Firstly I want to start by sending you a Big……… THANK YOU! Thank you for taking the time from your busy life to complete the survey and for your comments. Many of our client friends took the time to respond to this survey which we are very grateful for. The results were exceptional. What…
Phil attends the annual National gathering of financial advisors in Canberra. Meetings were held with politicians, clients and product manufacturers.We were briefed on the Government’s planned legislation changes for Australians regarding superannuation and life insurance. Studies have also been undertaken of advice businesses in other countries to learn how best to provide services to our…
Mike & Phil attended a Commsec seminar in August to get an economic briefing from Craig James -Commsec Chief Economist and to hear about striving for excellence from Michael Clarke – Former Australian Cricket Captain and Legend!
Congratulations to Jo, Pete and Ariki on the safe arrival of Baby Eve. Born 5 weeks early on 24th July 2016 at 1:57am and weighing 2.660 Kgs, both Mum and Bub are doing well!
Phil attends the AIOFP Offshore Conference for Independent Licensees held in Singapore and Cambodia At the amazing Angkor Wat Temple in Cambodia. A day of feeding the Khmer orphan children.
Congratulations to Justine on the arrival of her new born baby girl! Indigo Sienna Kate Kitto was born on 15 November 2012 at around 5pm. She was just over 8 pounds. Both Justine and the beautiful little baby are well and happy to be looking at each other face to face!
Phil attended the AIOFP (Association of Independent Owned Financial Professionals) national conference in Adelaide. Phil meets with the Shadow Minister for Financial Services, Senator Mathias Cormann, at Parliament House during the Association of Independently Owned Financial Planners National conference in Adelaide to discuss new legislation due for rollout next July and its impact on clients….
