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Grain Marketing Workshop Dubbo: 21 September 2010, Robert Herrmann Ag Concepts           12-13 OCTOBER WEALTHFOCUS COURSE, DUBBO. Presenters: Peter Koulizos-The Property Professor; Alan Hull-Active Investing; Terry Powell-General Manager PrincipleFocus Private Wealth; Howard Cole - Investment Consultant to PrincipleFocus & Private Investor          
     
 

 

Dates

Course Brochure

Testimonials

Registration

 

 

WealthFocus Course Outline

Current economic circumstances mean that now, more than ever, you need to learn the skills and improve your understanding of investing.  Whether you are just starting, or have an extensive portfolio, this course will give you greater confidence to build wealth and achieve your investment goals.

We have attracted independent experts from the fields of residential property and share trading and teamed them with our own Wealth Managers to bring you this comprehensive wealth creation course.

Over two days you will explore the world of share trading, share investing and property investing and build a solid foundation of knowledge that will allow you to construct your own personalised investment plan, all with the assistance of highly qualified investment advisers.

WealthFocus - What's In It For Me?:

 Investing Off-farm:

  • Clarify your investment goals and learn which investment style suits your needs.
  • Prepare your own personalised investment strategy and action plan.

Share Investing:

  • Understand the underlying principles of all successful listed companies.
  • Learn fundamental criteria that define good shares that apply in every case and every market.
  • Identify what is the appropriate price to pay for a share.
  • Know when to sell to rescue your money or lock away your profit.
  • We will show you how to profit over the medium term through a growing income stream and fundamentally based capital growth

Share Trading:

  • Clarity on the differences between trading and investing.
  • Explore proven systems for trading, their advantages and disadvantages and their past performance.

Property Investing:

  • The principles of astute residential property investment.
  • How to use property as an investment designed to meet your individual goals.
  • The economic drivers that underpin the property market including land to asset ratios, demographic trends, supply and demand.
  • Understand the different sectors of the property market and what stage the market cycles are currently at.
  • Learn skills to identify property that will consistently out-perform the wider market.
  • How to buy property below the market price.
  • Understanding where the property market is headed in 2010.

Course Presenters: 

Alan Hull

 

 

 

Alan is a leading expert on blue chip share trading and the best-selling author of 'Blue Chip Investing' and 'Active Investing', both by Wrightbooks.  He has successfully managed millions of dollars of other people's funds, consistently beating all the major ASX market averages.  He is a popular investment educator who regularly conducts seminars and workshops on trading. www.alanhull.com

 

Peter Koulizos

Peter Koulizos – www.thepropertyprofessor.net.au
Peter Koulizos, the “Property Professor” lectures in property investment, valuation and economics at the University of SA, TafeSA, Victoria University and The Property School. He is also the author of “The Property Professor’s Top Australian Suburbs”.

Peter is a regular contributor to the Australian Property Investor, Your Mortgage and Your Investment Property magazines. He holds a teaching degree, Graduate Diploma in Property and Master of Business (Property).

Most importantly, Peter puts into practice what he teaches as he is an active property developer and investor. He focuses on the fundamentals that drive successful property investment and delivers this message with his own personal experience and Australia wide knowledge of the property market.

Terry Powell

Terry has over 20 years experience in the world of Wealth Management. He is qualified with a Bachelor of Business majoring in Accounting, has a Diploma of Financial Planning and is CFP qualified. Terry has worked as an Executive Planner with ANZ Private Bank and has successfully built and sold two Financial Planning Practices in Geelong. In his last role, he managed the Victorian team of Commercial Bank Financial Planners with BT which is part of the Westpac Bank. Terry’s interests outside of work are keeping fit and is training for this year’s Around the Bay in a Day bike ride in October. He is also Chairman of the Board of Glastonbury Child and Family Services in Geelong.

Howard Cole

Howard has over twenty years experience with investments, finance and accounting. He is qualified with Bachelors of Commerce and Arts with Honours and holds Graduate Diplomas from the Securities Institute of Australia in both Applied Finance/ Investment and Financial Planning. Howard has previously worked for a number of banks in institutional, corporate and business banking and for the past six years has been self employed as a professional share investor and licensed stockbroker. Howard is a proper authority holder/authorised representative of AAA Shares Pty Ltd. Howard has been consulting to PrincipleFocus Wealth Management since February, 2010 and is a key member of our investment committee. Outside of investing, Howard enjoys family and running. He also serves on the Board of Glastonbury Child and Family Services, a not-for-profit Geelong based community services organisation.

 

 

FarmReady Approved

WealthFocus is approved under the FarmReady Reimbursement Grants program.

FarmReady Reimbursement Grants enable eligible participants to receive up to $1,500 each financial year to cover the costs of approved training activities, with additional support available for associated expense such as excess travel, accommodation and childcare.

You will need to apply for pre-approval using the forms available on the FarmReady website www.farmready.gov.au prior to your attendance.  You must allow five working days for your application to be processed, and ‘Pre-Approval’ must be granted prior to the commencement of the course.  For further information on this please call FarmReady on 1800 638 746.

 

 

 

 

Dates

Course Brochure

Testimonials

Registration

 

 

 		 
 
 

 

 

Grain Marketing
Workshop 

NSW

Dubbo: 21 September

[For More Info Click Here]

 

2010

NSW

Dubbo: 12-13 October

VIC

Geelong: 9-10 November

 

 

 

 

 

 

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PrincipleFocus
Phone: 1800 631 695 Email: info@principlefocus.com.au

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