march, 2020

202005mar5:30 pm8:30 pmFinancial and investment series – Module 2 Sharemarket and investing fundamentalsPRESENTED BY Mr Stuart Mathieson , Mr Francis Lee and Mr David Giles 5:30 pm - 8:30 pm AEST(GMT+11:00) View in my timeADAVB Meetings Rooms Event Organized By: ADAVB CPD Discipline:Business

Event Details

Financial literacy is the ability to make informed judgements and effective decisions
regarding the use and management of money. In today’s world of increasingly complex
financial decisions, financial literacy is considered a vital skill. Gain the key financial
skills and understanding to manage your money with confidence and make informed
decisions for your personal life and career.
At the conclusion of this session, participants will be able to:

    • Know how to manage your cash flow and debts
    • Understand the reason for saving and investing as well as the risks and returns of
      investment alternatives
    • Understand the advantages of protecting assets and know which insurance products
      to choose
    • Understand optimal ways to minimise tax and fee payments.


Speakers for this event

  • Mr David Giles

    Mr David Giles

    Senior Tax Accountant, Moneywise

    Senior Tax Accountant, Moneywise

  • Mr Francis Lee

    Mr Francis Lee

    Financial Advisor, Moneywise

    Financial Advisor, Moneywise

  • Mr Stuart Mathieson

    Mr Stuart Mathieson

    Financial Advisor, Moneywise),

    Financial Advisor, Moneywise),


ADAVB CPD[email protected] Level 3, 10 Yarra St, South Yarra VIC 3141


(Thursday) 5:30 pm - 8:30 pm AEST(GMT+10:00) View in my time

CPD Hours

3 Non-Scientific Hours


ADA member FREE, Non -ADA member $55

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