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 11 October
Time: 5.00pm — 7.00pm (panel discussion commences at 5.15pm)
Venue: Morgans Financial Limited, Riverside Centre, Level 29/123 Eagle Street, Brisbane
CPD: Professional Standards CPD: Regulatory compliance and consumer protection 0.5 | Professionalism and ethics 0.5
ASIC RG146: Specialist knowledge – Financial planning 0.5 | Generic knowledge 0.50
Cost: This is a free, member-only event.
Contact: [email protected]
Meet your speakers
Jettie Fan, Investment Adviser
Morgans Financial
Jettie is a Chartered Accountant and SMSF Specialist Advisor™. She started her professional career as an accountant in public practice. Jettie joined Morgans in 2009 and initially worked in tax and superannuation in the back office. In 2016, Jettie decided to take on a new challenge to become an adviser. She has quickly built a solid client base by offering a holistic approach to her clients’ investments and wealth management.
Melinda Harrison, Director
JBWere
Melinda joined JBWere in 2005 providing specialist advice in strategic asset allocation, portfolio management, wealth modelling, superannuation and retirement planning. With extensive experience working with high-net-worth clients, Melinda is passionate about building wealth in the right structure and through sound, intelligent investment principles. Melinda holds a Bachelor of Accounting, Graduate Diploma of Financial Planning and has commenced further studies in taxation law.
Alison Kolb, Private Client Adviser & Planner, Ord Minnett
Alison has worked in the financial services industry for over 15 years for private wealth firms and multi-family offices. Her industry experience and education to date gives her the personal attributes of determination, integrity, and confidence. Alison provides full-service advice, including but not limited to actively managed portfolios, developing investment diversification and opportunities, regular investment reporting, estate planning, life insurance advice, philanthropic service support and family succession planning.
Moderator
Michelle Inns, COO, LGT Crestone
Having worked in the financial services and consulting industries for more than 20 years, Michelle has gained significant experience in complex projects, as well as technology transformation, change management, operations and human resources. During her career, she has worked in Australia and the UK for globally recognised businesses, such as Prudential and UBS. In 2016, together with LGT Crestone’s Chief Executive Officer, Michael Chisholm, Michelle founded the organisation, where she was responsible for establishing and overseeing every aspect of LGT Crestone’s operations.