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Catherine Robson LLB (Honors), BA (Asian Studies), Graduate Diploma Applied Finance,

Catherine Robson LLB (Honors), BA (Asian Studies), Graduate Diploma Applied Finance, LLM (Tax), CFP, MAICD. Founder & CEO. General Advice Warning.

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Catherine Robson LLB (Honors), BA (Asian Studies), Graduate Diploma Applied Finance,

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  1. Catherine Robson LLB (Honors), BA (Asian Studies), Graduate Diploma Applied Finance, LLM (Tax), CFP, MAICD Founder & CEO

  2. General Advice Warning This advice may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial advice prior to acting on this information.   Before acquiring a financial product a person should obtain a Product Disclosure Statement (PDS) relating to that product and consider the contents of the PDS before making a decision about whether to acquire the product. Past performance is not a reliable guide to future returns as future returns may differ from and be more or less volatile than past returns. This presentation is produced solely as an information service without assuming a duty of care. It MUST not be distributed to third parties. This presentation is based on information considered to be reliable. Opinions constitute our judgement at the time of issue and are subject to change. Neither Garvan Financial Planning or any of the National Australia Group of companies, nor their employees or directors give any warranty of accuracy, nor accept any responsibility for errors or omissions in this presentation. Affinity Private is a Corporate Authorised Representative of Apogee Financial Planning, an Australian Financial Services Licensee, Registered Office at 151 Miller St, North Sydney. From time to time Affinity Private, members of the National Australia Group of companies, associated employees or agents may have an interest in or receive monetary or other benefits from the financial products and services mentioned in this document/presentation. Apogee Financial Planning is associated with issuers of MLC Limited and MLC Life and National Australia Bank products.

  3. Journey to Financial Planning

  4. Journey to CEO

  5. What I’ve learned…

  6. We are at our best when serving others

  7. We are at our best when serving others

  8. We are at our best when serving others

  9. Numbers are important

  10. Money matters • Women earn 17.5% less than men, $5,000 pa less as graduates • Women have disrupted work patterns • Women tend to prioritize the needs of others before their own

  11. Time is critical

  12. Learn from doing and failing…

  13. Leadership

  14. Leadership

  15. Be happy

  16. Questions www.affinityprivate.com.au

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