Events

Join Doug Morris, CEO of Sharesight, to explore optimising portfolio risk and returns. Learn practical asset allocation strategies, assess risks, and leverage Sharesight tools to enhance client outcomes. Register for the event.

Details to come.

This workshop provides an overview of Australia’s financial markets and the critical role that stockbrokers play both in retail and institutional markets. Topics covered include order taking, transaction and settlement which will provide insight into the different business models in stockbroking today. Register for the event.

 Details to come.

Professor Michael Adams will focus on the prohibition on creating or maintaining an artificial price for trading in various financial products, including shares and futures. The workshop will benefit all those who wish to gain an understanding of markets and the consequences of breaching obligations. Register for the event.

This workshop delves deep into the day of a life of a trade. You will walk away with a solid understanding of client onboarding processes; the process of share and derivative trades from order placement through execution to settlement; sponsorship/HINS; CHESS messaging; registries and more. Register for the event.

With the growing managed account market, technology is playing a pivotal role in enabling advisers to expand offerings efficiently. Expert panellists will explore the advantages of managed accounts for investors and wealth advisers. Register for the event.

 Details to come.

 Details to come.

 Details to come.

Ethical decisions are rarely black and white. Nidal Danoun will explore key ethics principles, decision-making frameworks, and the impact of biases, offering practical strategies to navigate challenges and enhance ethical decision-making in professional practice. Register for the event.

 Details to come.

 Details to come.

 Details to come.