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.

Webinars

Cash Solutions & Website Navigation

When: Tuesday, 25th September 2018
Time: 11:00am to 11:45am (AEDT)

Join us for an indepth demonstration of our Cash Solutions & Online Capabilities

We will be covering the following:

  • ACA & Netbank Product Information
  • Client & Account Administration
  • Transacting: Funds Transfer, BPay, Scheduled Transfers
  • ESubmit

Introduction to Market Research

When: Thursday, 4th October 2018
Time: 2pm - 2:45pm (AEST)

Join us for an introduction to our complimentary Market Research that is available to you.

We will be covering the following:

  • Research Providers
  • Market, Company & Sector Research
  • Creating Watchlists & Alerts
  • Recommendations & Calendar tools
  • eSubmit

Introduction to Interactive Charting & Stock Screeners

When: Tuesday, 9th October 2018
Time: 11am - 11:45am (AEST)

Join us for an introduction to our core Research Tools available to you.

We will be covering the following:

  • Interactive Charting
  • Equities & ETF Stock Screeners
  • End of day pricing
  • Other available tools
  • eSubmit

Online Origination

When: Thursday, 18th October 2018
Time: 11am - 12pm (AEST)

Join us for an in depth demonstration of our Online Account Origination process.

We will be covering the following:

  • Trading & ACA product information
  • Benefits & Rework Reasons
  • ID Requirements
  • Trading & Cash Online Application Demonstration
  • Manage & Track Applications
  • eSubmit

Introduction to Trading Capabilities

When: Wednesday, 24th October 2018
Time: 2pm - 2:45pm (AEST)

Join us for an introduction to the core trading capabilities online & administrational tasks .

We will be covering the following topics:

  • Trading Product Information
  • Holdings Screen
  • Single Stock Trade
  • Account Reporting & Statements
  • Managing Open Orders
  • eSubmit

Advanced Trading Capabilities

When: Tuesday, 30th October 2018
Time: 11:00am to 11:45am (AEDT)

Join us for an in-depth demonstration of our advance trading capabilities that are available to you.

We will be covering the following topics:

  • Multi-Line trading functionality
  • Conditional Order Strategies
  • Trailing Strategies
  • Managing open orders
  • eSubmit


About 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.

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

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.

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.

Tailored support

Tailored support

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

On-going support

On-going support

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

About 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 supports

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.

Emma Seaman

Emma Seaman

Team Leader

Aaron Vaz

Aaron Vaz

Relationship Training Manager

Rob Martin

Rob Martin

Relationship Training Manager

Karina Cenidoza

Karina Cenidoza

Relationship Training Manager