Financial presentation by MB+M

Qualified Financial Advisers and shareholders of MB+M Myles Martin and Clint Thomas, will provide a presentation on the topic of superannuation.

Myles and Clint’s approach to financial planning is hands on, both enjoying face to face interaction with clients.  They review and discuss investments with their clients and devise taxation and superannuation strategies, and assist clients with personal and business risk insurance.  Both of them have more than a decades’ experience as Financial Planners, Clint joined MB+M in 2009 and Myles in 2014, both returning to the area to be closer to family after stints away in Melbourne and Cairns respectively.

With significant legislative changes afoot in the superannuation industry Myles and Clint will provide a general knowledge update on three topics; superannuation options, changes to superannuation legislation, and investing outside of the superannuation environment.

RSVP: 12pm, Tuesday 2 May 2017, please advise of dietary requirements to events@ingv.com.au

COST: $20 per person (2 course meal and drinks provided), $30 non members

PAYMENT: Purchase online RSVP now

CPD HOURS: This event may be worth up to 1 hour of CPD in accordance with your relevant CPD guidelines.