$0 – $24.19

Lunch N Learn - Superannuation, Planning and Market Update - Everything You...

Event Information

Share this event

Date and Time

Location

Location

The Hive Business Space

Kon-Tiki Building. Tower 2, Level 1

55 Plaza Pde

Maroochydore, QLD 4558

Australia

View Map

Event description

Description

Do you know about the recent changes to the superannuation legislation and how it may affect you?

Are you aware of the various strategies to improve your super for you and your estate?

Would you benefit from an update as to what is driving global markets at present?

At our our next Lunch N Learn, Troy Derwin and Darryl Watt from Ord Minnett will share this information and more so you can 'future proof' your personal and business affairs and be well prepared in advance of the end of financial year.

Troy and Darryl will provide an update about the current market, along with which superannuation strategies that may be best for you and your business. They will cover:

· Recent superannuation changes

· Superannuation strategies

· Estate Planning (superannuation perspective)

· Market update

Ord Minnett, is Australia's leading private wealth management groups. The Ord Minnett team provides advice and tailored investment solutions to their clients, with insights and guidance to help build their assets. Ord Minnett is an iconic Australian stock broker and trusted financial advisory firm, with a corporate history spanning over 145 years.

Troy is a Partner and Senior adviser with Ord Minnett. Troy started his career in 1996 as a futures trader with BT Financial Group. He then made a career change into funds management as a research analyst before moving onto a portfolio manager role. After 6 years Troy went onto stock broking running the Deutsche Bank Real Estate research team. Troy provides strategic advice and portfolio management services in a wide range of areas such as Australian shares, international shares, listed property and fixed interest. Troy has specific expertise in superannuation, wealth creation and protection strategies.

Darryl is a Senior Financial Adviser with Ord Minnett. Darryl obtained his Bachelor of Business Degree (Accounting) and commenced employment with Centrelink working in a variety of roles over 12 years. He began his career with Ord Minnett in 2006 whilst completing a Graduate Diploma in Financial Planning. Darryl has deep expertise and provides advice and portfolio management services covering Australian Shares, international shares, fixed interest and property. Specific areas of expertise for Darryl include superannuation, retirement planning, the age pension, other Centrelink benefits, wealth creation strategies and portfolio management.

Walk away From this Lunch N Learn with a clear and informative update of all that's happening around the superannaution and investment markets, so you make the right choices for your future.


Share with friends

Date and Time

Location

The Hive Business Space

Kon-Tiki Building. Tower 2, Level 1

55 Plaza Pde

Maroochydore, QLD 4558

Australia

View Map

Save This Event

Event Saved