BT Academy

BT Academy podcasts provide you and your practice access to a snapshot of changes in the Australian and global economy,financial markets and technical knowledge. The podcasts are for adviser use only. They must not be made available to any person and any information in them must not be communicated to any person without the prior written consent of BT, part of the Westpac Banking Corporation. The views expressed in this webinar are those of the presenters alone unless otherwise quote, and do not reflect the views of policy of any company in the Westpac Group. The Westpac Group accepts no responsibility for the accuracy or completeness of, nor does it endorse any such opinions. To the maximum extent permitted by law, we intend by this notice to exclude liability for these opinions. The information in this podcast is provided solely as general information and it should not be considered a comprehensive statement on any matter or relied upon as such. The information provided is factual only and does not constitute financial product advice. Before acting on it, you should seek independent advice about its appropriateness to your or your clients objectives, financial situation and needs. Any projections in this webinar are predictive in character. Whilst we have used every effort to ensure that any assumptions on which any projections are based are reasonable, any projections may be affected by inaccurate assumptions or may not take into account known or unknown risks and uncertainties. The results actually achieved may differ materially from any projections herein. Past performance is not a reliable indicator of future performance. The podcast recordings are being shared with the prior written consent of our participants.

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Jaksot(210)

UK Study Tour - 5 - Intergenerational Wealth

Information for advice professionals only. Host: Sean Aylmer, Business journalist Guest speaker: Tara Sutton, State Director, BT Synopsis: A key theme from the UK study tour was ‘Intergenerational w...

14 Joulu 20234min

UK Study Tour - 4 - Vertical Integration

Information for advice professionals only. Host: Sean Aylmer, Business journalist Guest speaker: Tara Sutton, State Director, BT Synopsis: Vertical Integration in Financial Planning refers to b...

14 Joulu 20233min

UK Study Tour - 3 - Home Grown Talent

Information for advice professionals only. Host: Sean Aylmer, Business journalist Guest speaker: Tara Sutton, State Director, BT Synopsis: While some firms expand via acquisition, others do it more ...

14 Joulu 20234min

UK Study Tour - 2 - Ways To Exit The Industry

Ways to exit the industry Information for advice professionals only. Host: Sean Aylmer, Business journalist Guest speaker: Tara Sutton, State Director, BT Synopsis: Tara Sutton’s shares an interesti...

14 Joulu 20232min

UK Study Tour - 1 - Rush To Consolidate

Information for advice professionals only. Host: Sean Aylmer, Business journalist Guest speaker: Tara Sutton, State Director, BT Synopsis: There is a recognition in the United Kingdom, like Australia...

13 Joulu 20236min

TechKnow - Have you been naughty or nice?

It has been a big year in advice, so this fortnight will look back on the key themes of calls from advisers to our technical hotline over the last 12 months, as well as looking at what strategy option...

12 Joulu 202321min

TechKnow - Breach Reporting 2.0

While changes were made to the breach reporting regime in 2021, the release of ASIC Corporations and Credit (Amendment) Instrument 2023/589 made modifications to reporting requirements and reporting t...

1 Joulu 202317min

HerAdvice: Episode 4 – More than numbers: the power of empathy

In this episode Tara Sutton, State Director at BT, speaks with Kathy Havers of Viridian Advisory. Kathy's career has spanned almost 25 years, and she discusses the need for diversity in the industry t...

28 Marras 202323min