Mr John Cahill, speaking at Index & ETF Investments Asia 2011

Mr John Cahill,
Consultant
Fusion Partners Wealth Management

John is a Consultant to Fusion Partners Wealth Management, a boutique firm specialising in wealth management and tax effective investment within superannuation for high net worth individuals.
In this role he acts as an investment analyst, and is responsible for undertaking qualitative research on ETF’s, Australian and International funds managers, and direct shares for the purposes of constructing model portfolios and providing investment and portfolio construction advice to financial planners.

Since the age of 5 when he built his own imaginary portfolio in an attempt to outperform the portfolios of his fund manager father, John has had a strong interest in investment and portfolio construction.
John has had over 15 years experience in the financial services industry, working in government, large multi-national corporations and boutique firms.
John is an advocate of the core and satellite approach to portfolio construction, using ETF’s as the core of any portfolio.

John has qualifications including a Bachelor of Business, Graduate Diploma in Applied Finance and Investment, and a Graduate Diploma in Financial Planning.

John is an associate member of the Financial Planning Association of Australia (FPA) and The Financial Services Institute of Australasia (Finsia).

Appearing:

DAY ONE- Monday 21 November 2011

15.40

Independent financial advisors’ focus discussion: Improving communication on ETFs for retail investors

Understanding the demand for ETFs from retail investors- how much progress has been made in the market and how much further will it develop?
How financial advisors can improve in describing the benefits of ETFs and how issuers play a role in educating retail investors
Addressing the lack of understanding of the products- how concerned should retail investors be that ETFs are becoming increasingly more complex?

Mr John Cahill,

Consultant,
Fusion Partners Wealth Management

Mr Lyndon Arthurson,

Head of Asset Consultancy, Private Wealth Management,
Harris Fraser Group

Ms Rainbow Pan,

Chief Executive Officer,
ipac financial planning, Hong Kong

Mr Chris Tse,
(Moderator)

Vice Chairman (Development),
The Institute of Financial Planners of Hong Kong (IFPHK)

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