The UQ Young Alumni Advisory Board invites you to join your fellow UQ alumni for an introduction into the world of personal finance. The session will be led by UQ alumnus and co-chair of the Young Professional Series, Andrew Courtney in a panel discussion with professional financial advisers from his local firm, Plenitude Wealth. We will offer jargon free tips on how to sustainably boost your savings and then increase that money through smart investing. 

This workshop will help you learn how to:

  • save without sacrificing your lifestyle,
  • avoid the credit trap,
  • build a sustainable investment strategy,
  • utilise the current rules of the game to get in the property market sooner and 
  • most importantly - learn the risks associated with what is available out in the marketplace

At our Get Finance Fit workshop, we will cover the pros and cons of all strategies presented. We will have lawyers & accountants in the room to provide some tips and tricks on the best way to structure your personal wealth along with covering off on the risks associated with each strategy. 

This popular workshop has been sold out for three years, so register your tickets so you don’t miss out! 
 

Event Details

DATE:

Saturday, 26 August 2017

TIME:

Registration starts from 9:45am

 

Workshop: 10:00am to 4:30pm

LOCATION:

Level 3, GHD Auditorium, Advanced Engineering Building (49)

The University of Queensland, St Lucia

Parking will be free on campus

COST:

Single tickets $40.00pp. 

Lunch inclusive

DRESS CODE:

Business Casual  

Program

Time

Schedule

Speaker

10:00am to 10:15am

Morning tea & Networking

 

10:15am

Guests ushered to be seated

 

10:15am to 10:30am

Welcome by MC

Amelia Shaw

10:30am to 11:00am

Intro and your personal finances

Andrew Courtney

11:00am to 11:30am

Where do you start? Booklet exercise

Andrew Courtney

11:30am to 12:00pm

What's the end goal?

Andrew Courtney

12:00pm to 12:30pm

Philanthropy

Rachel English

12:30pm to 1:00pm

Lunch

Andrew Courtney

1:00pm to 1:30pm

Wealth curve - Risk Profile - investments

Andrew Courtney

1:30pm to 2:00pm

Investment options - property intro

Andrew Courtney

2:00pm to 2:30pm

Buying Property

Wendy Russell

2:30pm to 2:45pm

Short break

 

2:45pm to 3:15pm

Tracking your wealth

Andrew Courtney

3:15pm to 3:45pm

Protecting your wealth

Andrew Courtney

3:45pm to 4:15pm

The law - relationships and conveyancing

Peter McCartney

4:00pm to 4:30pm

Next steps & wrap up

Andrew Courtney

4:30pm

Close

 


Speakers



Andrew Courtney
Masters in Commerce (Applied Finance) 2012
Director, Plenitude Wealth



 

Andrew David Courtney, founder of the social enterprise Plenitude Wealth has a varied background. He started off working as a research scientist where he was lucky enough to have co-authored two Nature papers. After giving up his lab coat for his passion for finance, Andrew was honoured with the coveted Benjamin Short Award during his first year of financial planning from AMP. He then moved on to becoming a director of a boutique firm Alps Network after 6 months of joining the group.

Andrew and his wife Sophie have strategically managed to control a personal portfolio to the value of $1.9M over an 8 year period and is passionate about sharing the lessons he has learnt to as many people as possible. He has founded Plenitude Wealth primarily to help end world poverty. His goal is to build a movement of multimillionaire philanthropists in Australia and across the world with the tried and tested strategies he is so passionate about sharing. His belief is financial freedom can be attained by most and that philanthropy must go hand in hand with wealth creation.



Rachel English
UQ alumnae, Philanthropy Officer, Mutual Trust Pty Ltd
Bachelor of Economics & Psychology, 2013



 

Rachel English has worked on many sides of the non-profit sector; in fundraising, service delivery and granting. She now works in Philanthropy at Mutual Trust, assisting families with their granting strategies; Whilst at the same time formulating her own strategies as a trustee of the English Family Foundation which focusses on driving transformational change through partnerships with early stage social enterprises in Australia and South East Asia. Rachel is also Chair of NEXUS Australia, the Australian chapter of a global network of young philanthropists, social entrepreneurs and investors working to create positive social change

Mutual Trust is an integrated financial services firm for successful individuals, families, businesses and philanthropists. They simplify financial affairs; protecting and growing wealth through personalised service and expert advice. At Mutual Trust I work in the Philanthropy Team supporting families and individuals through all aspects of their philanthropic journey.




Wendy Russell
Buyer's Agent





Wendy Russell is considered one of Brisbane's leading Independent Buyer's Agents and has purchased in excess of $30 million in local property for her clients to date. In her 18 years in real estate, Wendy has contributed significantly to the Australian property industry, with features in Your Investment Property Magazine, Australian Broker and recently, a nomination for the Telstra Women’s Business Awards. Previously, Wendy has operated her own sales and property management agencies and has been involved in several personal property investments from residential purchases and small scale renovations to mini developments and joint venture partnerships.




Peter Joseph McCartney
LL.B.(Hons) B.Com
Legal Practice Director, Spranklin McCartney Lawyers


 

Peter has been involved in the legal industry since 2002. He completed his Bachelor degrees in law and business (Accounting) in 2002 at Griffith University during which time he undertook work experience in the legal industry. In 2003 he commenced at Spranklin Solicitors where he completed his articled clerkship under the guidance of the then owner, Patrick Spranklin. In June 2005, Peter commenced in a management role at the same time as being admitted as a Solicitor in Queensland.

In July 2008, Spranklin Solicitors became Spranklin McCartney Lawyers under Peter’s guidance and leadership and since grown in size to a team of 13 providing legal services in a range or areas including property and family law.

Peter is driven by one simple thing: Results! He thrives on finding solutions to the most challenging problems yet is equally enthusiastic to handle the everyday battles faced by individuals and businesses.

In his spare time, Peter enjoys exercise, martial arts, cars and motorcycles, playing the piano and getting outside whether it be for camping or just going for a hike.

 

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