Join us for an insightful webinar tailored specifically for medical professionals, where we’ll delve into the essentials of budgeting and cashflow management.
Presented by the expert team at BFD Financial Planning, this session will arm you with practical tips and tricks to ensure that your hard-earned money works as hard as you do. From effective budgeting strategies to optimising your cash flow, our experienced financial planners will guide you through the fundamentals and share best practices tailored for doctors and dentists
Presenters:
Paul Jarvis – Paul has over 30 years’ experience in the Banking and Finance industry having held senior roles with ANZ and NAB as well as experience in the UK with Zurich. Prior to BFD Finance Paul was the State Manager VicTas for NAB’s Business Banking Financial Planning division. Paul’s skills and experience are diverse having worked with clients ranging from individuals, small to medium businesses, large privately-owned groups and ASX listed companies and across a variety of professions and industries.
Paul’s approach is simple – to listen, understand and provide help so clients can achieve their personal and business financial goals. Paul holds a Bachelor of Commerce and Diploma of Finance and Mortgage Broking Management and is a full member of the Mortgage & Finance Association of Australia (MFAA). Paul is a credit representative (508396) of Westgate Financial Services Pty Ltd ABN 38 148 074 864 (Australian Credit Licence 410232).
Sarah O’Sullivan – Associate – Wealth Creation Since commencing her career in financial services, Sarah has gained over 17 years’ experience in various areas of advice including stockbroking, personal insurance and financial planning. At BFD Financial Planning, Sarah supports Cameron and the Wealth Creation team in developing strategies and overseeing the implementation process in order to assist our clients in achieving their financial and lifestyle goals. Having completed a Graduate Diploma in Financial Planning in 2022, Sarah is currently completing a Master of Financial Planning with Kaplan Professional