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INTRODUCTION TO FINANCIAL PLANNING

Course ID 40722
Price $150.00 (GST exempt)
Status Module is finished.
Location 8 Gladstone Ave Mosman
Tutor Melissa Gilbert
Sessions 1 session of 7 hours
Start date Saturday, 04 November 2017
Finish date Saturday, 04 November 2017
Time 9.30am - 4.30pm

Learn from an experienced financial planner how to build and structure your financial plan. Topics covered include goal setting, asset allocation, how to utilise it, wealth creation strategies, taxation strategies, maximising your superannuation and more.

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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