New speaker announced! Managed Accounts Webinar

Managed Accounts continue to be attractive to financial advisers but the space is becoming increasingly crowded so what is giving providers the edge? The adaptable use of technology is part of the answer but what other factors are in play and what should advisers be looking for?

EXPERT SPEAKERS

Jason Komadina
Director, Managed Accounts, MLC Asset Management

Jason Komadina is Director, Managed Accounts at MLC Asset Management and is responsible for Managed Account Strategies. Jason brings to the role over 20 years’ experience in financial services, specialising in wealth management. Prior to MLC, Jason held the role of General Manager, Product and Investments at Perpetual Private and brings a deep understanding of advice and the role of investment solutions in the advice process.

Martin Morris
Head of Distribution, Praemium

Martin has 29 years of industry experience in Australia & the UK, where he has held national roles in both product distribution & AFSL management. Martin is passionate about helping advisers build more profitable, engaging & sustainable businesses.

Matt Heine
Joint Managing Director, Netwealth

Matt started his career in financial services over 17 years ago when he joined Netwealth in July 2001.

Matt’s experience in industry-wide sales, marketing and product brings a ‘hands on’ understanding to his role as Joint Managing Director of the Netwealth group.

His skills, knowledge and passion for the industry span many aspects including advice, superannuation, investment and IT. Matt is a regular commentator and presenter on these topics.

More speakers to be announced next week!

CPD ACCREDITED

Register for FREE, tune in to our Live webinar on 11th March at 11:00am, learn all about Managed Accounts and earn CPD points!

CONTENT DRIVEN BY YOU

Content discussed on the day is driven by you, so include your questions when you register or send it through on the day and have your question answered live!

Find out more about the series

The Future of Wealth Management Webinar Series is a six-part webinar event that will run from March to November 2021. We will be covering six of the most relevant topics for the wealth management industry including Managed Accounts, ESG/Responsible Investment and many more.

We'd like to thank our amazing sponsors for supporting the Managed Accounts Webinar!

© 2019 FE Money Management Pty Ltd
Level 11
4 Martin Place
Sydney, NSW 2000
Australia

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