ASX Financial Adviser Day
Timely investment insights to help you and your clients, delivered to you online
As a leading provider of professional education, ASX is delighted to partner with Kaplan Professional again to bring you the latest market information and considerations for your clients’ portfolios.
To start the event, our economist will reflect on recent Australian and global events impacting share markets and implications for investors going forward.
With global interest rates expected to rise, join us to explore ways to position your clients’ portfolios against market volatility using listed investment products. Hear from some of Australia’s top investment experts for their perspectives on portfolio positioning, recent IPO trends and key considerations for investors when assessing IPOs from the technology sector.
During the event, you’ll also gain insights into investments opportunities in emerging markets and technologies to build client portfolios, as well as top Australian equity ideas presented by our expert in the Equity Markets strategy session, with an opportunity to ask your questions about specific stocks.
Event attendees will be eligible for an indicative 5 FPA CPD hours.
Dedicated Ontrack modules
Subscribers will have the opportunity to explore topics from the event in more detail through eight dedicated modules in Kaplan Professional’s market-leading continuing education platform, Ontrack. The first of these modules are now available, with further modules to be released over the coming weeks. Individuals who complete all eight Ontrack modules will be eligible for an indicative 7 FPA CPD hours.
Presenting speakers and companies
Shaw and Partners
Adam Dawes
Senior Investment Adviser
Vanguard
Alexis Gray
Senior Economist
Morgans Financial Limited
Andrew Tang
Equity Strategist
Firetrail
Anthony Doyle
Head of Investment Strategy
abrdn
Ben Sheehan
Senior Investment Specialist
Canaccord Genuity
Carl Henschke
Executive Director
Montaka Global Investments
Chris Demasi
Portfolio Manager
WAM Alternatives Assets
Dania Zinurova
Portfolio Manager
ASX (ASX: ASX)
Helen Chong
Business Development Manager, Investment Products
Perennial Partners
Karen Chan
Portfolio Manager
State Street SPDR ETFs
Kathleen Gallagher
Managing Director
Qualitas Group
Kathleen Yeung
Global Head of Corporate Development
WEBINARS
Market insights with ASX and our industry experts
Explore investment ideas and market insights from some of Australia's leading investment managers, brokers and advisers.
Notification of collection and consent
ASX Limited and its related bodies corporate (“ASX”) will use the information (including personal information) that you provide on the registration form for the ASX Online Adviser Day 2022 (“Adviser Day”) to process and manage your registration for the Adviser Day. ASX will also disclose your information (including personal information) to Kaplan Education Pty Limited and its related bodies corporate (“Kaplan”) for the purpose of Kaplan providing you with access to the Ontrack modules and CPD accreditation in connection with the Adviser Day. If you do not provide this information, ASX will be prevented from registering you for the Adviser Day and Kaplan will be prevented from providing you with the Adviser Day Ontrack modules and CPD accreditation. ASX will maintain your information until you request us to delete it from our systems or until it is no longer needed by us for a purpose permitted under applicable data protection laws. ASX may also use your personal information for the purposes set out in the ASX Privacy Statement. ASX will not disclose your information to any other third party unless required to do so by law or you consent to the disclosure. Please see ASX’s Privacy Statement or email us at privacy@asx.com.au for details on how ASX processes personal information, your rights in relation to your personal information held by ASX and how to contact us or make a complaint.
ASX for financial advisers
Tap into insights about investment options available on ASX and hear about events and news relevant to you and your clients.
