Adviser education
One thing we hear consistently from advisers is how important education is, especially in the current climate. This being the case, we aim to bring you financial education to help you help your clients. You'll also be able to find out more about the WIB's sales and distribution team and what we can offer through Invested. Finally, please don't hesitate to download on Strength in Numbers if you need to contact us.
Articles
Tailor your investments
Our piece on tailoring your investments (PDF 102kb) looks at how investors can access the security of a term deposit style investment whilst using their interest rate view to determine returns.
Meet the Team
In Strength in Numbers (PDF 359kb) we introduce you to the team, take a look at what we do and how we can help you to help your clients.
Presentations
Throughout August and September the ASX and Westpac joined forces to run an educational roadshow (PDF 293kb) on Interest Rate Securities. The presentation covers the fundamentals, common themes shaping the Australian market and the opportunities they present for investors.
Knowledge Bank education guides
Our Knowledge Bank series aims to give advisers & their clients the fundamentals of a given investment class or financial subject. The first in the series is Interest Rate Securities (PDF 614kb).
Economic Reports
- Monthly outlook from Westpac Economics
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Market Insights September 2009 (PDF 560kb)
Westpac & Rainmaker iTV
Throughout October we're teaming up with Rainmaker iTV to present a number of educational films for advisers featuring:
- Westpac's Chief Economist, Bill Evans – Economic overview for advisers
- Craig Keary, Head of Retail Distribution, WIB – Value of education for clients
- Jeremy Dean, Head of Key Accounts, WIB – Fundamentals of Interest Rate Securities
- Steve Dammerer, Head of Managed Accounts, WIB – Overview of Managed Accounts
Visit www.rainmakeritv.com.au to watch.
