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.