Events

Wednesday 7 October from 1.00pm to 2.00pm AEDT $75 Unpacking AI in advice: Doug Morris, CEO of Sharesight, will explore how advisers should respond when AI-generated data shows up with a client, what data trends advisers should watch, and what Sharesight learned building AI into its own product, including where AI genuinely helps, and where it

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.

Could your farming clients be missing out on drought support? Recent Australian Government research shows many farmers still believe support is linked to drought declarations, meaning they may not be

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.

Many financial advisers use social media to attract clients, but few have a deliberate strategy for building referral relationships with accountants, lawyers, mortgage brokers and other professional partners. This session explores how LinkedIn can be used as a professional networking and trust-building platform to create referral opportunities and attract high-value clients. Drawing on real-world experience,