bendigo - event invite 13.08.15.pdf

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With Graduation just around the corner, are you wondering how to financially prepare yourself for entering the workforce? Grimsey are hosting a series of educational events to guide you through the financial aspects most relevant for first year interns. We’ll cover a range of topics to expand your financial knowledge and empower you to take control of your finances. TOPICS OF DISCUSSION > Innovative Salary Packaging > Completing a Tax Return > Finance and Loans > Wealth Creation > Superannuation > Financial goals and budgeting EVENT DETAILS Bendigo Educational Dinner: Masons Date: Thursday 13 th August Time: 5.30pm for a 6.00pm start Venue: Private Dining @ Masons of Bendigo 25 Queen Street, Bendigo VIC 3550 This event is a great opportunity to increase your financial knowledge and gain valuable advice in a relaxed and informal environment. This event will include dinner and drinks. We encourage you to ask questions and get to know us and our firm. We look forward to seeing you shortly, Kind Regards, The Grimsey Team Finance & Tax 101 Grimsey Educational Series Karman Yan Karman holds a Bachelor of Commerce (Economics and Finance) from Melbourne University and has been with Grimsey since 2011. Karman works in the Young Professionals team and specialises in the financial needs of junior doctors; providing advice on loans and mortgages, salary packaging, budgeting and financial planning. MELBOURNE Grimsey Wealth Pty Ltd ABN 90 113 911 247 AFSL 293334 Level 2, 766 Elizabeth Street Melbourne Vic 3000 T 61 3 8341 8888 F 61 3 9347 1626 E [email protected] www.grimsey.com.au CLICK HERE TO RSVP

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Page 1: Bendigo - Event Invite 13.08.15.pdf

With Graduation just around the corner, are you wondering how to financially prepare yourself for

entering the workforce?

Grimsey are hosting a series of educational events to guide you through the

financial aspects most relevant for first year interns.

We’ll cover a range of topics to expand your financial knowledge and empower

you to take control of your finances.

TOPICS OF DISCUSSION

> Innovative Salary Packaging

> Completing a Tax Return

> Finance and Loans

> Wealth Creation

> Superannuation

> Financial goals and budgeting

EVENT DETAILS

Bendigo Educational Dinner: Masons

Date: Thursday 13th August

Time: 5.30pm for a 6.00pm start

Venue: Private Dining @ Masons of Bendigo

25 Queen Street, Bendigo VIC 3550

This event is a great opportunity to increase your financial knowledge

and gain valuable advice in a relaxed and informal environment. This event will

include dinner and drinks. We encourage you to ask questions and get to know

us and our firm.

We look forward to seeing you shortly,

Kind Regards,

The Grimsey Team

Finance & Tax 101

Grimsey Educational Series

Karman Yan

Karman holds a Bachelor of

Commerce (Economics and

Finance) from Melbourne University

and has been with Grimsey since

2011. Karman works in the Young

Professionals team and specialises

in the financial needs of junior

doctors; providing advice on loans

and mortgages, salary packaging,

budgeting and financial planning.

MELBOURNE

Grimsey Wealth Pty Ltd

ABN 90 113 911 247

AFSL 293334

Level 2, 766 Elizabeth Street

Melbourne Vic 3000

T 61 3 8341 8888

F 61 3 9347 1626 E

[email protected]

www.grimsey.com.au

CLICK HERE TO

RSVP

Page 2: Bendigo - Event Invite 13.08.15.pdf

Venue Details

Masons of Bendigo

25 Queen Street, Bendigo VIC 3550

Questions?

If there are any queries with regard to the event, please do not hesitate to contact us at the office.

Grimsey Wealth

Contact: Karman Yan

Phone: (03) 8341 8888

E-mail: [email protected]

www.grimsey.com.au