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IFA PAA Professional Development Day Balclutha ( 22 March 2018)

Event Type: Prof Dev Day
When: 22 Mar 2018
Time: 09:00 a.m. - 03:30 p.m.
Venue: Rosebank Lodge 265 Clyde St Balclutha
Location: Balclutha
Provider: IFA-PAA
Contact: info@ifa.org.nz
Practitioner Member Fee: Complimentary
Associate Member Fee: Complimentary
Affiliate Member Fee: Complimentary
Non-Member Fee: $70.00
CPD Credits: 6.0 CPD Hours
Registration Opens 8.30am
9.00am Session 1 - Financial Planners/Mortgage Advisers - Lending Topic
10.15am Session 2- Compliance Update
10.30am Morning Tea
10.45am Financial Advice NZ Update -Establishment Board
11.15am Session 3 - Economic Update - Platinum Team
12.30pm Lunch
1.00pm Session 4 - Aging Clients & Residential Care Issues Troy Churton CFFC
2.15pm Session 5 - Insurance and Risk Planning Alan Rafe, QPR Ltd
Risk SOA- policy comparisons that a relevant to your client
3:30pm Day finishes

9:00am: Outside the square - Residential Lending Solutions - risks, benefits & opportunities
Huia Manuel, Business Development Manager, Resimac
This workshop is relevant to Lending & Investment Advisers & Financial Planners

10:15am :Compliance Update - educational options
Angi Mann, Learning & Development Manager PAA
This workshop is relevant to all advisers

10:30am: Morning Tea & Registration

10:45am: Financial Advice NZ Update -Establishment Board

11:15am: Global Markets Outlook – Opportunities and Pitfalls
Douglas Isles, Julian McCormack, Dean McLelland, Investment Specialists, Sydney
(One presenter at each venue - North, Central and South Island)
Platinum Asset Management
This workshop is relevant to all advisers

Douglas Isles, FFA, MA Math (Trinity College, Cambridge)
An actuary by training, Douglas first joined Platinum in 2003 as an investment analyst, having spent some time at the Commonwealth Bank as a product actuary and, prior to that, as an investment manager at Aegon Asset Management in Edinburgh. Mathematical prowess was not Douglas’ only forte. His gift for communication and his convivial nature soon earned him the additional responsibility of handling presentations to advisers and clients

Julian McCormack, BEco Hons1 (USyd), MAppFin (Macquarie)
Julian joined Platinum in 2001 initially as an investment analyst. Julian then spent eight years working in equity research and investment banking at Credit Suisse before moving on to found two private companies as well as acting as an adviser to several others.Julian re-joined Platinum in 2014 as an investment specialist and works closely with financial advisers to help clients stay informed about Platinum’s approach, performance and outlook.s

Dean McLelland, CFA, BCom (UNSW), GradDip AppFin (FINSIA)
Dean was formerly an investment analyst at Platinum, covering Japanese companies and being involved in the implementation of currency strategy. Prior to that, he had also served in the Investor Services team for some time. During those initial six years with Platinum, the exposure to different roles gave him a unique perspective not only on how Platinum’s investment approach is put into practice. Dean re-joined Platinum in 2016 as an investment specialist, putting to good use both his first-hand experience as an analyst as well as the insights gained from his Investor Services days.

12.30pm: Lunch

1:00pm: Aging Clients & Residential Care Issues
Troy Churton LLM, Dip Bus. National Manager - Retirement Villages, Commission for Financial Capability
This workshop is relevant to most advisers

2:15pm:Risk Statements of Advice - making policy comparisons relevant for clients
Alan Rafe, Chief Executive, Quality Product Research Ltd
This workshop is relevant to risk and financial planning advisers

Registration Fee: These events are free to IFA & PAA members. Non-members are $70 inc GST (lunch provided)