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

FPA ACT Chapter Autumn Round Table Workshop


Tuesday 20 March 2018, 12:00pm to 2:00pm

The FPA ACT Chapter Committee invites you to an Autumn Round Table Workshop on Tuesday 20 March at the Royal Canberra Golf Club.

At this event you will hear from three experts – our facilitators will talk about ‘End of Life Strategies in Practice’, in particular: 

Business Models and Advice Fees – what is prevalent in the market, what are we seeing and what is valuable when buying or selling a practice? – Alisa Honeyman (Fitzpatricks Private Wealth);
Estate Planning and the Pension Transfer Balance Cap – what are the limits, their implications and how do we consider these in the light of our Estate Planning advice for clients – Tim Morton (Farrar Gesini Dunn);
Demystifying the Myths around ESG – James Harding (Ausbil Investment Management).

The three specialists will facilitate discussion tables with a speed dating theme. At the tables, you will have 20 minutes with each specialist in an intimate grouping and a chance for direct and personal feedback.  

We will also provide an update from the FPA on current issues and a brief presentation from our sponsor, Ausbil Investment Management, on their solutions available to assist us in better servicing our clients. 

A buffet lunch will be provided and there will also be a chance to network with your peers during this time. Everyone will have an opportunity to access each table but you don’t have to go to all of them, just the ones that interest you. 

Members and their guests are welcome so please invite those you feel might be interested even if they are not FPA members (please note a small fee applies to non-members).

Event Details

Date: Tuesday 20 March
Event Time: 12:00pm to 2:00pm
Venue: Royal Canberra Golf Club, 71 Bentham St., Yarralumla ACT 2600
A hot buffet lunch will be provided

RSVP: By Tuesday 13 March 
Cost: Members attend complimentary I Non-Members $20
CPD: CPD Points will be awarded for this event 

Our Speakers

Alisa Honeyman

Alisa has over 20 years of experience in the financial service industry and over that time has helped hundreds of clients achieve financial peace of mind.
With sound expertise in wealth creation, superannuation, tax effective structures and investment strategy, she is able to able to provide financial planning services tailored to the client’s needs and financial circumstances.

Alisa is also Trustee and Treasurer for the Inger Rice Foundation. The Foundation is a non-profit organisation which provides financial support for training, research and provision of material and equipment to organisations concerned with young children (0-5 years of age).  

Timothy Morton

Tim joined Farrar Gesini Dunn in 2016 having worked solely in wills and estates across all Australian jurisdictions since his admission in 2011. He uses his knowledge to bring clarity to estate matters and has a particular ability to come up with simple solutions to tricky estate planning needs. He particularly enjoys using his knowledge to save clients from unnecessary tax burdens.

Tim has considerable experience advising clients in relation to their rights where a Will is involved. Tim also regularly appears in the Guardianship Tribunal of the ACT Civil and Administrative Tribunal.  

James Harding 

Ausbil Investment Management is a leading Australian based investment manager. Established in April 1997, Ausbil’s core business is the management of Australian equities for major superannuation funds, institutional investors, master trust and retail clients. Ausbil is owned by its employees and New York Life Investment Management (NYLIM), a wholly-owned subsidiary of New York Life Insurance Company.

 

The Committee looks forward to seeing you there!

FPA ACT Chapter Committee


Chapter: ACT-ACT
Venue: Royal Canberra Golf Club
Address: Yarralumla ACT 2600
Cost:

Member = $0.00, Non-Member = $20.00

Contact: [email protected]