Guest speaker 1 - Thomas Fisher
Thomas Fisher has been working in the financial services industry for over 10 years, his qualifications include a Bachelor of Commerce , majoring in Economics and Management as well as completing his Diploma of Financial Planning. He has worked as an insurance specialist for one of Australia’s largest insurance brokers before moving into full service planning for a boutique financial planning firm.
Thomas was also the General Manager for a small insurance aggregator that grew to become one of the largest in Australia before moving to Asteron Life, Australia’s fastest growing life insurance company where his passion for helping advisers help their clients has seen him develop strong relationships throughout the industry.
This presentation will focus on how insurance is important as part of your wealth strategy and achieving your goals. As well as highlighting the value of insurance such as providing time and financial freedom for you and your family.
Guest Speaker 2 - Vinnie Wadhera
Vinnie is responsible for BetaShares’ client service to institutional investors and financial advisory groups. Vinnie has extensive experience in the investment management industry. He has held senior roles with ING Australia and Allianz Dresdner Asset Management. Prior to that he was Head of Research at AMP Financial Services responsible for fund manager selection & review and model portfolio construction. Vinnie has attained the Certified Investment Management Analyst (CIMA®) designation and holds a Bachelor of Commerce degree.
Exchange Traded Funds (ETFs) : The Democratisation of Investing
ETFs have become one of the fastest growing investment products in the world. In this session BetaShares will cover
1. The global adoption of ETFs and their benefits
2. Asset Class exposures for portfolio construction
3. Innovations in Indexing – “the best of both worlds” – low fees and outperformance
4. Socially responsible and ethical investing