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Synopsis of BAWAZ’s 2nd Speaker Session – 18th April 2013

When:           Wednesday 24th April 2013
Where:          The Australian Asian Association Hall, 275 Stirling Street, PERTH (small hall)

We have the pleasure of inviting Andrew Cass, a highly qualified and sought after Financial Advisor to present and discuss financial matters.

He informed us of the importance of financial management and planning; how to achieve financial independence as well as insurance issues that we should be aware of.

Speaker Background

 

Andrew Cass - Director DFP, AIF, GAICD

Andrew’s financial services career spans 26 years. Formerly a Regional Director with the Lincoln Financial Group in the UK, Andrew migrated to Perth with his family in August 1999. Upon arriving in Perth, Andrew joined Plan B Wealth Management.

During his time at Plan B Andrew’s roles focused on adviser recruitment and development, client engagement and advice delivery.

Andrew was registered with ASIC as the ‘responsible manager’ for two of the firms Australian Financial Services Licenses and he also served on the firms Professional Development, Risk Management and Compliance Committees and served as an Employer Representative on the Plan B Superannuation Committee. Andrew worked with Plan B until July 2010.

Andrew consults to a number of local professional services firms and has assisted with the establishment of Advocate Private Wealth, then subsequentley joined as a Director of the firm.

Andrew holds the Diploma of Financial Planning and is a Graduate of the Australian Institute of Company Directors.

In 2004 Andrew was the first advice professional in Australia to achieve the ‘Accredited Investment Fiduciary’ designation via the Centre for Fiduciary Studies in conjunction with the Centre of Executive Education, Joseph M Katz Graduate School of Business and University of Pittsburgh.

He “delivered an advice & experience sharing that adds meaningful value across all dimensions of family wealth” for our guests at the next BAWAZ event.

Three very experienced speakers from Private Wealth presented to our group with very interesting topics, various worked examples and answered numerous questions in the Q&A session. The topics discussed included;

  • Succession and Estate Planning – Personal estate planning and business succession planning and review.
  • Structures – ownership structures and asset protection, ongoing advice on impacts of legislation and regulation, tax and income planning, and risk identification and mitigation.
  • Debt Management - Upfront review of current debt structures and banking services, gearing strategies and debt minimisation, optimisation, and review
  • Personal and Business Protection - Needs analysis, advice, product reviews and recommendations, personal and business insurance implementation.
  • Cash Flow Management - Upfront cash flow and budget analysis, cash flow projections and modelling (longevity planning) and ongoing personal balance sheet reviewing and monitoring.
  • Superannuation and SMSF's - Investment advice and investment policy statement, contributions and withdrawal strategies.
  • Investment - Development of investment strategy & investment policy statement, core wealth investment advice and implementation and implementation of partner assessment and ongoing review.
  • Core Wealth - Core wealth investment determination / asset adequacy analysis, linking asset management, income management and protection strategy to goals and ongoing consultative review to account for changes in goals and financial position

People present had a good understanding of their personal situations & greatly benefitted form the highly experienced speakers forum.

 

Kind Regards,

The BAWAZ Team