may, 2020

202015may5:30 pm8:30 pmFinancial and investment series – Module 3 Half Day Financial strategies in actionFacilitated by Mr Ezio Nania , Mr Chris Matlock and Mr David Giles 5:30 pm - 8:30 pm AEST(GMT+10:00) View in my timeADAVB Meeting 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 financials 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:

    • Understand market trends to be able to make informed financial decisions
    • Understand the benefits and pitfalls of sharemarket and superannuation investment
    • Know what you must consider when buying or investing in practice.


    • Economic trends and investment markets
    • Latest superannuation strategies
    • Sharemarket investment strategies
    • Dental practice acquisition/investment – key considerations including tax and loans

RSVP by 6 May 2020


Speakers for this event

  • Mr Chris Matlock

    Mr Chris Matlock

    General Manager, Moneywise

    General Manager, Moneywise

  • Mr David Giles

    Mr David Giles

    Senior Tax Accountant, Moneywise

    Senior Tax Accountant, Moneywise

  • Mr Ezio Nania

    Mr Ezio Nania

    Managing Director, Moneywise

    Managing Director, Moneywise


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


(Friday) 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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