Navigating Life's Financial Certainties Information Evening

They say there are only two certainties in life: death and taxes.
But in the world of financial services, we know there are a few more!

Join us for a comprehensive information evening where we delve into navigating four certainties: Death and Taxes, Changes in Super Legislation and the ever-shifting Economic Markets.

When: Thursday, 14th March 2024
Time: 6pm - 7pm
Where: Forsyths Armidale Office, 121 Rusden Street
or online. A webinar link will be sent to you the day prior
Fee: Complimentary

Our expert panel of speakers will provide invaluable insights into a range of pressing topics including a detailed update on current market conditions as well as exploring the issues of:

  • proposed $3 million super cap
  • estate planning strategies
  • implications of Stage 3 tax cuts.

Meet two of our panellists:

Mark Fenech -  Director of Advice Solutions in NSW/ACT and Investment Specialist

Mark is the Director of Advice Solutions in NSW/ACT and is an Investment Specialist. He is passionate about empowering advisory practices with Morningstar’s unique offering to enable informed decision making that helps steer financial planning clients towards achieving their financial goals. With more than 20 years of experience in the finance industry, Mark has held numerous roles including that of investment specialist, senior business development manager, investment consultant as well as owning and managing a wealth management firm as a wealth advisor. Mark holds a Global MBA, Grad Cert of Global Business Practice, Diploma of Financial Planning, Diploma of Financial Markets and is SMSF certified.

Rodney Wark - Forsyths Senior Adviser - Financial Services
Rod is a seasoned financial expert with an impressive background in his field. Holding a Bachelor’s degree in Financial Administration and a Diploma of Financial Planning, Rod has honed his skills over the course of his 25-year career in financial services. With a wealth of knowledge and experience, his areas of expertise include superannuation and retirement planning, nursing and aged care advice, Self -Managed Super Funds (SMSF), personalised share portfolios, and strategic planning for protection (insurance) and wealth creation.

Online registration is now closed.
If you are still interested in attending tonight. please contact 6773 8400 directly.

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Forsyths Business Services ABN 66 182 781 401
Liability limited by a scheme approved under Professional Standards Legislation.

Forsyths Financial Services Pty Limited ABN 89 103 898 988 AFSL 259938

Disclaimer: Any representations, opinions or statements are based on our understanding of the relevant legislation as at the date of issue. Although every effort has been made to verify the accuracy of the information contained in this material, Forsyths, its officers, representatives, employees and agents disclaim all liability (except for any liability which by law cannot be excluded), for any error, inaccuracy in, or omission from the information contained in this material or any loss or damage suffered by any person directly or indirectly through relying on this information.

Warning: This information is of general nature only and is not intended as a personal advice. It does not take in to account your particular investment objectives, financial situation and needs. Before making a financial decision, you should assess whether the advice is appropriate to your individual investment objectives, financial situation and particular needs. We recommend you consult a professional financial adviser who will assist you. Any references to past investment performance are not an indication of future investment returns. You should also obtain a copy of and consider the Product Disclosure Statement (PDS) for any financial product mentioned before making any decision to acquire a financial product.

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