Barnet Long Room
31 Alfred Street
Circular Quay NSW 2000
An interactive panel discussion on philanthropy.
Philanthropy in Australia had a growth spurt last year and research has shown that people want to give, but aren’t sure how or where to give to make the most of their donor dollars. Financial advisers have an important role to play in this important aspect of a client’s financial plans and if it’s good for your client’s it’s good for you.
Join us and hear from our experts about how you can maximise your value to your clients while doing good for others.
Our panel will be moderated by Julia Newbould, Stella Network Lead, and comprise of:
Kevin Bailey, one of Australia’s most successful financial planners, recently led the Shadforth Financial Group’s philanthropic area and now set to embark on a new life devoted to the not for profit sector.
Tara Hunt, head of the Hunt Foundation, Tara made the decision that she “had enough” and was going to give money away – in an organised way.
Leigh Small, CEO, Sydney Film Festival, speaks on behalf of the arts.
Lindsay Leeser, Chairman, Young Garvan, engages younger donors to the Garvan Institute.
Louise O’Halloran, Wealth sector adviser, Australian Environmental Grant Association, author of new educational module on philanthropy for advisers.