Navigating Australia’s Financial Landscape: For Expat Medical Professionals

Are you a medical professional who has recently moved to Australia?

Understanding the local financial system is essential for building a secure future. Join us for an informative session where we break down the key pillars of Australian financial planning, including:

1. How the superannuation system works and strategies to maximise your retirement savings.
2. The role of personal insurance in protecting your income and lifestyle.
3. Insights into tax deductibility and how to structure your finances efficiently.
4. Common mistakes we see expats making

This webinar is designed to help you confidently navigate Australia’s financial services environment and make informed decisions for your career and personal wealth and above all else, how financial advisers play a pivotal role in your financial journey.

Don't miss out on this incredible opportunity to enhance your knowledge and connect with a community of passionate individuals. Register now to secure your spot!

Presenters:

Richard Burton - In the Role of Director and Operations Manager at BFD Financial Planning and with over 20 years in the financial services industry, Rich has wide-ranging experience, having owned and managed advice businesses in the United Kingdom and Australia. Emigrating in 2011 and quickly building a strong network he honed his understanding of the Australian financial system whilst working for Westpac and St George. More recently with Zurich Australia, with development and leading a sales team as the head of WA. With his innate ability to form strong and lasting connections, Rich brings a strong pedigree, an eye for detail, and a history of building an energetic business culture. As well as playing an integral part in the founding of BFD Financial Planning alongside April Armstrong and will act as the Director of Operations moving forward. Away from work, Rich enjoys spending time with his wife and two children whenever he isn’t on the golf course.

Thomas Rutter - With extensive experience in financial planning, Tom is dedicated to helping Medical Professionals and their families achieve financial security and long-term success. Much like a trusted doctor who takes the time to understand their patient’s history and prescribe the right course of treatment, he focuses on building strong, lasting relationships by truly understanding his clients’ financial goals and tailoring his advice to support their best interests.

Seeing the positive outcomes of this approach—whether its helping clients grow their wealth, protect their assets, or retire comfortably—this continues to fuel Tom's passion for what he does. Tom take pride in my strategic thinking, analytical mindset, and ability to simplify complex financial matters, empowering clients to make confident, informed decisions.

Supporting family members through their own retirement journeys, Tom has further deepened his commitment to delivering thoughtful, personalised financial solutions. Just as good health requires ongoing care, lasting financial well-being depends on proactive, trusted guidance—something he strives to provide every day