Accelerate your Wealth with Knowledge to Action and VFS

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As you may be aware, many of our Unlimited Wealth (UW) and Platinum delegates have been working closely with Vertical Financial Solutions (VFS) to ensure that they make the most of their progression as a professional foreign exchange trader.

During this time, VFS have assisted Knowledge to Action Graduates Delegates with the following:

  • Minimising the tax implications associated with their specific foreign exchange trading
  • Maximising superannuation returns
  • Ensuring other asset classes are working efficiently
  • Providing advice around current structures and legislation to optimise Unlimited Wealth FX trading
  • Providing wealth creation strategies around current market conditions.

 
When becoming a full time foreign exchange trader, it is very important to understand that this should be planned just like you would any other strategy based asset class. Ensuring that your FX trading compliments your other investments, and vice versa, is of the utmost importance.
 
To compliment your wealth creation, Knowledge to Action and VFS are hosting an “Accelerate your Wealth” exhibition. Industry specific experts will be discussing various wealth creation strategies to assist and accelerate your wealth creation journey; open exclusively to Unlimited Wealth and Platinum delegates.
This event is designed to provide further education and to offer you the opportunity to talk to finance industry experts about your specific wealth requirements.
 
Through its broad institutional network Vertical Financial Solutions have put together a multi speaker event, with leading industry professionals from areas of wealth creation.

 

Venue: Sydney Traders Centre of Excellence. Suite 501, 132 Arthur Street, North Sydney

Date: 21st February 2013

Time: 9:00am – 6:00pm

 

Exhibition Itinerary
9:00: Registration
9:30: Welcoming remarks by Jack Kouzi
10:00: Evan O Rourke 
11:00: Clifford Bennet
1:45: Julian Dawson
3:00: Jack Kouzi
4:45: Closing remarks / questions and open discussion
5:50: Drinks

To book your place at this important event, please contact the Client Services Team at Knowledge to Action (02) 8412 6000 or email Danielle Gunning directly via [email protected].
Places are limited and based on a first come, first serve basis. 
 
Refreshments will be provided throughout the day.
 

 

Who will be speaking at the event?

Clifford Bennet
Chief Economist Brush Turkey

Clifford Bennett is internationally recognised for his often market leading and insightful macro-economic and financial market forecasts. Clifford has 25 years international experience with some of the world’s leading investment banks, and was rated the “world’s most accurate currency forecaster” by Bloomberg News NY.
 
Clifford is the author of “Warrior Trading” published by John Wiley & Sons New York, and frequently appears in the financial print and television media. Clifford has been acclaimed for his calling of the equity market bottom and a new bull market on 11 March 2009, and publishes daily market commentary in The White Crane Report.
 
Clifford will discuss:

  • The future of global financial markets
  • His outlook on the AUD
  • The new global safe haven currencies
  • The future of fiat system
 
Evan O Rourke
Founding Director CTSA Group

After starting his career at PKF (one of Australia’s largest accounting firms) Evan became a founding partner of CTSA Group. Evan has over 10 years public practice experience and prides himself on being technically proficient and building strong relationships thus understanding his client’s strategy and goals.

Evan will go through:

  • Taxation and foreign exchange trading
  • Trading through your SMSF
  • Tax minimisation strategies
  • Trust V Company V SMSF

 

 

Jack Kouzi
Director of Vertical Financial Solutions

Jack has dedicated most of his professional career not only to financial markets but in particular has specialized in Asian Financial Markets. Jack is a proponent of globalization and market economic growth he has worked throughout Asia building is skill base, contacts and knowledge and is a Founding Director of Vertical Financial Solutions.

Jack will discuss:

  • Emerging markets
  • New global economic super powers
  • Growth facing investing
  • Economic trends and analysis

 

 

Julian Dawson
Author of Wealth Wisdom

Julian has been an educator for over 15 years and has a wealth of knowledge in a number of areas from stocks and options to property and long term investing. He has assisted thousands of Australians increase their net worth through educating them on a number of income and growth related strategies involving real estate, share investing and trading for cash flow and is the author of’ Wealth Wisdom’ which has sold tens of thousands of copies.
 
Julian will discuss:

  • The current property market
  • The hot spots around the country
  • The pitfalls of property investing
  • The things you don’t know about NRAS

 

 

Seats for this event are limited so please don’t hesitate to register your interest via email: [email protected]

I look forward to hearing from you.
 
Kind Regards

Danielle Gunning

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