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QLD Gold Coast Members - Feb 2019


Chartered Accountants Australia and New Zealand (CA ANZ) together with Jason Bettles CA, CA ANZ Gold Coast Members Group Chair, invite you to attend our February Gold Coast Members Group. Our Gold Coast Members Group provides attendees with access to best-practice training and quality information from experts in industry.
Topic: 
 2019 Economic Update 

Presentation Summary: 
David Wells, Senior Adviser, Ord Minnett, will be presenting on the practical impact of micro and macro-economic factors that will affect the Australian economic climate in 2019. He will discuss the impact of fluctuations in the global economy; the possible implications of a 2019 Australian Federal Election; market corrections; Australia’s GDP; the RBA cash rate; state and federal taxes; property; short & long-term investment themes; construction; emerging companies; shares; commodities (oil, minerals, etc); and asset class returns. Further to this, David will comment on China’s aggressive economic expansion; the fall out of Brexit; the economic policies of the Trump Administration; and how these factors will impact the Australian market.
Time: 
07:00 - 7.30am – Registration, Breakfast and Networking 
07:30 - 8.25am – Presentation 
08:25 - Questions & Answer 
08:30 - Conclude
David Wells CA 

David has been providing specialist investment and financial planning advice with Ord Minnett since 2000. 

Prior to this David practiced as a Chartered Accountant providing superannuation, tax and accounting advice for individuals, trusts, superannuation funds and corporate entities. David’s move from accounting to financial planning was driven by the desire to provide more “value added“ advice to clients of a wider variety and with more varied needs. 

David has worked in the accounting and finance industries for over 25 years and specialises in the provision of investment and tax-effective strategies for optimal wealth creation. He has a special interest in superannuation. David provides investment advice across a broad range of products including direct shares, managed funds and fixed interest products. 

David holds a degree in Accounting and is a Chartered Accountant. David also holds the designation “Financial Planning Specialist”, which is only issued to Chartered Accountants who have achieved the highest qualifications and experience in financial planning
Venue: 
Bond University U
niversity Club, Building 6, Level 3 
14 University Drive, Robina QLD 4226 (map)

EVENT DETAILS


Topic: Financial Advisory and Superannuation, Member Regional Events

Sub-Topic: Income Tax, Income Tax (inc CGT), Member Event

Format: Seminar

Proficiency Level: All

CPD: 1 hours