Positioning your clients for retirement in a
low interest rate, low dividend environment |
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| Join Australia’s major annuities players Allianz Retire+, AMP Limited, Challenger, SMSF Association CEO, John Maroney and AFCA Ombudsman, Shail Singh as they discuss: |
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| How annuities could work in a zero-rate or persistent low interest rate environment How financial advisers could position their clients to weather 18 months or low rates and low dividends Whether this puts more pressure on franking credits What the product alternatives are, if any Whether advisers should be suggesting more risk How retirees could avoid eroding their capital. |
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Following the success of our first 2 webinars, we aim to continue discussing key areas of the industry and equip you for the ever-changing environment.
To find out more about the webinar series, click here.
Join your peers, hear from industry experts and earn CPD points by registering above for FREE*! Once registered, you will have access to the full Six-Part Webinar Series.
*The Future of Wealth Management Community is specially designed for members of the financial advice community, if you are a supplier to the industry, please contact our events team at events@moneymanagement.com.au. |
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Andrew Lowe Head of Technical Services
Challenger Andrew and the Challenger Tech Team are responsible for the development and delivery of technical content, tools and advice for advisers. Andrew’s areas of interest include pre and post retirement planning, superannuation (including SMSFs), aged care, life insurance and the regulatory environment for the provision of financial advice. Andrew has more than 20 years technical experience including technical roles with AMP, ING and ANZ. Andrew has qualifications in Commerce, Law and Financial Planning. |
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| John Maroney
CEO
SMSF Association
John Maroney was appointed as the CEO of the SMSF Association in May 2017 and is thrilled to have the opportunity to boost the Association’s reputation as the peak body in the SMSF Sector and its representation of more than one million SMSF trustees. Since his appointment, John has continued the Association’s efforts to improve the quality of advisors, the knowledge of trustees and the credibility and health of a vibrant SMSF community. John has developed strong connections with the SMSF sector’s regulators, ATO, ASIC & FASEA, provided substantial input into official inquiries, Productivity Commission, Franking Credits & Royal Commission, and represented the sector extensively to the Government and media. |
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Shail Singh
Ombudsman
AFCA Shail joined the Financial Ombudsman Service in 2010 as a case manager and progressed to senior case manager in 2013. In 2015 Shail began managing the Investments and Advice Unit 1, where his team focused on investments, traditional trustee and life insurance complaints. In 2018 he was appointed by the Board as an Ombudsman. Shail has significant experience dealing with financial planning, investments, stockbroking, CFD and FX disputes.
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Shaune Egan Director of Product Management - Wrap Platforms
AMP
Shaune has been designing and implementing superannuation, investment and retirement income solutions for clients and their advisers for more than 20 years, and as part of his current role is now responsible for AMP’s Wrap Platforms retirement income capabilities. Prior to AMP Shaune spent 7 years at NAB and 10 years at AXA including as Group Manager, Public Policy & Regulatory Affairs and as a member of AXA’s Investment Committee. Shaune has a Diploma of Financial Planning, is a qualified Retirement Management Analyst, been an author for Starts at 60, is a Fellow of FINSIA, Graduate of AICD and attained his MBA from Melbourne Business School. |
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Tim Dowling
Research Relationships Manager
Allianz Retirement +
Tim is the research relationships manager at Allianz Retire+. In this role, he conveys the importance of utilising specialised retirement solutions to meet the needs of Australian retirees. Prior to joining Allianz Retire+, Tim worked at Dimensional Fund Advisers in both London and Sydney. Tim holds a Bachelor of Commerce (Finance) from Macquarie University and is a CFA charterholder.
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