Barron's Advisor pulled off another excellent Australian Summit in Melbourne. One of the few opportunities to hear practice management and client experience ideas from US based wealth firms. What is truely refreshing were the candid reflections on when they got things wrong and how they pivoted to develop highly successful businesses. @deborahmontaperto @jackotter #wealthadvice #globalinsights #fromfailuretosuccess
Lynda McKie CFP®’s Post
More Relevant Posts
-
Congratulations Craig Roberts! Having worked closely with you for a number of years, this achievement merely reflects the high professional esteem that myself and your colleagues hold you in. It is a pivotal moment, congratulations 🌟
The Financial Advice Association Australia (FAAA) would like to congratulate Craig Roberts of Elston in Queensland who is the latest recipient of the Gwen Fletcher Memorial Award, Semester 2 2024 for being the highest performing student in the CFP Certification Unit Mr Roberts said receiving the award is a pivotal moment in his professional journey. “This recognition is a real honour, and I see it as symbolising the pinnacle of my formal education. “Financial planning is about helping people navigate some of the most important decisions of their lives. Trust is essential in our profession and the CFP® certification is recognised as the highest standard in our industry. You can read the full media release here: https://lnkd.in/gK6qHENf #FAAA #GwenFletcher #CFP #FinancialAdvice
-
-
A huge thank you to our friends at #QAGoma Simon Wright and of course our Philanthropic team for an engaging panel discussion. Sallyanne Atkinson AO challenging our panel for their elevator pitch for the philanthropic dollar, the response? Art is not about the works it’s about the audience and the space between. Bringing art to the audience develops empathy, understanding and economic development. Iris van Herpen Welcome to our newest Elston Giving Foundation Board member Sheryl Weil! Shout outs to Susan Chenoweth PMESA Eloise Flick Julie E. and our amazing marketing team Nicole Meredith Peter Goodall Janelle Choo
-
-
So pleased to be involved in Collaborative Practice training, you can see it in our faces! Great group of different professionals, barristers, financial planners, family lawyers, social sciences, chartered accountants all learning new ways of helping our clients navigate family disputes. #familylaw #estate #collaborativepractice Clarissa Rayward John Thynne Shelby Timmins
-
-
Let’s get commercial! What is the business case for Collaborative Practitioners? Hear from our panel John Thynne Clarissa Rayward and Simeon Levin CFP® facilitated by yours truly 💵
🌟 As the count down begins to AACP's Melbourne event on 6 September 2024, we’re thrilled to announce Lynda McKie CFP® will join us as an expert panel member🌟 Lynda McKie is a Senior Wealth Adviser with Elston Private Wealth and a highly regarded professional in her field, named by Barrons as one of Australia’s top 100 wealth advisers. With her holistic approach to family wealth, Lynda is particularly adept at guiding clients through the complexities of divorce, providing invaluable advice within a collaborative framework. Lynda’s commitment to empowering clients is matched by her dedication to philanthropy, as seen in her role as a Director of the Trustee governing the Elston Giving Foundation. Don’t miss the opportunity to tap into Lynda’s extensive experience, as we explore the practicalities of collaborative practice at our Melbourne event. 🗓 Date: 6 September 2024 📍 Location: Work Club Olderfleet Building, 477 Collins Street, Melbourne CBD Register now: the link to register is in the comments below
-
-
What was made abundantly clear by the Principals of schools who receive weekly deliveries of food from Fuel For Schools was that it was soooooo much more than putting food in hungry mouths! The opportunity to sit and communicate in a safe space made a lasting impact to these young people and the ripple effect of attendance at school has for our most disadvantaged. Amazing work!
In Australia, one in five children comes to school without eating breakfast. To put that into perspective, in schools with 750 children, that’s 120 kids not able to concentrate, engage or learn effectively because they are hungry. Paula Pool and Demelza Gardem are two incredible mums in Townsville who are determined to do something about this, and established Fuel For Schools, a charity that partners with schools across their region to provide breakfast for thousands of children. Paula and Demelza spoke at the Fabulous Ladies Lunch in Townsville today. A wonderful group of women, coming together to help some of the most vulnerable in our community. Our MC Eleni Millios-Hullick summed it up beautifully. No one should be left behind. If the elevator has sent you up remember to always send it back down ❤️
-
-
Aaah Rosie, 10 years!!! Where did those years go! We are very fortunate to have you, not just because you are a terrific adviser but you lead with humour and a little humility 😉. Seriously, thank you, the journey would not be the same without you 👏 Alexander Rose #elston #leadership #10years
-
