Join us for the next Advisor Connect Breakfast 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.
Event Topic:
Banking Insights: 35 Years of Lessons Learned and How They Apply to Family Business
Presenter: Chris Jackson, Oakby Advisory LinkedIn
Session Highlights
- The Four C’s of Credit: Character, Capacity, Collateral, and Capital.
- Personal lessons from Chris’s career in banking and how they assist in family advising.
- Understanding how debt fits within the Three Circle Model of family business.
About the Presenter
Chris Jackson brings a wealth of experience with 35 years in commercial banking. His presentation will share valuable insights on how banking lessons can be applied to the unique dynamics of family businesses.
Over a 35-year career with ANZ Chris held Senior Leadership roles with a wide range of responsibilities. He worked primarily with business customers across a variety of sectors including infrastructure, transport and logistics, professional services and commercial/industrial property investment. This included all of their banking and finance needs, transaction banking and debt.
Leading Commercial Banking teams throughout Sydney metro, regional NSW, the ACT and Queensland, Chris provided value by building strong and collaborative relationships, both internally and externally. He enjoys problem solving and has a forward thinking, curious nature.
Holding an MBA from Charles Sturt University, specialising in Strategic Innovation, Chris is passionate about people and communities and believes that we can all make a positive contribution to others.
In the past he has worked in a voluntary capacity with Starlight Children’s Foundation, The Special Olympics, Northcott Disability Services, the Finance Committee for St Patricks College Strathfield, The ANZ Staff Foundation and the ANZ Green Ambassadors program.
Passionate about snow skiing and the outdoors, Chris is currently Partnerships Officer for Protect our Winters Australia. POW is a passionate community of outdoor enthusiasts, athletes and industry brands uniting the outdoor community to advocate for policy solutions to climate change.
We look forward to seeing you there.
This is a hybrid event and you may attend in person or online. If you are unable to attend in person and would like to join the meeting via video, please contact Lisa Jay, FBA State Representative NSW/ACT for the link. (For catering purposes, kindly register in advance as Spry Roughley is generously hosting this event and accurate numbers are important.)
Thank you to our Event Host:
Click here to view the terms and conditions.
Please contact the office on 1800 249 357 if you need assistance registering for this event.
Share the NSW events page with your family and colleagues - spread the word.
