A strategy for licensed finance advice professionals navigating portfolio risk, regulation, and market change.
Persistent inflation, tighter monetary conditions, and a shifting global financial system are challenging traditional portfolio models. Clients are asking more complex questions. And regulation around digital assets is finally starting to take shape.
This is designed to give finance advice professionals a clear, compliance-first understanding of how digital assets can be considered within a modern portfolio framework.
Speaker Profile:
Ben Ritchie
- 20+ years in financial controls, fund operations, and ASX-listed companies
- Managing Director of Alpha Node and Director of Bamboo
- Former Chartered Accountant, BCom (Accounting and Business Law)
- Expertise in digital asset trading, management, and financing
Joseph Ho
- 15+ years in financial services, including crypto, VC, property, and critical minerals
- Holds JD, BCom, Cert IV TAE, and Adv. Dip. Financial Services
- Admitted to the Supreme Court of WA and High Court of Australia
