2013 General Education Seminar

Seminar
Location: Waterview in Bicentennial Park, The Bel Parco room Bicentennial Park, (entrance off Australia Avenue), Sydney Olympic Park NSW 2127

This annual seminar is part of our commitment to ongoing education for clients, in which we bring you topical and interesting information that is relevant to your financial situation. They are a great way to stay up-to-date, network with fellow Profile clients, and keep in touch with our staff who are managing your investment and protection strategies day-to-day.

This annual seminar is part of our commitment to ongoing education for clients, in which we bring you topical and interesting information that is relevant to your financial situation. They are a great way to stay up-to-date, network with fellow Profile clients, and keep in touch with our staff who are managing your investment and protection strategies day-to-day.

Guest speaker:

Louise Biti, Co-founder and Director (Strategy Steps)

Louise has 20 years experience in financial services and is highly respected across the industry for her extensive technical knowledge. She is co-founder and director of Strategy Steps and Aged Care Steps.

Louise’s experience and background is in providing technical and strategy support on legislative matters to financial planners, accountants and lawyers including a focus on the practical implications for clients

Topic:

Demystifying aged care– Louise Biti (Co-founder and Director – Strategy Steps)

Every second retiree is likely to need to access care services, so it’s important to be prepared.

In this session Louise covered:

  • Options for both at home and residential care
  • Debunking myths
  • The importance of the family decision
  • The major errors to avoid
  • How advice can help

Topic:

Economic & investment markets outlook (Select Asset Management)

Profile’s asset consultants Select Asset Management provided an update on the global economy and outlook for investment markets.

Topic:

Portfolio strategy - Jai Parrab (Head of Investment Research, Portfolio Manager - Profile)

Options are complex securities and can be used for both speculative and defensive purposes. Jai gave a short explanation of options, with a particular focus on how they are being used within Profile’s portfolios.

Client comment:

At the risk of repeating again as always Jai Parrab gave a superb presentation. Always clear, succinct and a great learning forum (JW)

Great and interesting topics and presentations, new location is perfect (WY)

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