How to settle clients in an unsettled time

24 August 2020 | 10:30am – 2:00pm AEST

What does a client do, what should a client do and what could a client do in times of crisis. With a focus on portfolio design – we will examine how clients react and either embrace your advice or push back against it.

Facilitated by Graham Rich
Panellists: Nathan Baker CFP®, Anne Graham CFP®, Dr Joanne Earl (academic)
Partner Speakers:Anthony Doyle, Fidelity,  Douglas Isles, Platinum Asset Management, Myooran Mahalingam, MLC

Masterclass Partners:


Access this masterclass as part of your FPA [Virtual] Congress registration.

FPA member: $249

Non member: $449

FPA Professional Practice & FPA Professional Partner: $199 (per person)

To attend this event, book now via our:

FPA [Virtual] Congress