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Gen next Financial Planning Professional Series

July 14 @ 5:45 pm - 8:00 pm

$30.00

There has been substantial client demand for ESG investment options. Our panel of ESG financial adviser specialists and ESG investment specialists, will discuss and provide solutions to navigate new client ESG needs. This will be an interactive panel discussion.  Please join us for our first series of events on Thursday 14 July.  

Meet our guest Panelists

Erica Hall ESG Analyst – Morningstar
Erica Hall is an ESG analyst for Morningstar Australasia Pty Ltd. She is responsible for conducting qualitative research on Australian and New Zealand managers and their funds. Prior to joining Morningstar in 2017, Hall started her career as a money market dealer and has since worked in a variety of roles within financial services, including strategy, and product and client-relationship management. Erica holds a Master of Financial Planning, a graduate diploma in applied finance and investments, a Bachelor of Arts, and a Bachelor of Commerce.

Nathan Fradley
Nathan Fradley is a Senior Financial adviser at Tribeca Financial, Director of Ethos ESG Australia, Chair of the XY Ethics Committee,  Certified Ethical Investment Adviser and was 2020 Affinia Financial Adviser of the year. He believes every client is a responsible investment client, if they are asked the right questions and strives for his profession to uncover the ethical values of all of their clients for better individual investment alignment and societal progression.

Fabian Ruggieri – Director – RIVA Recruitment

Fabian Ruggieri is a director and senior recruitment consultant at RIVA Recruitment. He specialises in financial planning and funds management recruitment across Australia. Prior to working in recruitment, Fabian worked in private banking for Julius Baer in London, ran investment portfolios for a private wealth firm in Melbourne, and was an authorised financial adviser covering holistic financial advice.

Fabian holds a Bachelor of Finance with a Financial Planning major, and recently graduated with a Masters of Business Administration from Deakin University.
 

Agenda 
5:45 PM – Welcome
6:00 PM – Panel discussion
6:45 PM – Q&A
7:00 PM –  Refreshments
8:00 PM –  Event closes 

Members: $20 
Non Members: $30 
Canapes and drinks included 

How to register
AFA Members – how to register for this event

To register for an AFA event, you must log in as a member to ensure you are receiving the Member rate for this event.

If you’re not a member, please use the guest registration.  

  • Login as a Member or Guest
  • Click on ‘Buy Now'
  • Click on ‘Get tickets’
  • Proceed to Checkout

If you have any questions, please contact the events team at events@afa.asn.au 

 

Details

Date:
July 14
Time:
5:45 pm - 8:00 pm
Cost:
$30.00
Event Category:

Tickets

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Gen next Financial Planning Professional Series - Income CoPCom - VIC - Genxt
$ 30.00
Unlimited