Diana Alvarez - Authorised Representative (JBWere Ltd)

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Diana Alvarez

Authorised Representative

Title:	Authorised Representative
Practice:	JBWere Ltd
Address:	Level 16 101 Collins Street Melbourne VIC 3000 Australia

Web:

www.jbwere.com.au

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Introduction to Managed Accounts

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Industry Snapshot

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Delivering a goals-based reporting service

As goals-based advice continues to become an increasingly important part of an adviser's offering and service delivery, investment platforms are playing a pivotal role in bridging the relationship ... Watch video

Panel Session: Financial Planners Who Have Built Thriving Aged Care Planning Practices

Advisers share their personal experience on how their aged care services have assisted their business practice Discussion on what were the key hurdles at the start of the transition and how they have ... Watch video

Estate Planning for the Modern Family

Common objectives and how they can be dealt with; Estate planning for young families and older clients and blended families - what engages the clients. Asset protection - the risks arising from blended ... Watch video

How to ensure clients will pay higher fees

28 February 2020, 12:11pm

As the cost of financial advice continues to rise, financial advisers are going to have to make some hard calls when it comes to who they can feasibly continue servicing. Read more

Life commissions, referral fees still kosher: AFA

27 February 2020, 11:39am

A regulatory update at the Association of Financial Advisers' Roadshow event in Sydney provided financial advisers a clear message on life insurance commissions and referral fees, and took aim at a former ... Read more

Consumers trust Google over advisers: NobleOak

25 February 2020, 11:04am

New research by independent life insurer NobleOak has found close to half of all consumers are turning to the internet over advisers for guidance on their financial goals and needs. Read more

Freedom Insurance appoints liquidators

24 February 2020, 12:40pm

The troubled insurer has voluntarily appointed liquidators, who have received resignations from Pauline Vamos and two other directors. Read more

More courses get FASEA approval

21 February 2020, 4:26pm

FASEA has approved applications for the recognition of coursework from the Australian Financial Advisers (AFA) and Stockbrokers and Financial Advisers Association (SAFAA) as part of its education standards ... Read more