Create the life you want
Staff Christmas Challenge & Dinner 2015
The staff chose to climb the Harbour Bridge for this year’s team challenge. What a beautiful vista we have on Sydney Harbour
Wealthtrac Advisor Awards 2015
Phil wins yet another Advisor of the Year Award for 2015 at the annual awards function
AFA National Conference – Cairns 2015
Phil attends the largest financial planning conference in Australia held by the Association of Financial Advisors (AFA). Many excellent contacts were made and great initiatives bought back from here for our client’s benefit.
AIOFP Licensee Conference – Fiji 2015
Phil attends a Licensee Conference with other independently owned practices in Fiji. Discussions relating to new legislation were conducted.
Market Update – Zurich
Video: Zurich Investment Insights – The impact of unchanging US rates Well the markets are all over the place aren’t they! It’s very volatile out in market land at the moment. 1% – 2% swings up and down from day to day are now common place over the past 6 months. This is unusual behaviour...
Read More
Federal Budget 2015
Chris Caton, Chief Economist at BT with the release of the 2015 Budget
AIOFP Offshore Conference in Shanghai, China 2015
Phil attends a conference for Independently Owned Financial Advice practices with AAP in Shanghai China where he met Chinese business people keen to partner with Australian business and heard from Fund Managers on the ground about the Chinese growth story.
Ausbil Roadshow
Phil attends an Ausbil Roadshow to stay informed on developments in Australia’s Economy and the Results of Ausbil’s funds
Future of Financial Advice with Government
Phil chosen to represent Independent Advisors in discussing the Future of Financial Advice with Government – Bernie Ripoll MP
