2017 Client Seminars

Based on feedback from you, our clients, we’re going to do something new to keep you up to date with your investments.

In future, we are going to run intimate client sessions with representatives from the investments you hold in your portfolio.

We’re going to get the fund managers to come to us at Nundah and talk to you for half an hour or so, providing insight into how the fund is progressing. Their session will be followed by time for you to ask any questions you may have – either of the fund, or the sector in which they are invested.

These sessions will be limited to 12 people so let us know if you’d like to attend – however if there is a large response, we’ll organise a second briefing.

The plan is to have one session a month from a different fund manager each time – but because they’re in town, in April, we’re going to kick off with 2 for April:

The sessions we have planned are:

  • 26th April at 2.30pm – Alex Fisher, Portfolio Manager of the Australian Unity Property Income Fund
  • 27th April at 2.30pm – Rhett Kessler, Portfolio Manager of the Pengana Australian Equity Fund
  • 24th May at 11.30am – Matt Mantle, Key Account Manager for the Pan Tribal Global Equity Fund
  • 8th June at 2.30pm – Nicole Morrell, Key Account Manager for the Magellan Global Fund

More to be added so watch this space!

If you are interest in attending either of these sessions, please give us a call on 3260 7700.

We look forward to catching up!


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