Skip to main content
#
A Clear Direction
rss feedour twitterour facebook page linkdin
home
Financial Advisor Brisbane - AdviserScott Keefer - A Clear DirectionBuilding Investment PortfoliosPortfolio Management ServiceUpdated ContentContact Us - Brisbane Financial Planning
A Clear Direction Financial Planning logo
 Seminar Presentations 

Scott Francis and Scott Keefer regularly deliver presentations to clients, prospective clients and other interested groups.  This page provides details of and materials from these presentations.

 IEEE Presentation - Simple Steps to Financial Success in the Current Climate 
Simple Steps to Financial Success in the Current Climate

On Tuesday 2nd December 2008, Scott Francis & Scott Keefer conducted a presentation for members and friends of the Institute of Electrical and Electronic Engineers.

The presentation looked at:
  • The habits of building wealth
  • Building an investment portfolio
    • 3 Key decisions:
      • Asset Allocation
      • Keeping fees low
      • Active v passive investment approach
  • A synopsis of the current market situation and the impact on building portfolios
 Debt Crisis - Client Presentation 
Debt Crisis - Client Presentation & Teleconference

On Wednesday 24th September & Thursday 25th September, Scott Francis conducted a presentation for any interested clients on the Debt Crisis or Credit Crunch which is currently gripping world investment markets.  Please click on the link to download a copy of the PowerPoint presentation.

 Australian Investors' Association - 2008 National Conference 

Scott Francis was involved in a number of presentations at the 2008 Australian Investor's Association National Conference.  He conducted a 3 hour novice investor presentation on Sunday 27th July, presented a seminar on Asset Allocation & Correlations on Tuesday 29th July and was involved in a panel discussion on issues for investors on Wednesday 30th July.

The following videos were taken from Scott's presentation on Asset Allocation & Correlations:

Part 1 
Part 2 
Part 3 
Part 4 
Part 5 
Part 6 
Scott Francis' articles in the Eureka Report 

Plan Well, Invest Well, Live Well! Financial advice providing a clear direction

A Clear Direction Financial Planning and Portfolio Management ABN 85 147 572 870

Level 19
10 Eagle Street
Brisbane QLD Australia
Ph: (07) 3303 0269
Email: scottk@acleardirection.com.au

Authorised Representative (398444) and Credit Representative (403292) of FYG Planners Pty Ltd AFSL/ACL 224 543.

ASIC - Financial Advisers Register

All content of this website is copyright © A Clear Direction Financial Planning Pty Ltd, 2017

FYG Planners Pty Ltd & A Clear Direction Financial Planning Privacy Policy