Private Wealth Associate (Substantive Law) (22 Jul 2026)

Wed, 22 Jul 2026 07:30:00 GMT

Speaker: Ben Lloyd, Provisional Financial Adviser - Ord Minnett

About the webinar: Our guest speaker will:

Provide an overview of the different types of financial risks clients can be exposed to.
Identify situations where clients are exposed to greater financial risk such as divorce, inheritance, retirement and business and property transactions.
Strategies to mitigate risk such as diversifying investments, obtaining insurance and creating investment structures that improve liquidity and help growth.

Staff Management - Developing Staff, Managing Personalities & Guiding Ambition (Practice Management and Business Skills) (29 Jul 2026)

Wed, 29 Jul 2026 07:30:00 GMT

Speaker: Adrian Grech, Adrian Grech Consulting