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Adviser Advantage Session: Insignia Financial
Adviser Advantage Session: Insignia Financial

Thu, 21 Mar

|

Zoom meeting

Adviser Advantage Session: Insignia Financial

Hosted by Insignia Financial; Omar Fuentes, Tim Higgins and Jen McLean. The expand platform, focusing on Expand Essential, Insignia's mini wrap solution, dive into the various style of funds & client engagement tool demonstration.

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Time & Location

21 Mar 2024, 10:00 am – 11:00 am AEDT

Zoom meeting

About the event

The session will be hosted by Insignia Financial; Omar Fuentes, Tim Higgins and Jen McLean.

The team will provide information surrounding;

  • the expand platform, focusing on Expand Essential, Insignia's mini wrap solution,
  • dive into the various style of funds, with Tim Higgins Insignia's Investment Specialist
  • Followed by a demonstration on Insignia's comprehensive client engagement tool presented by Jen McLean, National Manager – Investment Central & Adviser Engagement.

We would also like to remind everyone our sessions now offer CPD points, adding further value to your participation.

Thank you, and we look forward to your participation.

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