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Financial Planning Events Calendar – NSW 2009
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Throughout the year the Financial Planning Chapter hosts regular luncheons for its members. These luncheons provide an excellent opportunity to enhance skills and knowledge, receive information on the latest standards and to network with peers.

The format of the luncheon is generally a light meal of sandwiches, followed by a presentation from a guest speaker. Each luncheon earns attendees CPE qualifying hours.

Details of upcoming luncheons will be listed on this webpage as they become available. Previous presentations will also be able to be downloaded from this site. Please note that these dates are only tentative and may change during the year due to unforseen circumstances. We will endeavour to keep you notified of any changes.

 
Luncheon 1

Date: 27 March 2009

Time: 12.00pm- 2.30pm

Location: The Institute of Chartered
Accountants, Level 1, 33 Erskine
Street, Sydney

Speaker: Chris Tsovolos;
Harry Mantzouratos; and
Graeme J. Mitchell

Topic: 'Challenging times for quality advice - a storm in a tea cup!' A discussion on current client advice based on various case studies.

Luncheon 2

Date: 26 June 2009

Time: 12.00pm- 2.30pm

Location: The Institute of Chartered
Accountants, Level 1, 33 Erskine Street,
Sydney

Speaker: tba

Topic: tba
Luncheon 3

Date: 18 September 2009

Time: 12.00pm- 2.30pm

Location: The Institute of Chartered
Accountants, Level 1, 33 Erskine
Street, Sydney

Speaker: tba

Topic: tba

Luncheon 4

Date: 4 December 2009

Time: 12.00pm- 2.30pm

Location: The Institute of Chartered
Accountants, Level 1, 33 Erskine
Street, Sydney

Speaker: tba

Topic: tba

 

If you have any queries relating to the luncheons please email Louise Dwyer

For all other Financial Planning queries please email Financial Services