End of Financial Year Webinar

EOFY Video

By

Watch as our experts discuss key investment themes in the current market and share End of Financial Year (EOFY) tips to boost returns. With EOFY 2022 just around the corner, it’s time to start thinking about how our investment strategies can be incorporated into your end of financial year planning to boost returns. Watch the webinar here on this link.

(12) NAB Private Wealth – EOFY Webinar – YouTube

Key topics discussed include:

  • Investment themes in the current market
  • Superannuation strategies and upcoming changes
  • Gearing into Listed Securities with payment of interest in advance
  • How you can borrow up to 100% of your investment amount without margin calls, and prepay interest this financial year

The panel:

Sally Auld, Chief Investment Officer – JBWere

Sally is a widely respected economic and financial market professional with a demonstrated track record of producing high quality research within leading Financial Service organisations and has a proven ability to develop long-lasting and trusting client relationships. Sally completed her Bachelor and Masters degree in Economics at Sydney University with First Class Honours and the University Medal. Sally went on to complete a Doctor of Philosophy in Economics at Oxford University. She is currently Deputy Chair of the Council of The Women’s College, within the University of Sydney, sits on the Board of SECGGS Darlinghurst Ltd and sits on the Finance and Investment Committee of the Children’s Medical Research Institute.

Bernard Hope, Director Equity Derivatives – NAB

With 20 years financial markets experience gained at NAB, Macquarie and Investec, Bernard has a passion for equity solutions and is regularly engaged by our customers to deliver customised protection, yield enhancement and financing solutions to assist them with new and existing equity positions or portfolios. Bernard holds a Bachelor of Commerce from The University of Melbourne, is a CPA and a Fellow of the Financial Services Institute of Australasia.

Craig Saunders, Region Director – NAB Private Wealth Solutions

Craig has worked in financial services since 1992, and has spent those years working across various disciplines including Client Service, Product, and Sales.  Craig has spent this time building and marketing Financial Products. Craig has worked through several market cycles, and enjoys the ongoing challenge of investing, and making money across the cycle. Craig joined nab in 2010, and is now the Regional Director North, for Private Wealth Solutions.

Ben Antonio, Senior Wealth Advisor, JBWere

For the past 16 years Ben has been with JBWere providing comprehensive wealth management advice to high-net-worth individuals and families. Superannuation advice is a key component of his service. Prior to joining JBWere Ben worked with State Street Global Advisers and Deutsche Bank in London.

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