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Investment strategies presentation

Published on 08 Apr 05 by QUEENSLAND DIVISION, THE TAX INSTITUTE

This presentation covers:

  • spread
  • risk return
  • time frames
  • investment types.

Author profile:

Michael GOODWIN
Michael has been in the Financial Services industry for over 21 years. In 1996 he moved to the Sunshine Coast and since that time has been providing quality financial planning advice to clients in the area for almost 10 years. Prior to joining Professional Investment Services, Michael was a Director of the Maroochydore office of Wilson HTM which he established with his then business partner. Michael has also worked for several major institutions including a major bank providing financial advice to clients as well as boutique planning businesses giving him extensive and diverse experience.
Current at 7 March 2005

 

This was presented at My Client the Retiree/Investor.

Get a 20% discount when you buy all the items from this event.

Individual sessions

Hot property issues

Author(s):  Murray GRAHAM

Materials from this session:

Estate planning

Author(s):  Peter PORCELLINI

Materials from this session:


Retiree investment structures (outside superannuation)

Author(s):  Brian J RICHARDS

Materials from this session:

Investment strategies

Author(s):  Michael GOODWIN

Materials from this session:

Further details about this event:

 

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