AdviserTECH CPD
AdviserTECH CPD is a simple, practical online CPD education and compliance solution for financial services.
AdviserTECH CPD is relevant to all financial services organisations and is accredited by both the Financial Planning Association (FPA) and the Self Managed Superannuation Professionals Association of Australia (SPAA).
Watch the AdviserTECH CPD video playback to see how our online CPD system in action.
Click here to register your interest in AdviserTECH CPD
AdviserTECH CPD can be used to satisfy RG 146 CPD education & compliance requirements for all financial services authorised representatives: financial planning practice administration staff, paraplanners & financial planners (particularly CFPs); dealer group licensees; risk insurance specialists and brokers; banking institution staff; superannuation funds; platform providers; and fund managers.
“The financial services industry has been desperate for an alternative to Kaplan Education for some time. With AdviserTECH you earn CPD points as you learn. The content is highly relevant and accredited by both FPA and SPAA. AdviserTECH CPD is also updated daily by our dedicated team of technical experts and recognised financial services specialists” – Julian Plummer, Midwinter Managing Director.
The key benefits of AdviserTECH CPD
- Cost effective
- At $31 per month, AdviserTECH CPD is an affordable CPD education solution
- Discounts are available for more than 10 licences
- Earn as you learn
- Practical and relevant content developed by technical experts
- AdviserTECH CPD covers everything you need to know about investments, insurance, tax, super, retirement, social security, estate planning and ethics
- Earn ALL required CPD points quickly as you learn about financial services
- CPD accreditation
- With CPD accreditation from both FPA & SPAA
- Monitor progress with ‘Accreditation Tracker’ quarterly email
- Upload external CPD point accreditation
- Regularly updated
- AdviserTECH CPD is updated daily by Midwinter’s technical services team
- Provides the latest financial services industry news, market and economic updates, technical & strategy articles, legislative and regulatory updates, practice development guides and client relationship tips and traps.
“We have ensured that AdviserTECH CPD is an education and compliance solution that is the most affordable in the market. Ensuring a cost effective, simple and practical solution was important to Midwinter particularly at a time when volatility and uncertainty in the markets is causing all financial services organisations to look carefully at the usability of existing resources and the costs that sit on their balance sheets.”
Click here to register your interest in AdviserTECH CPD
The Midwinter AdviserTECH Team
Midwinter are the leaders in provision of quality product and strategy advice. We have recruited the best technical talent in the industry to ensure we keep our financial adviser clients abreast of the latest financial planning strategy and technical developments.
Technical Services Manager – Dimitri Diamantes
Dimitri was previously Senior Financial Planning Manager at NAB Financial Planning. Prior to that Dimitri was Head of Technical Services at Zurich Financial Services Australia and Technical Services Manager at Advance Asset Management. Dimitri has also been a financial planner with NAB Financial Planning. Dimitri has over 10 years experience providing both verbal and written guidance to financial planners, accountants and risk specialists on issues relating to super, social security, taxation and SMSF legislation and identifying strategic opportunities arising out of that legislation.Dimitri has a Bachelor of Laws, Bachelor of Financial Administration (Accounting), Advanced Diploma of Financial Services and is currently undertaking his CFP qualification.
Senior paraplanners - Troy Ottens / Alex Gassner
Both Troy and Alex (along with other members of our experienced para-planning team) update AdviserTECH content and questions on a regular basis. They relate new legalisation and strategies from a para-planner’s perspective. Midwinter’s para-planning unit completes hundreds of SoAs a month and this in-house expertise is reflected in AdviserTECH’s CPD content.
Administration – Emma Hore
Emma works with dealergroups to ensure their authorised representatives are registered, and their dealergroup and practice settings are applied where relevant. If you have any administration or user issues, please contact Emma and she would be happy to assist.
External contributors
Apart from our significant internal resources, Midwinter often invites other experts to add content for specific subject areas. Ibbotson & Associates regularly provide investment content that is available through AdviserTech CPD.
The Midwinter AdviserTECH team can be contacted via AdviserTECHCPD@midwinter.com.au.
Midwinter’s AdviserTECH CPD – application forms