Organisational and regulatory shifts continue to forge the future of what financial advice will look like as we face into the largest intergenerational wealth transfer in history. Join our event partners BlackRock and HUB24, and Dennis Di Bartolo of Altitude Wealth Management, for a guided panel discussion on how advice service offerings are evolving amid these shifts.

Following the panel discussion, BlackRock and HUB24 will also share strategies designed to address the changing needs of accumulator clients from the day they begin their investing journey, through to retirement.

Our guest speakers include:

Uwe Helmes, Vice President, CFA, is a Strategist in BlackRock‘s Multi-Asset Strategies & Solutions (MASS) Group based in Sydney. Uwe joined BlackRock in August 2016. Prior to joining BlackRock he worked as a senior market research analyst at Investment Trends. He holds a Bachelor of Economics (Econometrics and Finance) and an Honours in Finance (First Class) from the University of New South Wales.

Ben Coombs is a key member of HUB24‘s distribution team as a National Manager in Strategic Sales. His role is centred around creating and enhancing technology solutions to help advisers provide high quality advise to clients and run efficient, profitable businesses. Ben has spent 18 years in the Australian financial services industry across multiple facets of the advice value chain, licences, investment management with a focus on managed portfolios and investment platforms. Ben’s formal qualifications include an MBA at QUT and is currently completing the AICF, company directors’ course.

Register for the event.

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