk Roadshow event series is back at the right time to assist you in creating long-term efficiencies for your insurance business – steps that will keep you and your business fighting fit!
By attending one of our Risk Roadshow events you will not only be taking the first step towards improving your business and refreshing your outlook – you will also be amongst the first to hear all about our new initiative: Centrepoint Healthscreen.
Don’t miss out on this exciting opportunity – sign yourself up today!
THE ADVICE REVOLUTION: HOW TO SURVIVE AND THRIVE
The global advice industry is undergoing a revolution. Those who grasp the change will thrive. Those who don’t will struggle to survive. Which group are you in?
In this presentation, highly successful global advice practitioner David Haintz shows you that the winners in this revolution will be those who enhance the client experience, keep the focus on objective-based advice and clearly articulate their value.
We will also be running an optional Golf Day to follow on from David’s session in Melbourne, Sydney and Brisbane. We hope you can join us!
Register for Melbourne, Sydney or Brisbane event.
Register for Perth or Adelaide event.
SAVE THE DATE: CHRISTMAS PROFESSIONAL DEVELOPMENT DAYS
We’ll be running our annual Christmas Professional Development days around the country starting from 23rd November.
Look out for the invite to arrive in your inbox very soon. In the meantime, save the date for the event in your state in your diary now!
|Gold Coast||24th November|
|Sunshine Coast||13th December|
QUARTERLY TECH TIPS
There have been significant announcements made by the government recently, particularly in relation to legislation covering the 2016-17 Federal Budget measures. Other changes have already been slated to occur from January 2017 onwards. In this webinar we will be looking at the latest announcements and legislative developments, and how they will potentially affect Advisers and their Clients.
Presenters: Peter Kelly, Superannuation, SMSF and Retirement Planning Specialist, Centrepoint Alliance and Mark Teale, Retirement Strategies and Solutions, Centrepoint Alliance.
Suitable for: Financial Advisers, Tax (Financial) Advisers, Accountants, Paraplanners, and Support Staff
Knowledge Area: Superannuation, Social Security, and Aged Care
|QUARTERLY TECH TIPS|
|Monday 31 October 2016||10.30 am – 11.30 am (AEST)||Click here to register.|
REFRESHER AND CATCH UP ON AML/CTF
The new AML/CTF regulations came into effect on 1 January 2016. This presentation has been designed as a ‘How to’ guide for advisers and support staff to understand the new regulations and more importantly what changes in procedures need to occur going forward. The presentation will cover:
- Revisit the key obligations of the AML/CTF Act
- What additional information do advisers need to obtain from clients to comply?
- Completing the risk assessment form
- What are the Enhanced Due Diligence requirements for High Risk clients?
Joining this interactive webinar will allow you to cement your learning, give you CPD points to meet your AML/CTF training requirements, and give you the opportunity to ask the experts.
Suitable for: Financial Advisers and Support Staff
Knowledge Area: Generic Knowledge and Ethics
|REFRESHER AND CATCH UP ON AML/CTF|
|Tuesday 22 November 2016||10.30 am – 11.30 am (AEST)||Click here to register.|
|Thursday 24 November 2016||2.30 pm – 3.30 pm (AEST)||Click here to register.|
BEST PRACTICE FOR INSURANCE
This webinar will look at the key aspects you will need to deliver appropriate and quality insurance advice, tips, and pointers to deliver quality examples.
Presenter: Rizwan Sunnivora, Professional Standards Consultant, Centrepoint Alliance
Suitable for: Financial Advisers, Paraplanners, and Support Staff
Knowledge Area: Insurance
|BEST PRACTICE FOR INSURANCE|
|Tuesday 29 November 2016||10.30 am – 11.30 am (AEST)||Click here to register.|
|Thursday 1 December 2016||2.30 pm – 3.30 pm (AEST)||Click here to register.|
Make sure you visit the events section of our website to see all the upcoming CPD webinars scheduled for 2016.
REALISE YOUR DREAM BLOG
Should life be this difficult?
Applying for Age Pension may be more trouble than it is worth…Peter Kelly investigates bureaucracy gone mad!
PREPARE FOR LIFE: ISSUE 23 NOW AVAILABLE!
Issue 23 of Prepare for Life is now available! ‘Spring’ into this new edition as Mark Teale takes you through ‘spring cleaning’ your Age Pension, Katherine Ashby from BT Financial Group talks the best insurance cover for you, and as we ‘giddy up’ for Spring Racing Carnival – Mark Teale also reminds us of the importance of good money management in a gambling culture.
Have any story ideas from your clients? Let us know! We would be keen to hear them for future editions – please contact firstname.lastname@example.org.