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

Register now for our CPD accredited training webinars.

Introduction to Interactive Charting & Stock Screeners

When: Tuesday, 20th November 2018
Time: 2:00pm to 2:45pm (AEDT)

Join us for an in depth demonstration of advanced Research Tools.

We will be covering the following topics:

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

Online Account Origination

When: Thursday, 29th November 2018
Time: 11:00am to 12:00pm (AEDT)

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

We will be covering the following topics:

  • Trading & ACA product information
  • Benefits & rework reasons
  • Online application for Trading & Cash
  • Managing and eSubmit your applications

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

Rob Martin

Rob Martin

Relationship Training Manager

Karina Cenidoza

Karina Cenidoza

Relationship Training Manager