Registration for Master your personal finances - Special YP Masterclass
Master your personal finances
The NIBA NSW YP committee, with the kind support of sponsors Bridges Financial and Chubb, will stage a three-part seminar series this April aimed at boosting young professionals' long-term personal balance sheets.
The breakfast sessions will take place on Thursdays 6 April, 13 April and 20 April 2017 from 7:30am to 10am, covering three important areas of personal finance every young professional should master:
Session 1 - Wealth accumulation
Share market behaviour, comparing shares vs property and super vs mortgage, debt recyling, diversification and compounding.
Session 2 - Taxation planning
Budget measures, tax strategies, investing for children, tax thresholds and negative gearing.
Session 3 - SMSF and super
Self-managed vs retail/industry super funds, investment strategies, contributions, accessibility and examining super vs mortgage as a strategy for saving.
By focusing on topics relevant to all young professionals, attendance offers a great opportunity for YPs to strongly position themselves for financial success in an ever changing volatile economic environment.
The seminar presenters will be Troy Gudgeon and John Corkhill - Bridges Financial Services (bios below). Each session is rated at 1.5 CPD points, and a light breakfast will be served. All this for a mere $30 - it makes perfect financial sense to register now!
Dates: 6 April, 13 April, 20 April 2017
Times: 7:30am - 10am
Venue: Dexus Place, Level 15, 1 Farrer Place, Sydney NSW 2000
Cost: $30 for members and $45 for non members for all three sessions
CPD rating: 1.5 CPD points per session
With thanks to our sponsors:
Troy has worked in financial services since 2007 and has been a financial planner since 2010. Troy specialises in wealth creation, superannuation and pre-retirement planning, stockbroking, and advising on tax-effective investment strategies. Troy is a member of the Association of Financial Advisers (AFA) and is currently completing a Masters of Financial Planning.
Troy’s ultimate goal is to provide quality financial advice that is easily understood and delivers peace of mind both now and into retirement. His approach is clear, direct and to the point so clients can quickly understand their options. Troy advises and educates his clients on the most appropriate strategies through comprehensive financial plans and workshops.
John’s financial services background combines academic study with practical experience. John has worked as a senior financial planner for the last 12 years and previously was a qualified CPA specialising in public practice and taxation. John provides advice on all areas of financial planning including wealth creation, tax effective investing, pre-retirement strategies to build savings and reduce tax, risk profile assessments, SMSF and stockbroking. John is a member of the Association of Financial Advisers (AFA) and holds an Advanced Diploma in Financial Planning and a Bachelor of Business (Finance and Accounting).
John strives to build long term relationships with his clients by offering consistent, personalised and comprehensive ongoing service. John works with a broad range of clients to help them gain an understanding of their needs, existing financial situation and risk tolerance. He designs and builds tailor-made plans to help them meet their financial goals and make the right decisions so they can have the future and retirement they want.