Category: Investment

Introducing our MC for the PHAROS Annual Conference 2016

Kylie is a vibrant, international leader with 20+ years of broad experience and achievement across IT, financial services, engineering and environmental services. Highly experienced in M&A and strategy development, Kylie has extensive experience across Australia, United States, United Kingdom and Asia. Kylie is an entrepreneurial business leader with a well-developed skill set across people management, […]

Tony’s wrap up of Day 1

Tony Hartley and Cass Boyle attended the 2016 Exponential Finance Conference in New York City 2016.  Tony was invited to attend this thought leadership conference based on his White Paper “Adapt or Die”. Over the last 20 years there were 2 game changers internet and smart phones, in the next 20 years there will be 12 […]

Cass Boyle attends Singularity University 2016 in New York

Cass Boyle, Operations Manager for Madison Financial Group, has been given the opportunity to step outside the business and experience a world renowned conference.   Exponential Finance is an intensive 2-day conference that brings together a select group of leading executives, investors and entrepreneurs from around the globe to explore how exponential technologies are impacting business and […]

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PKC – Leveraging Recent RetireSelect Enhancements

Join Dan Powell & Rob Chowdhury from OneVue as they talk through how you can best use the recent RetireSelect updates.      LEVERAGING RETIRESELECT Dan: We will look at the documentation submission process that was recently changed and a lot of advisors weren’t aware so we’ve simplified that. Wealth portal enhancements what we’ve been […]

PHAROS Conference PKC – Commercialising Aged Care

Andrew Keay discusses how this highly specialised space can bring a whole new service offering to your client base.     Bethany:         As I’ve said before, we’re running short on time so we’re just going to make a start. Let me introduce Andrew Kaye of Aged Care Directions who will be presenting commercialising your aged care […]