AGBA’s next Roundtable events will be held in Melbourne on Tuesday 15th August, and Sydney on Wednesday 16th August. These Roundtable events will focus on overcoming the barriers to implementing goals based investing and advice.
The workshops address the advice journey, starting from building a website, planning the first meeting and fact finding, to designing a portfolio, presentation & implementation, and the review process. We will explore the unique issues arising in each of these steps, and tools to streamline this process.
To register your interest for the event, please advise us through return email to events@goalsbased.com.au. Further information will then be provided to you, including the venue address. RSVP is essential in order to reserve your place at this session.

If you are an Adviser who would like attend this session, please register your interest by emailing events@goalsbased.com.au

For a greater understanding of what to expect, take a look at one of our past Roundtables events thanks to Evolution Media.

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