Sharesight’s Chris Stojcevski will uncover how technology and the latest industry trends are modernising financial planning.

Chris will discuss how advisers can:

• Utilise technology to eliminate the “administrator” and associated asset-based/administration fees to achieve better customer outcomes.
• Adopt cloud-based technology to save time, centralise their data and improve their reporting capabilities.
• Move away from restrictive APLs (Approved Product Lists), allowing their clients to invest in direct investments, emerging markets and new asset classes, all without the need of a custodian.

AIOFP CPD:

ASIC Competency: Generic Knowledge FASEA Category: Client Care & Practice 0.17 AFPA1CP2021075

FPA CPD:

ASIC Knowledge Requirements: Client care and practice (0.25 hour) FPA CPD AREAS: 0.25 Generic Knowledge (0.25 hour)