Financial planning seminar planned
A financial planner will conduct a free seminar for retirees at Ettalong this month.
Newly established financial planner, Ms Chris Levis, is conducting a free seminar at the Ettalong Senior Citizens' Centre on Tuesday, August 16, at 1pm.
Chris will cover topics such as strategies to increase your pension, aged care planning, strategies to live better in retirement and estate planning.
Ms Levis opened her business in the Blackwall Rd CBD area in June.
Ms Levis brought with her over 20 years' experience at a senior level with AMP, State Building Society, St George Bank, and GIO before establishing her own company consulting to small financial institutions.
Chris graduated from the University of NSW with a Bachelor of Commerce (Honours) and later gained a Graduate Diploma of Financial Planning from the Securities Institute of Australia.
Ms Levis said: "My experience extends across almost every aspect of financial services, banking, life insurance, general insurance, superannuation and, of course, financial advice.
"What I enjoy the most is working with financial planning for individuals and setting up superannuation schemes for the self employed," Ms Levis said.
Chris has lived on St Huberts Island for the past eight years and has two children still at school.
Cec Bucello, August 2