General Manager - Investment Bond Division Centuria Life Limited
Sydney
Joined July 2011
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Neil Rogan retweeted
With increased demand to put their money where their values are, advisers a huge opportunity to help clients make sound values-based investing decisions. In this 4-minute read, @NeilRogan1 explains how advisers can take an ESG focused investing approach. xyadviser.com/articles/the-n…
Neil Rogan retweeted
Ep #252 - @NeilRogan1 - Head of Wholesale Partnerships at Russell Investments.
Sponsored by @HUB24_Ltd
Get the episode here:
xyadviser.com/podcasts/austr…
moneymag.com.au/coronavirus-… enter the code MONEYMAG to receive a 20% discount on your will with safewill.com
Changes to #superannuation have made it more difficult to save for retirement. In light of this, I recommend on @Nestegg, savings strategies outside of super that may help you financially prepare for a longer retirement. #planforchoice nestegg.com.au/sponsored-fea…
Talking to @XYAdviser on their #AdviserPodcast about #investmentbonds: “There’s no maximum amount that can be put into a bond within the first year, whereas #superannuation has limits on concessional contributions and a maximum threshold.” Have a listen: youtube.com/watch?v=5uUmmvF6…
Australians are getting older and living longer. Surprising research shows 22% of Australians haven’t planned for an increasing life span and only 50% had made any plans for their #retirement at all. @Nestegg nestegg.com.au/sponsored-fea…
I had a lot of fun talking to @XYAdviser on the #AdviserPodcast. Always a laugh w @ClaytonADaniel @AdrianPatty_ & great to discuss #investmentbonds after some chatter in the group about what they are. If you aren’t sure what exactly they are either listen: youtube.com/watch?v=5uUmmvF6…
It's a great morning in Perth for the @IFA_AU #BizStrategyDay. I remember sponsoring this event back when the room was a third of the size! The growth of the #IFA market is fantastic and allows us to get closer to clients & design better solutions for them.
Last day of @IFA_AU #BizStrategyDay roadshow today in Perth. It’s been great to see everyone: despite challenges, people are being optimistic & creative about driving business growth. To hear more about solutions for doing so, watch the final panel on enabling IFA growth @ 11:50
As I said on the @IFA_AU #BizStrategyDay panel today, alongside other product providers; At Centuria Life, we wouldn’t have a business without the #IFA community and so our whole business is skewed towards this community.
Talking about the opportunities #technology can bring, @MelissaCrawf said that “the #lifeinsurance industry is ripe for #disruption and technology” @IFA_AU #BizStrategyDay. One of many industries that are, but something to watch!
A recurring sentiment of the @IFA_AU #BizStrategyDay was debate about how best we help clients achieve their goals. #Investmentbonds are aligned to life goals like funding #education or #mature-age #gapyears
Thanks for having me @IFA_AU #BizStrategyDay! Loved hearing about what other product providers are doing to best work with #financialadvisers teapaw.org/Naomi_Midwinter/status…
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Insightful panel of self-licensed advisers on what it is like to be an independent #financialadviser today: “We are a community, it’s our industry - and by helping each other, we help this industry” #BizStrategyDay @IFA_AU
Great educational update from @4greatadvice on the latest regulations affecting #advisers, and tips on how they can work smarter, not harder. #BizStrategyDay @IFA_AU
Great welcome by @AleksVicko on the future of the adviser industry. Looking forward to hearing from speakers who truly value the work of advisers. @IFA_AU #BizStrategyDay
It’s going to be a great day @IFA_AU #BizStrategyDay in Sydney –another day, another enlightening industry convo around building & growing your #IFA business. At 11:50 I’ll be joining the panel to talk about technological & other solutions that can enable growth
Excited for the @IFA_AU #BizStrategyDay roadshow 2018 in Sydney tomorrow. Can’t wait to hear what everyone has to say. Make sure you catch the 11:50 session on Enablers of #IFA Growth where I & fellow panellists will be talking to @AleksVicko about tech & other business solutions
