SMSF Workhop Presentation Integrity Education

Presenting a Self Managed Superannuation Fund  workshop to Advanced Diploma  Financial Planning Students at Integrity Education. It is rewarding when I witness dedicated and intelligent students successfully complete both their diploma and advanced diploma over a period of time and met them later in the future when they have entered into the workforce.

AMP University Challenge 2017

A  big congratulations to Kimberly Guild, financial planning student of Latrobe University for was ranked  5th in AMPs National University Challenge.  A fantastic effort to reach the finalist among hundreds of students who participated.

Professional  Guest Presenter  – AMP  Financial Planning

Dario Bartolomeo from AMP provided invaluable tips on starting a career in financial planning to my students at Latrobe University.
At Bamboo with we pride yourselves on educating our clients and presenting tax effective strategies.
Dario also provided invaluable tips on starting a career in financial planning to my students at Latrobe University

Professional  Guest Presenter  – Affinia Conference

During a conference last week i had the privilege to meet Ita Buttrose.
She was inspirational talking about her successes and challenges during her career. Great words of wisdom and humility.

Professional  Guest Presenter  – Australian Super

 Frank Cervolo from Australian Super discussing very important trends in the financial planning industry to my Latrobe students undertaking degree in financial planning.
His messages were very inspiring and insightful.

Professional  Guest Presenter  – UniSuper Financial Planning

Natalie Eden from Uni super presented strong arguments for a prosperous career in financial planning to my students at Latrobe University.
She highlighted the importance of having technical and communication skills for a successful career as a Financial Planner.

Professional  Guest Presenter  – National Australia Bank Financial Planning

Robert Chung and Senior Financial Planner Tuy Nguyen for providing a realistic insight into the day of a financial planner and what makes a successful Planner to RMIT financial planning students.
NAB’ s Graduate and the Future Planners Scholarship Program was launched to many University Students.

Professional  Guest Presenter  – GradMentor

Students at Latrobe University had the pleasure to listen to
Alidair barr from Gradmentor.
Alisdair provides an invaluable program where he connects financial planning graduates with firms around Australia.
Students have the opportunity to attend a speed networking event and potentially meet their employer of the future.

Professional  Guest Presenter  – Ranstad Recruitment

Frank Walshe, Hanna and Slobodan from Ranstad Banking and Financial Services showed students the opportunity to find out what employers are looking for when placing potential graduates.

Senior Financial Planning  Lecturer  – Latrobe University

Presenting fundamental financial planning lecture outlining fundamental principles in financial planning. Emphasing the important ingredients to become a great financial planner to include sound technical knowledge and client communication skills.

Professional  Guest Presenter  – Affinia Financial Advisers

During a conference last week i had the privilege to meet Ita Buttrose. Ita was inspirational talking about her successes and challenges during her working life. Great words of wisdom and humility. Ita also provided sound advice to young upcoming female financial planners and the need to set sound personal goals to live a fruitful life.

Professional  Guest Presenter  – GradMentor Speed Networking

Students at Latrobe University had were among some university students around Victoria to have the opportunity to meet employer groups and kickstart their financial planning careers.

Professional AdviserCoaching AMP Horizon Financial Planning Coaching Program 

Providing adviser coaching to AMP Horizon Program students at AMP headquarters in Melbourne. Conducting client case study simulations to improve interpersonal communication skills.