Under the shadow of ‘Brexit’ and the nail-biting finish to Australian federal election, BMO is offering local investors a chance to learn more about how the current volatility will affect both the Australian and global financial markets at a free breakfast on 28th July.
Featuring guest speaker Tony Harte, State Manager for Perpetual Investments, the economic update breakfast, will provide an update on both Global and Australian Economies, along with discussing where Perpetual is finding value in Australian Shares currently.
BMO Financial Solutions Principal Shane Lee said in uncertain times, it’s important to keep perspective.
“It will be great to get an insight from someone who has extensive experience in investment markets and understanding investor behaviour. With the uncertainty in the global markets at the moment, we encourage investors to come along and find out more.”
With over 18 years’ experience in the Financial Services Industry, Mr Harte is responsible for the Queensland Financial Advisers market, supporting them to better understand investor trends. He has previously held roles with Australian Unity as Regional Manager and Vice President-Retail Sales for Deutsche Asset Management.
Mr Lee said that the breakfast will give investors a chance to build their own information bank and apply it to their own individual goals.
“Every decision you make as an investor must take into consideration what you are trying to achieve and the level of risk you are prepared to take, then work with qualified professionals to tailor a plan to your circumstances.
“With interest rates and inflation at record lows, investors now more than ever need to be able to find a good balance between risk and return,” Mr Lee said.
Breakfast at BMO is a complimentary event held at the BMO Business Centre (178 Drayton Street) Dalby on Thursday 28 July. RSVP is essential. View full details and invite here>