Budget & Investment Update Event 2016

Join guest speaker Olivia Engel from State Street Global Advisors, as well as Director of Financial Planning, Craig Ayling for an update on the current state of the economy and investment markets.

Join guest speaker Olivia Engel from State Street Global Advisors, as well as Director of Financial Planning, Craig Ayling for an update on the current state of the economy and investment markets.

We will also be covering the major announcements made in the 2016-17 budget, with an opportunity to have your questions answered on how the budget will impact you.

 

 

Date:        Thursday 5 May 2016

 

Venue:     Breakers Country Club, 64 Dover Road, Wamberal 

 

Time:       Breakfast commences at 7:30am

 

                 Speakers commence at 8:00am

 

                 Function concludes at 9:00am

 

RSVP:      Monday 2 May 2016.  Bookings essential  

 

Contact:  Yvette Wright on 02 4304 8888 or email yvette.wright@fortunity.com.au 

 

This is a complimentary briefing with breakfast provided  

 

Olivia Engel

CFA Head of Quantitative Equities APAC, Active Non-U.S. Developed Markets Equity

Olivia Engel is a Managing Director of State Street Global Advisors and Head of Active Quantitative Equities in Asia-Pacific. She is responsible for investment management and research for Australian and Pacific ex-Japan active equity portfolios.

 

Prior to joining SSGA in 2011, Olivia spent eight years at GMO, as a Senior Portfolio Manager in the Australian  Equities group, responsible for portfolio management across all Australian strategies. She also worked for Colonial First State Global Asset Management and Commonwealth Investment Management as a portfolio manager and has been working in the investment industry since 1997.

 

Olivia has a Bachelor of Economics and a Bachelor of Commerce from the Australian National University (ANU). She has earned the Chartered Financial Analyst designation, is a member of the CFA Institute and is a Past President of the CFA Society of Sydney.

 

 

Craig Ayling

 

CFP, Dip.FP, SSA, FAICD, Director at Fortunity

Craig has worked in the financial services industry for 30 years and has been a Financial Planner on the Central Coast since 1998. He is a Certified Financial Planner and holds a number of industry qualifications through the Financial Planning Association, Self Managed Super Fund Association and the Australian Institute of Company Directors.

 

Craig specialises in long term wealth creation and protection, retirement planning and self-managed superannuation for Fortunity clients. Craig  works with a wide range of clients, helping them to achieve their financial goals and make wise investment decisions.

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