- This event has passed.
AFA – Strategies for Success: SMSF Advice for Young Advisers
- Start
- February 25, '15 - 7:30 am
- End
- February 25, '15 - 9:30 am
- Cost
- $25
- Venue
- Rigoni’s Bistro (Private Room)
-
Address
- 27 Leigh Street, Adelaide, SA, Australia, 5000
CHRIS Harris, CEO of ExelSuper
Is determined to provide a better service for the rapidly growing band of SMSF owners in Australia. Through his Goodwood based company Exelsuper, he has developed a model to provide objective and independent advice and meet the needs of SMSF clients, rather than serve the requirements of superannuation companies.
Exelsuper has been a pioneer of dedicated SMSF advice in South Australia and its 300 per cent growth in two years indicates the increasing public demand for such a service. It has grown from $50 million in funds under advice in 2012 to more than $150 million under advice at June 30, 2014, through direct referrals from clients, mortgage brokers, financial advisers and property.
Neil Sparks-(Acting) Head of BankSA Financial Planning, SMSF Specialist and Public Speaker at BT Financial Group
With a career spanning 25years in Financial Services, including banking, insurance, lending & wealth management, both in advising & asset administration. Neil has Specialist expertise in the establishment, administration/compliance & strategies for SMSF’s and is regularly invited to speak on this topic at National Dealer group Conferences and Professional Development days – He genuinely love talking about all things SMSF and Superannuation