Demands on licensees have never been more pressing as advisers seek direction and leadership at a time when survival is not assured and reinvention is a must. Those who are stepping up to the challenge share their plans.

Speakers:

  • Angus Benbow, chief executive, Centrepoint Alliance
  • Lena Ridley, general manager, Profile Financial Services
  • Darren Whereat, chief advice officer, IOOF
  • Moderator: Matthew Smith, director, retail content, Conexus Financial

Take the QUIZ to earn your CPD points

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Question 1
* Darren Whereat is general manager of advice at which licensee ownership group?
Question 2
* The preferred leadership style of Profile’s Lena Ridley is currently what?
Question 3
* IOOF has approximately advisers under its licensee group umbrella?
Question 4
* At Centrepoint Angus Benbow is trying to lead by doing what during the pandemic?
Question 5
* According to Darren Whereat, the biggest barrier to communication at IOOF was…?

Please select here if you would like your CE/CPD hours uploaded to your existing MyCE record with Portfolio Construction Forum*.

*By selecting 'yes' please note that we will share your contact details with Portfolio Construction Forum.

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    We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.

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