The Financial Planning Association of Australia The Financial Planning Association of Australia

Geelong Member Lunch Seminar

Monday 1 February 2016, 12:30pm – 2:00pm

The Geelong Chapter Committee invites you to the first Member Lunch event of 2016. At this event you will hear from guest speaker, 
Andrew Tracy, Executive Director of Investment Services at JBWere who will present on Separately Managed Accounts (SMAs). Andrew has over 30 years stockbroking experience and has been instrumental in developing the JBWere SMA suite.

Presentation Snap Shot

We find ourselves in an environment where our clients place greater emphasis on transparency, professional management and lower management fees. These demands are driving a huge surge of interest in Separately Managed Accounts (SMAs). During his presentation, Andrew will explain SMAs, the benefits for investors and financial planning businesses, and why 20% of advisers are now using SMAs. 

Using some Adviser Case Studies, Andrew will highlight how SMAs have been introduced into financial planning businesses to create business efficiencies, compliance controls and reduced administration burden.

Cost: Members:$15;  Non-Members:$25

 By Thursday, 28 January

IMPORTANT: To register click on the “Register Myself” button, select registration type (if applicable) and then click on “Proceed to Checkout” to ensure you have registered for this event.

Chapter: VIC-Geelong
Venue: Berkley Lodge
Address: Geelong West VIC 3218

Geelong Member Lunch Seminar: Member = $15.00, Non-Member = $25.00

Contact: [email protected]