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On the Couch with Marnie Reid (Computershare): Scams, Security, and Estate Planning

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Manage episode 473316386 series 2991631
Content provided by Marcus Today. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Marcus Today or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Welcome to the latest episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world.
In this episode, Henry Jennings is joined by Marnie Reid, CEO of Issuer Services for Australia and New Zealand at Computershare. Marnie is responsible for the leadership, growth, and day-to-day management of the Issuer Services business across both countries.
Before joining Computershare in 2022, Marnie had been a client of the business for 30 years through her roles at AMP Limited and NRMA (now IAG). At AMP, she oversaw governance of the retail register as Head of Shareholder Services, working closely with Investor Relations and Corporate Communications teams.
In 2021, Marnie was made a Fellow of the Australasian Investor Relations Association (AIRA) in recognition of her work advocating for best practice and development programs in retail investor relations.
In this episode, they discuss:

  • The rise of scams and how to spot them
  • What Computershare is doing to keep investor data and shareholdings safe
  • Practical steps investors can take to help prevent fraud
  • Important considerations around estate planning

Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions.
If you’re looking for personal financial advice, our friends at
Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.
Want to
invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.
Why not
sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

  continue reading

135 episodes

Artwork
iconShare
 
Manage episode 473316386 series 2991631
Content provided by Marcus Today. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Marcus Today or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Welcome to the latest episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world.
In this episode, Henry Jennings is joined by Marnie Reid, CEO of Issuer Services for Australia and New Zealand at Computershare. Marnie is responsible for the leadership, growth, and day-to-day management of the Issuer Services business across both countries.
Before joining Computershare in 2022, Marnie had been a client of the business for 30 years through her roles at AMP Limited and NRMA (now IAG). At AMP, she oversaw governance of the retail register as Head of Shareholder Services, working closely with Investor Relations and Corporate Communications teams.
In 2021, Marnie was made a Fellow of the Australasian Investor Relations Association (AIRA) in recognition of her work advocating for best practice and development programs in retail investor relations.
In this episode, they discuss:

  • The rise of scams and how to spot them
  • What Computershare is doing to keep investor data and shareholdings safe
  • Practical steps investors can take to help prevent fraud
  • Important considerations around estate planning

Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions.
If you’re looking for personal financial advice, our friends at
Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.
Want to
invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.
Why not
sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

  continue reading

135 episodes

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