Are you prepared for upcoming opportunities when the next economic wave hits, after the government funding stops?
About this Event
We want to help you and your business prepare for when the government funding stops. Our experts will present on how to proactively plan for yourself and your business for success and help identify opportunities when the next economic wave comes in: post-government funding. Our FREE webinar will take place as follows:
When: November 13, 2020
Time: 8:30 AM - 12:30 PM
Key Take-Aways:
- Nip the bud on your business and get it on track before the stimulus ends
- Prepare for opportunities in the next economic wave: Post CoVid19 funding
- Find out how to choose between standard vs testamentary trust wills
- What financial planning strategies you need to have in place in these times
There are very limited space available so we encourage you to book now. You can either opt to attend in person OR FREE online through our webinar.
All proceeds will go to the Fortuna Foundation to help those less fortunate on our streets.
About the Speakers
Dinesh Aggarwal, Managing Director
Honoured as one of Australia’s top three SME Tax Advisers of the Year 2015 by the Tax Institute, Dinesh is also winner of the prestigious 40 Under 40 Young Business Leader 2012 and 2013 titles by CPA Australia.With about 20 years of experience in Accounting, Finance and Business Management in top corporate positions, both in Australia and overseas, he is a well-known professional, rendering advice to clients in Australia and overseas on tax matters and business services. Dinesh not only manages major international clients but also helps new clients set up businesses in Australia.Dinesh is the former Chairman of the Public Practice committee of CPA Western Australia, and is currently member of CPA Australia Public Practice Board.
Melvyn Gilbert, Associate Director
A qualified CPA with 2 Masters degrees and 15 years of international experience, Melvyn specializes in Business Strategies and Compliance, Accounting & Australian Tax. As an experienced business strategist and CFO, he is the Associate Director of the firm today managing its large client base. Melvyn’s vast knowledge in Asian Engagement has seen him as a contributor at WA’s Parliamentary Inquiry to enhance economic relationship between WA and the Republic of India. In 2019, he was named as one of Australia’s top 5 Young Professionals (IABCA 2019) in Brisbane and received an acknowledgement from Hon Scott Morrison MP, Prime Minister of Australia. He is a national youth influencer and sits on the board of a ACNC registered Not-for-Profit.
Nathan Sgro, Lawyer
Nathan was admitted to practice in the Supreme Court of Western Australia in 2011. He passionately works closely with his clients to achieve a broad range of legal and commercial objectives. He is especially skilled in providing clients with pragmatic solutions and explaining legal concepts in plain language.Having worked in a number of reputable boutique and medium size law firms in Western Australia, Nathan has considerable experience across a diverse range of practice areas including Commercial Contracts, Business Acquisitions, Intellectual Property, Estate Planning, Estate Administration and Property.
Louise Davies, Senior Financial Advisor
Louise has been in the financial services industry since 2004. She thrives on providing holistic advice to her clients and enjoys guiding them along the journey of each life stage. Louise has a Bachelor of Commerce degree majoring in Financial Planning and Accounting. Over her career, Louise has been a highly sought guest speaker at many public events and in the media, some of which include; Today Tonight, The Every Women Expo, Secrets in the Garden, The Sattler Files and BumpWA.
Eric Moroni, Broking Consultant
Eric has over 30 years of working experience in corporate roles within the Banking & Financial Services sector, which allows him to provide tailored financial solutions based on understanding client needs now and into the future. His corporate experience includes working as WA State Manager for Commercial Broking at the Commonwealth Bank and more recently at Bankwest as the Regional Sales Manager for Commercial Acquisition. With this experience, he determines the best banking options available for clients within the ever-changing financial services market.