Lee Wapling
Lee Wapling

CEO

Melbourne

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FMD Annual Client Briefing 2019: Looking back to look forward

With one decade coming to an end and the roaring ‘20s about to begin, FMD was “Looking back to look forward” when more than 400 clients and friends joined us recently to celebrate our 2019 Annual Client Briefing events in Adelaide and Melbourne.

The event opened with video testimonial from some of our clients talking about how FMD helped them reach their goals and aspirations. Guests were then welcomed to the event with a brief summary of FMD’s business activity throughout 2019. It was a busy year for FMD, including full integration between the Melbourne and Adelaide offices and FMD’s acquisition of financial advisory businesses JC Consulting Pty Ltd and Axios Financial Solutions.

Both the Adelaide and Melbourne events featured insights and commentary from a panel discussion with industry specialists and FMD's own finance and investment experts. In Melbourne, Investment Committee Chairman Richard Dahl and Director and Senior Adviser Mike Reynolds were joined by Anthony Doyle of Fidelity International. Rohan Gulasekharam, Senior Adviser and newly arrived from Axios Financial Solutions, kept the conversation moving along. In Adelaide, Frank Uhlenbruch of Janus Henderson Investors joined Richard and Mike on the panel while I had the pleasure of leading the discussion.

Both panels explored how macro-economic trends have shaped prosperity, considered what lies ahead and outlined how FMD takes information from a wide variety of sources and provides insights for investment performance through the FMD Investment Committee.

The evening wasn’t entirely focussed on the serious business of finance, however, with actor and comedian Shane Jacobson appearing in Melbourne and comedian Fabien Clark entertaining attendees in Adelaide. Their hilarious presentations set the atmosphere afterwards for guests to enjoy drinks and canapes and the opportunity to catch up with their advisers, the guest speakers and each other.

It was a great way to look back on 2019 and to start looking forward to 2020.


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General advice disclaimer: This article has been prepared by FMD Financial and is intended to be a general overview of the subject matter. The information in this article is not intended to be comprehensive and should not be relied upon as such. In preparing this article we have not taken into account the individual objectives or circumstances of any person. Legal, financial and other professional advice should be sought prior to applying the information contained on this article to particular circumstances. FMD Financial, its officers and employees will not be liable for any loss or damage sustained by any person acting in reliance on the information contained on this article. FMD Group Pty Ltd ABN 99 103 115 591 trading as FMD Financial is a Corporate Authorised Representative of FMD Advisory Services Pty Ltd AFSL 232977. The FMD advisers are Authorised Representatives of FMD Advisory Services Pty Ltd AFSL 232977.