Join us for a guest talk to hear from a University of Wollongong alumni about “A Career in Financial Planning: Pathways and Client Success Stories.”
A Career in Financial Planning: Pathways and Client Success Stories
-
-
-
Wollongong Campus
Building 20.3
This event aims to broaden your understanding of how financial advice is actually provided to clients in practice (case studies) and what career opportunities students should consider.
You’ll have the opportunity to hear about the different journeys on offer to you and to ask any questions you have about the profession.
When: Week 10, Tuesday 9th May 2023
Time: 2:30 pm – 3:30 pm
Cost: Free for students
Location: Building 20.3 (UOW main campus)
Alumni Speaker
Anthony McInnes
Associate Advisor
Absolute Wealth Advisers
After first being a Summer intern, and then commencing a graduate role with Deutsche Bank Sydney right in the middle of the Global Financial Crisis, Anthony worked in various roles for almost 10 years with the German bank, including Fixed Income Operations, projects and Wealth Management. He then worked as a consultant for 3 years on an institututionally sized technology platform before transitioning into an Associate position at Absolute Wealth Advisers. He currently helps to manage the personal finances and plans for over 50 clients.
Anthony has a Bachelor of Commerce (Economics) and Bachelor of Science (Physics) from UOW, a Masters of Applied Finance from Macquarie University and a Graduate Diploma in Financial Planning from Kaplan. He has passed the Level 1 CFA and is currently enrolled in the Masters of Financial Planning program with Kaplan.
If you have any questions, please get in touch with Dr Searat Ali at searat_ali@uow.edu.au.