Midwinter Advice Roadshow 2011
“Delivering high quality low cost advice for life”
Free for financial planners – fully catered + CPD points
On behalf of Midwinter’s directors, I am pleased to invite you to Midwinter’s 4th Annual Advice Roadshow.
Our Advice Roadshow will be free for financial planners and will be a half-day program hosted in Perth, Adelaide, Brisbane, Melbourne and Sydney. Last year we attracted 1,360 financial advisers across Australia. We expect to deliver a high quality and focused event with CPD points allocated. Click here to RSVP or click here for Roadshow Agenda.
I hope you will join us at Midwinter’s 2011 Annual Advice Roadshow where you will gain valuable insight into delivering high quality, low cost advice for life.
Julian Plummer – Managing Director, Midwinter
Roadshow dates and venues
| Adelaide | Monday 22nd August, Adelaide Pavilion, cnr South Tce & Peacock Rd |
| Perth | Tuesday 23rd August, Duxton Hotel, 1 St Georges Terrace |
| Brisbane | Monday 29th August, Hilton Brisbane, 190 Elizabeth Street |
| Melbourne | Wednesday 31st August, Hilton on the Park, 192 Wellington Parade |
| Sydney | Friday 2nd September, Sheraton on the Park, 161 Elizabeth Street |
Registration for all events is 8am. All sessions finish at 1.00pm.
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Matthew Esler – Executive Director, Midwinter. Matthew is responsible for Midwinter’s technical and strategy support to advisers. Matthew has over twelve years’ experience providing technical and strategic advice to fund managers and financial advisers on a broad range of super, tax, investment, insurance and social security issues. Matthew regularly presents at professional development days and major financial services conferences throughout Australia, and is a representative of SPAA’s regulatory committee.
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Jeremy Cooper – Chairman Retirement Incomes, Challenger. Jeremy Cooper is Chairman, Retirement Income at Challenger Limited: a full-time executive role involving aspects of research, product development and public advocacy of Challenger’s philosophies in a range of areas.Jeremy is a lawyer by training with experience across a broad range of financial services disciplines. Prior to joining Challenger, Jeremy was appointed by the Australian Government to chair a wide-ranging review of Australia’s superannuation system, now known as the ‘Cooper Review’. |
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Daniel Needham – Managing Director, Ibbotson. Daniel is responsible for leading the Ibbotson Associates business in Australia, developing business strategy & overseeing its implementation to deliver best-possible investment outcomes and service levels to clients.Daniel also manages the Investment team, which is responsible for capital markets, manager research, and portfolio management. He chairs the Ibbotson Investment Committee in Australia, and also sits on the Ibbotson Global Investment Policy Committee. |  |
Peter Hogan – Technical Manager, MLC. Peter has been involved in the financial services industry for over 20 years, working in government, accounting, actuarial and financial services companies. He specialises in advising on insurance, tax and superannuation issues generally, assisting financial advisors and accountants with complex strategy and regulatory requirements.Peter holds the position of Director on the National Board of the Self-Managed Super Fund Professionals’ Association of Australia (SPAA).
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Roadshow agenda
| 7:45am | Registration |
| 8:00am | Welcome & Introduction Hot Breakfast Served – Click here for breakfast menu |
| 8:15am | State of the Market – Daniel Needham, Ibbotson |
| 8:30am | Providing quality strategy advice – Matthew Esler, Midwinter |
| 9:30am | Insurance for life – Effective strategies in a changing world – Peter Hogan, MLC |
| 10:00am | Portfolio Management to generate practice efficiency – State Manager, Praemium |
| 10:30am | Morning Tea Served |
| 10:45am | Turning technical education into implementation – Matthew Esler, Midwinter |
| 11:00am | Effective use of income streams in portfolios – Jeremy Cooper, Challenger |
| 11:30am | Demonstrating the value of advice – Matthew Esler, Midwinter |
| 12:15pm | Investment strategy & portfolio construction in a low cost world – Daniel Needham |
| 12:45pm | Closing remarks |
| 1:00pm | Networking and Close |
Information for attendees
- Attendance is free for all financial advisers, para-planners & support staff. $250 + GST for non-strategic partner staff (BDMs, PDMs etc).
- Please note that if you do RSVP and fail to attend without notifying Midwinter you will be charged $50 + GST for non-attendance. This is to ensure availability for those who do want to attend.
- CPD Points will be able allocated
- Strategic Partners for the 2011 Midwinter Advice Roadshow are Ibbotson & Associates, Challenger, Praemium and MLC.
- Please contact Emma Hore at Midwinter on 1300 882 938 for special dietary requirements.
Roadshow Strategic Partners
Midwinter would like thank our strategic partners for helping us deliver the 2011 “Delivering high quality low cost advice for life” Advice Roadshow.
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