Post Retirement Conference Retail 2018 | Conexus Financial | 21 March 2018 | Amora Hotel Jamison Sydney, NSW, 11 Jamison St, Sydney NSW 2000, Australia
Venue
Amora Hotel Jamison Sydney, NSW
Amora Hotel Jamison Sydney, NSW, 11 Jamison St, Sydney NSW 2000, Australia
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| Event Date |
Wed Mar 21 HKT (over 6 years ago)
In your timezone (EST): Wed Mar 21 12:00am - Wed Mar 21 12:00am |
| Location |
Amora Hotel Jamison Sydney, NSW
11 Jamison St, Sydney NSW 2000, Australia |
| Region | APAC |
Details
History’s frontier-breakers always ensured they had fuel, food and fortitude. The journey into retirement has historically focused on investment strategies and technical advice – but are clients adequately prepared for the mental challenges that come with this new territory? Finding and maintaining the balance between investments, technical knowledge and the client’s mental outlook – the holy grail of retirement – can be tricky. What can advisers do to assist their clients in this little-discussed but important area, so that they can make optimal decisions with regards to their investment strategies? The leading Post Retirement Conference for financial advisers will help you guide your clients through the transition from employment to retirement.
Speakers
2018 Speakers
Jason Andriessen
Director, CoreData Consulting
Peita Diamantidis
Co-founder, Caboodle Financial Services
Suzanne Haddan
Managing director, BFG Financial Services
Lesley-Ann Morgan
Global head of defined contribution, Schroders
Evan Poole
Manager, comprehensive advice services, Sunsuper Financial Services
Catherine Rickwood
Founder and chief executive, Three Sisters Group
Michael Armitage
Head of fund advisory, Milliman
Louise Biti
Director, Aged Care Steps
Peter Bobbin
Managing principal, Argyle Lawyers
Dean Bornor
National manager, member solutions, REST Industry Super
Marisa Broome
Managing director, wealthadvice
Todd Canter
Global portfolio strategist and head of sub-advised relationships, NAB Asset Management
Graeme Colley
Executive manager, SMSF technical and private wealth, SuperConcepts
Kate Cowling
Editor, Professional Planner
Colin Falls
Senior business development manager, investment bonds, NSW/ACT, Australian Unity
Peter Foley
Director, Thirdview Financial Planning
Anne Graham
Director and financial planner, Story Wealth Management
Pascale Helyar-Moray
Chief executive, Human Super
Andrew Keay
Director, Aged Care Planners
Deborah Kent
Director, Integra Financial Services
Brian Long
Head of retirement, NAB Wealth
Sarah Penn
Managing director, Mayflower Consulting
David Reed
Founder, The Retirement Advice Centre
Michael Rice
Chief executive, Rice Warner
Danielle Robertson
Founder and chief executive, DRC Care Solutions
Colin Tate
Chief executive, Conexus Financial
Jeff Thurecht
Director and personal financial adviser, Evalesco Financial Services
Sponsors & Partners
2018 Sponsors
• Australian Unity
• Milliman
• NAB Asset Management
• Schroders
• SuperConcepts