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查看Katherena Koh的档案

Associate Account Manager at Betashares

Today, we had the privilege of hosting an event for Emerging Advisers. It was a fantastic experience connecting with the next generation of advisers and learning from their fresh perspectives. We were also fortunate to hear from Alex Vynokur, about his journey of building a business 15 years ago, including the challenges he faced. A big thank you to Glen Hare for sharing his experience in building a successful advice firm and the processes he implemented to grow his business. Thank you also to Damon Riscalla, for walking us through the key points to consider when crafting an effective investment philosophy. It’s always valuable to learn from those who have been through the journey and are willing to share their expertise! Thank you for those who attended! We look forward to hosting similar events in the future. Christopher Yates James Roulston Gavin Montgomery Alex Holmes Betashares

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Trixly Andrada

Paraplanner at Empower Wealth

5 个月

Was this in Melbourne?

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Glen Hare

Australia's best financial adviser 2024?? Helping 20-45 year olds buy property, get invested and achieve financial freedom ?

5 个月

Such a great session Katherena! Thanks for hosting ?? What was your biggest take away?

Christine Atencia CFP?

Partner | Wealth Adviser | Senior Financial Adviser | CFP? at Nexia Sydney

5 个月

Liam Flanagan Ellen Kiddle are those the backs of your sexy heads?

Christine Atencia CFP?

Partner | Wealth Adviser | Senior Financial Adviser | CFP? at Nexia Sydney

5 个月

Great initiative Katherena, Alex Holmes and Betashares … thanks for inviting the Nexia Sydney emerging advisers

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