Join us for the next Advisor Connect Meeting by registering below.
This is an opportunity for advisors and other professionals across multiple disciplines to learn from each other, understand each other’s expertise and build a network that is required as trusted advisors to the unique Family Business sector.
Your local Advisor Facilitator Marcus Armstrong will be your main point of contact, marcus@platinumpeople.com.au.
Note: This event is for Advisors only.
Registration closes at 4pm on the day before each monthly Advisor Connect Meeting.
This month's topic: Family Financial Succession
We are living for the first time in communities having four generations making financial decisions. Family Businesses are being succeeded - many by sale of the business creating substantial wealth giving rise to a new regime for the family and its management.
This session explores some of the family issues and the “Tricks and Traps” contained therein.
About our speaker: David Gibbs, MVA Bennett
David Gibbs is a business strategist and adviser with a reputation for developing wise and practical solutions to personal, family and business financial problems. His career to date in financial matters spans some 50 years. During this time, David has seen the effects of many business cycles and the succession of management with a wide range of business operations. This experience has sharpened his passion for Family Enterprises, Corporate Governance and the identification and management of risk.
David currently chairs and participates in a wide range of family business and other governance Boards, Teams and Committees. Working with other professionals in a collaborative way is a hallmark of David’s style and the basis of the Family Business Consultants Network of which David is a founding director. David is an Accredited Family Business Advisor. He is a committed supporter and office bearer of several community based and youth organisations, including the Cancer Council Victoria and as a foundation director of the Australian Communities Foundation. David also served as the Chairman of the Victorian State Council of Chartered Accountants Australia & New Zealand and was bestowed Life Membership in 2020.and appointed as a member of the Order of Australia in 2021.
We look forward to seeing you there.
This is a hybrid event and you may attend in person or online. If you are unable to attend in person and would like to join the meeting via video, please contact Sarah Herft for the link.
Thank you to our Event Host
Please contact the FBA Office on 1800 249 357 if you require assistance with your registration.
Click here to view the terms and conditions.
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