SIAA accredited CPD webinars are offered free to Principal, Practitioner and Affiliate members. Content will be delivered via panels, interactive discussion, presentations and quizzes and to be eligible for CPD you will need to participate in the webinar live.
Beyond Coverage: How financial services firms can prove their security is getting stronger
Wednesday 10 June from 1.00-2.00pm AEST
Cyber threats targeting financial services are growing more sophisticated, and Australian regulators are raising the bar on how firms must respond. Yet most organisations are still measuring the wrong things. In this session, SecurityHQ CEO Feras Tappuni reframes how stockbrokers and investment advisers should think about cybersecurity, introducing Security Performance Engineering as a more effective approach, moving beyond coverage to continuously measurable, engineered security performance.
Feras Tappuni, CEO and Founder, SecurityHQ
As CEO and Founder, Feras is responsible for overseeing all the technical and financial aspects of the company. With over 25 years’ experience, he has dedicated his life to cyber security and is driven by the desire to offer his clients the highest degree of protection against today’s cyber threats. Feras has delivered complex security and engineering projects to prestigious clients globally. From harnessing the right technology, processes and people, he ensures that SecurityHQ delivers a truly enterprise grade experience.
Professional standards CPD: 1.0 Regulatory compliance and consumer protection
ASIC RG146: 1.0 Generic Knowledge
Webinar – Beyond Coverage: How financial services firms can prove their security is getting stronger
Student Affiliate Member: $0.00
Organisation Member: $0.00
Non-Member: $75.00
Member-Practitioner: $0.00
SMA vs MDA: Choosing the smarter managed account strategy for your business and clients
Wednesday 24 June from 1.00-2.00pm AEST
Industry experts compare Separately Managed Accounts (SMAs) and Managed Discretionary Accounts (MDAs), examining which structure best supports client needs and firm business models. The session explores when and why practitioners use each approach, with insights into client outcomes, efficiency, compliance and governance. Andy Roberson, Chief Innovation Officer at Chelmer, demonstrates how firms can automate portfolio management across SMA and MDA structures to scale advice delivery and improve operational efficiency.
Andy Robertson, Director & Chief Innovation Officer, Chelmer
Andy’s career has been in financial markets and financial services with a technology focus. Committed to providing elegant solutions, Andy has been a Director on Chelmer’s Board for over 24 years and was previously CEO for 18 years. With a focus on shaping the future of investing and wealth management, Andy plays a vital role in setting the product direction for Chelmer’s wealth technology platform, Myriad, looking at opportunities and working with fintech businesses.
Professional standards CPD: 1.0 Technical competence
ASIC RG146: 1.0 Specialist knowledge – Financial planning
Webinar – SMA vs MDA: Choosing the smarter managed account strategy for your business and clients
Student Affiliate Member: $0.00
Organisation Member: $0.00
Non-Member: $75.00
Member-Practitioner: $0.00
The case for Asia: Growth you can’t afford to ignore
Wednesday 8 July from 1.00-2.00pm AEST
Asia is no longer a satellite market – it is the engine of global growth. Yet many portfolios remain heavily underexposed. Cameron Robertson, Portfolio Manager of the Platinum Asia Fund Complex ETF (ASX:PAXX), explores why Asia’s combination of growth, valuation, and innovation is becoming increasingly difficult to ignore, highlighting opportunities from AI infrastructure through to the rise of the regional consumer and how investors can position portfolios to benefit.
Cameron Robertson, Portfolio Manager – Asia strategies, Platinum
Cameron joined Platinum in 2010, initially focusing on resources and industrial companies, and later on the technology and communications sectors. In early 2017, Cameron was appointed as co-manager of the Platinum International Technology Fund and was later the sector lead of the technology and communications team. In April 2021, Cameron was appointed a co-manager of Platinum’s Asia ex-Japan strategy and sole manager in March 2024. Prior to Platinum he worked as an equity analyst at CP2 (formerly Capital Partners) for several years.
Professional standards CPD: 1.0 Technical competence
ASIC RG146: 1.0 Generic Knowledge
Webinar – The Case for Asia: Growth you can’t afford to ignore
Student Affiliate Member: $0.00
Organisation Member: $0.00
Non-Member: $75.00
Member-Practitioner: $0.00
Unlocking opportunity in HNW advice
Wednesday 22 July from 1.00-2.00pm AEST
The high-net-worth (HNW) market is expanding rapidly, presenting a multi-trillion-dollar opportunity. At the same time advice needs are becoming more complex and demand for sophisticated advice continues to rise. As portfolios extend beyond traditional assets, advisers are under pressure to deliver more integrated advice without losing the control and flexibility clients value. Denis will explore how leading firms are responding – moving beyond transactional broking toward hybrid and holistic advice models that can scale.
Denis Orrock, Chief Strategy Officer, Praemium
Denis joined Praemium as Chief Strategy Officer in November 2022. He has over 30 years of experience in financial services including as CEO at GBST Broker Services and Head of Capital Markets at FNZ. Denis has a strong track record of leading organisations through periods of strong growth to help them reach their corporate ambitions.
Professional standards CPD: 1.0 Technical competence
ASIC RG146: 1.0 Generic Knowledge
Webinar – Unlocking opportunity in HNW advice
Student Affiliate Member: $0.00
Organisation Member: $0.00
Non-Member: $75.00
Member-Practitioner: $0.00
If you experience any difficulty with your online registration, please call our office on (02) 8080 3200.
Supporters
Thanks to the following organisations who are supporting SIAA’s webinar program during 2025.