Super and Investment Update
We are pleased to invite you to attend a free seminar with guest speakers Terri Loy, Superannuation Strategy and Tom Sartor, Sharemarket Strategy.
When and Where
Tuesday 29 November 2016
to 7.30 pm
Light refreshments provided.
Mantra on the Esplanade, 88 The Esplanade, Darwin 0800
Tuesday, 22 November 2016 email firstname.lastname@example.org
or phone 08 8981 9555 or complete the online form below
About Morgans Financial
Australia's largest national full-service retail stockbroking and wealth management network with over 300,000 clients, 500 authorised representatives and 850 staff operating from 59 offices in all states and territories.
About the Speakers
Terri Loy, National Manager, Wealth Management
Terri is responsible for the development and distribution of wealth management services to the Morgans network. Terri has worked in the stockbroking and financial planning industry since 1995, has a Diploma of Financial Planning, is an SMSF Association Specialist Adviser and an Associate member of the Financial Planning Association of Australia.
Tom Sartor, Senior Analyst
Tom is a qualified Mining Engineer, spending his early career in underground mining and civil engineering roles with BHP, the London Underground and Heathrow Airport. For the last 9 years, Tom has specialised as an Equities Analyst for Morgans and now leads Morgans Equity Strategy Team, responsible for Asset Allocation, Portfolio and Tactical investment strategy.