Join us for the next Advisor Connect Meeting by registering below.
This is an opportunity for advisors and other professionals across multiple disciplines to learn from each other, understand each other’s expertise and build a network that is required as trusted advisors to the unique Family Business sector.
Your local Advisor Facilitator will be your main point of contact.
This month's topic: Long Term Investment Success
Duane will be presenting & leading the discussion on building long term investment success for your personal wealth. Duane will also share some smart allocation strategies to help build and preserve your long term wealth.
Key takeaways:
- Smart strategies to help Advisors build & preserve their own wealth
- Focus on Risk not Return.
- Capital preservation Strategies
- All crystal balls are cloudy
About our Speaker: Duane O’Donnell (Partner & Investment Advisor – LGT Crestone)
Practicing a thoughtful approach to wealth management, Duane draws on thirty years of experience to help guide his clients through the complexities of financial markets and investing. Duane is currently a Partner at LGT Crestone The experience of working at top-tier institutions over the last three decades has guided Duane’s focus as an Investment Adviser, helping families, "make sense" of their balance sheet.
Duane holds a Bachelor of Commerce from the University of Melbourne and a Masters of Tax from UNSW. He is a Fellow of the Australian Institute of Company Directors, Fellow of the Financial Services Institute of Australasia, Member of the Society of Trustee and Estate Practitioners, Master Member Stockbrokers and Financial Advisors Association Limited and Accredited Adviser Family Business Australia.
Duane also has a Certificate in Family Business Advising and a Certificate in Family Wealth Advising from FFI GEN, making Duane exceptionally qualified to advise clients with intergenerational wealth issues.
We look forward to seeing you there.
For those unable to attend in person this will be a hybrid event. If attending online you will receive instructions upon registering.
By attending you will receive 5 CPD points.
Thank you to our Event Host
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We look forward to seeing you there.
Please contact the FBA Office on 1800 249 357 if you require assistance with your registration.
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