Financial Wellness for Women Series: Session 1

Launch and Focus on Equities

Financial Wellness for Women Series: Session 1

Launch and Focus on Equities

AustCham Hong Kong’s Women in Business Network is delighted to be launching the 2022 ‘Financial Wellness for Women’ series. 

This registration is for Session 1: Series Opening and Focus on Equities. AustCham welcomes Matthew Jones and Andre Mudigdo from Oreana Private Wealth to share insights on investing in equities.

This session is delivered in hybrid mode - online and in-person. Those attending in-person will receive a light lunch and refreshments.

This series is designed for professional women who want to gain knowledge in ways to get their money working harder for them. It is designed for those who are new or early stage in investing, or for those who are keen to learn more about a particular asset class. It aims to create a welcoming and open forum to learn, ask questions and instill confidence for personal investing journeys.

This year’s series will focus on equities, fixed income, real estate and cryptocurrency investing. It concludes with a panel session with experienced female investors who will share with you their investment journeys, and tips to help you get started on your own. The opening and closing sessions also offer networking opportunities among your cohort and with the series’ speakers.

Sign up for the Full Series or join individual sessions - pre-registration is essential using the links below. 

This series does not promote nor endorse any financial products. 

While this has been developed by women for women, we welcome anyone of any gender who may be interested to participate.

The AustCham Women in Business Network is sponsored by Ambition, Macquarie Services (Hong Kong) and Telstra. Thanks to Macquarie for providing the venue and hosting us for our first and final sessions. 

AustCham WiBN invites not-for-profit supporting organisations to collaborate on this initiative. Supporting organisations can enjoy Member price for the Series and events. AustCham acknowledges and thanks Girls Just Want to Have Fund$ for their support. Interested groups can contact Chloe Taylor to get involved.

Please note: The views, thoughts, and opinions expressed by the speaker(s) belong solely to the speaker, and are not representative of the Australian Chamber of Commerce in Hong Kong.

Sponsors

Committee
Ambition
Ambition
Macquarie
Macquarie
Telstra
Telstra

Date:

Thu, September 01, 2022


Time:

12:00 PM - 01:00 PM

ADD TO CALENDAR

Location:

Hybrid - Online and In-person at 22/F, Macquarie Group Limited, One International Financial Centre, 1 Harbour View Street, Central, Hong Kong.



Fees:

Member: $300.00

Non-Member: $450.00

Virtual - Member: $200.00

Virtual - Non-Member: $350.00


SPEAKER(S)

Matthew Jones
Senior Wealth Advisor | Oreana Private Wealth

Matthew has over 10 years’ of experience in financial services and brings to Oreana an in-depth knowledge of all facets of advisory.

Matthew’s knowledge includes includes wealth creation, risk management, superannuation, tax planning & succession planning strategies for individuals and families. Matthew is a Senior Wealth Advisor at Oreana Private Wealth and is specialized in delivering comprehensive financial advice for expatriates throughout Asia and clients returning to Australia. Dual licensed in Australia and Hong Kong, and backed by an extensive technical background, Matthew provides goal focused strategic advice for clients in all circumstances.

 

Prior to joining Oreana, Matthew came from an independently licenced wealth creation and management firm based in Sydney. In this role, Matthew focused on delivering highly tailored and bespoke wealth creation advice to high net worth clients. Prior to this Matthew worked for Macquarie Bank in Sydney where he provided technical advice to financial advisors across Australia. In this role Matthew specialized in financial modelling and financial strategy analysis.

 

Matthew has dual degrees in both Financial Planning and Accounting. He is authorised under Oreana’s Australian Financial Services License to provide advice on Australian investment, superannuation, retirement, and insurance products & services, as well as being accredited with the Securities and Futures Commission to provide financial advice in Hong Kong.


Andre Mudigdo
Senior Wealth Advisor | Oreana Private Wealth

Andre has more than 20 years of Financial Services and Banking experience having joined the industry in 1998.

 

Over the course of his extensive career, Andre has undertaken both management and client facing roles, all of which have been centered on the provision of strategic advice to high-net-worth clients. Andre naturally fills the role of being his client’s trusted advisor, and ensures all client’s receive tailored financial recommendations, taking into account both the legislative landscape, as well as the investment tools available given the client’s aspirations.

 

Prior to joining Oreana, Andre was most recently a Senior Financial Adviser at BT Financial Group (part of the Westpac Banking Corporation) in Sydney Australia. In this role, he provided holistic wealth management & strategy solutions to High-Net-Worth clients in Westpac’s Premium Relationship Managed segment.

 

Andre holds a Masters of Commerce (majoring in Financial Planning) and a Bachelor of Economics. He is also designated as a Certified Financial Planner and is a member of the Financial Planning Association in Australia.


Cancellation Policy:

Cancellations must be sent in writing to bookings@austcham.com.hk four business days prior to the event. Please contact cancellation@austcham.com.hk for more details. No shows will be charged.

For any further assistance please contact bookings@austcham.com.hk