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 Marcus Armstrong will be your main point of contact, marcus@platinumpeople.com.au.
Note: This event is for Advisors only.
Registration closes at 4pm on the day before each monthly Advisor Connect Meeting.
This month's topic: TBC
About our speaker: Jason Chequer, Sayers Group
Jason has over 30 years of experience advising families and family offices, blending technical expertise in investments and wealth planning with practical, family-centered guidance. He specialises in helping families manage existing wealth effectively and prepares those new to wealth or about to inherit it. Jason collaborates with families, their members, and advisors to design and implement comprehensive wealth management strategies that integrate both financial and family dynamics, ensuring holistic and successful wealth management.
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 Sarah Herft for the link.
Thank you to our Event Host
Please contact the FBA Office on 1800 249 357 if you require assistance with your registration.
Click here to view the terms and conditions.
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