Superannuation the Gateway to Financial Advice

This webinar is designed to explore ways in which you may engage with potential clients who currently have unmet advice needs. It is expected that ASIC is likely to change regulations so that advisers can service clients who currently do not have the income or investments to warrant full-service advice and for some even Scaled Avice may be too expensive.

The webinar will explore how you may service this market now and have processes in place so that as advisers learn of any relaxation of rules regarding the giving of advice they can onboard new clients. Because Superannuation is a universal investment for all, this topic was chosen for demonstration purposes.

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