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Publications and Presentations

Cristean Yazbeck has written and spoken widely on financial services and regulatory matters, and is a highly respected and sought-after speaker at professional events.

Cristean has presented the following topics (through face-to-face seminars, webinars, and as keynote speaker) to dealer groups, AFS licensees, and industry & professional bodies, as well as through adviser training days and "masterclasses":

  • Buying and selling financial advice businesses

  • AFSL v "non"-AFSL services

  • File Notes: Guidance for Financial Advisers

  • Estate Planning: Critical Issues for Financial Advisers

  • Estate Planning: the WHO, WHAT, WHERE, WHY and HOW

  • Financial Services, Personal v General Advice, and Retail v Wholesale Clients

  • Superannuation for Financial Advisers

  • Managed Investment Schemes

  • Asset Protection

  • Future of Financial Advice (FOFA) Reforms

You can request a copy of these presentations here.

Email Cristean to discuss how his unique and engaging presentation style will benefit your business.

Read some of Cristean's recent works below:

 

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  • LinkedIn
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