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Essential Financial Planning Knowledge and Tips for Australian Accountants

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CPA Australia

111 Harrington Street

Level 3

The Rocks, NSW 2000

Australia

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It's the perfect time of the year to learn Financial Planning.

During the talk, Nigel will be sharing with us his knowledge and expertise in “Financial Planning in Australia" which covers following topics:

- What is Financial Planning;

- Why we need Financial Planning;

- Evolution of Financial Planning in Australia;

- Challenges and Outlook of Financial Planning industry (Australia & Asia).


About the Speaker

Nigel Janson is Managing Director of Financial Masterplan Pty Ltd, a financial planning licensee company(AFSL), with 10 financial advisers. He is also an Authorised Representative Adviser himself and has more than 20 years’ experience in financial planning industry. Nigel has advised high net worth individuals, expatriates and small business owners on a broad range of financial planning issues including investment strategy, tax planning, superannuation and insurance.

Graduated from the University of Canberra with a Bachelor of Commerce in Accounting(BCom) and Masters of Business Administration from UNSW and University of Sydney(MBA), Nigel has a solid academic background. Nigel was also awarded the Certified Financial Planner status by the Financial Planning Association(CFP) and became fellow CPA member in 2015(FCPA).

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Date and Time

Location

CPA Australia

111 Harrington Street

Level 3

The Rocks, NSW 2000

Australia

View Map

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