ACBC QLD – Wealth Management Strategies

04 May 2021

Seminar and Webinar (delivered in Mandarin)

Join us to hear about different strategies to grow your asset and manage your wealth. Our presenters will share their insights on recent investment opportunities and latest tax tips.

PRESENTERS AND PANELISTS;

Event Details

Date: Wednesday, 26th May 2021

Time: 2:45am registration for 3:00pm – 5:00pm AEST (including networking)

Note: This event will be held in-person AND online. Please select preferred option when registering 

In-Person: Morgans Financial, Riverside Centre, Level 29 / 123 Eagle St, Brisbane

Online: A link to join the online session will be sent to registrants separately the day prior to the event.

Tickets

Member IN-PERSON (limited seats): Free
Member ONLINE: Free

Non-Member IN-PERSON (limited seats): $35 + GST & booking fees (including networking)
Non-Member ONLINE: $25 +GST & booking fees

Please note that this event will be held in Mandarin. Registration will close at 5pm on Monday, May 24th.  

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Event Date

Topics

Event Speakers

Jettie Fan

Investment Advisor, MORGANS FINANCIAL LIMITED - Authorised Representative: 001255205
Jettie is a Chartered Accountant and SMSF Specialist Advisor™. She started her career as an accountant in public practice. She joined Morgans in 2009 and worked in different areas of the business. She incorporates a wide range of knowledge and skills, supported by her financial industry qualifications. Jettie provides her clients with a wide range of investment services and advice including stockbroking, superannuation and financial planning.

Flora Mok

Director M&A, BLUEMOUNT CAPITAL
Flora has more than 20 years of professional M&A, tax and accounting experience in Hong Kong, China and Australia. She is a qualified accountant and has proven track record of successfully and efficiently advising on complicated global M&A deals. These include cross border and internal group restructuring assignments across China, Hong Kong, Australia, Asia, Europe, US and Latin America. Her expertise includes M&A and corporate advisory, deal origination and closing, due diligence, structuring, financial modelling and reviewing legal documentation. Clients served include listed companies, multinationals, private equity and real estate funds, PRC state owned enterprises and private companies. She is a Fellow Member of the Chartered Association of Certified Accountants (UK) and a Member of the Hong Kong Institute of Certified Public Accountants (HK) and CPA Australia.

Vicky Chen-Lin CPA

Associate, TWR GROUP CHARTERED ACCOUNTANTS
Vicky is currently an associate of the firm TWR Group Chartered Accountants. Vicky has been working for the firm for the last 8 years. She is specialised in tax structures, setting up of entities, business tax and financials, tax planning, self-managed super fund, as well as individual taxes. Vicky graduated from QUT with a Bachelor degree of Accountancy, she is a qualified CPA, and a registered tax agent.
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