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Investment and Economic update
Global equities - Where are we heading?

The pace of technological change in the past 10 years is nothing as to the rate of change that will take place over the next investment cycle and beyond, and it may fundamentally change how companies are valued and portfolios are constructed. Traditional business models will be disrupted and will result in clear winners and losers. Combine this with the US Federal Reserve now shrinking its balance sheet and likely interest rates rising, what does this all mean for investments?

Wednesday 27 June 2018

Book online

We are pleased to present Felicity Haines, Key Account Manager at Magellan.

Felicity joined Magellan in March 2017 as a Key Account Manager. Prior to Magellan, she worked with NAB Wealth where she held the roles of State Manager and Investment Specialist. From 2006 to 2012, Felicity was a Business Development Manager with Colonial First State. Before deciding to further her career in sales and distribution, Felicity spent three years as a financial planner, specialising in retirement strategies.

Felicity holds Bachelor of Business (Banking and Finance) from Monash University and has completed the Diploma of Financial Planning at Deakin University.

Additional information

Date and time:    Wednesday 27 June 2018      6.00pm for 6:30pm – 8.00pm.
Ample street parking is available including the adjacent public carpark.

Venue:  Saward Dawson offices. 20 Albert St Blackburn

Cost: Free of charge. Please consider inviting a colleague. Light refreshments will be available.

To book for this seminar

Online bookings: Book online

Call our office: 9894 2500 and ask for Jacki

 

 

 

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