2017 Client Seminar

By October 14, 2017 October 20th, 2017 Claire in the media, Financial planning

We are excited to announce our 2017 Client Seminar. This off-site event will be a great opportunity for all our wonderful clients to catch up and share in our latest investing views.

Our MC and interviewer for the seminar is ABC TV’s Emma Alberici. Emma will be grilling the Quantum financial team and a number of exciting guest speakers.

The title of the day is 3Ts – “Trump, Transferring family wealth, and Technology & philanthropy”.

For an in depth investing discussion, we have invited Mark Wills, Managing Director of State Street Global Advisors and Head of the Investment Solutions Group, Asia Pacific. You can view his profile [here].

For a fascinating discussion on where technology is heading, we have invited the two founders of an Australian IT success story – Dr Julie Vonwiller and Chris Vonwiller from Appen (ASX:APX). Julie is a a renowned Australian linguist while Chris was formerly chairman of a Telstra subsidiary that eventually became Telstra Bigpond.  Appen is an IT company providing language technology data and services essential for voice recognition services. It counts eight of the top 10 global tech giants as clients, including Apple, Facebook, and Google.

Claire Mackay

About Claire Mackay

I am a financial planner, SMSF expert and company director. I thrive on providing independent, expert financial advice to my wonderful clients. I was recognised as Financial Planner of the Year 2015 and Investment Adviser of the Year 2014. My website is here

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