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.

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