Joint Financial Talk
with HKU Alumni
Retirement and Wealth
Creation
A financial talk with a difference (from
share investments) will be offered together with HKU Alumni
Association members as follows:
Date: Sunday, 4 June 2006
Time: 4 pm
Venue: Templestowe Orchard Retirement Village, Templestowe Baptist
Church, 107 Andersons Creek Road, Doncaster East (Mel. 34 D/E7)
Afternoon tea: provided (free for CUHK Alumni)
Dinner: (optional) SSStyle Chinese Restaurant (Zi Wei Guan in
Mandarin), 2/21 Andersons Creek Road, Doncaster East (Mel. 34 C10)
Topics to be covered:
|
Financial planning |
|
Retirement planning
|
|
Wealth creation |
|
Gearing and tax |
|
Centrelink considerations
|
|
Lifestyle issues |
Speaker:
Peter Dunn, CFP, DipFP, from Monash Financial Solutions (not
associated with Monash University), has presented at public and
industry seminars on a wide range of financial planning topics. He is
accredited to provide information on a wide range of personal
financial and investment matters, and has been in the industry for
over 15 years. He has held Certified Financial Planner status with the
Financial Planning Association for over 10 of those years, and is an
Authorised Representative of Charter Financial Planning Ltd. The talk
will be in English.
Disclaimer: The views of the speaker are
his own, and do not imply endorsement by the Committees of HKU and
CUHK Alumni Associations. No Committee member stands to benefit
personally by providing this forum, i.e. no 'kickback' is involved.
RSVP to Edmond Luk at
EdmondAndIda_Luk@bigpond.com by 24 May Wednesday.