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1. COMMUNICATION & COMPUTER STUDIES » Finance & Investment

RETIRE IN STYLE SUCCESSFULLY

Course ID 30719
Price $175.00 (GST included)
Status Places are available.
Location St Lukes, 4 Heydon Street Mosman
Tutor Melissa Gilbert
Sessions 1 session of 7 hours
Start date Sunday, 23 September 2018
Finish date Sunday, 23 September 2018
Time 9.30am - 4.30pm

What do the Government's rules on superannuation mean to you? Come along and find out how you can reduce your tax on your salary before you retire; how you can reduce (or eliminate) your tax bill in retirement; whether you can access any age pension under the new rules and how you can transition to retirement through part-time employment enjoying more free time but without taking a pay cut!

Materials

Note this class was orriginally advertised as Saturday 22 September

About the presenter

Melissa Gilbert
Melissa Gilbert

Melissa is a certified Financial Planner, holding a diploma in Financial Planning, post graduate qualifications with the Securities Institute of Australia, and a B.A. (Economics). She has over 19 years of experience in the financial services industry and has worked at MLC,The Macquarie Bank, Colonial Bank and, most recently, Diamond Financial Solutions, as an Authorised Representative (Charter Financial Planning) - a Member of the AMP Group.

Melissa has lectured for the Australian Stock Exchange, Accounting groups and Community Colleges, among many other speaking assignments and has also provided financial planning articles for the Australian Business Women's network, CLEO, VIVE and Family Circle magazines.

Melissa was Vice President for Women in Finance, a non profit organisation for women in the financial services industry to network with peers and gain professional and personal development skills outside of their companies/businesses.



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