Training

Training & Engagement

Our Training and Engagement Program has been designed with both new and existing advisers in mind.

The program’s main purpose is to provide support to you and your staff through our team of experts.

Our team provides an efficient Transition Service, training, resources and tools to help increase business efficiencies and improve your experience through our platform.

To register for an upcoming webinar, click the Webinars tab below. To view our library of 'How-to' Videos, visit the Resources section.

  • For more information, call the Training and Engagement team
    between 8.30am to 5.30pm Monday to Friday
  • Contact Us

     

    email us

    Contact Us

     

    1800 252 351
    (Option 5)

Training & Engagement

Our Training and Engagement Program offers service and support to adviser businesses through:


Training & Engagement

Platform education

Education will ensure you and your staff are aware of the functionality and efficiencies available to you through our platform.
Face to face or virtual training

Face to face or virtual training

Choose the training format that best suits your needs, either through an online meeting or a face to face session in your office.
Access to webinars

Access to webinars

We’ll organise interactive webinars on topics that advisers value and are interested in hearing about, such as recent website enhancements, products and processes.
Tailored support

Tailored support

We’ll offer support specific to the needs of you, your staff and your business.
Presentation and support materials

Presentation and support materials

The presentations and support materials used during your session will be provided to you and staff to use.
On-going support

On-going support

If you have further training needs in the future you can continue to arrange appointments with our team.

Transition Service

We understand your time is valuable and that transitioning your business can often seem daunting. That’s why we provide you with the administrative support of our Transition Service.

Our team can help you with various functions including:


Bulk transitions

Bulk transitions

We’ll help you transition your clients’ trading and cash accounts in bulk.
Tailored transition plan

Tailored transition plan

With an individualised and catered focus on your needs, we work with you to develop a transition plan that best suits you.
Administrative services

Administrative services

Such as pre-population of forms, providing template letters, Statement of Advice guidance wording and coordinating client communications.
Dedicated support

Dedicated support

You’ll have a dedicated Relationship Manager supporting you through the transition process.

In order to make the most of our Transition Service there are some requirements we kindly ask for:

  • The client data provided is in a format readable by Microsoft Excel.
  • Full names, date of births, residential and postal addresses, and full company and/or trust details (if applicable) are provided in the data of the clients being transitioned.
  • The standard transition offering is generally for a minimum of 30 accounts. If you do not meet this requirement and would like to discuss this service further please contact us.

Learn more about our Transition Service here or call us on 1800 252 351 for more information.

Meet our Team

Our team will work with your Business Development Manager to understand the operational demands and needs of your business, to deliver an appropriate and tailored level of service and support.


Lucinda Chan - Team Leader

Lucinda Chan

Emma Seaman - Relationship Training Manager

Emma Seaman

Mohammed Elomar - Relationship Training Manager

Mohammed Elomar

Aaron Vaz - Relationship Training Manager

Mohammed Elomar

Webinars

Online Account Origination
When: Thursday, 19 October 2017
Time: 11:00am to 12:00pm (Sydney time)

Join us for an in-depth demonstration for our Online Account Origination Webinar.

We will be covering the following:

  • Dashboard
  • Online application for Trading and Cash Account
  • Tips & Hints to completing a successful SMSF Entity application
  • Managing your Applications

Trading Capabilities and Website Navigation
When: Wednesday, 25 October 2017
Time: 11:00am to 12:00pm (Sydney time)

Join us for an in-depth display of the core trading capabilities that are available to you.

We will be covering the following:

  • Dashboard
  • Trading Administration including Manage Orders
  • Multiple trading capabilities including:
    1. Place Order
    2. Multi-Client
    3. Multi Stock