Training & Engagement

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 upcoming webinars.

AUSIEX Brand Launch Support Session

Please join us for a session to help guide you through the change and introduce you to the new AUSIEX.

Introduction to AUSIEX

Join us for an introduction to the core trading capabilities available to you.

The agenda for the session includes:

  • Website overview
  • Introduction to our new Online Account Origination application solution
  • Service model

TraCRs Webinar

Join us for this exclusive TraCRs (Transferable Custody Receipts) webinar with Deutsche Bank and Chi-X where we will explore global trends and how your clients can gain access to US shares locally.

What will be covered?

  • Global outlook for 2021
  • The return of inflation and its impact on equities
  • A buying opportunity for growth stocks?
  • TraCRs performance – comparison with Australian equities
  • Recap of TraCRs – gaining exposure to US equities traded locally via TraCRs

If you would like to know more about our Webinar Suite

About Training & Engagement

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

Platform education

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 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.

Tailored & On-going support

Tailored & On-going support

We’ll offer support specific to the needs of you, your staff and your business. If you have further training needs in the future you can continue to arrange appointments with our team.

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.

Kristina Italiano

Kristina Italiano

Team Leader

Lema Saedi

Lema Saedi

Relationship Training Manager