July Masterclass | Virtual


Offering a huge day of diverse sessions, we have created a program based on the topics most requested by you!

The virtual masterclass will be held on Tuesday 3 August 2021 and will run from 10:00am to 3:55pm AEST.

View the full agenda here

What will be covered?
Session 1: The Insurance Landscape Today and Strategies for Tomorrow
David Spiteri, National Insurance Manager will equip you for the upcoming changes to the income protection product and provide various client options and strategies available.

Session 2: A Time of Great Change?
Daniel Stojanovski, Head of Research at Centrepoint Alliance will provide a half year review of equity markets, interest rates, the real assets boom and cryptocurrencies. The session will end with a discussion on our Strategic Asset Allocation refresh.

Session 3: Centrepoint Alliance update
Find out what 2021 has in store for Centrepoint Alliance and our adviser community.

Session 4: A Technical Trilogy
National Technical Managers, Mark Teale and Peter Kelly explore the changes to super, social security and aged care that came into effect from 1 July 2021 and the pending and proposed legislation that may influence the advice that financial planners offer to clients.

Session 5: Delving into Client Care Experience
Join the Centrepoint Alliance Professional Standards team to unpack the client care experience from compliance perspective. The session will look at what is required when engaging a client, through to client disengagement, considering ethical issues, regulatory requirements and best practice insights, including practical guidance on ways to streamline your operations.

  • 10:00 am - 3:55 pm