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Discover the future of financial advice with QAR Lead Michelle Levy and industry experts

Hosted by ifa editor Maja Garaca Djurdjevic, our discussion will provide an in-depth analysis of the impact of key recommendations from the Quality of Advice Review on the advice industry.

As part of the webcast, we will also offer you, our audience, the opportunity to ask your questions directly to our panel of experts.

Get ready to explore some of the more controversial recommendations from Ms Levy, including the return of superannuation funds, insurers, and banks to the advice space. We will also examine the technical aspects involved and provide a hypothetical scenario to demonstrate how product providers and advisers can work together effectively to benefit the industry and consumers alike.

In addition, we will discuss changes to personal advice and SOAs, and get Ms Levy’s take on her experience with the advice industry, including her thoughts on Minister Stephen Jones’ delayed response to QAR.

We will also ask Ms Levy to share her perspective on the advice industry as a whole, and gather insights from our panel of experts on how they perceive the industry’s image after QAR.

Join us for a thought-provoking discussion on:

  1. The distinction between personal and general advice, according to Michelle Levy
  2. The changes advisers need to implement if the personal advice recommendation is implemented
  3. The potential benefits of the return of super to advice for advisers and consumers alike
  4. How advisers can ensure they give ‘good advice’ and simplify compliance
  5. How QAR recommendations might look in practice
  6. How technology can help bring affordable and high-quality advice to a wider audience

Don’t miss out on this opportunity to hear from industry experts and gain valuable insights into the future of financial advice. Register now to secure your place.

By watching this webcast live and in full, you will receive CPD points.

Date & Duration

April 27, 2023 11:00 am
60 minutes

Partners

Moderators

  • Maja Garaca Djurdjevic

    Maja Garaca Djurdjevic

    Editor, ifa

Panelists

  • Michelle Levy

    Michelle Levy

    Lead of QAR review and Partner, Allens

  • Dr Katherine Hunt

    Dr Katherine Hunt

    Researcher and speaker

  • Bryan Ashenden

    Bryan Ashenden

    Head of Financial Literacy and Advocacy, BT

  • Andrew Alcock

    Andrew Alcock

    Managing Director, HUB24

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