Madison Update – 27 May
Commercial in confidence
The meeting I referred to yesterday commenced late this afternoon. Based on the earlier conversations with PwC, I understand we are moving in the right direction. I’ll receive more information post the meeting and will provide further insight tomorrow regarding the outcomes of the discussions.
Today I had conversations with Bianca Dezoitti, Honey & Hive Wealth Management, Karen Kavanagh, Accountcorp Financial Planning, Ralph & Emma Taylor, ASAP Financial Advising Pty Ltd and Larry Ellis, InvestWise Financial Planning. It probably shouldn’t surprise but I still get taken by the commitment, passion and perspective each Principal brings to their business and community. As I hear your stories, I can see why you became a financial adviser and began your own business. There are so many great stories and aspirations in our community and I hope you get to hear all of them.
When we get to the other side of everything that’s going on, I’m having dinner at Karen Kavanagh’s place (she’s used to hosting dinner for many) and eating Larry Ellis’ lychees!
We hope you can join us on Friday from 3.30pm for our Virtual Drinks. CLICK HERE to register.
Contact numbers
Head Office 1300 789 575
Annick 0409 706 963
Kerry 0402 145 480
Jaime 0439 079 786
Sincerely,
Annick Donat
Madison Update – 27 May
Commercial in confidence
The meeting I referred to yesterday commenced late this afternoon. Based on the earlier conversations with PwC, I understand we are moving in the right direction. I’ll receive more information post the meeting and will provide further insight tomorrow regarding the outcomes of the discussions.
Today I had conversations with Bianca Dezoitti, Honey & Hive Wealth Management, Karen Kavanagh, Accountcorp Financial Planning, Ralph & Emma Taylor, ASAP Financial Advising Pty Ltd and Larry Ellis, InvestWise Financial Planning. It probably shouldn’t surprise but I still get taken by the commitment, passion and perspective each Principal brings to their business and community. As I hear your stories, I can see why you became a financial adviser and began your own business. There are so many great stories and aspirations in our community and I hope you get to hear all of them.
When we get to the other side of everything that’s going on, I’m having dinner at Karen Kavanagh’s place (she’s used to hosting dinner for many) and eating Larry Ellis’ lychees!
We hope you can join us on Friday from 3.30pm for our Virtual Drinks. CLICK HERE to register.
Contact numbers
Head Office 1300 789 575
Annick 0409 706 963
Kerry 0402 145 480
Jaime 0439 079 786
Sincerely,
Annick Donat