Focusing on Financial Wellness – Brisbane

location

Brisbane

date & time

30/04/2019 - 12:30 pm to 2:00 pm

Price Qty
Member Ticket show details + $0.00 (AUD)  

Continuing our theme of creating better workplaces, the Institute of Managers and Leaders and event partner Dixon Advisory are pleased to invite you to an event that will focus on financial wellness and its impact on individuals in the workplace. So, when you consider two in five Australians experience financial stress across their lifetime, this not only creates an ongoing problem for employers, but their employees as well.

Research shows:

― of those employees experiencing financial stress in their working lives, this will last on average for 6.4 years or more.

―Financially stressed employees are less engaged at work and more likely to under-perform and take additional time off

―the financial impact for Australian businesses is $31.1 billion annually.

Join industry experts from Dixon Advisory’s leadership team Justin Power and Damien Kennedy to learn how you can positively impact the stress and financial wellness of your team and colleagues through improved levels of financial literacy.

This session will:

  • highlight some of the top causes of financial stress
  • explore potential financial strategies that could help manage these stressors effectively
  • identify decision-making triggers that may cause financial stress
  • discuss what resources and considerations are open to you as an organisational leader.

In today’s constantly evolving financial and investment environment, having financial literacy and wellness programs in place for you and your employees can offer a range of mutually beneficial outcomes.

This session is complimentary and exclusive to IML members, catering provided.

Event Partner:

Justin Power
Director | Family Wealth Management Team | Dixon Advisory

Justin provides high quality investment advice across the spectrum of risk profiles, ensuring his clients are well informed and comfortable about their investments. 

Justin joined Dixon Advisory just before the financial crisis. He says the firm’s investment approach, with more exposure to cash and defensive assets such as fixed interest investments, has served clients well in a difficult economic environment.

In addition to advising clients, Justin supervises, trains and mentors wealth advisers at various office locations across Australia.

Justin has a Bachelor of Business (Finance/Economics) from Macquarie University and a Master of International Relations (International Economics) from Lancaster University. He has also completed a Master of Applied Finance with Kaplan Professional Australia.

 

Damien Kennedy
Director | Family Wealth Management Team | Dixon Advisory

Damien Kennedy brings his significant technical expertise in financial planning, superannuation and accounting to help lead the firm’s Family Wealth Management business through training advisers and analysts on specialist topics.

Based in Brisbane, but also working with a portfolio of clients in Melbourne, Damien provides strategic financial advice to clients in both locations, including executives and senior public servants, and he works with Daryl Dixon on his media commitments and publications, including the book, Securing Your Superannuation Future.

Damien strongly believes that clients holistically benefit from the strategic insights provided by Daryl Dixon and the firm’s Advice and Investment Committees. He says, “Our approach to family wealth management excels because our advisers tailor those recommendations to the client’s individual financial position”.

Damien is passionate about all clients receiving consistently high quality advice to support their specific personal wealth and super goals. .

Before joining Dixon Advisory, Damien had a successful career in the federal public service, involving a variety of client-based initiatives relating to the delivery and presentation of statistical data to organisations and university researchers.

Damien holds a Bachelor of Business (Accounting/Business Management) from Charles Sturt University and a Graduate Diploma in Financial Planning from Kaplan and is a Certified Financial Planner (CFP®).

Venue:  

,

Address:
31/l Eagle Street, Brisbane, Queensland, 4000, Australia