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Event Calender

SEPTEMBER 2010

~ September 2010 ~

Sun

Mon

Tue

Wed

Thu

Fri

Sat

 

 

 

 

 

 

 

1

 

2

MLC/AVIVA
Its all about Risk Workshop (NSW)

BT Wrap Advantage Spotlight Webcast

3


 
MLC/AVIVA
Its all about Risk Workshop (NSW)

4

 

5

 

6

 

7

 

8

 

9

 

10

 

11

 

12

 

13

 

14

 

15

 

16

 

17

 

18

 

19

 

20

 

21

Macquarie Boardroom Series Breakfast (QLD)

Macquarie Boardroom Series Lunch(QLD)

 

22

 
Macquarie Boardroom Series Breakfast (NSW)

23

 
TFSA State Development Forum (VIC)

Macquarie Boardroom Series Breakfast (VIC)

24

 

25

 

26

 

27

 

28


 TFSA State Development Forum (QLD)

29

 

 

30

 

 TFSA State Development Forum (NSW)

 

 

Notes:

 



TFSA State Development Forums

 

VIC
DATE: Thursday, 23rd September 2010

TIME: 9.30am (sharp) to 2.00pm (inclusive of lunch)

VENUE: NAB/ MLC Group
Pier 1 Level 5 (UB1581), 800 Bourke Street, Docklands

 

QLD
DATE: Tuesday, 28th September 2010

TIME:10.00am(sharp) to 2.00pm (inclusive of lunch)

VENUE: Boardroom - Dobinson Financial
Unit 10 Dakis Arcade, 77 Redcliffe Parade Redcliffe

 

NSW
DATE: Thursday, 30th September 2010

TIME: 09.30am(sharp) to 2.00pm (inclusive of lunch)

VENUE: Boardroom - ING Australia Limited
Level 12, 347 Kent Street, Sydney

  

 

MLC/Aviva

Its all about Risk

 

The A to Z for Outstanding Protection Sales

 

Date: Thursday 2nd & Friday 3rd September 2010

Venue: L’Aqua, The Terrace Room, Cockle Bay Wharf

Time: 8.30 am to 5.00 pm

MLC invites you to participate in an exclusive two day programme which will equip financial advisers with the tools and practical skills to build your Risk business, including:

·          Outstanding sales skills and tools to help the client say ‘yes’ more often

·          Strategies on how to gain higher premiums and increased revenue for your business

·          How to incorporate a sound advice model and strategies

·          Practical demonstration on asking the right questions and obtaining referrals

Outstanding industry presenters, Chris Unwin and Peter Capp will run workshops
over the two days


Full CPD points will apply

             
              Be quick or miss out!


Just two weeks to go and spaces are running out so don't delay; send your registration now to secure your seat.

Places are limited, so to ensure you secure a place MLC must receive your registration form, and method of payment by COB Wednesday 25th August.

The last few months, in particular, have seen a surge in the volumes of people buying personal insurance. This workshop is essential to make sure you don't miss out on that business, and will help set you up for future growth.

Payment is either by cheque or EFT. Please note registrations for this event will not be accepted via email unless EFT payment details are included.

Should you have any questions, please contact Kara Vissers directly on (02) 9376 5339.

Click here for the registration form
 

BT Wrap Advantage


'International Investing – why it is still relevant'

 

Don't miss your chance to attend the next BT Wrap Advantage Fund Manager Spotlight Webcast on Thursday, 2nd September 2010. On the day you will hear from BT Financial Group's Chief Economist Dr Chris Caton and three highly regarded Portfolio Managers.

 

It's a well known statistic that Australia represents a little over 2% of global markets and with local stocks having had a great run over the past few years many investors are asking 'is investing internationally still relevant?'

 

In BT Wrap Advantages next Spotlight they are joined by three global portfolio managers who will discuss why the diversification benefits of global investing are more important than ever given investment opportunities that have come about as a result of the GFC.

 

The following speakers will share their investment insights:

 

- Dr Chris Caton, BT Financial Group's Chief Economist, will provide his usual candid economic update.

- Brenda Reed (London), from Fidelity International examines the current investment opportunities available in the Global universe.

- Eric Sappenfield (New York), from Epoch Investment Partners discusses why in an era with cash building on balance sheets global companies have never been better positioned to increase their dividends.

- Kim Redding (Chicago), from AMP Capital Investors, shares his views on global property and puts the North American REIT market under the microscope.

 

When: Thursday, 2 September 2010

 

Time: 8:00am - 9:00am

 

Replay:1:00pm - 2:00pm

 

Register now: http://communicate.wrapservices.com/vf/7231i9895W7062JO696

 

This event attracts CPD points


The Macquarie Boardroom Series

Reporting season - what happened and where to from here?

The Australian reporting season delivered a raft of surprises.  However there was a clear bias towards negative news, with disappointing earnings and vague management outlook commentary.  We invite you to hear from Macquarie's equity experts as they dissect the results and discuss the outlook. CPD points available.
 

Join Macquarie’s experts to hear a discussion on:

  • Reporting season - key results and industry trends
  • Outlook - for corporate profitability

 The speaker

Andrew Kovacs is the Head of Research for Macquarie Funds Group Equities, and has over 13 years financial and consumer industry experience. Prior to joining Macquarie Funds Group, Andrew worked for Macquarie Securities as the leader of Australia's No.1 rated food and beverages sector research team. He has also held management and operational roles within a range of food, beverage and retailing companies, including Smith's Snackfoods, Goodman Fielder and Brown Forman. Andrew has a Bachelor of Commerce from the University of N.S.W and an MBA from the Australian Graduate School Management.

 

RSVP today

 

Gold Coast - New Location
Breakfast 7.30am for 7.45am - 8.45am
   
Sofitel Gold Coast - Broadbeach
81 Surf Pde

Tuesday 21 September
Click here to RSVP

Brisbane
Lunch 12:30pm for 12:45pm - 1:45pm
Conference Room 5,6&7
Central Plaza - Level 26, 345 Queen St

Tuesday 21 September
Click here to RSVP

Sydney
Breakfast 7.30am for 7.45am - 8.45am
Conference Room
Level 8,
1 Martin Place

Wednesday 22 September
Click here to RSVP

Melbourne
Breakfast 7:30am for 7:45am - 8:45am
Macquarie Boardroom
Level 23,
101 Collins Street

Thursday 23 September
Click here to RSVP

 The Boardroom Series runs frequently, with new topics to keep you up to date on the latest news, trends and research. Click here to register your interest for future Boardroom Series.
 

~ October 2010 ~

Sun

Mon

Tue

Wed

Thu

Fri

Sat

31

 

 

 

 

 

 

 

 

1

 

2

 

3

 

4

 

5

 

6
FPA Melbourne Chapter CPD Breakfast
(VIC) 

 

7

 

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9

 

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AFA National Conference 2010
GOLD COAST RACV Royal Pines Resort

25


 AFA National Conference 2010
GOLD COAST RACV Royal Pines Resort


 

26

 
AFA National Conference 2010
GOLD COAST RACV Royal Pines Resort


 

27

 

 

28

 

 

29

 

30

Notes:

 

FPA

The Melbourne Chapter is pleased to announce the next CPD Breakfast, to take place on Wednesday 6 October 2010. In Lost loves, lost lives, lost money, John McLelland from W Carew Hardham & Gartlan Solicitors will review the financial risks involved to those in relationship breakdowns and to estates upon death.  He will then go on to address the role financial planners have to play in dealing with such scenarios.

 

Come along and take part in the Q&A which will follow John's presentation.  To register, download the booking form and return to Fosca Pacitto as soon as possible by fax or email.

 Tel: 02 9220 4537   Fax: 02 9220 4582   Email: fosca.pacitto@fpa.asn.au

 

COMING EVENTS 


FPA 2010 National Conference, Gold Coast, Queensland, 24-26 November

 

In tune with your needs. The FPA 2010 National Conference will provide challenging outcome-driven content that includes exclusive sessions from SPAA and PortfolioConstruction Forum.  Don’t miss this opportunity to expand your knowledge, lift your skills and interact with your peers.  Dial into your conference now. Visit www.fpa.asn.au/conference