FINANCIAL PLANNING
The post GFC financial environment: what it means for advisers and their clients
The Westpac education series focuses on the macro economic environment and what it means for financial advisers in terms of appropriate investment opportunities for their clients. We will look at the client need for simple and transparent educational information in relation to their investment choices, as well as examine investment solutions that could help clients in the post GFC environment.
Bill Evans
Chief Economists
Westpac
Retirement Income Planning: A changing game
Barry Wyatt
General Manager - Marketing & Strategy
AXA
Craig Keary
Head of Sales and Distribution
Westpac
Preparing for change: Financial planning for retirees
Wade Matterson
Practice Leader
Milliman Pty Ltd
Jeremy Dean
Key Account Manager
Westpac
Steve Dammerer
Head of Managed Accounts
Westpac
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The Westpac education series will focus on the macro economic environment and what that means for financial advisers in terms of appropriate investment ...