Women advisers — driving future growth

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:                    Tuesday 21 March

Time:                   5.00pm — 7.00pm (panel discussion commences at 5.15pm)

Venue:                 LGT Crestone, Level 32, 2 Chifley Square, Sydney

CPD:                     45 minutes Professionalism & Ethics

Cost:                    This is a free, member-only event.

Contact:               education@stockbrokers.org.au                           

Meet your speakers   

Naomi Fraser                                                           
Senior Wealth Adviser
Canaccord Genuity         

Naomi Fraser is an experienced and accomplished Senior Wealth Adviser with over 19 years‘ experience in the finance industry. Naomi’s expertise lies in providing tailored investment solutions to individuals, families, and small businesses. Naomi is dedicated to understanding her clients’ unique financial goals and objectives and develops a bespoke investment strategy to help them achieve those goals. Her deep understanding of the markets, coupled with her analytical skills, enables her to identify investment opportunities that align with her clients’ risk tolerance and investment horizon. 

Joanna Veitch

Partner and Investment Adviser
LGT Crestone    

With over 20 years’ experience in financial advice, in 2016, Joanna became a founding shareholder of LGT Crestone, having worked at UBS wealth management since 2002, with prior stints at Bell Potter and Baker Taylor Stockbrokers. Joanna works with high net worth clients, family offices and not-for-profit organisations to understand individual client goals and deliver suitable investments across all asset classes. Her insights and portfolio construction abilities are valued by clients, many of whom have complex financial positions. 

 

Candice Bourke

Senior Investment Adviser
Shaw & Partners

Candice is a Senior Investment Adviser with over seven years’ experience in capital markets and wealth management, delivering holistic wealth and investment advice on a wide range of areas, including equity trading, portfolio and risk management, bonds, fixed interest and lombard loans. With a thorough understanding of financial markets and strategic long-term investment philosophy, Candice constructs and carefully manages the investment portfolios for her private clients, sophisticated investors and not-for-profit organisations.

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 Crestone’s Chief Executive Officer, Michael Chisholm, Michelle founded Crestone, where she was responsible for establishing and overseeing every aspect of Crestone’s operations.

Panel discussion Women advisers — driving future growth

Organisation Member: $0.00
Practitioner Member: $0.00