- This event has passed.
Sydney Chapter Women in Financial Planning Lunch
- Start
- July 30, '14 - 12:30 pm
- End
- July 30, '14 - 2:00 pm
- Cost
- $60
- Venue
- Australian Securities Exchange Centre
-
Address
- 20 Bridge Street, Sydney, NSW, Australia, 2000
How to have a Fulfilling and Sustainable Financial Planning Career
The Sydney Chapter Committee cordially invite you to attend the forthcoming Women in Financial Planning Lunch.
At this event you will hear from guest speaker, Michelle Tate-Lovery CFP, Principal of Unified Financial Services.
As a highly awarded financial planner of some 26 years, running her own business and having her own dealers licence, Michelle will discuss the challengers she has faced, (and still faces) in her career and what she did to overcome them. Michelle will share with you her insights to what makes a successful financial planning career and more importantly, she will inspire you to take action and recharge yourself to be more effective in your own career.
Michelle’s presentation will be followed by a panel discussion with three inspirational female Financial Planners;
- Claire Mackay CFP® from Quantum Financial
- Sheila Cabacungan CFP® from Carnegie Financial Planning
- Marisa Broome CFP® from wealthadvice
Our panelists will reflect on issues affecting women in financial planning, which will be followed by a Q&A session with the three panelists and the key note speaker.
Lunch will be provided and I will give a brief FPA and Chapter update.