The Financial Planning Association of Australia The Financial Planning Association of Australia

Brisbane Chapter Masterclass

Tuesday 28 February 2017, 12:00pm – 2:00pm

The FPA Brisbane Chapter Committee is excited to invite you to our annual Masterclass on Tuesday, 28 February 2017 and will focus on “Client Engagement and Ongoing Service Model”.

To continue our Masterclass series, we are delighted to present to you our Brisbane based and multi award winning Financial Planner, Chris Smith, Partner and Founder of VISIS Private Wealth. 

Early on, Chris recognised the value of providing integrated wealth advice, investment advice and accounting services to his clients and has lead the growth of VISIS Private Wealth to over 30 staff to ensure quality advice and excellent service standards are maintained for clients.

Chris will use his years of experience to outline his insights on engaging with new clients, delivering valued service and pricing advice.

A sit down lunch will be offered, along with tea and coffee and petit fours.

Seats are strictly limited! 

Cost: Members: $69; Non-Members: $79;  Table of 8: $552
Please provide the FPA Events Team with your 8 table guest names, along with their company name and email address by Friday, 17 February by emailing [email protected].

RSVP: By Monday, 20 February 2017

Chapter: QLD-Brisbane
Venue: Tattersall Club
Address: 215 Queen St, Brisbane City QLD 4000

Brisbane Chapter Masterclass Single Booking: Member = $69.00, Non-Member = $79.00

Contact: [email protected]