Financial Structuring and Estate Planning with Genene Wilson
Friday November 16, 2018
Genene Wilson is passionate about helping her clients realise their dreams. Too many people leave their financial future to chance, Genene sees her role as facilitator, educator, mentor and financial coach - helping clients achieve their financial goals by providing them with clear cut and professional advice, allowing them to take control of their financial future.
Tracey Scotchbrook on TBAR, Rollovers and the Transfer Balance Cap: the What, When, Why and How
Wednesday November 7, 2018
Tracey Scotchbrook is a SMSF Specialist Advisor and consultant. Early in her accounting career Tracey had the opportunity to work with self managed superannuation funds, setting her on the pathway to specialisation. She is actively involved in the SMSF Association ("SMSFA") and is the former WA Chapter Chair and National Membership Committee Member.
Fr Brian Lucas on Boards and Advisory Councils: Issues and Challenges
Thursday October 4, 2018
Fr Brian Lucas is a priest of the Catholic Archdiocese of Sydney ordained in 1980 after briefly practising law as a solicitor in a commercial practice in Sydney. Since 2016 has is the National Director of Catholic Mission (the Pontifical Mission Societies in Australia).
TBAR, Rollovers and the Transfer Balance Cap: the What, When, Why and How with Craig Stone
Wednesday September 26, 2018
Craig Stone is an Associate in Accounting & Business Advisory services and responsible for the management of superannuation services at Hood Sweeney. With over 16 years' experience, his intimate knowledge of self- managed superannuation funds and their legislative requirements, Craig ensures the professional provision of dedicated services to clients.
Neuropsychology: Utilising a Powerful Tool in Psychiatric Injury with Debbie Anderson
Monday June 18, 2018
Debbie Anderson works exclusively as a clinical neuropsychologist. She trained at the University of Melbourne and has practised in Queensland since completing her course in 1989.