Women are making money. Women are inheriting money. Women want to secure their financial future. Women are becoming comfortable with investing in markets.
It is no surprise that the research shows that many women prefer to deal with a female investment adviser. Yet investment advice in Australia remains one of the most male-dominated professions in the country, despite the strength of the business case for gender diversity.
Hear from our panel of female advisers about:
- how they entered the industry and what attracted them to the role
- whether there were any barriers and
- their views on what the industry could do differently to attract and retain women and
- how to articulate the value of the profession for women.
The panel discussion will be followed by networking drinks. So come along to meet female advisers and decision makers from across the industry.
Date: Wednesday 20 March
Time: 3.00pm — 5.00pm (panel discussion commences at 3.15pm)
Venue: Euroz Hartleys, Level 37, QV1, 250 St Georges Terrace, Perth
CPD: Professional Standards CPD: Professionalism and ethics 0.75
ASIC RG146: Generic knowledge 0.75
Cost: This is a free, member-only event.
Contact: [email protected]
Meet your speakers
Franchesca Hurst, Senior Wealth Adviser
JBWere
Franchesca has over 13 years of experience in the wealth management industry. She holds a Bachelor of Commerce, an Advanced Diploma in Financial Planning as well is a SMSF specialist advisor. Throughout her career, Franchesca has worked with clients from various backgrounds, providing them with expert advice on investments, retirement planning, and portfolio management strategies. She is committed to empowering her clients to take control of their finances and make informed decisions that support their financial well-being.
Faye Longmuir, Senior Wealth Adviser
Canaccord Genuity Financial
Faye has over 30 years of financial and investment experience, gained through working for some of the world’s leading investment banks and financial institutions. Faye specialises in retirement planning; complex asset structures; superannuation; direct share, managed funds and other listed securities; self managed superannuation and aged care advice. Her objectives are to empower her clients to navigate the minefield of investing and asset structuring by building financially rewarding long-term relationships.
Sonya Soudure, Private Wealth Adviser
Euroz Hartleys
Sonya joined Euroz Hartleys (then Hartleys) in 2001 and specialises in the construction and ongoing management of discrete private investment portfolios, held within SMSFs, private companies / trusts, or personal names. Her focus is on achieving a combination of income and growth in a transparent and tax-efficient environment. Qualifications include a Graduate Diploma of Applied Finance through the Securities Institute of Australia (now the Financial Services Institute of Australasia). Sonya is also a Level 2 Accredited Derivatives Adviser.
Moderator
Judith Fox, CEO, SIAA
Prior to SIAA, Judith was CEO of the Australian Shareholders’ Association. She was National Director, Policy & Advocacy at Governance Institute of Australia and has been a member of the ASX Corporate Governance Council since 2005. She has been a member of Standards Australia’s Governance and Risk Management Committees and the ASIC Business Advisory Committee. In 2014, she was named in Australia’s 100 Women of Influence for her work in policy.