2018 Guest Speakers

24th May - BAM presents Jordan D'Urbano

Guest Speaker - Jordan D'Urbano


Jordan D'Urbano helps consultants and coaches who are wanting to make more money and expand their impact.

He has founded 2 businesses before the age of 25, was ranked as a 30 under 30 Entrepreneur By Anthill Magazine back in 2015 and has been able to share the mic with experts like Dr. John Demartini and Coach Tom Ferry.

Having been the head of sales for various startups and made over 30,000 sales calls in the training & coaching sector Jordan is an expert when it comes to human behaviour and sales.

He also the host of The Game Of Sales Podcast & creator of the sales system “The High Paying Approach™".


To connect with Jordan - https://www.linkedin.com/in/jordan-d-urbano-6643a184/

5th April - Buying Property within an SMSF

Guest speaker 1 - Anthony Landahl


 

A professional mortgage and finance broker providing residential home loan lending, commercial lending, business finance and asset finance solutions to his clients that are in keeping with their financial profiles and plans.

His background in financial services means he understands the importance of aligning a client’s finance solution with their overall financial profile and plan, and together with his team at Equilibria they take a more holistic and considered approach towards delivering lending and finance solutions aligned with their clients overall financial strategy and future goals and objectives.

His clients value their approach and they ensure all the elements of their financial life are working together by;

• Listening to them so that we understand what is important to them and the outcomes they want to achieve.
• Helping them understand the important issues that they need to be aware of.
• Providing them with a finance solution that achieves the right balance between their finance needs in the context of their specific circumstances and their short, medium and long-term goals and objectives.

He typically help young professionals starting out, time poor professionals and executives, families, investors, the self-employed and small business owners.

He will be discussing borrowing with an SMSF to buy property. 


To connect with Anthony - https://www.linkedin.com/in/anthony-landahl-equilibria/

Guest speaker 2 - Samuel Lee



Samuel streamlines bookkeeping, tax compliance, Virtual CFO, tax effective and asset protection strategies and structures (and re-structure) and tax advice. 


He provide a dedicated tailored service in accounting that benefits small businesses, family groups and individuals. Offering business consulting services that improve performance of internal systems and profitability and tax compliance solutions that help save thousands in tax savings and cashflow.

Samuel will be giving his expert advice and opinion on SMSF's and the responsibilities of the members and trustees. 


To connect with Samuel - https://www.linkedin.com/in/samuellee-atlas/

21st February - Risk vs Return

 Thomas Fisher  


 

Thomas Fisher has been working in the financial services industry for over 10 years, his qualifications include a Bachelor of Commerce , majoring in Economics and Management as well as completing his Diploma of Financial Planning. He has worked as an insurance specialist for one of Australia’s largest insurance brokers before moving into full service planning for a boutique financial planning firm. Thomas was also the General Manager for a small insurance aggregator that grew to become one of the largest in Australia before moving to Asteron Life, Australia’s fastest growing life insurance company where his passion for helping advisers help their clients has seen him develop strong relationships throughout the industry.

This presentation will focus on how insurance is important as part of your wealth strategy and achieving your goals. As well as highlighting the value of insurance such as providing time and financial freedom for you and your family.  

 Vinnie Wadhera 

 


Vinnie is responsible for BetaShares’ client service to institutional investors and financial advisory groups. Vinnie has extensive experience in the investment management industry. He has held senior roles with ING Australia and Allianz Dresdner Asset Management. Prior to that he was Head of Research at AMP Financial Services responsible for fund manager selection & review and model portfolio construction. Vinnie has attained the Certified Investment Management Analyst (CIMA®) designation and holds a Bachelor of Commerce degree.

Vinnie will be presenting on - 

Exchange Traded Funds (ETFs) : The Democratisation of Investing  

ETFs have become one of the fastest growing investment products in the world. This wide adoption is a strong acknowledgement of the numerous advantages and benefits that ETFs provide investors. Supporting this has been an evolution of ETFs from tracking passive indices to smart beta, strategy based and now active management. In this session BetaShares will cover

1.  The global adoption of ETFs and their benefits

2.  Asset Class exposures for portfolio construction

3.  Innovations in Indexing – “the best of both worlds” – low fees and outperformance

4.  Socially responsible and ethical investing